Defining eAM Parameters

Submitted by Anonymous on Sat, 02/27/2010 - 23:38

Tag:

EAM /

Now that you have established an Enterprise Asset Management enabled organization, you need to set up specific Enterprise Asset Management parameters that determine organization level defaults for individual transactions. You will set up information, such as Maintained Number defaults, Cost defaults, Work Request information, and Work Order defaults. To define Enterprise Asset Management parameters: Navigate to the Enterprise Asset Management Parameters window. 1. Optionally, indicate whether this organization has system generated asset numbers within individual asset groups. You 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 will overwrite the starting serial number within the Organization Parameters. 2.1 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. 2.2 Select a Cost Category to use as the default for departments that do not have a cost category defined. Department costs are then posted to the appropriate cost elements. Valid values are Maintenance, Operations, Contract, and any other values that you might have added within the extensible lookup table. 3. Enable Implement from horizon start date from preventative maintenance.

4. Select a Request Type from the list of values. The type selected (Work Request or Service Request) is the request type generated. An organization can utilize either Service Requests or Work Request, but not both. The Service Request can be associated to a maintenance Work Order within Enterprise Asset Management. An organization can change from one request type to the other, as long as there are no existing, open requests. 4.1 Indicate whether Work Requests are automatically approved upon creation, or if every user, with the responsibility assigned to the asset’s current owning department, will get a notification via Workflow.This notification can be viewed within self service, within the responsibility you use to log in. If the Auto Approve check box is selected, Work Requests are created with a status of Awaiting Work Order. If the check box is not selected, Work Requests are created with a status of Open. 4.2 If you choose the Extended Log check box, the system will keep an audit trail of records, when defining or updating Work Requests. 5. From the list of values, select the WIP Accounting Class default to ensure that Work Orders generated within Enterprise Asset Management will have an established account code structure assigned, to accept charges incurred by that Work Order. The WIP accounting class codes available in the list of values will be of type, Maintenance. If a Maintenance type WIP accounting class does not exist, you can define a new one . Note: A Work Request status needs to be Awaiting Work Order before it can be linked to a Work Order. The Awaiting Work Order status means that the Work Request is approved. Note: Oracle Cost Management handles maintenance Work Orders as non-standard, expense jobs. 5.1 Optionally, enter a Work Order Prefix. A prefix enables your organization to identify routine Work Orders. 5.2 Optionally, select a Default Department. Oracle recommends that you select a default department. This department defaults to maintenance Work Orders as they are entered. If a department does not exist on a Work Order, it cannot be released. 5.3 If you select the Auto Firm On Release check box, the dates on the Work Order cannot be re-scheduled automatically. 5.4 Indicate whether Material Issue Requests are enabled. 5.5 Indicate whether only billable items are invoiceable. If the Invoice Billable Items Only check box is selected, only billable items can be invoiced. However, the item needs to be invoiceable and the Billing Type check box needs to be selected. If the Invoice Billable Items Only check box is not selected, any item can be invoiced if they are invoiceable within the Master Item window (Invoiceable Item and Invoice Enabled check boxes selected within the Master Item window.)the item only needs to be invoiceable 6. Within the Account Defaults region, select a Maintenance Offset account. You can create or break a Parent/Child (hierarchy) relationship that exists between an Asset Number and a Serialized Rebuildable, manually using the Configuration History page. This account records what is sent to Inventory when a Rebuildable is removed from an Asset, and then brought back into Inventory. For example, if the relationship is broken, the Asset or Rebuildable is sent to either Scrap or Inventory. If the Rebuildable is sent to Inventory, the accounting is as follows: Dr. Inventory Cr. Maintenance Offset

You use Areas to logically sort assets by the zones in which they reside. Areas divide the maintenance plant or facility into zones, which help to track and account for assets. Areas will later be associated with an asset. To set up Areas:

1.

Navigate to the Area window. 2. Using the Add icon from the tool bar, add an area. 3. Enter a Description for this location. 4. Save your work.

Defining Departments and Resources
Submitted by Anonymous on Tue, 03/02/2010 - 11:35

Tag:

EAM /

A department represents a crew within your organization. A crew can include people, machines, or suppliers. Departments are also used to collect costs, apply overhead, and compare load to capacity. You assign a department to each operation of a routing and assign resources that are available for that department. The department assigned to each operation of a routing also becomes the assigned department of the corresponding operation within the Work Order, assuming the Work Order is using the routing. Resources are defined before departments. When you define a department, you specify available resources. A resource represents a craft. You can enter multiple resources for each department. For each resource, you can specify the shifts that the resource is available. For each resource shift, you can also specify capacity modifications that change the available hours per day, units per day, or workdays.

You are required to enter a location for a department if it is the receiving department following outside processing . 03/02/2010 . Jib Cranes. rather than numbers.1.com/user-guide/bills-material/set-ups An instance is a specific employee name or piece of equipment. and Mobile Cranes. Optionally.JIB.oracleug. 4.com/user-guide/bills-material/resource http://www. You can query using the class CRANE. Cranes can be classified by several different types. you can identify assets based on familiar names. unique to the Organization. With both queries. select a department Class from the list of values. the system would then narrow the results to just those assets defined as Jib Cranes.14:38 Tag: • EAM / Category codes are used as naming conventions for assets by creating classes and subclasses. They are user defined. If you enter CRANES. . 2. which will display all assets defined as Cranes within that organization.oracleug. and used to logically group assets. such as Overhead Cranes. Enter a name for the Department. For example. Choose Instances to add employees or equipment to the current resource Category Codes and Sets Submitted by Anonymous on Tue. enter an Inactive On date on which you can no longer assign this department to routing operations See the details @ http://www. 5. Enter a Project Expenditure Organization.oracleug. Select a Location from the list of values. simplifying the search for Maintained Numbers.com/user-guide/bills-material/department http://www. Optionally. 3.

Category codes are first defined. Enter in a new Category.Subclass from the Structure Name list of values. Optionally. 6. 4. 2. 3. Save your work. Optionally. 8. which tie to individual assets. Add a long Description for this category. 7. Navigate to the Find Categories window. After they belong to this category set. 9. Optionally. select the Viewable by Supplier check box to indicate that this category can be viewed by the Supplier.FRKLFT. select the Enabled for iProcurement check box to indicate that this category is enabled for iProcurement. . select the Enabled check box to indicate that this category is enabled. Choose New. they can be associated with Maintained Groups. then added to the Enterprise Asset Management Category Set. 5. Optionally. enter an Inactive On date. for example TRUCK. Select the Asset Management category to create a new Class. To set up Category Codes: 1. 10. or create new ones. You can find existing category codes.

and Crane. 3. Enter the Category Codes that you want to associate with this category set. Select Assign to display a table enabling you to associate the categories with a Maintained Group.To set up Category Sets: To associate Category Codes (TRUCK. Select the flashlight icon from the tools menu. 8. Indicate the Controlled At level. 6. Valid values are Master Level. Save your work. 9.Overhead. but you can optionally change it. 2. A description is defaulted. 1. you will prevent users from entering incorrect categories that are not associated with the Asset Group associated with the asset being created. If you select Allow Multiple Item Category Assignments. 7. Defining Default Category Sets . Navigate to the Category Sets window. 11. such as Crane. 5. 10. then select Enterprise Asset Management from the list of values.FRKLFT) with a Maintained Group. you must first define the item category relationship through the Category Sets menu option. 4. that can be associated to a single Asset Group. and Organization Level.Jib. Enter a Default Category code for assets that are not associated with Maintained Groups. Select Asset Management from the Flex Structure list of values. If you select Enforce List of Valid Categories. you can define a series of categories.

If a functional area's item defining attribute is controlled at the Organization level. Default category sets are required so that each functional area has at least one category set that contains all items in that functional area. Costing. Order Management.When you install Oracle Inventory. You can enable an item for each functional area by using that functional area's item defining attribute. If your item is enabled for a particular functional area you cannot delete the item's corresponding default category set assignment. Purchasing. then that functional area may only have an Organization level default category set. You set the item defining attribute when you define the item. you must assign a default category set to each of the following functional areas: Inventory. The following table presents item defining attributes: . For example. An item defining attribute identifies the nature of an item. Product Line Accounting is seeded with the Inventory category set. Engineering. what designates an item as an "engineering item" is the attribute Engineering Item. and Planning. Inventory makes the default category set mandatory for all items defined for use by a functional area.

Examples include Acme Model 123 Pump and Ford F150 2002 Truck. To set up Maintained Groups: . Maintained Groups represent groups of assets that are virtually identical.When you enable an item for a certain functional area. Maintained Group (Asset Group or Rebuildable Item) Submitted by Anonymous on Tue. Generally. You may change a functional area's default category set under certain conditions. 03/02/2010 . a Maintained Group is defined for each Manufacturer and Model Number combination. Maintained Group (Asset Group or Rebuildable Item) names should be established.15:07 Tag: • EAM / During implementation. Oracle Inventory automatically assigns the item to the default category set of that functional area and the default category of that set. then Inventory automatically assigns the item to the Inventory functional area's default category set and default category. For example. if you set Inventory Item to Yes. If the item defining attribute of the functional area is controlled at the Organization level then the new default category set should also be controlled at the Organization level. You should ensure that every item within the functional area belongs to the new default category set (which replaces the existing default category set).

to this Maintained Group. To associate Maintained Groups with multiple organizations: 1. 7. Select Organization Assignment. 2. Define a Starting Prefix and Starting Number for this Maintained Group. and text attachments. select the paperclip Attachments icon to attach relevant documents. 6. Enter the Maintained Group name in the Item field. and reference guides. up to 240 characters. From the Master Item window. select TOOLS from the Tools menu. Access the Inventory Tab. The following table presents the necessary attribute values that are applied automatically to the Maintained Group. standard procedures. Save your work. Activities. 2.1. The Master Item window is used to create Maintained Groups. . 4. From the drop down list. In the Serial region. Optionally. Enter a Description for this Maintained Group. when using the template: 5. such as drawings. Navigate to the Maintained Group (Master Item) window. You can attach file. along with the starting number sequence. Select the @Asset Group template from the list of values. URL. b. and Rebuildable Items. Use the @Asset Group template to quickly apply attribute values. Select TOOLS from the Tools menu. 3. select COPY FROM. a. select Predefined for the Generation value. and to ensure that the appropriate attributes are applied. 8. the system will default the prefix. When a new asset is created for this Maintained Group.

3. Enter the attribute group name in the Code field. you can then assign it to a Maintained Group.3. To set up Attributes: 1. 11. Regulation Requirements. 7. Enter additional organizations in the available table. and Square Footage. This group can then be associated with the CARS Maintained Group. After the Attribute Group is created. you can create Assets for this Maintained Group. 03/02/2010 . 8. Attribute groups are descriptive flexfields. Enter a Number to sequence the data. Front Loader Nameplate data. Select a Column value from the list of values. If the Displayed check box is selected. such as Facility Information. or optionally. Asset Attributes. select a row. From the list of values. 12. and model) for the asset. you can optionally utilize the attributes to specify nameplate data (specified data such as make. this attribute will display to the user when defining data for an asset within the Maintained Group (for example. Unfreeze the Flexfield Definition by deselecting the Freeze Flexfield Definition check box. defined by segments and values. This provides extensive query capabilities. Navigate to the Descriptive Flexfield Segments window. Select a Value Set from the list of values. Select the flashlight icon from the tool bar. After saving your work. 4. Select Segments to add attributes to the attribute group you just created. When defining an asset within the CARS Maintained Group. you can define an Attribute Group. 9. select the Oracle Inventory Application with the Title. In the Context Field Values region. 5. 6. This enables you to define additional characteristics data when defining an asset associated with the Maintained Group. Voltage. For example. select Value Set to create a new one. Define the Name of the specific attribute. A blank row will be added for you to create an attribute group. enter a Description for this attribute group. This creates a simplified way of entering specified data related to a specific Maintained Group.15:52 Tag: • EAM / You can define common characteristics data specific to Asset Groups. The Window Prompt will default to this name. Setting Up Attributes Submitted by Anonymous on Tue. year. 2. then click the New icon. Horsepower. by creating Attribute Groups using descriptive flexfields. 4. Optionally.CARS) associated with the . 10. Engineering Specifications.

Failure to do this will prevent you from querying the segments from the Attribute window. You must first set up an Maintained Group. NAMEPLATE) that this attribute (for example. the Maintained Group is BUILDING. 15. select the Enabled check box to enable the attribute to be available when defining assets. Select a Maintained Group from the list of values. Floor 1 and Floor 2. In the below example. Select an Attribute group from the Attribute Group Code list of values.The diagram below illustrates the parent/child (asset hierarchy) relationship that can be created when creating Maintained Numbers. Defining Asset Numbers (Maintained Numbers) Submitted by Anonymous on Tue. Navigate to the Attributes Assignment window. or use the Import Asset Number interface. 14. 16. 2. Optionally. You can have an unlimited number of Attribute Groups associated with an asset. 3. Make) resides in. by copying information from an existing asset. containing the Maintained Numbers Building 100. .attribute group (for example. Those Maintained Numbers have their own child assets. 03/02/2010 . any asset created within the CARS Maintained Group will have the NAMEPLATE attribute group available as an option for data entry.16:24 Enterprise Asset Management provides three methods in which you can enter a new asset. before defining Maintained Numbers. 13. You can create them individually. Save your work. Select the Freeze Flexfield Definition check box. In this example. and Building 300. Save your work. Save your work To associate the Attribute Group with a Maintained Group: 1. Building 200. 4. and return to the Descriptive Flexfield Segments window. utilize the multiple asset entry method.

To set up assets individually: .

This field is for information only.3 Optionally. This is the Class and Subclass code. if you have automatic generation enabled. 1. 2. and resources. This Maintained Group will be associated with this asset. indicating the importance of the asset to the organization. it cannot be deleted.4 Optionally.2 Optionally. such as CRANE. are sent to everyone with a responsibility assigned to the Work Request’s associated asset’s current owning department 2. 1. or if the asset is not part of an asset hierarchy.Navigate to the Define Asset Numbers window. regarding Work Requests. This represents the crew responsible for the asset. enter an Asset Description. Notifications. The asset can only be deactivated if there are no open Work Orders for the asset.2 Enter a Maintained Number if you do not have them automatically generated. 1. After an asset has been saved. labor. This will identify the Expense cost elements associated with the work performed. select a Criticality code from the list of values.3 Optionally. such as materials. select a WIP Accounting Class from the list of values.1 Select a Maintained Group from the list of values. . associate this asset to an Asset Category. 1.FLOOR. up to 240 characters. 2.1 Within the Main tabbed region. or accept or modify the default.OVERHEAD or BUILDING. you can optionally select an Owning Department for this asset from the list of values.

5. This is mandatory if you populated the Production Organization field.3 Optionally. defined above. 2. will default from a Property Manager export process (Export Locations to Enterprise Asset Management) if Oracle Property Management is installed.2.12:30 Tag: • EAM / .4 Optionally.6 Enabled Active check box shows that asset is active. This defines asset hierarchy information. enabling you to review all cost associated with an asset or asset hierarchal view. and cannot be changed. or with the Equipment item attribute enabled. This represents a fixed Maintained Number that belongs to a fixed asset category. If a Maintained Group was created in above step. The Location Code and Maintained Number fields reflect as the same number. Enter a Category. and must be the same set of books that is assigned to the current Enterprise Asset Management organization. 4. associated with the asset. an asset can be created for cost-tracking purposes. For example. select Associate Activity to directly associate this Asset with an Activity. In this situation. Only existing.1 You can select Resource Usage only if the fields in the Production Equipment region are populated. If the Maintainable check box is selected. This category is tied to a set of books. This is a user defined listing of logical areas of work.3 The Property Management fields. 3. For example.2 Optionally. Location Name. For example. These fields are not updateable. 2.2. East Wing. select Attributes to enter attribute values for the asset. which is a grouping of fixed assets. Optionally. and Location Code.4 Optionally. in the diagram example above. 3. then this field is mandatory. enter the Fixed Asset region information if Oracle Fixed Assets is installed. 03/02/2010 . but we do not want to maintain those assets. This is Enterprise Asset Management’s integration with Fixed Assets. 5. This defines asset hierarchy information. Enter a parent Maintained Number. 2.5 Indicate whether this asset is maintainable. will be available. enter file. or text attachments to this asset by choosing the paperclip Attachments icon. defined within Oracle Fixed Assets.3 Enter a Serial Number. enter the Area where this asset resides. You can then choose Document Catalog to add asset specific documents Defining Miscellaneous Documents Submitted by Anonymous on Tue. From this window.7 In the Parent Asset region. you would need to enter Building 100 in this field if you were currently defining the Floor 1 asset. 5. enabled Attribute Groups will display. URL. This enables you to view production Work Orders using the equipment that corresponds with this Maintained Number as a resource.1 Optionally.1 In the Production Equipment region. you do not need to enter values for all existing Attribute Groups. you can create Work Requests and Work Orders for this asset.2 Select an Item from the list of values. optionally enter a Production Organization. do not select this check box. or Area 1. This is the specific name of the component within the Equipment Type. 4. enter the Number if Oracle Fixed Assets is installed. 3. 4. North Plant. optionally enter a Maintained Group. This is mandatory if you populated the Production Organization field. you cannot generate Attribute Groups. 5. We may want to see the cost for all top level assets in an asset hierarchy. The list of values displays the production inventory organizations maintained by the current asset’s organization. These Attribute Groups are optional. Only items that were defined with an equipment template.

such as spreadsheets. You can define a Preventive Maintenance schedule for your Asset Route to specify when an Activity should be scheduled for the Asset Route. To define Asset Routes: . 2.17:50 Tag: • EAM / You might need to perform an Activity on multiple Maintained Numbers. To eliminate the possibility of creating multiple Work Orders for the same Activity. and OLE objects.You can create text and files. Navigate to the Miscellaneous Documents window. graphics. Select a Data Type from the list of values. You can attach these documents to a maintenance Work Order. To define miscellaneous documents: 1. asset. you can define Asset Routes. Only day interval rules can be defined for Asset Routes. 03/02/2010 . Defining Asset (Number) Routes Submitted by Anonymous on Tue. or operation.

This is the Class and Subclass code. or Area 1. labor. 10. you can optionally select an Owning Department for this Asset Route from the list of values. This will identify the Expense cost elements associated with the work performed. select a Criticality code from the list of values. A bill of material (BOM) can be used to list all items and components that make up a particular asset. such as materials.OVERHEAD or BUILDING. and can be defined for each Maintained Group. and resources. 5. enter the Area where this Asset Route resides. . Choose Asset Route to display the Asset Route window. Indicate whether this Asset Route is maintainable. 03/02/2010 . Optionally. For example. North Plant. If the Maintainable check box is selected. This represents the crew responsible for the asset. Navigate to the Define Asset Route window. 3. Select a Maintained Group from the list of values. 8. indicating the importance of the Asset Route to the organization. select a WIP Accounting Class from the list of values. 9. Optionally.18:11 Tag: • EAM / You can identify and select the required items that make up an asset. Optionally. Within the Main tabbed region.1. 2. Enter the name of the Asset Route in the Maintained Number field. The items defined on an asset BOM are standard inventory components. 4. are sent to everyone with a responsibility assigned to the Work Request’s associated asset’s current owning department. Notifications. This field is for information only. Setting Up Asset (Group) Bills of Material Submitted by Anonymous on Tue. such as CRANE. East Wing. regarding Work Requests. you can create Work Requests and Work Orders for this Asset Route. Optionally.FLOOR. associate this Asset Route to an Asset Category. 7. 6. This is a user defined listing of logical areas of work.

Select the Maintained Number (Maintained Numbers are always serialized) from the list of values that the inventory items are going to be associated to. enter 0 in the From field. work order numbers requiring maintenance on the asset. 7. Select the Serial Effectivity tabbed region. Defining Asset (Number) Statuses Submitted by Anonymous on Tue. 03/02/2010 . 8. Shutdown information consists of start and end dates. Save your work. You can create new shutdown information associated with an asset. save the record. 3. open the Project Parameters window using Project Manufacturing Super User responsibility and without entering any data in the window. or view existing shutdown history information already recorded to an asset.18:44 Tag: • EAM / Shutdown of an asset is sometimes necessary to perform a maintenance Activity. Only Maintained Numbers associated with the current Maintained Group are available. you can view asset shutdown information in the Asset Status window.Note: Even if you are not using Project Manufacturing applications. 6. This is required because an Asset BOM is of type Model/Unit Effective and this BOM type is currently allowed only if PJM organization parameters are set up for the eAM enabled organization to which the Asset Group has been assigned. Enter the inventory Component to make up the Maintained Number. Select a Maintained Group from the Item field list of values. the Item Sequence and an Operation Sequence will default. Navigate to the Bills of Material window. If the Component is installed in all Maintained Numbers within the Maintained Group. 2. All shutdown information entered within the Asset Status window is for informational purposes only. To view and define shutdown information for an asset: . 4. 5. To define Project Parameters. and leave the To field blank. Project Parameters must be defined for your eAM enabled organization to successfully create Asset Groups. To set up an Asset BOM: 1. in the From and To fields. and specific operation sequences. Within the Main tabbed region. Enter the Quantity of that component necessary for the asset. At the time of completing a Work Order to its operations.

Save your work. 5. Only work orders created for the current asset are available from the list of values. Select an Asset Number from the list of values. 8. 3. associate the shutdown information to a specific work order requiring maintenance on the current asset. To set up Activities within the Master Activity window: . and create Activities from within a Maintenance Work Order. To add new shutdown information for the current asset. 7. the material and resources associated with the current Activity automatically copy to the Work Orders created. which can be applied to Work Orders. Select a Start Date from the list of values. When Work Orders are created for assets associated to the Activity. such as Routine or Preventive Maintenance. You can create an Activity within the Master Activity (Master Item) window. Defining Activities Submitted by Anonymous on Tue. There are three methods you can use to create an Activity. 6. they can be associated with one or more Asset Numbers or Rebuildables. Optionally. 4. 03/02/2010 . containing the materials and resources needed for operations. 9.18:58 Tag: • EAM / Activities provide you with a standard template of jobs. 2. All shutdown information for the current asset appears in the Shutdown Details region. Navigate to the Asset Status window. create Activities from the Activity Workbench. Optionally. They also need to be associated to a maintenance BOM and activity routing. enter a Shutdown Description. After these Activity Templates are created. respectively.1. Optionally. Select an End Date from the list of values. Choose Find. associate shutdown information to the operation level of a work order by choosing a specific Operation Sequence.

Vandalism. select a Shutdown Type from the list of values. and to ensure that the appropriate attributes are applied. standard procedures. Save your work. when using the template: 5. optionally enter an Activity Type to indicate the type of maintenance for this Activity. Use the @Activity template to quickly apply attribute values.1. 8. Overhaul. Optionally. This field is for information only. From the drop down list. OSHA Compliance. This indicates whether a shutdown is necessary to perform this maintenance activity. such as drawings. Select TOOLS from the Tools menu. Normal Wear. 7. 6. Select the Asset Management tabbed region. select the Activity Notification Required field to indicate whether the asset requiring work is mobile. Enter a Description for this Activity. 4. and reference guides. The following table presents the necessary attribute values that are applied automatically to the Activity. Select the @Activity template from the list of values. 9. For example Required. to this Activity. or Cleaning. After saving your work. and should not describe in detail the job to be done. up to 240 characters. and rebuildable. and text attachments. For example. or Settings. This field is informational only. Warranty Compliance. 11. The Master Item window is used to create Maintained Groups. and needs to be brought into the shop for repairs. select COPY FROM. Optionally. and Not Required. Activity Source codes are reasons activities need to be executed. In the Activity Property region. Lubrication. Activities. Inspection. You can attach file. Servicing. b. URL. Enter the name of the Activity in the Item field. or Military Specification Requirements. Optionally. It is used when defining a Work Order. a. 10. select an Activity Source from the list of values. Optionally. It should remain generic. select the paperclip Attachments icon to attach relevant documents. 2. Optionally. this Activity can be associated with an asset . select an Activity Cause from the list of values. For example. For example. Repair. Breakdown. 3. to specify what situation caused this work to be generated. Navigate to the Activity (Master Item) window.

The value in this field will default from the Template properties above. Valid values are Activity and Work Order. optionally select the BOM check box to indicate that the Maintenance Bill of Material. optionally select an Activity Cause. If you select Activity.2 Within the Activity region. The value in this field will default from the Template properties above. associated with the current Activity within the .3 Choose an activity Template from the list of values. choose New. 3. The @Activity template is created for you. 2.2. 2. 1. This field is informational only until a future release. and the values within the Activity region are irrelevant. Copy Option 3.1 Within the Activity region.3. This will automatically bring in the properties associated with an Activity. The value in this field will default from the Template properties above.To set up Activities using the Activity Workbench: Navigate to the Activity Workbench window. If you select Work Order.4 Within the Activity Properties region. 1. as well.1 Within the Copy Options region. 3. the values within the Work Order region are relevant. 1.3 Within the Activity Properties region. and the values within the Work Order region are irrelevant.2 Within the Activity Properties region. 2. Activity Properties 2. the values within the Activity region are relevant. Choose Launch and to create an Activity.1 Enter an Activity Name. optionally select the entity to copy information from.1 Within the Activity Properties region. optionally select an Activity Type. however you can create your own Activity Templates. optionally select an Activity Source. if Activity is populated in the Copy From field. Enter an Activity Description. 2.5 The Activity Notification check box is informational only until a future release. The value in this field will default from the Template properties above. optionally select an Activity name. optionally select an Shutdown Type. if Activity is populated in the Copy From field.

16:00 Tag: • EAM / You can streamline the creation of Activity associations using an Activity Association Template. will associate with the new Activity. populated in the Work Order field. or All from the Association list of values. associated with the current Activity within the Activity region. if Work Order is populated in the Copy From field. select All or None from the Operation list of values. in the screen shot above. ■ All: All resources associated with the current Work Order will copy to the new Activity.2 Within the Activity region. will copy to the new Activity Name. select All or None from the Association list of values. will copy to the new Activity 3.4.2 Within the Work Order region. ■ None: No material associated with the current Work Order. or None from the Material list of values. in the screen shot above. populated in the Work Order field. ■ All: All material associated with the current Work Order. ■ None: No Asset and Rebuildable associations. 3. ■ None: No Assets and Rebuildables.3. if Work Order is populated in the Copy From field. 3. Current. ■ None: No resources associated with the current Work Order will copy to the new Activity. 21. . ■ Issued: Only resources issued to the current Work Order will copy to the new Activity. if Work Order is populated in the Copy From field. will copy to the new Activity. and then Maintained Numbers within that group. populated in the Work Order field. will copy to the new Activity. For example. the Maintenance Bill of Material associated with the 3000 Mile Truck Maint will copy to Oil Change.3 Within the Activity region. associated with the current Work Order. will associate with the new Activity. For example. ■ None: No operations associated with the current Work Order. 3. optionally select the Routing check box to indicate that routings. the Activity that you associate with the current Maintained Number’s Maintained Group will automatically determine the Activity that is associated with the current Maintained Number. will copy to the new Activity Name. or None from the Resource list of values. will copy to the new Activity.3. If you create an Activity Association Template. select All. if Work Order is populated in the Copy From field. will copy to the new Activity. populated in the Work Order field. ■ All: All Asset and Rebuildable associations. ■ All: All operations associated with the current Work Order. will copy to the new Activity.Activity region. 22. Issued. if Work Order is populated in the Copy From field. select All. 2.4. the new Activity is automatically assigned to the current organization Activity Association Template Submitted by Anonymous on Wed. ■ Issued: Only material issued to the current Work Order. will associate with the new Activity. will copy to the new Activity. you do not need to utilize the Association window to associate those Maintained Numbers with an Activity.3 Within the Work Order region. associated with the current Activity within the Activity region. if Activity is populated in the Copy From field. populated in the Work Order field. associated with the current Work Order’s Activity. associated with the current Work Order. if Activity is populated in the Copy From field. ■ All: All Assets and/or Rebuildables. Issued.1 Within the Work Order region. associated with the current Activity within the Activity region. After saving. Within the Work Order region.4. Save your work. ■ Current: An Asset and/or Rebuildable. routings associated with the 3000 Mile Truck Maint will copy to Oil Change. 3. 03/03/2010 . For example.4 Within the Work Order region.4. when you create a Maintained Group. select an existing maintenance Work Order from the list of values. select None.

14. For example. 13.13:00 Tag: . select a Priority code from the list of values. Overhaul. 8. Associate Assets with Activities Submitted by Anonymous on Wed. Activity Source codes are reasons activities need to be executed. The Activity needs to already have been created within the Master Item window. 7. Tags are generally printed and placed on an asset. This value defaults from the Master Activity information that was created within the Master Item window. OSHA Compliance. Optionally. 12. 4. Inspection. The Area might need to be secured for operations required for carrying out a Work Order. or Military Specification Requirements. or Settings. 2. Select a valid Activity from the Activity list of values. 6. select an Owning Department from the list of values. Optionally. 11. Optionally. select a Shutdown Type from the list of values. This code indicates the type of maintenance for this Activity. 5. warning the plant that the asset is shutdown. this Maintained Group will be associated with the current Activity. 03/03/2010 . After this record is saved. This field is informational only. Normal Wear. Warranty Compliance. Optionally. Repair. This value defaults from the Enterprise Asset Management Parameters information for the current organization. select an Item Type of Asset or Rebuildable. It should remain generic. and should not be started. Lubrication. Select a Maintained Group from the list of values. Optionally select an Activity Source from the list of values. Vandalism. select a WIP Accounting Class from the list of values. For example. For example. 3. Optionally. This is for information only. you can optionally select an Activity Cause from the list of values. select an Activity Type from the list of values. Breakdown. Every Maintained Number created within the current Maintained Group will automatically be associated with the current Activity. Servicing. This value defaults from the Master Activity information created within the Master Item window. Navigate to the Activity Association Template window. and Not Required. 10. enter Effectivity Dates for this Activity Template. This value will default from the Master Activity information created within the Master Item window. and should not describe in detail the job to be done. This value defaults from the Enterprise Asset Management Parameters information for the current organization. For example Required. Save your work.To create activity templates: 1. Optionally. Optionally. 9. This check box helps the planner isolate those jobs that require a tagout. select the Tagging Required check box to indicate whether tag out procedures are required. Within the Main tabbed region. Within the Activity tabbed region. This value specifies what situation caused this work to be generated. or Cleaning. This indicates whether a shutdown is necessary to perform this maintenance activity.This value defaults from the Master Activity information created within the Master Item window. It is used when defining a Work Order. This value will default from the Master Activity information that was created within the Master Item window.

This field works directly with the Maintained Group and Maintained Item fields. it will default to NULL. For example. you can select an Activity Cause from the list of values to update this field. Breakdown.4 Optionally. If Rebuildable is selected. 1.• EAM / After you have defined Maintained Groups. specifying what situation caused this work to be generated. you can streamline the creation of Activity associations using an Activity Association Template. Normal Wear. 1. . select Capital/Asset or Rebuildable from the Item Type list of values. If you had selected a Non-serialized Rebuildable in the Maintained Group field. If the Effective To field is left blank. you do not need to utilize the Association window to associate those Maintained Numbers with an Activity. Note: The Activity Workbench is generally used to streamline your Activity setups. Optionally. Asset Groups are available in the list of values. when you create a Maintained Group. If you create an Activity Association Template. To associate Assets with Activities: Navigate to the Activity Association window and Select an Activity from the list of values. Only Maintained Numbers associated with the previously selected Maintained Group will be available.1 Within the Activity tabbed region.1 Within the Main tabbed region. then the Maintained Number field is not required. the Activity that you associate with the current Maintained Number’s Maintained Group will automatically determine the Activity that is associated with the current Maintained Number. Assets need to be associated with Activities before entering the Activity into a Preventive Maintenance Schedule. Vandalism. you can streamline the creation of Activities and associations using an Activity Association Template. If the Effective From field is left blank.3 Optionally. it will default to the system date. For example. Maintained Numbers are always serial controlled. select a Priority Code from the list of values. the Activity Cause will default from the Activity definition. If Capital/Asset is selected.2 Select a Maintained Number from the list of values. Also. This field is for information only. 1. Assets. 1. However. and then Maintained Numbers within that group. and the Maintained Number refers to the specific serial numbers for the current Rebuildable Item. 2. and the Maintained Number refers to the Asset Number.2 Select a Maintained Group from the list of values. the Maintained Group refers to the Rebuildable Item. including Maintained Number/Activity associations. enter Effective Dates. you can associate the Activities with assets and/or rebuildables. 1. and Activities. or Settings. If Asset is populated in the Item Type field. the Maintained Group refers to the Asset Group.

select the Tagging Required check box to indicate whether tag out procedures are required. This is for information only. whereas eAM operations do not need to be performed sequentially. 2. When a Work Order is created for an Activity.5 Optionally. operations may not be sequential. Overhaul. the Maintenance Route corresponding to the Activity explodes to the Work Order. You can specify that one operation is dependent on another. Servicing. This value will default from the Master Activity information that was created within the Master Item window. Warranty Compliance. It is used when defining a job or a standard job.2. Maintenance Routes are not Asset Routes. warning the plant that the asset is shutdown. This indicates whether a shutdown is necessary to perform this maintenance activity. and Not Required.6 The Owning Department responsible for this activity or asset will default from the Asset Number definition. select an Activity Source from the list of values. This is normally a Planner or Supervisor. Repair.7 Optionally. and should not describe in detail the job to be done. 2. The dependency may not be totally connected. 2. For example. The Area may need to be secured for operations required for carrying out a Work Order. for the current organization. or Cleaning. This check box helps the planner isolate those jobs that require a tagout.3 Optionally. Lubrication. Tags are generally printed and placed on an asset. Maintenance(Activity) Route Submitted by Anonymous on Wed. Activity Source codes are reasons activities need to be executed. Optionally. or Military Specification Requirements. select a Shutdown Type from the list of values. Also.2 The Activity Type will default from the Activity definition. Inspection. This field is informational only. In Enterprise Asset Management. To define a maintenance route: . Optionally. you can update this field by selecting an owning department from the list of values.16:39 Tag: • EAM / A Maintenance Route is the set of operations or jobs necessary to perform an Activity. you can select an Activity Type from the list of values to update this field. all operations specified in the Maintenance Route are copied to the Work Order as its operations. 2. This code indicates the type of maintenance activity needed to be done for this Activity. it is possible that two unrelated operations can happen concurrently. Multiple operations can be dependent on only one operation. 2. select a WIP Accounting Class from the list of values. For example Required. This code should remain generic. This value defaults from the Master Activity information that was created within the Master Item window. For example. and should not be started. You can over-write the value that defaults from the Enterprise Asset Management Parameters information. Enterprise Asset Management operations differ from manufacturing operations because manufacturing operations must be performed sequentially. OSHA Compliance. One operation can be dependent on multiple operations. 03/03/2010 .4 Optionally.

If you use a standard operation code. and shop rags. you can modify the resources listed . A bill of material (BOM) can be used to list all items needed to perform a particular Activity. Within the Activity Workbench pane. As Maintenance BOMs are created. the operation information for that code will be copied into the current operation. but you can optionally change this . Optionally. filled propane tanks.1 Within the Main tabbed region. Fork Lift Daily Maintenance. they are associated to an Activity. select the Activity for which you wish to create the Routing. 03/03/2010 . . according to your profile setup. 2. use the operation Code list of values. 2. When a Work Order is created for an Activity.3 Select a Department from the list of values. enter a Disabled date to indicate the current operation’s expiration. 3. If the standard operation is selected.5 The Effective date will default to the system date. 1. 2. 2. 2. choose Routing Network to view the operation dependencies for the current asset route. then choose Operation Resources to view the resources associated with the current department attached to this operation. Optionally. the Maintenance BOM corresponding to the Activity explodes to the Work Order . where the operation will be performed. You can then update that information as desired . The items necessary to perform this Activity include water. Optionally.2 To copy or reference standard operations into a routing. Enter a Description for the current operation. enter an operation Sequence.4 Select the Referenced check box to indicate that any changes to standard operations will be reflected in the routing. fork lift lubrication oil.6 Optionally. 2. this check box is selected by default.Navigate to the Activity Workbench window and Choose Launch. For example. and Choose Routing. You can define a new standard operation by selecting Standard Operations from the Tools menu. you might have an Activity titled.all components specified in the Maintenance BOM are copied to the Work Order as material requirements. select an operation. or let the system automatically generate it for you. 4.7 Select the Description tabbed region. Select an Activity from the Item list of values. Maintenance(Activity) Bills of Material Submitted by Anonymous on Wed. 2.17:09 Tag: • EAM / You can identify and select the required items used by an Activity. and can be defined for each Activity.

Enter the Operation Sequence that this Component (material item necessary for the operation sequence. Navigate to the Activity Workbench window. Within the Activity Workbench pane. 10. removed. and refurbished are referred to as Rebuildable Items. 9.17:14 Tag: • EAM / Items that are installed. 5. 8. you have the option to serialize them. 3. Rebuildable Items are inventory items. To set up rebuild items: . Choose BOM. Optionally. You can enter an unlimited number of material items. Choose Launch. 4. Rebuildable Items may need to be removed or refurbished while a parent Asset is maintained. Save your work. Select an Activity from the Item field list of values. 03/03/2010 . Enter necessary Components and their Quantities that are required to perform the Activity. select the Date Effectivity tabbed region to specify effectivity dates per component. 2. control boxes.To set up an maintenance BOM: 1. Select the Main tabbed region. Defining Rebuildable Items Submitted by Anonymous on Wed. select the Activity for which you wish to define the Bill of Material. 7. 6. NOT rebuildable item) is needed for. The Item Sequence will default. Examples of Rebuildable Items include motors. and computer boards.

. standard procedures. select one of the other options available.1. Navigate to the Rebuildable Item (Master Item) window. Select the @Rebuildable template from the list of values. such as drawings. up to 240 characters. select COPY FROM. Use the @Rebuildable template to quickly apply attribute values. Optionally. and text attachments. You can attach file. select the paperclip Attachments icon to attach relevant documents. to this Rebuildable Item. when using the template: 5. Predefined. 7. 4. select the Inventory tab to define a Non-Serialized Rebuildable Item. At Receipt. Activities. Within the Generation field. and Rebuildable Items. a. and to ensure that the appropriate attributes are applied. 2. Enter the Rebuildable Item name in the Item field. If you wish to define a Serialized Rebuildable Item. and reference guides. The Master Item window is used to create Maintained Groups. The following table presents the necessary attribute values that are applied automatically to the Activity. Valid values include No Control. URL. 6. and At Sales Order Issue. Select TOOLS from the Tools menu. 3. based on your business needs. b. From the drop down list. Optionally. select No Control. Enter a Description for this Rebuildable Item. Save your work.

2. or Area 1. labor. enter a description for the Rebuildable Serial Number of up to 240 characters. 2.1 Select a Maintained Group from the list of values. . 1. regarding Work Requests. or accept or modify the default.5 Save your work.18:00 Tag: • EAM / To set up rebuildable serial numbers individually Navigate to the Define Rebuildable Serial Numbers window. For example.4 Optionally. indicating the importance of the Maintained Number to the organization.2 Enter a Maintained Number (Rebuildable Serial Number) if you do not have them automatically generated. East Wing. 2. select a Criticality code from the list of values. This represents the crew responsible for the Rebuildable Serial Number (Maintained Number).2 Optionally. 03/03/2010 . Notice that the Current Status is Defined but not used. 1. This is a user defined listing of logical areas of work.1 Within the Main tabbed region.Rebuildable Serial Numbers Submitted by Anonymous on Wed. 2. This field is for information only. such as materials. if you have automatic generation enabled . and resources. you can optionally select an Owning Department for this Rebuildable Serial Number from the list of values. are sent to everyone with a responsibility assigned to the Work Request’s associated Maintained Number’s current owning department.3 Optionally.3 Optionally. North Plant. 2. Note: To create a rubildable serial number the serail number should be enabled else the rebuildable asset wont be available in rebuildable serial number window. This is the Maintained Group (Rebuildable Item) you are associating with the Rebuildable Serial Number you are currently creating. 1. select a WIP Accounting Class from the list of values. Notifications. This will identify the Expense cost elements associated with the work performed. enter the Area where this Maintained Number resides.

in the selected Subinventory and Locator. an association instance is automatically created for the current Maintained Number (Rebuildable Serial Number) and that Activity. you must also enter a Locator. using the Asset Meter Association window. you would associate that meter to an asset (your car). This is done via Preventive Maintenance Scheduling . and/or Meter Templates are associated with the current Maintained Group (Rebuildable Item). Next. you would first define your car’s odometer as a meter. This process creates inventory for the Maintained Number (Rebuildable Serial Number). 03/03/2010 .1 To add this item to a Subinventory.2 Choose Intantiate to automatically activate a Miscellaneous Receipt process.18:09 Tag: • EAM / Meter and Meter Templates Submitted by Anonymous on Wed. To set up the above scenario. An example of meter-based preventive maintenance is your car’s oil changes. based on the meters you have defined. Rebuildable BOM Submitted by Anonymous on Wed. you can associate the Maintenance Activity (oil change) that should occur. respectively.000 miles or six months. the Current Status of the Maintained Number changes to Resides in stores. Most car manufacturers recommend that you change your engine oil every 3. whichever comes first. As part of the Instantiate process. The Instantiate process is a one-time-process only. runtime and/or calendar days. select a Subinventory from the list of values. Optionally. After the process is successful.To establish a rebuildable serial number in Inventory 3. 4. and/or Meter and Preventive Maintenance Schedule. choose Associate Activity to associate the current Maintained Number (Rebuildable Serial Number) to an Activity. if Preventive Maintenance. After you have associated the meter to the asset. 03/03/2010 . If the selected Subinventory has a Locator. and the Instantiate option is disabled.19:13 Preventive Maintenance Setup eAM can generate Work Orders automatically based on meter readings. Activity. 3.

Enter a value for the number of past readings. If this is a fluctuating meter. or Fluctuating. To define Meter Templates: Navigate to the Meter Template window. However. Descending. After the meter is created. If there are any scheduling rules associated with this meter. This value designates how many readings prior the scheduler should go to for calculating the usage rate. this check box is disabled. If there is an insufficient number of readings (for example four. the meter will be used in Preventive Maintenance Scheduling. Enter a usage Rate (per day). 6. Select whether the meter readings will be Ascending. when a Maintained Number (Asset Numbers or Rebuildable Serial Numbers) is created within that Maintained Group (Asset Group or Rebuildable Item). If you create Meters using the Meter Definition window . 1. As production units pass through meters. the system will automatically create a new instance of the meter. 5. If you select the Used in Scheduling check box. Note: If the meter is fluctuating. Some liquid dispensers start full and record decreasing readings as material is used. this field cannot be updated. Select a unit of measure (UOM) from the list of values. Rate per day is referred to in the absence of a sufficient value in the Use Past Reading field. it applies only to Maintained Numbers created after the Meter Template was created. 4. If you choose blank from the drop down list. you will need to associate that meter definition with individual Maintained Numbers manually. the meters are not created retroactively. 2. or create them using a Meter Template window. If you utilize the Meter Template definition functionality. a temperature gauge. meter readings increment. 3. A fluctuating meter reading is one that can go up and down. This field works in conjunction with the Use Past Readings field to support historical readings prior to eAM implementation. for example. This enables you to streamline your meter setup. Enter a unique meter template Name amd Description of the Meter Template. the meter reading can fluctuate.Defining Meter Templates There are two ways to create meters. associated with the specific Maintained Number. You can create them within the Meter Definition window. It supplies the system benchmark data that can be used to set the occurrence of scheduled PMs. instead of the required . then it cannot be used in Preventive Maintenance scheduling. This field is mandatory only if you have selected the Used in Scheduling check box. Another example of an ascending meter is a car odometer. After the association is created. you can associate that Meter Template with Maintained Groups. If the Used in Scheduling check box is selected. this check box cannot be cleared. the Usage Rate (per day) and Use Past Reading fields become mandatory.

This is automatically used for the meter. If you select a future date. To define a meter within the Meter Definition window: Navigate to the Meters window. 7. from the list of values. the Usage Rate (per day) and Use Past Reading fields become mandatory. Select a unit of measure (UOM). Enter a usage Rate (per day). Descending. After the meter is created. As production units pass through meters. Another example of an ascending meter is a car odometer. the meter is disabled until that date. This field works in conjunction with the Use Past Readings field to support historical readings prior to eAM implementation. A fluctuating meter reading is one that can go up and down. enter an Initial Reading. or Fluctuating. you cannot update this field. Select the meter effectivity dates. or each new instance of the meter that is created and associated to a Maintained Number via the Meter Template. 1. this check box is disabled. the system will continue the calculation based on the usage Rate per day entered. After the meter is created. Note: Fluctuating meters cannot be used in Preventive Maintenance scheduling. the meter is effective all of the time. this field cannot be updated. for example. a temperature gauge. If you choose blank from the drop down list. If left blank. 2. You can disable a meter effective on a specific date by selecting a To date. Defining Meters Alternatively. the meter will be used in Preventive Maintenance Scheduling. If you utilize the Meter Template definition functionality. Optionally. If you select the Used in Scheduling check box. It supplies the system benchmark data that can be used to set the occurrence of scheduled PMs. after it is created.five). you can associate that Meter Template with Maintained Groups . this check box cannot be cleared. Save your work. 8. Select whether the meter readings will be Ascending. meter readings increment. Rate per day is referred to in the absence of a sufficient value in the . you can create Meters using the Meter Definition window. If this is a fluctuating meter. 3. Enter a unique meter Name and Description for this meter. 9. 4. If the Used in Scheduling check box is selected. associated with this meter. This field is mandatory only if you have selected the Used in Scheduling check box. If there are any scheduling rules associated with this meter. You will need to manually associate the meter definition with individual Maintained Numbers. the meter reading can fluctuate. 5. Some liquid dispensers start full and record decreasing readings as material is used.

This field is mandatory only if you have selected the Used in Scheduling check box. 9. If there is an insufficient number of readings (for example four. This enables you to streamline your Meter setup. 03/03/2010 . Meter Templates with Maintained Groups and Associate Meters with Assets Submitted by Anonymous on Wed. 8. 6. To associate Meter Templates with Maintained Groups: . the meter is disabled until that date. the system will continue the calculation based on the usage Rate per day entered. Optionally. This field is mandatory only if you have selected the Used in Scheduling check box. 7. This value designates how many readings prior the scheduler should go to for calculating the usage rate. when a new Maintained Number (Asset Numbers or Rebuildable Serial Numbers) is created within that Maintained Group (Asset Group or Rebuildable Item) a new instance of the corresponding meter is automatically created. you can associate that Meter Template with Maintained Groups. Select the If left blank. You can disable a meter effective on a specific date by selecting a To date. or each new instance of the meter that is created and associated to a Maintained Number via the Meter Template. This is automatically used for the meter. After you create the association. Enter a value for the number of past readings. instead of the required five). If you select a future date. the meter is effective all of the time.19:23 Tag: • EAM / Associating Meter Templates with Maintained Groups If you utilize the Meter Template definition functionality.Use Past Reading field. after it is created. enter an Initial Reading. Save your work.

To associate existing meters with the current Maintained Number. MAIN. However. Within the Meter Template region. 6. For optimal performance. 2. Every PM schedule that belongs to the Set Name must have its effective-to date before the end date of the PM Schedule’s Set Name. Multiple PM Schedules for the same Maintained Number or Maintained Group and Activity combination can be created across Sets. Every Set Name has an end date. 4. Save your work. Optionally. 4. 03/03/2010 . 3. In the Meters region. After saving. you do not need to create this association manually. Before assigning a Set Name to a PM schedule. 5. out of those PM Schedules.19:36 Tag: • EAM / Defining Set Names A PM schedule for an Activity and a Maintained Number or Maintained Group must uniquely belong to a Set Name. If you do not want to create Set Names. you can assign PM schedules to set. choose Find to query existing Meter Template/Maintained Group relationships. Select an Item Type from the list of values. To associate meters with Maintained Numbers 1. 3. Only Maintained Numbers associated with the selected Maintained Group will be available in the list of values. Other PM Schedules in other Sets can be used for simulation purposes only. every Maintained Number defined as part of the current Maintained Group will automatically associate with the Meter Template. select a meter Name from the list of values. you need to define Set Names within the Set Name Definition window. select a Maintained Group (Asset Group or Rebuildable Item) from the list of values before selecting an Maintained Number. 5. Valid values are Asset or Rebuildable. select a meter template Name from the list of values. All remaining fields in the Meters region are view-only. Select a Maintained Item (Asset Group or Rebuildable Item) from the list of values. Navigate to the Meter Association window. only one can be identified as the Default and used for generating Work Orders.1. You can optionally select an Maintained Number from the list of values first. defined meters with the current asset. Choose Find to view all Meters associated with the current Maintained Number (Asset Number or Rebuildable Serial Number). Define PM Schedule Definitions Submitted by Anonymous on Wed. . Navigate to the Meter Template Association window. Save your work. you can associate existing. 2. Associating Meters with Maintained Numbers Meter Association creates the relationship between the meter definition and the Maintained Number. it already exists. This triggers the Maintained Group to default.

The generated suggestions cannot be converted into Work Orders. You can create an unlimited number of Set Names within this window. the current Set Name will not expire. Optionally. by the PM Scheduler process. 7.To define Set Names: 1. Navigate to the Set Name window. choose Set Default to identify all schedules within this set as Default. 5. Enter the name of the Set Name. enter a Description for this Set Name. • Defining a Preventive Maintenance Template . 3. Optionally. Optionally. by the PM Scheduler process. 6. associated with the current Set Name. delete. 2. choose Schedules to create PM Schedule Definitions. or view Preventive Maintenance Schedule Templates. 4. choose Templates to add. If you leave this field blank. change. PM Schedules identified as Default will automatically generate Work Orders. PM schedules that are not identified as Default can only generate Work Order suggestions. Every PM schedule that belongs to the Set Name must have its effective-to date before the End Date of the PM Schedule’s Set Name. enter an End Date. Optionally. associated with the current Set Name. Optionally.

This window enables you to enter information to narrow your search for query mode. a new PM Schedule is automatically created for a newly created Maintained Number (asset or rebuildable) for the Maintained Group. Every PM schedule that belongs to the Set Name must have its . The Preventive Maintenance (PM) Scheduler process creates suggested Work Order dates based on these rules.3 Enter a Set Name. 03/03/2010 . choose New. You can create them individually within the Preventive Maintenance Schedules window. the Maintained Group fields refer to the Rebuildable Item.20:00 Tag: • EAM / An Activity and Maintained Number combination can be associated with Runtime. If you select Asset. and generate them as necessary. 1. Valid values are Asset and Rebuildable. 1. defining when an Activity should be scheduled for an Asset. If you utilize the PM Template functionality. Enter a PM Template name in the Schedule Name field. or an Asset Route. To define a new PM Template. – Meter Template Association : A Meter Template Association is required only if the PM Template is based on Runtime Rules. Serialized and Non-Serialized Rebuildables. Day Interval Rules.1. You can optionally modify the values of the PM Instances created. Only Day Interval rules and List of Dates rules are supported for NonSerialized Rebuildables and Asset Routes. or a list of dates. If you select Rebuildable. A PM schedule for an Activity and Maintained Group must uniquely belong to a Set Name. 1. A PM Template is a schedule.Defining a Preventive Maintenance Template Submitted by Anonymous on Wed. the following prerequisites need to already exist: – Activity Definition – Activity Association Template – Meter Template Definition : A Meter Template definition is required only if the PM Template is based on Runtime Rules. To create a PM Template: Navigate to the Find Preventive Maintenance Schedules window. There are two ways to create PM schedule definitions for Serialized Rebuildables and Assets. Before a PM Template can be created. or streamline the process of creating them using a PM Template. the Maintained Group fields refer to the Asset Group. Every Set Name has an end date. All PM Template attributes are copied over to the PM Schedule for the Instance.2 Select an Item Type from the list of values. A planner can then view these forecasted Work Orders. defined for a Maintained Group (Asset Group or Rebuildable Item)/Activity association.

you found that the belts have ended up wearing out every 12 months. a new instance of the current PM schedule template is created for each new Maintained Number (Asset Number or Rebuildable Serial Number). If you select Rule Based. For example. If you select List Dates. 3. and calculates scheduled start dates. In this case. This is a backward scheduling method. select the Instantiation check box. select or update the Effective From and Effective To dates. you need to define Set Names within the Set Name Definition window. 1. you will define information within the List Dates tabbed region. 1.5 Select an Activity from the list of values.effective-to date before the end date of the PM Set Name.1 The Effective dates will default from the current Activity. Meter1 and Meter2. the service happens before Meter2’s reading reaches its interval of 50. and have set up a schedule for a replacement Work Order every 18 months. ■ First Due Date: The due date is set to the first due date of all rules. you can assign PM schedules to set. 4. In reality. Valid values are Rule Based and List Dates. 1. Conversely. If this check box is selected. . indicate how the PM Scheduler process calculates Work Order dates. For example. the Preventive Maintenance process predicts work for those extra days beyond the cut-off date. This is a forward scheduling method.1 Optionally. indicate how the predicted due dates are determined. This is relevant for Maintained Numbers that cost more to maintain than the Maintained Number itself. below is a Runtime Rule that includes two meters.2. If this check box is selected. ■ Last Due Date: The due date is set to the last due date of all rules. Lead time in a Preventive Maintenance Schedule is different than lead time associated with Work Order creation. you can choose Last Due Date in the Scheduling Based On region. even if Meter1 reaches its due reading. MAIN. This is a forward scheduling method. your asset is a conveyor belt. select the Reschedule Manual Work Orders check box. The Preventive Maintenance process suggests Work Orders to be created or scheduled. If you specify First Due Date in the Scheduling Based On region of the PM Template. unreleased manual work orders are considered during PM scheduling.1 In the Scheduling Options region. This region is disabled if the current PM schedule definition’s Scheduling Type field is populated with List Dates. Before assigning a Set Name to a PM schedule. Optionally.3 Optionally. if they exist. the Day Interval Rules and Runtime Rules tabbed regions are enabled to enter information. Optionally.4 Select a Maintained Group from the list of values. and calculates the scheduled start dates. This provides the maintenance department advanced visibility for maintenance work that is typically predicted in the next planning process.2 In the Schedule Based On region. You estimated that the life of this asset is 18 months. It is common in maintenance environments to let this asset wear out completely before replacing it. starting from the last service day of the Asset to the cut-off day you specified while running the process. it already exists. If you do not want to create Set Names.2 If the Run To Failure check box is selected. affecting your cost budget. 2. ■ Start to End: The PM Scheduler process uses the Last Service Start Date.7. ■ Start to Start: The PM Scheduler process uses the Last Service Start Date. between the two meters. ■ End to Start: The PM Scheduler process uses the Last Service End Date. Select a Schedule Type from the list of values. ■ End to End: The PM Scheduler process uses the Last Service End Date. 4. This is a backward scheduling method. 2. If a Lead Time In Days is specified. 3. and schedules the scheduled end dates.6. however manual Work Orders can still be created. the service will not be scheduled until Meter2 has also reached its due reading. In this case. the Preventive Maintenance Scheduler will not automatically schedule Maintained Numbers within this Maintained Group and Activity association. enter a Tolerance In Days to indicate a minimum interval in days that suggested Work Orders’ dates are spaced from each other. 1. Only Activities associated with Maintained Groups are eligible for defining a Schedule Template. and calculates the scheduled end dates. the first meter that hits the due reading triggers the service. The maintenance department can prepare for such work in the current planning period. 2. enter a Lead Time In Days. Optionally. You might also check this box for forecasting and budgeting reasons. if Meter1’s reading reaches the interval of 100 first.

the next due date will be February 10. trucks of a specific Make and Model need to be scheduled for an oil change every 30 days. For example. 5.You can select this check box and clear it later. you would like your asset serviced every 2. enter Effective From and To dates to specify the rule’s expiration.1 For Day Interval Rules Optionally.000 miles.2 Enter an Interval In Days. the earliest suggestion is used for Work Order creation. Save your work.3 You cannot enter the Last Service Reading. and every 40 days after that. based on historical data. are available in the list of values.3 Optionally. You can have only one Default PM for a Maintained Item/Activity combination.000 miles. For example. or every 1000 miles.1 Optionally. this Maintained Number needs an oil change. depending on how the Schedule Based On region is populated. The UOM defaults from the Meter Template definition of the current Meter Template. which is then used to predict the next meter due date.10:40 Tag: • EAM / .000 miles. Note: The Preventive Maintenance Scheduler will automatically calculate the meter usage rate. and with the Used in Scheduling check box selected in the meter template definition.000 miles.2. The PM Scheduler process compares the above suggested dates from the runtime interval rule. 2001 + every 30 days. select a Meter Name to indicate that Preventive Maintenance scheduling is based on a Runtime Rule. This is calculated as the interval (1000 miles) divided by the usage rate (25 miles per day). you would like Work Order suggestions created every three days in January.1. If this check box is selected. a Work Order suggestion will be created every three days. within the Runtime Rules tabbed region. serviced on May 1 and November 1 every year for the next three years. from zero to 10.000 to 50. 5. 5. you would like your asset serviced every 3. For example.1. and list all the due dates within this tabbed region. 12/31/2009 .3. only Work Order suggestions are generated. This field is automatically updated with the meter reading information recorded at Work Order completion.2. 2002 (January 1 2002 + 40 days). 6. If you selected First Due. if you enter the number three. you can base the scheduling on a Runtime Rule. 5. Refer to the example below. For example.2. 5. You can optionally create multiple Runtime Rules. Only Meter Templates associated with this Maintained Group. Car1. For example. In this case. The window below illustrates this example: 5. The Work Orders ultimately created by the PM Scheduler process are those of the earliest or latest dates. you would create a List Dates type schedule definition. The PM Scheduler process creates suggested Work Order dates on those specified dates. For example. If this check box is not selected. and every four days in February. only PMs created as a copy of this PM Template will generate Work Orders for the corresponding asset in the Maintenance Workbench 4. select the List Dates tabbed region to define the specific due dates that Work Orders should transpire.1 If you populated List Dates within the Schedule Type field. select the Default check box to indicate that the current PM schedule definition will generate Work Orders. You may have future plans to maintain this Maintained Number. The opposite is also true. From 10. eAM Work Management Submitted by Anonymous on Thu. If only the Runtime Rule is taken into account. you might associate a Maintained Number to an Activity. For example. You can optionally create variable Day Interval Rules. but maybe you cannot currently maintain or schedule this Maintained Number. If you have previously set up a Day Interval Rule. to those of the day interval rule: Base Date of December 26. as well. you want asset. for every 2000 miles.2 The Interval and UOM fields work together.

For example. For each Work Order. to develop a costing profile for the current Work Order. based on the hierarchy of the current Work Order’s associated Maintained Number. data to collect can include inspection points for an Maintained Number. You can use Quality Collection Plans to predefine required feedback information that must be entered into the Enterprise Asset Management system upon a Work Order’s completion. or define them as attributes of an Activity to ultimately default into future Work Orders generated for specific Maintained Number/Activity combinations. You can view these actual costs by period. Routine Work Orders Submitted by Anonymous on Thu. the system creates a Work Request. the system can aggregate the actual costs during the lifecycle of the Work Order. and Downtime variables. You can define quality collection plans directly on the Work Order. 03/04/2010 . For each Work Order. at a transaction level. and are also created using a menu option.19:46 Tag: • EAM / Routine Work Orders are normally created by a Planner from the Maintenance Workbench. Costing Profiles are then used for future Budgeting and Forecasting. If a variance is recorded into the quality plan. or at a summary level. These costs are rolled up. Material and resource planning is used at each status of the routine Work Order. To manually create a Work Order Navigate to the Find Work Orders window and Choose New .The Work Order is the foundation of all maintenance organizations. They can • • • Manually generated as a routine Work Order Automatically generate through the use of preventive Maintenance Schedules Issue of an inventoried rebuildable These Work Orders are then reviewed and shared with Operations to produce an estimated schedule. Enterprise Asset Management integrates with Oracle Quality. the system can aggregate the estimated costs from the associated BOM and resources(Maintenance or activity BOM and Routing). Work orders define what resources and items are needed to conduct work.

High. material. 1. the scheduling process moves the start date forward. the system loads the associated maintenance BOM (material) and maintenance route (resources) associated with the Activity.1 In the Scheduled Dates region. Released.2 Enter a scheduled Completion date to be used for backward scheduling. If the material/resources are not available by this date. Medium. Scheduled Dates region 2. the scheduling process moves the start date backwards to ensure completion by the required end date . If any tasks.2 Enter a Maintained Number requiring maintenance.3 Select an Activity from the list of values.6 Optionally. Maintenance management can use this information to sort and monitor work activity for reporting and budgeting. you can add an Activity. or an Activity was not previously defined. Scheduled dates are calculated by the Enterprise Asset Management scheduler if you have Oracle Manufacturing Scheduling enabled.1 The Work Order number is assigned by the system and can be updated. Note: Actual dates are entered at operation and Work Order completion. Emergency.4 Enter a WIP accounting Class code to represent the charge (expense) accounts associated with the Maintained Number. or Facilities. 2. The Maintained Group defaults. 1. you can no longer change or delete the Activity. . 1. Routine. After an Activity is saved to a Work Order. or resource requirements exist. This field is disabled. 1. The scheduling process uses this date as a starting point to calculate the scheduled start date and duration for allocated resources and material. Only Activities associated with this Maintained Number are available. Unrelease. Certain transactions update this status automatically. 1.5 Enter the Status. select a Work Order Type from the list of values. enter the scheduled Start date of the Work Order if it is to be based on a forward schedule. On Hold. The scheduling process uses this date as a starting point to calculate the scheduled end date and duration for allocated resources and material. This indicates the requested end by date of the work. Work Order Types enable you to differentiate Work Orders. Otherwise. for example. 1.1 Optionally.7 The Instance Number field tracks the number of instances the current Work Order has been updated. If the material and resources are not available by that date. select a Priority Code from the list of values. including Work Order Completion. Main Tab 3. or Low. Note: If this Work Order was previously created. For example. Rebuild. This can default from the Maintained Number and can be updated. the WIP scheduler calculates the dates. Preventive. these must be deleted before adding an Activity to a pre-existing Work Order After you select an Activity. Work Order Types are referenced in the Activity and Work Order. as long as the Work Order is at an Unreleased or Draft status. For example.The header information displays general information about the Maintained Number and the type of work required. and Draft. 1.

Servicing.2 The Shutdown Type defaults from the Activity. Vandalism. 3. so that they can be planned together. Lubrication.2 Optionally. select an Activity Cause from the list of values to specify what situation caused this work to be generated. You can attach URL. This helps the planner group Work Orders that may require shutdowns. Scheduled dates are calculated by the Enterprise Asset Management scheduler if you have Oracle Manufacturing Scheduling enabled. This can default from the Activity egion. This indicates the persons or department responsible for this Maintained Number. This defaults only after the Work Order is released. for example. select an Activity Source from the list of value to specify reasons Activities need to be executed. Material is physically available to a Work Order via the material request and verification process. 3. If the check box is selected. Otherwise. On-Hold. Note: Actual dates are entered at operation and Work Order completion.3.4 Optionally. This code indicates the type of maintenance for this Activity. 4. established in the Enterprise Asset Management Parameters setup for the current organization. This check box defaults as checked or cleared. It is used when defining a job or a standard job. To store tagout documents using the Attachments feature: a. This check box helps the planner isolate those jobs that require a tagout. depending on the Auto Firm On Release check box setting. Select the paperclip Attachments icon to attach relevant tagout documents. Breakdown. Inspection. for example. or Settings.3 Optionally. or Cancel statuses . Overhaul. This check box is updateable for a Work Orders at Draft. The scheduler automatically calculates the duration based upon the operations (resource duration setup) on the Work Order. the end date is calculated based on the Work Order duration.1 Optionally select an Activity Type from the list of values. or Military Specification Requirements. regardless of material or resource availability. Tags are generally printed and placed on a Maintained Number. select the Enable Material Issue Requests check box to enable eAM to manage material availability to the current Work Order. The Owning Department defaults in from the selected Maintained Number . or text attachments. planning and scheduling does not adjust the schedule. Note: When viewing a rebuild Work Order. This can default from the Activity. Unreleased. the WIP scheduler calculates the dates. 4. for example.6 Optionally. Released. file. Project TAB . This can default from the Activity. Activity tab 4.3 If the Firm check box is checked. Repair. 3. the owning department defaults from the owning department of its parent Work Order. Warranty Compliance. Normal Wear. OSHA Compliance. or Cleaning.5 The Planned check box is selected if the current Work Order was created from forecasted Work Orders 3. select the Tagout Required check box to indicate that the Area needs to be secured for operations required for carrying out this Work Order. warning the plant that the Maintained Number is shutdown and should not be started.

Optionally. 6. select the Service Request tab to display Service Requests associated with this Work Order. To de-link a Work Request from a Work Order: a.5 Optionally. You can add Work Requests to a Work Order by selecting a Request Number from the list of values. choose Operations to prepare necessary operations. These operations default from the maintenance route associated with the current Activity. a. You can link multiple Work Requests to a single Work Order. You can de-link a Work Request from a Work Order.4 Optionally.2 Select the Bill. based on a specified period. 8.3 Optionally. predefined BOMs and Routings. Highlight the Work Request. 8. select the Project tab. Accounting Periods are defined within Oracle General Ledger. 8. select a Project from the list of values. the system uses the associated items and assign the associated resources needed to execute this Work Order. 8. 8. b. b. After the alternate BOM and Routing are selected. choose Asset Route to view the Asset Route associated with the current Work Order’s Maintained Group.1 Optionally. you can optionally choose Select Materials to add this Asset BOM to the material requirements for the current Work Order. You might need to perform one Activity on multiple Maintained Numbers. Choose Delete. choose Resources to view or update the resources assigned to each operation. To eliminate the possibility of creating multiple Work Orders for the same Activity.1 Optionally. only one Work Order can be associated with a Work Request. Service Request tab 7. select a Task from the list of values. See: Setting Up Maintenance Bills of Material and Defining Maintenance Routes. but can optionally be updated. From the Material Requirements window. .2 Optionally. you can define Asset Routes. Rebuild tab 6. choose Costs to view Work Orders falling in the specific accounting periods.2 Optionally.5. select the Work Request tab to display Work Requests associated with this Work Order.1 You can select the Rebuild tab if this Work Order is created for a rebuildable item. choose Materials to view or update the associated Maintained Number’s items list. However. 7. Oracle Enterprise Asset Management Implementation Guide. This tab is enabled only if Project Manufacturing is installed and enabled. Routing tab. Only Work Requests at an Awaiting Work Order status are available in the list of values. Actual Costs: This is the accumulation of all cost for material and resource transactions for the Maintained Number’s associated maintenance Work Orders. You can only choose Asset Route if an Asset Route is associated with the current Maintained Number. This tab enables you to select alternate. Optionally.1 Optionally. specified in the Accounting Information by Period region.

Material: All material and material overhead transaction costs appear.12:21 Tag: • EAM / Enterprise Asset Management enables you to generate Work Orders automatically based on meter readings. scheduled Work Orders. 8. Preventive maintenance Activities reduce the probability of failure or degradation of the assets’ physical conditions. the estimated costs of all material and resources associated with a Work Order appear.7 Optionally. You can create a Preventive Maintenance scheduling definition for a Maintained Number/Activity combination. For example. Equipment: All material resource and resource overhead transaction costs appear. based on meter readings. a pipe may start out at 12 millimeters.8. based on the measurement. When you select Estimated Costs type from the list of values. but when it wears to only four millimeters. the WIP Mass Load process runs in the background. These Activities are carried out periodically. and variance costs for labor hours. and material for specific operations of the current Work Order. Meters are entered to measure any Maintained Number that needs to be measured and periodically serviced. You can view these forecasted Work Orders using the Maintenance Workbench. or an Asset Route.6 Optionally. equipment hours. You can execute the Generate Preventive Maintenance Work Orders process. enabling you to budget costs. then choose Value Summary to view a summary of the actual. Estimated Costs: A BOM (material parts list) and routing (resources) can be associated with a Work Order. equipment hours. estimated. Preventive Maintenance Work Orders Submitted by Anonymous on Sat. Variance Costs: The difference between the actual costs recorded and estimated costs. When this process runs. select a Work Order. Save your work. After you have defined Preventive Maintenance scheduling definitions. Scheduling definitions are defined to create forecasted. and variance costs for labor hours.Day Interval Rule (runtime intervals). Labor: All employee resource and resource overhead transaction costs appear. choose Details to view actual. by usage. the Preventive Maintenance scheduler process can run. it needs to be replaced. and List days (calendar days). and material against the current Work Order. estimated. or based on the condition of a Maintained Number (asset or rebuildable item). 03/06/2010 . creating forecasted Work .

You can release a Work Order from the Work Orders window. this transitions it to a Released status. Complete. Unreleased : You can move an Enterprise Asset Management Work Order in Draft or Released status to Unreleased. Uncompletion : is performed within the Work Plans tab. When a Work Order is completed. enabling you to execute the Work Order. based on the Maintained Number/Activity association as with planned Work Orders. request material and charge labor. . 03/06/2010 . These Work Orders are only created in Maintenance User. however. or request material for Work Orders at this status. For example. After the Scheduler process finishes running. eAM Work Order Statuses An Enterprise Asset Management Work Order may progress through several statuses throughout its lifecycle duration.15:15 Tag: • EAM / Easy Work Orders are unplanned Work Orders. The diagram below illustrates how Enterprise Asset Management Work Orders may start at a Draft status. if a status of Released is chosen. These statuses can vary depending on the type of Work Order created. and finally Closed. then move to Released. Pending Scheduling : If the Constraint Based Scheduler is enabled. request material. and the Maintenance Workbench. and scheduling for this Work Order takes place to create the scheduled start or end date. Scheduling can take place for these Work Orders but you cannot charge labor or request material. You can uncomplete a Work Order. and enable you to avoid operation and resource planning. based on the constraint option chosen at the organization level. the Work Order is automatically at a Released status. You cannot charge labor. You can choose the Implement button to change the status of the Unreleased Work Orders to Released Work Orders. the status changes back to Released. An Unreleased Work Order cannot be changed to a Draft status. you can execute a Work Order. the Work Order status changes to Pending Scheduling. Released : After a Work Order is Released. completely bypassing the Draft status Multiple Work Orders associated with the same Activity combination cannot be at a Released status.Orders in a status of Unreleased. Draft : No scheduling of Work Orders at a Draft status can take place. You can charge labor. Complete : A Complete status for an Enterprise Asset Management Work Order does not require any completed operations. For example. An Activity does not default into the Work Order. easy Work Orders are created in a Released status. After created. you can still charge labor. The Work Order is scheduled. Easy Work Orders Submitted by Anonymous on Sat. you can add an Activity to an Easy Work Order.

you can unclose the Work Order to bring it back to a Complete status. You can uncomplete a Work Order. In this case. you can manually create the child rebuild Work Order for the old motor (rebuildable item).Complete. automatically creating the child. 03/06/2010 . or you can replace the rebuildable item by issuing a new motor rebuildable item from inventory. a Work Order was issued for the inspection of a pump. If you choose to perform a material issue from inventory. The rebuildable item needing to be rebuilt is replaced back into the asset (motor placed back into the pump. In this case.No Charges : A Complete . rebuild Work Order number associated to the parent Work Order. Uncompletion is performed within the Work Plans tab.No Charges status for an Enterprise Asset Management Work Order does not require any completed operations. unclosing the Work Order transitions it to an Unreleased status. the Maintained Number genealogy would automatically update to identify this new item number. The instructions below show you the option of creating a rebuild Work Order without issuing any new material. the Maintained Number genealogy is not updated. You have two options: You can repair and then re-install this motor (rebuildable item). . During the pump inspection. this transitions it to a Released status. For example. and does not go to a subinventory when the Work Order is completed. For all other statuses during Work Order closing. Closed : You cannot charge any accounts after an Enterprise Asset Management Work Order is closed. You cannot charge labor at this status. On-Hold : Enterprise Asset Management Work Orders at Released and Unreleased statuses can be put on hold.15:41 Tag: • EAM / Rebuild Work Orders are created as child Work Orders. is problematic. You cannot charge labor or request material for a Work Order at this status. If a Work Order was at a Released status at the time of closing it. you can unclose the Work Order to bring it back to a Released status. If a Work Order was at a Complete status at the time of closing it. one of the components of the pump. Cancel : You can cancel an Enterprise Asset Management Work Order at any status in its lifecycle Rebuild Work Orders Submitted by Anonymous on Sat. the new motor rebuildable item attaches to the Work Order. you found that the motor. for example). If you choose to repair and then re-install the problematic motor rebuildable item.

and equipment. for example.16:05 Tag: • EAM / Operations on a Work Order are the instructions or tasks to perform a repair. . trades people. outside service providers.‹ Easy Work Orders up eAM Operations and Tasks › eAM Operations and Tasks Submitted by Anonymous on Sat. These operations are assigned resources. 03/06/2010 .

This section includes the following topics: 1. 2. 3. Preparing Work Order Operations Defining Material Requirements Defining Resource Requirements

Defining Material Requirements
Submitted by Anonymous on Sat, 03/06/2010 - 16:59

Tag:

EAM /

When you enter a Work Order for a Maintained Number, the Maintained Number’s associated Activity attaches the required material and resources to complete its operations. However, you can update, add, view, and delete material requirements as necessary for a specific Work Order. To define Work Order material requirements

Navigate to the Select Work Order window, Choose a Work Order from the list of values and Choose Continue. Optionally, within the Inventory Items region, you can view or update the current Work Order’s associated Maintained Number’s item list by placing your cursor in the Material field, or by choosing Select Materials. When you choose Select Materials, the current Maintained Number’s associated Asset Bill of Material items are available to add to the required material for the current Work Order. 1.1. Optionally, select the Main tabbed region to change operation sequence and the Date Required. If you access the Select Materials window via the Operations window, then you cannot change operation information. If you access the Select Materials window via the Work Order window, you can change operation information. 1.2. Optionally, select the Quantities tabbed region to update the quantities Required. 1.3. Optionally, select the Supply tabbed region, to select a supply Type and Subinventory from the lists of values. 1.4. Optionally, select the Comment tabbed region to enter information for the current Material. 1.5. Optionally, choose the ATP tabbed region to define available to promise information for the current material. If you select the ATP Allowed check box, available to promise information can be calculated for the current material. optionally, choose Check ATP to check available to promise information for the selected material. 2.1 Optionally, choose Direct Item to create requisitions for direct items, and add them to your items list. Oracle Self Service Purchasing defaults the Work Order Number and Operation Number, as well as the class code information for correct expensing. Direct Items are one time, non-inventoried items that are purchased directly from the supplier. After you choose Direct Item, the current Work Order and operation

reference values are passed to the requisition created. If the Work Order is project related, then the project and task information is captured in the purchase requisition.

Defining Resource Requirements
Submitted by Anonymous on Sat, 03/06/2010 - 17:06

Tag:

EAM /

You can view, update, add, or delete resource requirements for a Work Order. Resources are used to perform a task for a maintenance operation. A resource is an employee, piece of equipment, or contractor service, used to perform an operation. A resource and usage rate for all scheduled Activities is required in a routing. Contractor services are defined as work services provided by an organization or person who is not an employee of your company. Contractors are paid for their work based on an agreed upon contract or agreement. For example, within maintenance work environments, it is often important to include landscaping services within a Work Order. It is also important to relate the purchasing transactions, such as the requisition and purchase order, to the Work Order. In order for this to be executed, the appropriate steps must be completed in Purchasing and Enterprise Asset Management. When you define your departments, you assign the resources available in each department and the shifts that each resource is available. For each operation you define, you specify a department and list of resources and usages. An operation can use any resource that is available in the department, but you do not need to use all resources assigned to the department. An operation can also use resources that are owned or borrowed from other departments.

Preparing Work Order Operations
Submitted by Anonymous on Sat, 03/06/2010 - 16:26

Tag:

EAM /

choose Resources to view or update the resources assigned to the current operation eAM Work Order Transactions Submitted by Anonymous on Sat. Operation 40 is independent. associated with assigned resources (trades people.1 Select a scheduled Start Date for this operation to be based on a forward schedule. Operations 30 and 40 run in parallel to each other. based on the resources and material. Operations can be scheduled to run in parallel. sequence. The planning process uses the scheduled completion date to recommend creation of purchase orders for the material. the scheduling process moves the completion date of the Work Order backward. for example. 4. The maintenance route is comprised of operations necessary in completing the Activity. bringing its related maintenance route and BOM. choose Materials to view or update the associated items list for the current operation. 3. When you create a Work Order for a Maintained Number. or through dependent steps. The Enterprise Asset Management scheduling process uses the scheduled end date as a starting point to calculate the duration of the operation. based on the resources and material. select a Shutdown Type from the list of values.20:09 Tag: • EAM / . since there is a line connecting the operations. 03/06/2010 . you can attach the Maintained Number’s associated Activity to that Work Order. You can view and update these operations right from the Work Order. Optionally.Operations (also known as tasks) are the instructions to perform a repair. This helps the planner group Work Orders that may require shutdowns. Optionally. 1. it can be performed at any time. and equipment). In the screen shot above. Operation 20 cannot be performed until Operation 10 is complete. 1. Operation 20 is dependent on Operation 10. If the material and resources are not available by this date. The planning process uses the scheduled start date to recommend creation of purchase orders for the material.2 Optionally. If the material and resources are not available by this date. Select a scheduled Completion date for this operation to be based on a backward schedule. so that they can be planned together. Each operation is assigned to a department. 2. outside service providers. The Enterprise Asset Management scheduling process uses the scheduled start date as a starting point to calculate the duration of the operation. the scheduling process moves the start date of the Work Order forward.

2.01:18 Tag: • EAM / Operations are the instructions or tasks to perform a repair. You cannot uncomplete operation 10 after operation 20 has been completed. This section includes the following topics: 1. associated with assigned resources (trades people. When you enter a Work Order for a Maintained Number. 03/07/2010 . you can perform an Operation Uncompletion. • • A material transaction is utilized when you need to issue material from inventory to a Work Order. Operation Completion Submitted by Anonymous on Sun. A resource transaction is utilized when you need to charge resources (for example labor. or equipment) to a Work Order. Transacting Material Transacting Resources Operation Completion Work Order Completion /Rebuild Work Order Completion Closing Work Orders on page 2-54 5. the Maintained Number’s associated Activity attaches to the Work Order. After an operation is complete. . You can Complete and Uncomplete operations. The maintenance route is comprised of operations necessary in completing the Activity. However. 3. 4. you cannot uncomplete that operation’s dependency if the current operation is complete. if an operation is dependent upon another operation. and equipment). delivering its related maintenance route and BOM. contractor services. For example. Every operation is assigned to a department. operation 20 is dependent on operation 10 completing.There are two types of Enterprise Asset Management Work Order transactions: material and resource.

used to perform an operation. During the pump inspection.Transacting Material Submitted by Anonymous on Sun. .01:12 Tag: • EAM / Resource transactions define the time an assembly spends at an operation and the cost you incur for an operation. 03/07/2010 . is problematic. There are two types of resources: person and machine. You can charge resources to a specific Work Order. piece of equipment. ‹ Operation Completion up Transacting Resources › Transacting Resources Submitted by Anonymous on Sun. A resource is an employee. You can replace the rebuildable item by issuing a new motor rebuildable item from inventory. 03/07/2010 . the Maintained Number genealogy would automatically update to identify this new item number. a Work Order was issued for the inspection of a pump. you found that the motor. rebuild Work Order number associated to the parent Work Order.01:08 Tag: • EAM / You might need to issue a rebuildable item or item from inventory to a maintenance Work Order. You can transact both person and machine resources. or contractor service. In this case. For example. If you choose to perform a material issue from inventory. automatically creating the child. the new motor rebuildable item attaches to the Work Order. one of the components of the pump.

the date you start a Work Order needs to be earlier than or equal to the start date of the operation with the earliest start date. Planners or Crew Supervisors can complete or uncomplete Work Orders using the Maintenance workbench. The operations within a Work Order do not need to be complete in order to complete a Work Order. attachments. bringing it back to a Released status.Work Order Completion Submitted by Anonymous on Sun. They can be defined manually. and scheduling rules. However. the date you complete a Work Order needs to be greater than (later) or equal to the end date of the operation that has the latest end date.01:27 Tag: • EAM / Enterprise Asset Management Work Orders are created against assets. Asset Route (operations). from the Work Plans tab in Maintenance User. cost information. 03/07/2010 . the work Order inherits the Activity’s attributes. . If you attach a manually created Work Order to an Activity (normally the role of a Planner).You can uncomplete a Work Order after it is completed. or generated automatically based on a scheduled Activity. quality plans. or by accessing the Work Order Completion menu option. such as the Asset BOM. Likewise.

Most car manufacturers recommend that you change your engine oil every 3. runtime and/or calendar days.000 miles or six months. . 03/07/2010 .21:45 Tag: • EAM / eAM can generate Work Orders automatically based on meter readings. whichever comes first. An example of meter-based preventive maintenance is your car’s oil changes.Uncomplete Job Preventive Maintenance Overview Submitted by Anonymous on Sun.

you can enter stand-alone meter readings at any time. you would first define your car’s odometer as a meter. 03/07/2010 . Navigate to the Meter Readings window. using the Asset Meter Association window.    Meter and Meter Templates Meter Templates with Maintained Groups and Associate Meters with Assets Define PM Schedule Definitions ‹ Work Order Completion up Entering Meter Readings › • Entering Meter Readings • Generating Work Orders Entering Meter Readings Submitted by Anonymous on Sun. an initial meter reading needs to have already been entered. you can associate the Maintenance Activity (oil change) that should occur. However.22:15 Tag: • EAM / After a Work Order is completed. This may have been performed by entering an initial reading during the Meter’s definition. that appear in the Runtime Interval rules in the Preventive Maintenance Scheduling Definition window.To set up the above scenario. you would associate that meter to an asset (your car). based on the meters you have defined. This is done via Preventive Maintenance Scheduling. . After you have associated the meter to the asset. meter readings are required for all meters. associated with the Work Order’s current Maintained Number. Note: To enable the Preventive Maintenance Scheduler process. To enter a stand-alone meter reading: 1. Next.

If you had populated the Item Type field with Asset. This field works in conjunction with the Maintained Number field. For example. You cannot alter the existing meter re ading record. and the Change field is disabled. It defaults when the Value field is populated. 13. 16. Meter readings with a Reading Date falling within the meter effective dates appear in the Meter Readings region.14:59 Tag: • EAM / .000. The Life To Date field displays the accumulated meter readings. associated with the motor. 6. 7.000. You can optionally select a past date to view past meter readings. 12. Within the Meter Readings region. Optionally. Select a Maintained Number. enabling you to make a logical choice when entering the next meter reading. If you had populated Item Type with Rebuildable. select an Item Type. 14. You then reset the Current meter reading to 3. The Direction field is not updateable. 4. You can enter a Value for new meter readings. but is not used in Preventive Maintenance Scheduling. Enter a Reading Date date. you can reset the meter reading value of the pump. choose Readings History to view all meter readings for the selected meter and current Maintained Number. 8. 15. 03/08/2010 . within the Latest tabbed region. For optimal performance. You cannot enter a future date.000. the Maintained Number list of values contains all Asset Numbers. 3. The Change field indicates the difference between the last reading and the current reading. the Maintained Number list of values contains all Serialized Rebuildables. The disabled reading is saved for viewing. Generating Work Orders Submitted by Anonymous on Mon. The Current meter reading and Life To Date meter reading are only different if you have previously reset the Value within the Current tabbed region. Select the Latest tab. 10. This helps to make logical decisions when entering meter readings. For example. The Change field indicates the difference between the last reading and the current reading. The Value field is mandatory. 5. The Maintained Group value automatically defaults as the Maintained Group associated with the Maintained Number entered in step 3. you are resetting the Current meter value to any value that you enter in the Value field. The Change value is used to calculate the Life To Date Reading. Choose Find to display meter reading data for this Maintained Number. choose Disable to disable an existing meter reading. which is usually the same as the current meter reading. Select the Comments tab to enter any necessary comments. If you select the Reset check box. Optionally. before the reset. both the Current meter reading and the Life To Date meter reading were 17. Valid values are Asset or Rebuildable.2. The system uses the Life To Date meter reading to calculate the Usage Rate. if a motor needs to be replaced. 11.000. select the Current tab to add meter reading data. The Life To Date meter reading continues to increase from 17. you can view the last meterreading. The information defaults from the meter definition. while the Current meter reading increases from 3. For example. Choose Close to return to the Meter Readings window. 9.

You can launch the Preventive Maintenance Scheduler to implement forecasted Work Orders. or 2.OVERHEAD or BUILDING. Optionally. choose Submit. Optionally. select an Asset Category from the list of values. by accessing the menu option. you can implement forecasted Work Orders from the Maintenance Workbench. 1. select an Owning Department from the list of values.FLOOR. and there is an existing Work Order at a status of Unreleased. There are two ways to generate Work Orders. you can generate Work Orders. 4. you can enter any of the following parameters: 3. Optionally. To generate work orders: 1. On the Generate Preventive Maintenance window. 5. Optionally. You can execute the Generate Preventive Maintenance Work Orders process. select a Maintained Group from the list of values. if you previously selected an Item Type from the list of values. 9. In the Parameters window. 6. select a Cut Off Date. 10. you can access the Maintenance Workbench. This is the Class and Subclass code. Choose OK. select a Maintained Number from the list of values. You can execute this program manually at any time. This enables you to view the Work Orders before actually creating them. However. Navigate to the Generate Preventive Maintenance Work Orders window. Areas are where your assets reside. automatically. based on the day interval or runtime interval rules that are associated with the scheduling definitions you defined. Forecasted Work Orders from the Maintenance Workbench . You should schedule this program to periodically execute. Optionally. Valid values are Asset and Rebuildable. If you want to review and optionally select Work Orders that create using this process. select an Area from the list of values. 7. if the rescheduling point is Completion Date.After you have Preventive Maintenance Scheduling definitions established. such as CRANE. if you previously selected an Item Type. defined in the Preventive Maintenance Schedules definition. To further narrow down the data selection. the program creates suggested Work Orders. 2. this process does not suggest another Work Order. Optionally. select an Item Type from the list of values. 8. When executing the Generate Preventive Maintenance Work Orders process.

03/08/2010 . you can issue material into a maintenance Work Order. purchase orders are created from the requisitions. Cost savings and work management efficiencies can be achieved by generating future. Operations within Work Orders are completed using the Work Orders’ associated material and resource requirements.Overview of eAM Planning and Scheduling Submitted by Anonymous on Mon. You can use the Planner Workbench to implement the suggestions into purchase requisitions or maintenance Work Orders. The process is as follows: First. creating planned Work Order suggestions. eAM Planning . This Master Demand Schedule is then attached to Material Requirements Planning (MRP) options. and then using a planning process to balance the work loa for resource management.15:24 Oracle Enterprise Asset Management utilizes Work Orders to create demand for asset maintenance. a Master Demand Schedule is created. Using the Purchasing AutoCreate feature. planned work activities. After the purchase orders are received into inventory. MRP is launched.

•     Defining a Master Demand Schedule Name Defining a Material Requirements Plan Name Launching the Planning Process Viewing Suggested Demand eAM Scheduling Defining a Master Demand Schedule Name Submitted by Anonymous on Mon. these suggestions are implemented. the MRP is launched. by evaluating: ■ the master schedule ■ bills of material ■ scheduled receipts ■ on-hand inventory balances ■ lead times ■ order modifiers Material Requirements Planning then plans material replenishments by creating a set of recommendations to release or reschedule orders for material. You can also set several options for each name. a Master Demand Schedule (MDS) is created. They are purchased. Finally. creating suggestions for purchasing requisitions. This schedule is then attached to MRP Plan Options. 03/08/2010 . The following illustration depicts how eAM uses Material Requirements Planning. Next. you must first define a master demand schedule name. MRP assumes infinite capacity is available to meet the material requirements plan. After the material is in inventory. and then received into inventory.15:50 Tag: • EAM / Before you define a master schedule manually or load a schedule from another source. First.Oracle eAM utilizes Material Requirements Planning (MRP) to calculate net material requirements from gross material requirements. To define a Master Demand Schedule name . based on net material requirements. it can be issued to a maintenance Work Order.

2. To define a MRP name: . Save your work Defining a Material Requirements Plan Name Submitted by Anonymous on Mon. A master demand schedule name must be created to perform material requirement planning for maintenance Work Orders. Navigate to the Master Demand Schedules window. Enter a Name and Description for the schedule.1. 3. 03/08/2010 .16:00 Tag: • EAM / Master Demand Schedule names trigger the material requirements planning process.

purchase orders.1. or purchase requisitions. Enter an alphanumeric Name to identify unique material requirements. You can still view information and run reports for disabled names. You can launch the planning process for a material requirements plan (MRP) or a master production schedule (MPS). This provides the planner visibility of the status of the plan at any point in time. This generates planning recommendations for all planned items. As of this date. 4.16:07 Tag: • EAM / You can launch the planning process for a material requirements plan (MRP) from a master demand schedule. The planning process involves three phases for defining the MRP or MPS. 3. Save your work. 7. Check plan options @ Launching the Planning Process Submitted by Anonymous on Mon. The process uses the input from a master demand schedule or master production schedule to determine the quantities and timing of the items to be purchased. enter a Description of the MRP name. Optionally. select the Production check box to enable a plan to automatically release planned orders. Optionally. 6. Optionally. nor use the plan name in the planning process. 2. enter an Inactive On date on which to disable the plan. select the Feedback check box to monitor the quantity of the planned order that has been implemented as maintenance Work Orders. Optionally. To launch the planning process . 03/08/2010 . Navigate to the MRP Names window. 5. you can no longer update the plan.

Enter the following parameters: Plan Name: Select the MRP plan to launch. The default horizon is the current date plus the number of offset months set in the profile. 4.1.16:27 Tag: • EAM / Once the MRP is launched. that acts as a start date for repetitive planning periods. Plan Horizon: Enter a date. Launch Planner: You must launch the planner if you selected Yes to launch the Snapshot. Choose OK. Select Yes to launch the Snapshot. Choose Submit. To view suggested purchase requisitions: . MRP: Cutoff Date Offset Months . 2. earlier or equal to the current date. up to which the planning process creates an MRP or MPS. Navigate to the Launch MRP window. Launch Snapshot: Valid values are Yes and No. greater than the current date. Viewing Suggested Demand Submitted by Anonymous on Mon. 03/08/2010 . 3. you can view the purchase requisition suggestions created by the launched MRP plan. Anchor Date: Enter a date.

Resource availability and requirements may display so that you can graphically view the impact of scheduling changes. you automatically have the Infinite Scheduler available to you. 2. MRP provides two ways of viewing this information: snapshot and current. and material constraints.1. based on your selected display preferences. It provides you with a visual display of Work Orders. resources. You can interactively reschedule Work Orders. Note: You have Oracle Manufacturing’s Constraint Based Scheduling available to you. and Work in Process parameters. Snapshot information is the information produced by your original planning run. and Resources. Choose Horizontal Plan. 03/08/2010 . Using the Scheduler Workbench . The scheduling process calculates Work Order and operation scheduled durations and dates. Any precendence or sequencing requirements defined for the Work Order are displayed and maintained during scheduling changes.16:52 Tag: • EAM / Oracle Enterprise Asset Management (eAM) shares the Scheduler Workbench. Navigate to the Supply/Demand window. The Scheduler Workbench enables a planner to graphically view and reschedule Work Orders. and resources by dragging and dropping them at a new date and time. based on the forward or backward scheduling goal. 1. Current information includes all modifications since the planning run. Review the supply/demand details To view the horizontal plan You can view bucketed horizontal planning information. If you do NOT have this license. until the concurrent program finishes scheduling. 3. Indicate whether you would like to view Snapshot or Current information eAM Scheduling Submitted by Anonymous on Mon. to schedule Work Orders and operations. A constraint-based scheduling engine schedules asset Work Orders and operations’ scheduled dates. The concurrent program is triggered after a Work Order is released. Operations. 2. the Work Order transitions back to a Released status. operations. if your company has purchased the appropriate license. this scheduler is not constraint-based. Navigate to the Supply/Demand window. The Work Order automatically transitions to a Pending Scheduling status. At that time. used in Oracle Manufacturing.

Asset Information. and then OK to filter information entered. with their associated operations’ resources. Work Orders appear on the left side of the window. but you can also reschedule them within the Gantt Chart. bars spanning between calendar days represent associated schedules for the current operation resources. operations. By default. Work Order rescheduling takes place within the Work Order window. ■ For information on displaying resources and resource load versus capacity. Optionally. You can view and update start and end dates for each resource. 03/09/2010 . symbolized by a bar. On the right. filter by time. If dependent operations exist. For information on viewing work order properties.You can use the Scheduler Workbench to select specific work orders. operation properties. and they do not surpass work order dates. The Find Work Orders window appears. the Scheduler process creates start and end times for operations and resources. you can see dependency links. Resource. You can display information by Department.00:06 Tag: • EAM / . in a tree hierarchy format. 2. ■ Normally. you are in manual mode. and resources within the Gantt Chart eAM Cost Management Submitted by Anonymous on Tue. and collapse work orders and operations using a tree hierarchy structure. resource load versus capacity from the Scheduler Workbench. Navigate to the Scheduler Workbench. the Scheduler process considers these dependencies. You can also right click on a schedule. In automatic mode. ■ You can view instance specific. firm or unfirm Work Orders by selecting Create/Modify Work Orders from the Tools menu. or a combination of this information. For information on how to reschedule Work Orders. Choose Apply. 4. You can drag and drop the bars between different calendar days to dynamically adjust schedules. You can view information for work orders at a Released status. A Gantt Chart graphically displays both firmed and unfirmed work orders. 3. and resource properties. Select Filter to narrow down the information displayed. To use the scheduler workbench 1. expand. the only constraints are operations. In manual mode. as well.

Costs from equipment resource transactions. Materials. Resource charge of type person is classified as a Labor cost element. This information can help you understand the scope of work and the process by which it is completed. and Material.Costs from material transactions. and lifo. average. a maintenance cost classification is identified to reflect the above breakdown.Costs from labor resource transactions. For each department. The five cost elements above are translated into several cost classifications that are familiar to maintenance managers. All work is captured and retained by Enterprise Asset Management. 2. eAM Mappings . and can roll up to any level within an asset hierarchy. 3. All other resource types are classified by the default cost element in the eAM Parameters. Labor . Equipment . Each cost category is further classified into three cost elements: Equipment. eAM uses the following five basic cost elements provided by Cost Management: • • • • • Material Material Overhead Resource Resource Overhead Outside Processing Asset management requires different cost classifications. it is the cost category of the Maintained Number’s owning department. Labor. and Equipment charges can be further classified into several maintenance cost categories. The cost category for the Material cost element is the cost category of the department assigned to the routing of the operation. eAM classifies work performed on maintenance Work Orders into cost categories. For the Equipment cost element.Costs are generated as maintenance work is executed and completed. and costs. and Maintenance. You can reference work that has been completed to review operations. As a foundation. while maintaining the integrity of the basic costing rules. if needed. Operations. By default. eAM has defined three cost categories: Contract. Resource charge of type machine is classified as Equipment cost element. fifo. You can define additional cost categories. Material . Material charges are classified as Material cost elements. These costs roll up through the Parent/Child hierarchies defined within Enterprise Asset Management. Labor. it is the cost category of the resource’s owning department. 1. For the Labor cost element. eAM Costing Methods and Mappings eAM supports four perpetual costing methods: standard. resources. eAM provides these cost classifications.

and Equipment) are mapped to the five basic cost elements (Material. Resource Overhead. if needed.The three cost elements (Material.00:16 Tag: • EAM / Cost Category codes are used as the default for departments that do not have a cost category defined. within the Enterprise Asset Management Parameters window. and Outside Processing. Valid values are Maintenance. Operations. Contract. Labor. Setting Up Cost Categories Submitted by Anonymous on Tue. To define additional cost categories . Material Overhead. and Outside Processing. Department costs are then posted to the appropriate cost elements. and Outside Processing) provided by Cost Management. 03/09/2010 . Resource Overhead. After you have added the cost categories. Material Overhead. However. Operations. you can define additional cost categories. By default. eAM has defined three cost categories: Contract. The above diagram illustrates that the eAM Material cost classifications are mapped to Material. Labor and Equipment cost classifications are mapped to Resource. and any other values that you might have added within this extensible lookup table. and Maintenance. Resource. they are available from the Cost Category list of values.

High. This defaulted cost category is used if there is no cost category defined for the departments. or Equipment) when setting up the eAM Parameters. Labor. 2. 03/09/2010 . 6. the default cost element carries the cost for analysis. Also. Optionally. Optionally. Select BOM_EAM_COST_CATEGORY from the Type list of values. but you can update this. 4. and costs. department overheads are not linked to a particular eAM cost element for cost analysis.1. 5. enabling you to easily add codes later. To define a default cost element and cost category . Amount. Select the Enabled check box to enable this code for Enterprise Asset Management. for example. define a default cost category when setting up the eAM Parameters. First. Enter a numeric value in the Code field. 8. enter a Tag to categorize lookup values. define a default cost element (Material. Oracle recommends that you enter values in increments of 10. 9. This is used when no pre-defined mapping exists to the cost elements in eAM. Setting Up eAM Cost Management Submitted by Anonymous on Tue. some key setups need to be in place: 1. The Effective From Date defaults as the system date. the costs are allocated to the default cost element. resources. Enter a Description for the code. When one of these types is used in outside processing. Navigate to the Oracle Manufacturing Lookups window. Enter the Meaning of the code. Save your work. 3.00:26 Tag: • EAM / You can reference work that has been completed to review operations. outside processing types of Currency. This field is informational only. 2. Define a default cost category. In order to capture the costs for all work within eAM. Next. Therefore. This information can help you understand the scope of work and the process by which it is completed. Define a default cost element. and Miscellaneous are not linked to a particular eAM cost element. For example. enter a Effective To Date to indicate an expiration of the code. 7.

Labor. Select a Cost Category to use as the default for departments that do not have a cost category defined.1. To define a cost category by department . and Material. Valid values are Equipment. 2. and any miscellaneous resource costs. select an eAM Cost Element to indicate how to capture cost overheads. 3. Department costs are then posted to the appropriate cost classification. Navigate to the Enterprise Asset Management Parameters window. In the Cost Defaults region.

Note: It is not required to provide a cost category for a department (crew). rolled up to the Parent level. you can see detailed or summarized views of actual.1. Each time costs for that element are charged to a Work Order. you can see costs for Work Orders and Activities. or the costs of the parent and child Maintained Numbers. you can view the costs of Work Orders and Maintained Numbers. In the Maintenance User profile. and Work Orders. and Equipment costs of Maintained Numbers. you can view just the parent Maintained Number’s costs. Viewing Cost Information Submitted by Anonymous on Tue. Select a Cost Category. When viewing the parent Maintained Number. if you do not provide a cost category for a department (crew).01:08 Tag: • EAM / You can view Material. different costs are viewable. this default cost category is used for reporting and analysis. Activities. 03/09/2010 . costs for that crew are allocated to the defaulted cost category specified in the eAM parameters. or variance cost information. In the forms application. estimated. Labor. Within both the forms application and Maintenance User profile. 2. Navigate to the Departments window. However. To view cost information within the forms application . In addition.

manually re-estimate selected Work Orders’ costs by choosing Estimate Work Order. 2. You can optionally first choose Select All to automatically select all Work Orders to re-estimate.1. . After chosen. Find a Work Order that you want to view costs for. Optionally. Choose Costs. the Work Order Cost Estimation process executes to re-estimate the costs for all selected Work Orders. Navigate to the Work Order window. 3.

Complete . or variance costs. In the Accounting Information By Period region. based on the specified period(s). 9.updated. You can view totals for actual. and Equipment costs for the cost categories associated with the current Work Order. and Equipment costs for individual operations on the current Work Order’s routing. Error . In this case. Labor. depending on the tabbed region you select. Pending . To view the status of the Work Order Cost Estimation process . The Work Order Cost Estimate Processor executes in the background to provide . Return to the Cost Details by Operation Window. For example. The Work Order Cost Estimate Processor estimates the costs of all materials and resources exploded or entered on a maintenance Work Order. eAM Cost Estimation Submitted by Anonymous on Tue.The Work Order Cost Estimate Processor is currently estimating the costs of the Work Order. a required material was not issued to the maintenance Work Order. Labor. You can view totals for actual. Choose Detailed Estimates to display the details of the Work Order’s required material and resources. 6. for re-estimation. For the selected cost category. • Variance Costs: The Variances tabbed region displays the difference between the actual costs and estimated costs. Running . • Actual Costs: The Actual Costs tabbed region displays the accumulation of the costs of the material and resource transactions (of the current maintenance Work Order). • Estimated Costs: The Estimates tabbed region displays the estimated costs of the material and resource requirements of the current Maintenance Work Order. choose the dates that identify the accounting period you want to view.Work Order Cost Estimate Processor has successfully completed estimating the Work Order’s costs. 7.The Work Order is waiting to be picked up by the The Work Order Cost Estimate Processor. Work Orders have one of the following Estimation Statuses: 1. depending on the tabbed region you select. 03/09/2010 . You can view total Material. 4.4.00:37 Tag: • EAM / Estimating the costs of maintenance Work Orders is often necessary for planning and budgeting purposes. or variance costs. and any direct items associated with the Work Order. choose Details to view the Material. estimated. the Work Order has been estimated at least once. estimated cost information. Choose Distributions to view the specific accounts charged for an individual operation. You can also manually launch this process via a concurrent request. providing you the ability to plan and budget your costs.The Work Order Cost Estimate Processor attempted to estimate the Work Order’s costs. 2. 8. Re-estimate . The Work Order Cost Estimate Processor can continually execute in the background or launch manually via a concurrent request. but there was an error. 5. Choose Value Summary. 5. estimated. Estimated and actual costs for a Work Order might differ because all materials or resources associated with a Work Order might not actually be used when the Work Order is executed. 3.The Work Order is waiting to be selected by the Work Order Cost Estimate Processor.

1. Navigate to the Maintenance Work Orders window. 2. Select the Work Orders you wish to re-estimate by selecting the individual Select & Estimate check boxes. You can choose Select All to automatically select all Work Orders listed for re-estimation. 3. Choose Estimate Work Order to re-estimate all selected Work Orders. The Estimation Status field displays the status of the Work Order Cost Estimation process.

Work Order Billing
Submitted by Anonymous on Tue, 03/09/2010 - 10:11

Tag:

• EAM /
While maintaining an asset or servicing a customer request, you can bill a third party customer for the work that they performed. The cost of the work performed is based on the material and resource requirements (Bill of Material) of the Work Order, or the cost of the Activity associated with the Work Order. Setting Up Parameters You can optionally enable the ability to change the billable material on a Work Order at the time a bill is created.

To enable the change of billable material functionality: 1. Navigate to the Enterprise Asset Management Parameters window. 2. Optionally, select the Invoice Billable Items Only check box. If selected, you can change the billable material at the time the bill is created. If selected, this check box indicates that you want to invoice only billable items. Billable items are those that have a populated value within the Billing Type field, within the Service Tab, of the Master Item window. Billing Type is relevant only if you have this check box selected. Also, selecting this check box means that you can choose a different item to be billed. 3. Save your work. Service Attribute Setup You need to set the Billing Type for each item that you want billable. The Billing Type field, within the Master Item window, requires a value if you have selected the Invoice Billable Items Only check box, within the Enterprise Asset Management Parameters window. To set up the Billing Type attribute:

1. Navigate to the Master Item window. 2. Select the Service tabbed region. 3. Optionally, select Expense, Labor, or Material from the Billing Type list of values. This field requires a value only if you have selected the Invoice Billable Items Only check box, within the Enterprise Asset Management Parameters window. 4. Save your work.

Setting Up Billable Material, Resource & Activity
Submitted by Anonymous on Tue, 03/09/2010 - 17:07

Tag:

• EAM /
To create billable material, set specific attributes within the Master Item window. Next, assign the resource item to your organization. Decide whether you are pricing this item using the Cost Plus or Price List method, or both, and perform the additional setup tasks for those methods. Finally, define costs and prices for your item. To set up billable material

or both. Setting Up a Billable Resource To create a billable resource. Save your work. 5. assign the resource to a department. Next. Note: For the current material item. Assign the current item to your organization.1. Navigate to the Master Item window. and perform the additional setup tasks for those methods. within the Service tabbed region. Decide whether you are pricing this item using the Cost Plus or Price List method. This attribute is only selected at the Master Organization level. 3. ensure the Billing Type is populated with Material. Optionally. To set up a billable resource . first create a resource item by setting specific attributes within the Master Item window. define a resource and associate the resource item to the resource. Finally. assign the resource item to your organization. 2. 6. Optionally. select the Invoiceable Item check box to indicate that the current material item may be invoiced. Next. select the Invoice Enabled check box to indicate that invoices are enabled for the current material item. Select the Invoicing tabbed region. 4.

12. 3. 5. Save your work.1. 4. Optionally. and close the window 7. This attribute is only selected at the Master Organization level. . Enter the name of the Resource within the Resource field. 6. Save your work. Save your work. Assign the current item to your organization. 2. Navigate to the Master Item window. select the resource item you created within the Master Item window to ensure that the resource is available for billing. 11. select the Invoiceable Item check box to indicate that the current resource item may be invoiced. Assign the current resource to a department. 10. Navigate to the Resources window. Within the Billing region. select the Invoice Enabled check box to indicate that invoices are enabled for the current resource item. 8. 9. Optionally. Select the Invoicing tabbed region.

Save your work. first set specific attributes within the Master Item window. and then decide whether you are pricing this item using the Cost Plus or Price List method. 5. Optionally. 2. Navigate to the Master Item window. To set up a billable activity 1.Setting Up a Billable Activity To create a billable Activity. Finally. or both. Select the Invoicing tabbed region. select the Invoiceable Item check box to indicate that the current Activity item may be invoiced. 3. 6. select the Invoice Enabled check box to indicate that invoices are enabled for the current Activity item. and perform the additional setup tasks for those methods. associate the Activity to the Maintained Group/Maintained Number that is used to create the Work Order. Optionally. . This attribute is only selected at the Master Organization level. Assign the current item to your organization. 4.

16:10 Tag: • EAM / The Billing Basis is either Cost Plus or Price List. Material. The Billing Basis affects your item setup procedures. If you want the flexibility of using both billing basis types for an item. . you need to set up both costs and prices for that item.Setting Up Item Costs and Prices Submitted by Anonymous on Tue. 03/09/2010 . or Resource. An item is an Activity.

Select this check box if you are using the cost plus billing method. The item should have a cost defined for it. 4. Navigate to the Master Item window. Optionally. Save your work. select the Inventory Asset Value check box. To set up an item’s attributes 1. value. To set up costs for an item . Optionally. 3. ensure that the appropriate item attributes are set up correctly for the item. and account for any item costs. First. select the Costing Enabled check box to report. 2.Setting up Costs for the Cost Plus Billing Basis The cost plus method utilizes costs associated with an item. Select this check box if you are using the cost plus billing method.

Save your work.1. Enter cost information for your item. 3. Navigate to the Item Costs Summary window. 2. Choose Costs. Setting up Prices for the Price List Billing Basis . 4.

Save your work. ensure that the appropriate item attributes are set up correctly for the item. The specified item should have at least one entry in the price list. 2. To set up an item’s attributes 1. 3. Navigate to the Master Item window. To set up prices for an item . Select this check box if you are using the price list billing method. select the Customer Ordered check box in order to create a price within the price list. Optionally.The Price List method uses a specified price list. First.

The cost of the work performed is based on the Work Order’s material and resource requirements (Asset Bills of Material and Asset Routes). Save your work. you can bill third parties and customers the work performed. This section includes the following topics: – Creating a Billable Work Order – Associating Items and Activities to a Price List – Initiating Billing Creating a Billable Work Order . Navigate to the Price Lists (Advanced Pricing) window. 3. while maintaining an asset or servicing a customer request. End Date. with varying values for Start Date.1.19:58 Tag: • EAM / After the setup tasks are complete. 2. it is invalid to have overlapping date ranges. Enter price information for your item. For example. The same item may repeat multiple times in the price list. or the cost of the Activity that is associated with the Work Order. if the Precedence is the same. Billing Work Orders Submitted by Anonymous on Tue. and Precedence. 03/09/2010 .

5. If you are billing by requirements. Save your work.00:32 Tag: • EAM / If a Work Order is at a Complete . To set up a billable work order 1. To bill by requirements .Work Order Billing requires completed. If you are billing by activity. Update the status of the Work Order to Complete . you can select it for billing. Issue some material (not all) and charge some resources (not all) to the current Work Order 6. you can apply material and resources to it. Complete the current Work Order. You can bill Work Orders at a Closed status. as operation 10. the status is changed to Complete No Charges. Navigate to the Work Orders window and create a Work Order. First. Finally.No Charges or Closed status. add the previously defined Activity to this Work Order.No Charges. 4. 7. as operation 10. After the Work Order is released. create a Work Order that is associated with billable material. after the Work Order is completed. 8. 03/11/2010 . resources. The Work Order is ready to be billed. billable Work Orders. as well. Add the previously defined billable resource to the current Work Order’s routing. 2. 3. Release the current Work Order. add the previously defined billable material to the current Work Order’s Bill of Material. Initiating Billing Submitted by Anonymous on Thu. and/or a billable Activity.

for each billable item. and the billed quantity. Choose Find. but you can optionally update it. select a Cost Type and Markup %. if they are Customer Order enabled. The Markup % defaults with a 0% value. ■ If you previously chose a Cost Plus Billing Basis. ■ If you select Cost Plus. All billable items appear on the selected price list. Within the Bill by Requirements region. 9. 5. For resources. select a Price List. Select a Billing Basis. . for material. 6. enter the Markup %. select a Customer. the system defers to the Price List setup. 8. Valid values are Price List and Cost Plus. For example. 10. the unit rate is retrieved from the price list that is associated with the item If multiple rates exist for the item. enter the Quantity to bill. The Applied Quantity is what the Work Order used. The total amount of each billable item is a function of the unit rate. for each billable item. choose a Frozen Cost Type. 4. Within the Work Order Billing Window. if you defined a frozen cost for the material and resource items. the Applied Quantity equals the resources charged to the Work Order. Optionally. Choose Bill by Requirements. This quantity should be no greater than the difference between the Applied Quantity and Previous Billed Quantity. ■ If you select the Price List Billing Basis. 2. 3. Select a Bill To for the current customer. the unit rate is calculated from the item cost and markup. Select the Work Order you wish to bill. The unit rates are calculated for each billable item.1. ■ If you previously chose a Price List Billing Basis. 7. Navigate to the Find Work Orders window. the Applied Quantity is the material issued to the Work Order. Choose Calculate Amounts.

10. 9. Select a Billing Basis. Choose OK. 5. 4. choose a Frozen Cost Type. 6. 2. To bill all lines. 7. Choose Find. ■ If you select Cost Plus. To indicate the lines that you want to bill. Choose Initiate Billing to execute the billing process and populate the billing information within the Accounts Receivables interface tables. 12. Select the Work Order you wish to bill. indicating that billing has successfully completed. . Select a Bill To for the current customer. select a Customer. Choose Calculate Amounts. Choose OK on the confirmation note. if they are Customer Order enabled. select a Cost Type and Markup %. Within the Work Order Billing Window. for each billable item. Valid values are Price List and Cost Plus. 13. select the top check box. Choose Initiate Billing. if you defined a frozen cost for the material and resource items. 3. ■ If you select the Price List Billing Basis. All billable items appear on the selected price list.11. this automatically selects all check boxes. For example. See: Setting Up Item Costs and Prices onThe Markup % defaults with a 0% value. Choose Bill by Activity. 8. The unit rates are calculated for each billable item. The total amount of each billable item is a function of the unit rate and the billed quantity. but you can optionally update it. you can optionally select the individual Bill check boxes. To bill by an activity 1. select a Price List. Navigate to the Find Work Orders window.

you can run the AutoInvoice concurrent process to create invoices. Finally. Optionally.11:50 Tag: • EAM / After billing is initiated. Enter the range of Effective Dates. to ensure that it exists. If you do not enter an end date. one line appears. Next. f. this transaction batch source is active indefinitely. The start date defaults as the current date. but you can change it. perform the following steps: a. to assign the same number to both the document and transaction. check the Copy Document Number to Transaction Number check box. a source is defined in Oracle Receivables to identify where your invoicing activity originates. If you billed by Activity. Because this is an Imported transaction batch source. 2. Optionally. Creating an Invoice Submitted by Anonymous on Thu. b. The batch source also controls invoice defaults and invoice numbering. the system automatically numbers the batch with the batch source name . d. or execute it from the menu. you can create invoices. See: http://www. Navigate to the Transaction Sources window.request ID. e. Choose Close to return to the Find Work Orders window. 03/11/2010 . You can set this program to automatically run. Query on Work Order Billing in the Name field.com/user-guide/account-receivables/transaction-batch-sources To ensure a Work Order Billing flexfield code exists . multiple lines may appear. g. To automatically number new transactions created using this source. If it does not exist. Enter a Description. 12. For information on all remaining fields.oracleug. You can use automatic transaction numbering with both Imported and Manual sources. Save your work. Enter Work Order Billing in the Name field. c. Select Imported from the Type list of values. choose View Past Details to view what was billed. for transactions assigned to this source. ensure that a Work Order Billing flexfield code exist.11. First. To ensure a batch source exists 1. If you billed by requirements. check the Automatic Transaction Numbering check box and enter a Last Number.

2. Select the Enabled check box. Enter Work Order Billing in the Code field. To create invoices . Ensure that. f. perform the following steps: a.1. Save your work. Navigate to the Descriptive Flexfield Segments window. the following segments are defined: Work Order. and Line Number. Invoice Number. Enter Work Order Invoices in the Description field. b. Query on the Line Transaction Flexfield within the Oracle Receivables Application. at least. e. c. If Work Order Billing does not exist as a Code within the Context Field Values region. Work Order Id. d. Choose Segments.

but you can procure them. and document attachments can be associated with a specific asset. 03/15/2010 . inventory items of an asset are removed and re-installed from an asset. Non-stock items are included in the internal catalog. Depending on how you defined your transaction batch source. Maintained Groups also define a default master bill of materials (BOM) for assets. a Work Request can be linked to a Work Order. Choose OK. Attributes. conveyors. hierarchal (parent/child) information. It enables you to service requests when a Maintained Number is problematic. Different entities may describe an asset in several ways: ■ fixed asset to an accounting department ■ leased asset to facilities management ■ piece of production equipment to operations ■ inventory item to materials management ■ maintainable asset to mechanical engineers eAM incorporates the above views of an asset through a single entity.15:48 Tag: • EAM / One of the most important features included in Enterprise Asset Management (eAM) is Work Management. Direct Item Procurement for eAM Work Orders Submitted by Anonymous on Thu. 3. non-stocked. but the decision is made to not maintain an inventory balance. Stocked items are those that are either used frequently. and direct items. and launch transactions. 4. Material requirements for a Work Order may include stocked. and other searchable characteristics are defined with asset attribute elements and values. buses. such as cost history. These items are not transactable. such as cost. Enter the Number of Instances. or the criticality of short lead time to obtain replacement parts mandates that they be stocked in inventory. The Default Date must be in an open or future period. 2. Direct items are those that . This combines several assets to a single work activity. and work details of an asset. from the Name list of values. Enter a Default Date. Assets can be cooling towers.09:00 Tag: • EAM / eAM eliminates the need for point solutions that offer a limited. Select AutoInvoice Master Program. Navigate to the Run AutoInvoice window. 7. You can view details of an asset. bills of material.1. Virtual assets can be designed to create a network of assets or routings. eAM provides the flexibility to address the many types of assets through the definition of the following: ■ asset groups and attributes ■ asset links to an enterprise ■ asset costs and work history ■ asset activities and meters By first establishing Maintained Groups. Submitting a greater number of instances enables you to import transactions into Receivables faster. Choose Submit. An asset is an entity for which users can report problems. property detail. As rotable. or anything that needs work. Oracle eAM enables you to quickly identify plants and facilities using an Asset Navigator. EAM Integration Submitted by Anonymous on Mon. engineering specifications. AutoInvoice uses the Default Date if the GL date is not provided or if the date provided is in a closed period. This BOM can be edited for specific assets. the asset genealogy and parent/child meter readings are recorded automatically. An instance refers to how AutoInvoice groups and processes your transactions. cranes. Select the Work Order Billing Invoice Source. A Work Order includes a listing of all maintenance activities that must be performed on a Maintained Number. You can also view current or historical configurations. 5. You can submit a maximum of 15 instances. such as nameplate data. "flat" view of an asset by expanding the visibility and ownership of an asset throughout an entire organization. buildings. Detailed information. you can define assets that are virtually identical and asset characteristics that can be inherited by the assets belonging to that group. 6. 03/11/2010 . After the Work Request is approved.

A purchase order can also be created manually. Oracle iProcurement must be installed. then the project and task information is captured in the purchase requisition. There is a need for a direct item. linked to the Work Order.15:56 Tag: • EAM / To enable direct item (both supplier catalog and non-catalog items) procurement for eAM Work Orders directly from an eAM Work Order. If the Work Order is project related. all item types may be included in your internal catalog. The items are received using a standard receipt routing. A planner can procure direct items from the Maintenance Workbench to perform direct item delivery from the supplier. You must set the PO: Enable Direct Delivery To Shop Floor profile option to Yes. A purchase order is created from the requisition. although they can be stocked in inventory with the Stockable check box (item attribute) left un-selected. or lead time to obtain replacement parts is not critical. In both cases. Enabling Direct Item Procurement Submitted by Anonymous on Thu.are either used on an infrequent basis. The cost on the Work Order is recorded at the actual purchase order price. These items are not included on the maintenance bill of material. as well as identify a requisition line as having a Shop Floor destination. To enable direct item procurement . you can create an eAM-related requisition or purchase order. a maintenance Work Order is created at a Released status. the purchase order needs to be approved. without first creating a requisition. or via iProcurement. First. The following diagram illustrates the integration between Enterprise Asset Management and Procurement. You can enter eAM specific information. and then approved. A requisition is created either manually. These items do not need to be stocked in inventory. 03/11/2010 . such as Work Order and operation reference numbers. Purchase requisitions and purchase orders of such items capture the Work Order for which they are required. When this value is set to Yes. The Work Order must be at a status of Released. and then approved. If you have Oracle iProcurement installed. and delivered to the maintenance Work Order.

5. 4. The related requisition or purchase order number will appear in the Direct Items region. and not from the eAM Work Order. If you have Oracle iProcurement installed. 03/11/2010 . as in Maintenance User. Select Goods from the item Type list of values. 6. 3. released Work Order number from the Work Order list of values. Choose Materials to view or update the material requirements for this purchase order. you can access direct item procurement functionality using Purchasing. The Work Order must be at a status of Released. Select a valid. 4. Select PO: Enable Direct Delivery To Shop Floor from the Profile Name list of values. Select the Items tabbed region. they will be referenced in the Direct Items region of this window. Navigate to the Personal Profile Values window. Select Yes from the Default Value list of values. with . 2.1. Items that are defined in Inventory. using Oracle iProcurement. Optionally. Navigate to the Work Orders window. When entering a requisition within the forms application. Save your work. Choose Find. If you create a requisition within iProcurement. Save your work. 2. Optionally. 3. Navigate to the Requisitions window. you can access supplier catalog items directly from an eAM Work Order. You can enter a requisition within both the forms application and Maintenance User. enter a requisition Description. 1. 4. 5. the Work Order and operation inform ation is created as you proceed to checkout.18:09 Tag: • EAM / Requisitions for direct items can be created within iProcurement or Purchasing. To enter requisitions for direct items using Oracle iProcurement: 1. selec t an Item to purchase from the list of values. 3. Entering Requisitions for Direct Items Submitted by Anonymous on Thu. This functionality is only available if you have Enterprise Asset Management installed. this is done directly from the Requisitions window. Choose Direct Item to purchase items directly from supplier and non-supplier catalogs. 2. Once purchase orders or requisitions related to direct items have been created for this Work Order. You can access a link to direct items using the Maintenance Workbench or within the Work Order window. To enter requisitions for direct items via Oracle Purchasing If you do not have iProcurement installed.

the appropriate steps must be completed in Purchasing and Enterprise Asset Management. Once a Work Order is selected. This applies pre-determined standard rates. It is also important to associate the purchasing transactions. Contractors are paid for their work based on an agreed upon contract or agreement. Select a Work Order from the Job list of values. Only Released maintenance Work Orders are available for selection. Enter a Quantity to purchase. Save your work.You can change the UOM until the item is received. This optional process ensures that the actual charges are applied to the Work Order. The requisition needs to be approved (See: Creating Process Definitions in Oracle Workflow Builder. When you select a destination type of Shop Floor. its default unit of measure would have overridden the line type default. 8. without invoking the purchasing transaction. Purchase Order. bill. Oracle Workflow isition is approved. If this item is not inventoried. as it is used to procure the item. its default un o of measure populates this field. and Release windows. such as the requisition and purchase order. Select an Operation Sequence from the list of values. In order for this to be executed. to the Work Order. 18. By creating a contract service as an Outside Service Processing item. This is enabled if the Destination Type previously specified is Shop Floor. When you choose a line type. Choose Done. The unit of measure qualifies the quantity you enter on the purchase order line. 10. 17. Select Shop Floor from the Destination Type list of values for all direct item and non-stock item.17:50 Tag: • EAM / Contractor services are defined as work services provided by an organization or person who is not an employee of your company. Choose Outside Services. This description should be meaningful. Select the purchasing Category o the item you want to purchase. eAM related requisitions. any eAM project and task information associated with the Work Order is copied to the corresponding Project and Task fields. The other option is to enable Standard Rate. The additional purchasing transaction. See: Inventory Attribute Group. Outside Service Processing provides the functionality to create items that are contractor services. and can be viewed in Purchasing. 13. 16. it will appear on the eAM Work Order. 11. The Destination Organization list of values will only display those organizations where the item is nonstockable. including the creation of the purchase order. Select a UOM from the list of values. the purchasing requisition is created when the Work Order is Released. For example. the approval. to the Work Order. this is the only way an internal person will understand what item you are attempting to procure. You can access this window from the Requisition. You can select a destination type of Shop Floor for all purchasable items that are not selected as Stockable in the item master. Oracle Inventory User’s Guide 6. The purchased material will be associated with this operation on the current Work Order. Purchasing displays the operation Code and the Department. If you had chosen an item. if the Destination Type is Shop Floor. for contractor services. are then managed by Purchasing. 12. within the Project tabbed region in the requisitions or purchase order Distributions window. 9. 15. a contractor service may be a painting service. 7. such as landscaping.the Stockable check box cleared. and invoicing process. Contractor Services (OSP) Submitted by Anonymous on Fri. Setting Up Outside Service Processing Submitted by Anonymous on Fri. 03/12/2010 . and execute the related purchasing transactions as the Work Order is released. are available for selection. 14. Enter the Description of the item. eAM recognizes this as a equirement to deliver the direct item to the maintenance Work Order.18:44 Tag: • EAM / . include these items on a Work Order. Select a Need-By date. 03/12/2010 . or encumbered.

such as landscaping services. Within the Purchasing tabbed region. As a result. Select the Organization Assignment tabbed region on the left side of the window. Save your work.Purchasing recognizes items. you can determine whether the rate charged to the Work Order will be a standard rate or the actual amount. Resource: Costs are based on the resource standard rate. 12. select Direct from the Receipt Routing list of values. Within the Receiving tabbed region. This is associated via the Resources window. 6. 1. Choose Done. then assign this item to the eAM organization. The department must specify the location where the services are to be delivered. This must be a valid location for the organization. 10. 15. 3. For example. Enter a List Price for this contractor service. This is the unit of measure you use to issue the item from inventory. Select Copy From within the Tools menu. Select @Outside Processing Item from the Template list of values. Navigate to the Master Item window. 4. based on the purchase order price. while eAM recognizes resources. Choose Apply. Additionally. 13. Save your work. Select a Default Buyer from the list of values. 14. the contractor service item must be linked to a resource for the purchase order to be tied to the Work Order. Select the Resource Unit Type. 5. 9. Select Each for the Unit of Issue. Enter the item Name for the contractor service. To set up outside services as items Create an item for each outside service. and may vary for each resource.oracleug. 8. ensure that the Outside Processing Item check box is selected.com/user-guide/work-process/osp-cycle ‹ Contractor Services (OSP) up . 11. This is set up within the Resources window. the resource must be associated with a department. 2. Landscape Service. For each contractor service resource. For other setup details please check @ http://www. 7.

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