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.

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

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

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

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

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

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

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

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

To set up assets individually: .

. 1. such as CRANE.1 Select a Maintained Group from the list of values. and resources. This is the Class and Subclass code. enter an Asset Description. such as materials.4 Optionally. Notifications. are sent to everyone with a responsibility assigned to the Work Request’s associated asset’s current owning department 2. or if the asset is not part of an asset hierarchy. indicating the importance of the asset to the organization.Navigate to the Define Asset Numbers window.OVERHEAD or BUILDING. This Maintained Group will be associated with this asset. it cannot be deleted. labor.2 Enter a Maintained Number if you do not have them automatically generated.2 Optionally. select a Criticality code from the list of values. This field is for information only.FLOOR. select a WIP Accounting Class from the list of values. 1. or accept or modify the default. if you have automatic generation enabled. 1. 2. up to 240 characters. After an asset has been saved. 1.3 Optionally. This will identify the Expense cost elements associated with the work performed. The asset can only be deactivated if there are no open Work Orders for the asset. associate this asset to an Asset Category.3 Optionally. 2. This represents the crew responsible for the asset. regarding Work Requests.1 Within the Main tabbed region. you can optionally select an Owning Department for this asset from the list of values.

The list of values displays the production inventory organizations maintained by the current asset’s organization. This is a user defined listing of logical areas of work. We may want to see the cost for all top level assets in an asset hierarchy.2 Select an Item from the list of values.1 In the Production Equipment region. or with the Equipment item attribute enabled. 3.3 Enter a Serial Number. If the Maintainable check box is selected. This defines asset hierarchy information. or text attachments to this asset by choosing the paperclip Attachments icon. and cannot be changed.6 Enabled Active check box shows that asset is active.3 Optionally. 2.2. This is Enterprise Asset Management’s integration with Fixed Assets. This enables you to view production Work Orders using the equipment that corresponds with this Maintained Number as a resource. select Associate Activity to directly associate this Asset with an Activity. select Attributes to enter attribute values for the asset. 5. These fields are not updateable.12:30 Tag: • EAM / . Only items that were defined with an equipment template. This represents a fixed Maintained Number that belongs to a fixed asset category. East Wing.5 Indicate whether this asset is maintainable.1 You can select Resource Usage only if the fields in the Production Equipment region are populated. This is the specific name of the component within the Equipment Type. and Location Code. in the diagram example above. enter the Number if Oracle Fixed Assets is installed. If a Maintained Group was created in above step. enter the Fixed Asset region information if Oracle Fixed Assets is installed. will be available. 5. enabled Attribute Groups will display.2. This defines asset hierarchy information. enter file. an asset can be created for cost-tracking purposes.7 In the Parent Asset region. you can create Work Requests and Work Orders for this asset. 2. URL. From this window. do not select this check box.1 Optionally. 03/02/2010 . Location Name. then this field is mandatory.4 Optionally.4 Optionally. you cannot generate Attribute Groups. This is mandatory if you populated the Production Organization field. enabling you to review all cost associated with an asset or asset hierarchal view.3 The Property Management fields. In this situation. Optionally. For example. 3. defined within Oracle Fixed Assets. Enter a Category. optionally enter a Production Organization. Only existing. This category is tied to a set of books. These Attribute Groups are optional. optionally enter a Maintained Group. 4. 5. 3. you would need to enter Building 100 in this field if you were currently defining the Floor 1 asset. and must be the same set of books that is assigned to the current Enterprise Asset Management organization. will default from a Property Manager export process (Export Locations to Enterprise Asset Management) if Oracle Property Management is installed. 4. North Plant. This is mandatory if you populated the Production Organization field. you do not need to enter values for all existing Attribute Groups. 2. or Area 1. defined above. but we do not want to maintain those assets. associated with the asset.2 Optionally. which is a grouping of fixed assets. Enter a parent Maintained Number. For example. 5. 4. 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. For example. The Location Code and Maintained Number fields reflect as the same number.

17:50 Tag: • EAM / You might need to perform an Activity on multiple Maintained Numbers. Navigate to the Miscellaneous Documents window. You can attach these documents to a maintenance Work Order. To eliminate the possibility of creating multiple Work Orders for the same Activity. To define miscellaneous documents: 1. such as spreadsheets. Defining Asset (Number) Routes Submitted by Anonymous on Tue. 03/02/2010 .You can create text and files. or operation. You can define a Preventive Maintenance schedule for your Asset Route to specify when an Activity should be scheduled for the Asset Route. 2. and OLE objects. you can define Asset Routes. asset. Only day interval rules can be defined for Asset Routes. Select a Data Type from the list of values. graphics. To define Asset Routes: .

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

03/02/2010 .Note: Even if you are not using Project Manufacturing applications. 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. the Item Sequence and an Operation Sequence will default. Within the Main tabbed region. Project Parameters must be defined for your eAM enabled organization to successfully create Asset Groups. and specific operation sequences. in the From and To fields. work order numbers requiring maintenance on the asset. You can create new shutdown information associated with an asset. or view existing shutdown history information already recorded to an asset. To define Project Parameters. Enter the inventory Component to make up the Maintained Number. If the Component is installed in all Maintained Numbers within the Maintained Group. you can view asset shutdown information in the Asset Status window. To set up an Asset BOM: 1. 5.18:44 Tag: • EAM / Shutdown of an asset is sometimes necessary to perform a maintenance Activity. 3. 7. Shutdown information consists of start and end dates. All shutdown information entered within the Asset Status window is for informational purposes only. 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. Select the Serial Effectivity tabbed region. Defining Asset (Number) Statuses Submitted by Anonymous on Tue. 6. and leave the To field blank. save the record. Save your work. 2. 8. To view and define shutdown information for an asset: . Navigate to the Bills of Material window. At the time of completing a Work Order to its operations. Select a Maintained Group from the Item field list of values. open the Project Parameters window using Project Manufacturing Super User responsibility and without entering any data in the window. 4. Enter the Quantity of that component necessary for the asset. Only Maintained Numbers associated with the current Maintained Group are available.

Only work orders created for the current asset are available from the list of values. Optionally. 7. associate the shutdown information to a specific work order requiring maintenance on the current asset. After these Activity Templates are created. Choose Find. they can be associated with one or more Asset Numbers or Rebuildables. Select a Start Date from the list of values. the material and resources associated with the current Activity automatically copy to the Work Orders created. They also need to be associated to a maintenance BOM and activity routing. Save your work.1. 4. associate shutdown information to the operation level of a work order by choosing a specific Operation Sequence. 2. create Activities from the Activity Workbench. When Work Orders are created for assets associated to the Activity. Defining Activities Submitted by Anonymous on Tue. You can create an Activity within the Master Activity (Master Item) window. enter a Shutdown Description. Optionally.18:58 Tag: • EAM / Activities provide you with a standard template of jobs. To set up Activities within the Master Activity window: . respectively. All shutdown information for the current asset appears in the Shutdown Details region. Optionally. Navigate to the Asset Status window. such as Routine or Preventive Maintenance. which can be applied to Work Orders. 3. 6. 5. 9. Select an Asset Number from the list of values. 03/02/2010 . Select an End Date from the list of values. There are three methods you can use to create an Activity. 8. To add new shutdown information for the current asset. and create Activities from within a Maintenance Work Order. containing the materials and resources needed for operations.

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

The value in this field will default from the Template properties above. The @Activity template is created for you. if Activity is populated in the Copy From field. Activity Properties 2. as well.3. The value in this field will default from the Template properties above. 1.2. optionally select an Activity Type.4 Within the Activity Properties region. 1. optionally select an Activity Source. the values within the Work Order region are relevant. Valid values are Activity and Work Order. If you select Activity. associated with the current Activity within the . optionally select an Activity Cause. This field is informational only until a future release. and the values within the Work Order region are irrelevant. Choose Launch and to create an Activity. This will automatically bring in the properties associated with an Activity. 2. and the values within the Activity region are irrelevant. choose New.2 Within the Activity region. 2.1 Within the Copy Options region. 3. the values within the Activity region are relevant. optionally select the BOM check box to indicate that the Maintenance Bill of Material. If you select Work Order. however you can create your own Activity Templates. optionally select an Shutdown Type. optionally select an Activity name.3 Within the Activity Properties region. 3.3 Choose an activity Template from the list of values. 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. Copy Option 3. if Activity is populated in the Copy From field. 2. Enter an Activity Description.1 Within the Activity region.2 Within the Activity Properties region. 2.1 Within the Activity Properties region.1 Enter an Activity Name.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. 1. optionally select the entity to copy information from.

3. when you create a Maintained Group. 3. will associate with the new Activity. optionally select the Routing check box to indicate that routings. or None from the Material list of values. ■ All: All resources associated with the current Work Order will copy to the new Activity. ■ None: No material associated with the current Work Order. if Work Order is populated in the Copy From field. will copy to the new Activity Name.4 Within the Work Order region. will copy to the new Activity 3. will copy to the new Activity.4.4. 03/03/2010 . associated with the current Activity within the Activity region.3. Issued. select an existing maintenance Work Order from the list of values.2 Within the Work Order region. the new Activity is automatically assigned to the current organization Activity Association Template Submitted by Anonymous on Wed. 3.3 Within the Work Order region. if Activity is populated in the Copy From field. ■ Issued: Only material issued to the current Work Order. select All. ■ All: All Assets and/or Rebuildables. select None. associated with the current Work Order. For example. if Work Order is populated in the Copy From field. if Work Order is populated in the Copy From field. Save your work. populated in the Work Order field. will copy to the new Activity. 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. ■ None: No operations associated with the current Work Order. will copy to the new Activity Name. associated with the current Work Order. 21. if Activity is populated in the Copy From field. After saving. or All from the Association list of values. Within the Work Order region. ■ Current: An Asset and/or Rebuildable.3. ■ Issued: Only resources issued to the current Work Order will copy to the new Activity. and then Maintained Numbers within that group. will copy to the new Activity. routings associated with the 3000 Mile Truck Maint will copy to Oil Change. If you create an Activity Association Template. or None from the Resource list of values. if Work Order is populated in the Copy From field. ■ None: No resources associated with the current Work Order will copy to the new Activity. if Work Order is populated in the Copy From field. ■ None: No Asset and Rebuildable associations.2 Within the Activity region. you do not need to utilize the Association window to associate those Maintained Numbers with an Activity. populated in the Work Order field.1 Within the Work Order region. associated with the current Activity within the Activity region.4. will associate with the new Activity.3 Within the Activity region. 3. select All or None from the Operation list of values.Activity region. ■ None: No Assets and Rebuildables. select All. For example. will associate with the new Activity. populated in the Work Order field. Issued. ■ All: All Asset and Rebuildable associations. associated with the current Work Order’s Activity.16:00 Tag: • EAM / You can streamline the creation of Activity associations using an Activity Association Template. 2. will copy to the new Activity. will copy to the new Activity. populated in the Work Order field. For example.4. ■ All: All operations associated with the current Work Order. in the screen shot above. Current. . ■ All: All material associated with the current Work Order. will copy to the new Activity. the Maintenance Bill of Material associated with the 3000 Mile Truck Maint will copy to Oil Change. 22. associated with the current Activity within the Activity region. populated in the Work Order field. in the screen shot above. select All or None from the Association list of values.

you can optionally select an Activity Cause from the list of values. 6. Breakdown. OSHA Compliance. It is used when defining a Work Order. This value will default from the Master Activity information created within the Master Item window. Save your work. 10. Optionally. Every Maintained Number created within the current Maintained Group will automatically be associated with the current Activity. This check box helps the planner isolate those jobs that require a tagout. select a Priority code from the list of values. Select a valid Activity from the Activity list of values. select an Activity Type from the list of values. and Not Required. select an Owning Department from the list of values. This value specifies what situation caused this work to be generated. and should not describe in detail the job to be done. 3. Repair. Activity Source codes are reasons activities need to be executed. 5. 4. Servicing. 11. For example. Normal Wear. or Military Specification Requirements. Warranty Compliance. This code indicates the type of maintenance for this Activity. Select a Maintained Group from the list of values. 12. Lubrication. select a WIP Accounting Class from the list of values. This value defaults from the Master Activity information created within the Master Item window.This value defaults from the Master Activity information created within the Master Item window. Optionally select an Activity Source from the list of values. Associate Assets with Activities Submitted by Anonymous on Wed. For example. After this record is saved. Optionally. Navigate to the Activity Association Template window. this Maintained Group will be associated with the current Activity. This field is informational only. 2.13:00 Tag: . The Area might need to be secured for operations required for carrying out a Work Order. Optionally. Tags are generally printed and placed on an asset. Optionally. This value defaults from the Enterprise Asset Management Parameters information for the current organization. and should not be started. Optionally. Vandalism. This value defaults from the Enterprise Asset Management Parameters information for the current organization. 9. select a Shutdown Type from the list of values. Inspection. 13. Overhaul.To create activity templates: 1. This value will default from the Master Activity information that was created within the Master Item window. or Cleaning. For example. enter Effectivity Dates for this Activity Template. 03/03/2010 . warning the plant that the asset is shutdown. select the Tagging Required check box to indicate whether tag out procedures are required. It should remain generic. select an Item Type of Asset or Rebuildable. 14. Within the Main tabbed region. For example Required. This is for information only. The Activity needs to already have been created within the Master Item window. 8. 7. Optionally. Within the Activity tabbed region. This value defaults from the Master Activity information that was created within the Master Item window. Optionally. or Settings. This indicates whether a shutdown is necessary to perform this maintenance activity.

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

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

6 Optionally. Optionally. or let the system automatically generate it for you. Select an Activity from the Item list of values.1 Within the Main tabbed region. select the Activity for which you wish to create the Routing. 2. choose Routing Network to view the operation dependencies for the current asset route. The items necessary to perform this Activity include water. the Maintenance BOM corresponding to the Activity explodes to the Work Order . enter a Disabled date to indicate the current operation’s expiration.4 Select the Referenced check box to indicate that any changes to standard operations will be reflected in the routing.3 Select a Department from the list of values. When a Work Order is created for an Activity. If the standard operation is selected.Navigate to the Activity Workbench window and Choose Launch. 2. Within the Activity Workbench pane. If you use a standard operation code.2 To copy or reference standard operations into a routing. use the operation Code list of values. For example. you can modify the resources listed . and Choose Routing. they are associated to an Activity. As Maintenance BOMs are created. . Optionally. You can define a new standard operation by selecting Standard Operations from the Tools menu. Optionally.7 Select the Description tabbed region. A bill of material (BOM) can be used to list all items needed to perform a particular Activity. 2.5 The Effective date will default to the system date. 2. Fork Lift Daily Maintenance. the operation information for that code will be copied into the current operation. 2. select an operation.all components specified in the Maintenance BOM are copied to the Work Order as material requirements. filled propane tanks. 3. 1. then choose Operation Resources to view the resources associated with the current department attached to this operation. 2. You can then update that information as desired . where the operation will be performed. Maintenance(Activity) Bills of Material Submitted by Anonymous on Wed. you might have an Activity titled. Enter a Description for the current operation. 4. enter an operation Sequence. 03/03/2010 .17:09 Tag: • EAM / You can identify and select the required items used by an Activity. but you can optionally change this . this check box is selected by default. and shop rags. fork lift lubrication oil. and can be defined for each Activity. 2. according to your profile setup.

Defining Rebuildable Items Submitted by Anonymous on Wed. Enter the Operation Sequence that this Component (material item necessary for the operation sequence. removed.17:14 Tag: • EAM / Items that are installed. Navigate to the Activity Workbench window. Examples of Rebuildable Items include motors. 9. Select the Main tabbed region. 5. Rebuildable Items are inventory items. 10. select the Date Effectivity tabbed region to specify effectivity dates per component. Choose BOM. Enter necessary Components and their Quantities that are required to perform the Activity.To set up an maintenance BOM: 1. Select an Activity from the Item field list of values. Within the Activity Workbench pane. 03/03/2010 . Choose Launch. select the Activity for which you wish to define the Bill of Material. The Item Sequence will default. Save your work. 2. you have the option to serialize them. NOT rebuildable item) is needed for. 3. Rebuildable Items may need to be removed or refurbished while a parent Asset is maintained. Optionally. and computer boards. To set up rebuild items: . 4. 6. 8. 7. and refurbished are referred to as Rebuildable Items. control boxes. You can enter an unlimited number of material items.

Select TOOLS from the Tools menu. a. and text attachments. URL. The following table presents the necessary attribute values that are applied automatically to the Activity. and reference guides. Optionally. Predefined. You can attach file. Optionally. when using the template: 5. up to 240 characters. select one of the other options available. The Master Item window is used to create Maintained Groups. 3. select the Inventory tab to define a Non-Serialized Rebuildable Item. select COPY FROM. Use the @Rebuildable template to quickly apply attribute values. 4.1. Navigate to the Rebuildable Item (Master Item) window. Activities. . Within the Generation field. 2. If you wish to define a Serialized Rebuildable Item. 7. Save your work. 6. select the paperclip Attachments icon to attach relevant documents. b. based on your business needs. Enter a Description for this Rebuildable Item. From the drop down list. Select the @Rebuildable template from the list of values. and Rebuildable Items. and to ensure that the appropriate attributes are applied. and At Sales Order Issue. to this Rebuildable Item. At Receipt. Enter the Rebuildable Item name in the Item field. Valid values include No Control. standard procedures. such as drawings. select No Control.

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

you would first define your car’s odometer as a meter.To establish a rebuildable serial number in Inventory 3. Optionally.1 To add this item to a Subinventory. an association instance is automatically created for the current Maintained Number (Rebuildable Serial Number) and that Activity. and/or Meter Templates are associated with the current Maintained Group (Rebuildable Item). This process creates inventory for the Maintained Number (Rebuildable Serial Number). whichever comes first. 03/03/2010 . As part of the Instantiate process. If the selected Subinventory has a Locator. The Instantiate process is a one-time-process only. the Current Status of the Maintained Number changes to Resides in stores. based on the meters you have defined. respectively. if Preventive Maintenance.000 miles or six months. you must also enter a Locator. After the process is successful. Rebuildable BOM Submitted by Anonymous on Wed. Activity. using the Asset Meter Association window. you can associate the Maintenance Activity (oil change) that should occur. To set up the above scenario. runtime and/or calendar days. select a Subinventory from the list of values.18:09 Tag: • EAM / Meter and Meter Templates Submitted by Anonymous on Wed. 3. in the selected Subinventory and Locator. This is done via Preventive Maintenance Scheduling . and/or Meter and Preventive Maintenance Schedule. An example of meter-based preventive maintenance is your car’s oil changes. 4. choose Associate Activity to associate the current Maintained Number (Rebuildable Serial Number) to an Activity. After you have associated the meter to the asset. 03/03/2010 . Most car manufacturers recommend that you change your engine oil every 3.19:13 Preventive Maintenance Setup eAM can generate Work Orders automatically based on meter readings.2 Choose Intantiate to automatically activate a Miscellaneous Receipt process. and the Instantiate option is disabled. you would associate that meter to an asset (your car). Next.

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

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

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

Save your work. Other PM Schedules in other Sets can be used for simulation purposes only. Every Set Name has an end date. you can associate existing. 6. If you do not want to create Set Names. choose Find to query existing Meter Template/Maintained Group relationships. every Maintained Number defined as part of the current Maintained Group will automatically associate with the Meter Template. Only Maintained Numbers associated with the selected Maintained Group will be available in the list of values. Select an Item Type from the list of values. Select a Maintained Item (Asset Group or Rebuildable Item) from the list of values. it already exists. Optionally. you can assign PM schedules to set. 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. You can optionally select an Maintained Number from the list of values first. After saving. All remaining fields in the Meters region are view-only. In the Meters region. 4. 03/03/2010 . Multiple PM Schedules for the same Maintained Number or Maintained Group and Activity combination can be created across Sets. 3. Associating Meters with Maintained Numbers Meter Association creates the relationship between the meter definition and the Maintained Number. out of those PM Schedules. 2. select a meter template Name from the list of values. 4. select a Maintained Group (Asset Group or Rebuildable Item) from the list of values before selecting an Maintained Number. 3. 5. To associate existing meters with the current Maintained Number. you need to define Set Names within the Set Name Definition window. you do not need to create this association manually. defined meters with the current asset. MAIN. 2. For optimal performance. Before assigning a Set Name to a PM schedule.1.19:36 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. Choose Find to view all Meters associated with the current Maintained Number (Asset Number or Rebuildable Serial Number). However. Valid values are Asset or Rebuildable. Within the Meter Template region. Navigate to the Meter Template Association window. Save your work. To associate meters with Maintained Numbers 1. Define PM Schedule Definitions Submitted by Anonymous on Wed. . select a meter Name from the list of values. This triggers the Maintained Group to default. only one can be identified as the Default and used for generating Work Orders. 5. Navigate to the Meter Association window.

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

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

Select a Schedule Type from the list of values. the first meter that hits the due reading triggers the service. you will define information within the List Dates tabbed region. and have set up a schedule for a replacement Work Order every 18 months. below is a Runtime Rule that includes two meters. it already exists.1 In the Scheduling Options region. Optionally. the Preventive Maintenance process predicts work for those extra days beyond the cut-off date. the Day Interval Rules and Runtime Rules tabbed regions are enabled to enter information. If you select Rule Based. 1. MAIN.2. 1. If you do not want to create Set Names. the service happens before Meter2’s reading reaches its interval of 50. For example. starting from the last service day of the Asset to the cut-off day you specified while running the process. 4. Only Activities associated with Maintained Groups are eligible for defining a Schedule Template. If this check box is selected. the service will not be scheduled until Meter2 has also reached its due reading. enter a Lead Time In Days. a new instance of the current PM schedule template is created for each new Maintained Number (Asset Number or Rebuildable Serial Number). . you need to define Set Names within the Set Name Definition window. 2. even if Meter1 reaches its due reading. 3. 1. Valid values are Rule Based and List Dates.2 In the Schedule Based On region.5 Select an Activity from the list of values. If you select List Dates. In this case. This is a backward scheduling method. affecting your cost budget. This region is disabled if the current PM schedule definition’s Scheduling Type field is populated with List Dates. This is a forward scheduling method. if they exist. It is common in maintenance environments to let this asset wear out completely before replacing it.3 Optionally. and schedules the scheduled end dates. enter a Tolerance In Days to indicate a minimum interval in days that suggested Work Orders’ dates are spaced from each other. 3. ■ Start to End: The PM Scheduler process uses the Last Service Start Date. however manual Work Orders can still be created.1 The Effective dates will default from the current Activity. ■ First Due Date: The due date is set to the first due date of all rules. In this case. For example. you can choose Last Due Date in the Scheduling Based On region. Optionally. If you specify First Due Date in the Scheduling Based On region of the PM Template. select the Instantiation check box. if Meter1’s reading reaches the interval of 100 first. unreleased manual work orders are considered during PM scheduling. If a Lead Time In Days is specified. This is a forward scheduling method. and calculates the scheduled start dates. 4. select the Reschedule Manual Work Orders check box. you can assign PM schedules to set. your asset is a conveyor belt. ■ End to End: The PM Scheduler process uses the Last Service End Date. 2. Lead time in a Preventive Maintenance Schedule is different than lead time associated with Work Order creation. You might also check this box for forecasting and budgeting reasons.7. and calculates the scheduled end dates. and calculates scheduled start dates. ■ Start to Start: The PM Scheduler process uses the Last Service Start Date. 2. This is a backward scheduling method. between the two meters. you found that the belts have ended up wearing out every 12 months. The Preventive Maintenance process suggests Work Orders to be created or scheduled. indicate how the PM Scheduler process calculates Work Order dates. In reality. If this check box is selected. 1. The maintenance department can prepare for such work in the current planning period. ■ End to Start: The PM Scheduler process uses the Last Service End Date. select or update the Effective From and Effective To dates. Optionally. Meter1 and Meter2.6. This provides the maintenance department advanced visibility for maintenance work that is typically predicted in the next planning process. Conversely. the Preventive Maintenance Scheduler will not automatically schedule Maintained Numbers within this Maintained Group and Activity association.2 If the Run To Failure check box is selected. ■ Last Due Date: The due date is set to the last due date of all rules. indicate how the predicted due dates are determined. Before assigning a Set Name to a PM schedule.1 Optionally.effective-to date before the end date of the PM Set Name.4 Select a Maintained Group from the list of values. You estimated that the life of this asset is 18 months. This is relevant for Maintained Numbers that cost more to maintain than the Maintained Number itself.

which is then used to predict the next meter due date. eAM Work Management Submitted by Anonymous on Thu. and list all the due dates within this tabbed region. you would create a List Dates type schedule definition. Car1. This is calculated as the interval (1000 miles) divided by the usage rate (25 miles per day).000 miles. This field is automatically updated with the meter reading information recorded at Work Order completion. and every four days in February.You can select this check box and clear it later. but maybe you cannot currently maintain or schedule this Maintained Number. If this check box is selected. 2001 + every 30 days. The opposite is also true.000 miles. and with the Used in Scheduling check box selected in the meter template definition. you can base the scheduling on a Runtime Rule. For example. The Work Orders ultimately created by the PM Scheduler process are those of the earliest or latest dates. For example. If you have previously set up a Day Interval Rule. The PM Scheduler process compares the above suggested dates from the runtime interval rule. depending on how the Schedule Based On region is populated. For example. 2002 (January 1 2002 + 40 days). or every 1000 miles. The UOM defaults from the Meter Template definition of the current Meter Template. You can optionally create multiple Runtime Rules. the next due date will be February 10. you would like your asset serviced every 2. the earliest suggestion is used for Work Order creation.1 Optionally. For example. Refer to the example below.2 The Interval and UOM fields work together. If only the Runtime Rule is taken into account. You may have future plans to maintain this Maintained Number.1.1 If you populated List Dates within the Schedule Type field.2. based on historical data. Save your work. you would like Work Order suggestions created every three days in January. you might associate a Maintained Number to an Activity.3. only Work Order suggestions are generated. For example.10:40 Tag: • EAM / .3 Optionally. You can optionally create variable Day Interval Rules. 12/31/2009 . enter Effective From and To dates to specify the rule’s expiration. serviced on May 1 and November 1 every year for the next three years. to those of the day interval rule: Base Date of December 26. as well. 5. this Maintained Number needs an oil change. In this case. 5. 6. 5. a Work Order suggestion will be created every three days. within the Runtime Rules tabbed region. If you selected First Due. select a Meter Name to indicate that Preventive Maintenance scheduling is based on a Runtime Rule.2. You can have only one Default PM for a Maintained Item/Activity combination. only PMs created as a copy of this PM Template will generate Work Orders for the corresponding asset in the Maintenance Workbench 4.000 to 50.2 Enter an Interval In Days. you want asset. For example. For example. and every 40 days after that. for every 2000 miles. select the Default check box to indicate that the current PM schedule definition will generate Work Orders. from zero to 10.1. 5. Note: The Preventive Maintenance Scheduler will automatically calculate the meter usage rate.3 You cannot enter the Last Service Reading. From 10.2.1 For Day Interval Rules Optionally. you would like your asset serviced every 3. Only Meter Templates associated with this Maintained Group. are available in the list of values. trucks of a specific Make and Model need to be scheduled for an oil change every 30 days.000 miles.000 miles. select the List Dates tabbed region to define the specific due dates that Work Orders should transpire. The window below illustrates this example: 5. If this check box is not selected. 5. if you enter the number three. The PM Scheduler process creates suggested Work Order dates on those specified dates.

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

If the material/resources are not available by this date. If any tasks. as long as the Work Order is at an Unreleased or Draft status.The header information displays general information about the Maintained Number and the type of work required. or Facilities. Otherwise. including Work Order Completion. 1. Main Tab 3.5 Enter the Status.3 Select an Activity from the list of values. This indicates the requested end by date of the work. you can add an Activity. 1. 1. Note: Actual dates are entered at operation and Work Order completion. Scheduled dates are calculated by the Enterprise Asset Management scheduler if you have Oracle Manufacturing Scheduling enabled.7 The Instance Number field tracks the number of instances the current Work Order has been updated. the WIP scheduler calculates the dates. 1.1 Optionally. select a Work Order Type from the list of values.4 Enter a WIP accounting Class code to represent the charge (expense) accounts associated with the Maintained Number. 1. the scheduling process moves the start date forward. Emergency. High. Released. you can no longer change or delete the Activity. these must be deleted before adding an Activity to a pre-existing Work Order After you select an Activity. the system loads the associated maintenance BOM (material) and maintenance route (resources) associated with the Activity. select a Priority Code from the list of values. Work Order Types are referenced in the Activity and Work Order. Rebuild. Preventive.2 Enter a Maintained Number requiring maintenance. 2. Note: If this Work Order was previously created. Work Order Types enable you to differentiate Work Orders. Certain transactions update this status automatically. enter the scheduled Start date of the Work Order if it is to be based on a forward schedule. for example. Maintenance management can use this information to sort and monitor work activity for reporting and budgeting. This field is disabled.6 Optionally. Routine.1 In the Scheduled Dates region. The scheduling process uses this date as a starting point to calculate the scheduled start date and duration for allocated resources and material. For example. For example. If the material and resources are not available by that date.2 Enter a scheduled Completion date to be used for backward scheduling. The scheduling process uses this date as a starting point to calculate the scheduled end date and duration for allocated resources and material. the scheduling process moves the start date backwards to ensure completion by the required end date . 1. or Low. Only Activities associated with this Maintained Number are available. and Draft. or resource requirements exist. Medium. or an Activity was not previously defined. Scheduled Dates region 2. This can default from the Maintained Number and can be updated. Unrelease. 1. . material. The Maintained Group defaults. On Hold.1 The Work Order number is assigned by the system and can be updated. After an Activity is saved to a Work Order.

It is used when defining a job or a standard job. Servicing. select an Activity Cause from the list of values to specify what situation caused this work to be generated. or text attachments. This can default from the Activity.1 Optionally select an Activity Type from the list of values. select an Activity Source from the list of value to specify reasons Activities need to be executed.2 The Shutdown Type defaults from the Activity. 3. select the Enable Material Issue Requests check box to enable eAM to manage material availability to the current Work Order. Scheduled dates are calculated by the Enterprise Asset Management scheduler if you have Oracle Manufacturing Scheduling enabled. If the check box is selected. the WIP scheduler calculates the dates. established in the Enterprise Asset Management Parameters setup for the current organization. Inspection. 4. or Settings. On-Hold.6 Optionally. Normal Wear. the end date is calculated based on the Work Order duration. so that they can be planned together. Repair. This code indicates the type of maintenance for this Activity. file. This indicates the persons or department responsible for this Maintained Number. Breakdown. or Cancel statuses . Select the paperclip Attachments icon to attach relevant tagout documents.4 Optionally. This check box is updateable for a Work Orders at Draft. for example. Note: Actual dates are entered at operation and Work Order completion. Overhaul. planning and scheduling does not adjust the schedule. warning the plant that the Maintained Number is shutdown and should not be started. Note: When viewing a rebuild Work Order. Warranty Compliance.3 If the Firm check box is checked. This can default from the Activity egion. To store tagout documents using the Attachments feature: a. 3.5 The Planned check box is selected if the current Work Order was created from forecasted Work Orders 3. for example. for example. the owning department defaults from the owning department of its parent Work Order. This can default from the Activity. The scheduler automatically calculates the duration based upon the operations (resource duration setup) on the Work Order.3. Otherwise. This check box defaults as checked or cleared. This check box helps the planner isolate those jobs that require a tagout. OSHA Compliance. Tags are generally printed and placed on a Maintained Number. Unreleased. This defaults only after the Work Order is released. Activity tab 4. You can attach URL. Lubrication. regardless of material or resource availability. 3. Released.2 Optionally. This helps the planner group Work Orders that may require shutdowns. or Military Specification Requirements. or Cleaning.3 Optionally. select the Tagout Required check box to indicate that the Area needs to be secured for operations required for carrying out this Work Order. Material is physically available to a Work Order via the material request and verification process. 4. depending on the Auto Firm On Release check box setting. The Owning Department defaults in from the selected Maintained Number . Vandalism. Project TAB .

1 Optionally. b.5 Optionally. 8.2 Optionally. select the Service Request tab to display Service Requests associated with this Work Order. However. . 8.1 You can select the Rebuild tab if this Work Order is created for a rebuildable item. predefined BOMs and Routings. you can define Asset Routes.1 Optionally. Choose Delete. Service Request tab 7. 8. This tab enables you to select alternate. select the Work Request tab to display Work Requests associated with this Work Order.1 Optionally. choose Resources to view or update the resources assigned to each operation. 8. From the Material Requirements window. select a Project from the list of values.4 Optionally. This tab is enabled only if Project Manufacturing is installed and enabled. Optionally. you can optionally choose Select Materials to add this Asset BOM to the material requirements for the current Work Order. specified in the Accounting Information by Period region.3 Optionally. You can only choose Asset Route if an Asset Route is associated with the current Maintained Number. After the alternate BOM and Routing are selected. You can link multiple Work Requests to a single Work Order. 7. Oracle Enterprise Asset Management Implementation Guide. choose Costs to view Work Orders falling in the specific accounting periods. Routing tab. only one Work Order can be associated with a Work Request.2 Select the Bill. These operations default from the maintenance route associated with the current Activity. To de-link a Work Request from a Work Order: a. choose Asset Route to view the Asset Route associated with the current Work Order’s Maintained Group. You can add Work Requests to a Work Order by selecting a Request Number from the list of values. based on a specified period. Optionally. select a Task from the list of values. but can optionally be updated. Only Work Requests at an Awaiting Work Order status are available in the list of values. To eliminate the possibility of creating multiple Work Orders for the same Activity. You can de-link a Work Request from a Work Order. b. choose Operations to prepare necessary operations. a. select the Project tab. choose Materials to view or update the associated Maintained Number’s items list.5. Actual Costs: This is the accumulation of all cost for material and resource transactions for the Maintained Number’s associated maintenance Work Orders. 6. Rebuild tab 6. 8. the system uses the associated items and assign the associated resources needed to execute this Work Order. See: Setting Up Maintenance Bills of Material and Defining Maintenance Routes. Accounting Periods are defined within Oracle General Ledger. Highlight the Work Request.2 Optionally. You might need to perform one Activity on multiple Maintained Numbers.

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

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

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

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

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 /

03/06/2010 . the scheduling process moves the completion date of the Work Order backward. sequence.20:09 Tag: • EAM / . choose Materials to view or update the associated items list for the current operation. The planning process uses the scheduled start date to recommend creation of purchase orders for the material. If the material and resources are not available by this date. Operation 20 is dependent on Operation 10.1 Select a scheduled Start Date for this operation to be based on a forward schedule. Select a scheduled Completion date for this operation to be based on a backward schedule. 1. The planning process uses the scheduled completion date to recommend creation of purchase orders for the material. Operation 40 is independent. Each operation is assigned to a department. 1. In the screen shot above. Operations 30 and 40 run in parallel to each other. If the material and resources are not available by this date. since there is a line connecting the operations. The maintenance route is comprised of operations necessary in completing the Activity. Optionally. Operations can be scheduled to run in parallel. Optionally. The Enterprise Asset Management scheduling process uses the scheduled start date as a starting point to calculate the duration of the operation. select a Shutdown Type from the list of values. bringing its related maintenance route and BOM. 4.Operations (also known as tasks) are the instructions to perform a repair. choose Resources to view or update the resources assigned to the current operation eAM Work Order Transactions Submitted by Anonymous on Sat. associated with assigned resources (trades people. 3. or through dependent steps. 2.2 Optionally. and equipment). based on the resources and material. it can be performed at any time. This helps the planner group Work Orders that may require shutdowns. When you create a Work Order for a Maintained Number. the scheduling process moves the start date of the Work Order forward. You can view and update these operations right from the Work Order. The Enterprise Asset Management scheduling process uses the scheduled end date as a starting point to calculate the duration of the operation. so that they can be planned together. for example. you can attach the Maintained Number’s associated Activity to that Work Order. outside service providers. Operation 20 cannot be performed until Operation 10 is complete. based on the resources and material.

associated with assigned resources (trades people. The maintenance route is comprised of operations necessary in completing the Activity. contractor services. You can Complete and Uncomplete operations. However. For example. if an operation is dependent upon another operation. A resource transaction is utilized when you need to charge resources (for example labor. you can perform an Operation Uncompletion. Every operation is assigned to a department.01:18 Tag: • EAM / Operations are the instructions or tasks to perform a repair. 2. You cannot uncomplete operation 10 after operation 20 has been completed. 03/07/2010 . • • A material transaction is utilized when you need to issue material from inventory to a Work Order. or equipment) to a Work Order. When you enter a Work Order for a Maintained Number. Operation Completion Submitted by Anonymous on Sun. 4. Transacting Material Transacting Resources Operation Completion Work Order Completion /Rebuild Work Order Completion Closing Work Orders on page 2-54 5. delivering its related maintenance route and BOM.There are two types of Enterprise Asset Management Work Order transactions: material and resource. and equipment). the Maintained Number’s associated Activity attaches to the Work Order. 3. This section includes the following topics: 1. After an operation is complete. you cannot uncomplete that operation’s dependency if the current operation is complete. . operation 20 is dependent on operation 10 completing.

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

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

runtime and/or calendar days. whichever comes first. . 03/07/2010 . Most car manufacturers recommend that you change your engine oil every 3.000 miles or six months.21:45 Tag: • EAM / eAM can generate Work Orders automatically based on meter readings.Uncomplete Job Preventive Maintenance Overview Submitted by Anonymous on Sun. An example of meter-based preventive maintenance is your car’s oil changes.

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

11. select the Current tab to add meter reading data. and the Change field is disabled. This helps to make logical decisions when entering meter readings. You cannot alter the existing meter re ading record. you can reset the meter reading value of the pump. 14. The Life To Date field displays the accumulated meter readings. It defaults when the Value field is populated. choose Readings History to view all meter readings for the selected meter and current Maintained Number. Meter readings with a Reading Date falling within the meter effective dates appear in the Meter Readings region. Select a Maintained Number. Choose Find to display meter reading data for this Maintained Number. Select the Comments tab to enter any necessary comments. You cannot enter a future date. 03/08/2010 . before the reset. if a motor needs to be replaced.000. 13. enabling you to make a logical choice when entering the next meter reading. You then reset the Current meter reading to 3. If you had populated the Item Type field with Asset. Optionally. The Direction field is not updateable. 5. select an Item Type. The Change field indicates the difference between the last reading and the current reading. associated with the motor. 3. The Change field indicates the difference between the last reading and the current reading. If you select the Reset check box. Optionally. You can optionally select a past date to view past meter readings. you are resetting the Current meter value to any value that you enter in the Value field. 10. Generating Work Orders Submitted by Anonymous on Mon. For optimal performance. The disabled reading is saved for viewing. the Maintained Number list of values contains all Serialized Rebuildables.14:59 Tag: • EAM / . 6. 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. you can view the last meterreading. 7. This field works in conjunction with the Maintained Number field. The Change value is used to calculate the Life To Date Reading. choose Disable to disable an existing meter reading. which is usually the same as the current meter reading.000. 15.2. while the Current meter reading increases from 3. Choose Close to return to the Meter Readings window. 12. The Value field is mandatory.000. Within the Meter Readings region. both the Current meter reading and the Life To Date meter reading were 17. 16. Valid values are Asset or Rebuildable. You can enter a Value for new meter readings. 9. The system uses the Life To Date meter reading to calculate the Usage Rate. but is not used in Preventive Maintenance Scheduling. The Life To Date meter reading continues to increase from 17. The information defaults from the meter definition. 8. Enter a Reading Date date. For example. The Maintained Group value automatically defaults as the Maintained Group associated with the Maintained Number entered in step 3. If you had populated Item Type with Rebuildable. Select the Latest tab. the Maintained Number list of values contains all Asset Numbers. within the Latest tabbed region. For example. For example. 4.000.

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

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

based on net material requirements. these suggestions are implemented. Finally. This schedule is then attached to MRP Plan Options.15:50 Tag: • EAM / Before you define a master schedule manually or load a schedule from another source. To define a Master Demand Schedule name . 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. •     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.Oracle eAM utilizes Material Requirements Planning (MRP) to calculate net material requirements from gross material requirements. The following illustration depicts how eAM uses Material Requirements Planning. you must first define a master demand schedule name. You can also set several options for each name. Next. and then received into inventory. a Master Demand Schedule (MDS) is created. the MRP is launched. After the material is in inventory. They are purchased. MRP assumes infinite capacity is available to meet the material requirements plan. First. 03/08/2010 . creating suggestions for purchasing requisitions. it can be issued to a maintenance Work Order.

3.16:00 Tag: • EAM / Master Demand Schedule names trigger the material requirements planning process.1. 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. 2. 03/08/2010 . Navigate to the Master Demand Schedules window. Enter a Name and Description for the schedule.

3. This provides the planner visibility of the status of the plan at any point in time.1. nor use the plan name in the planning process. select the Production check box to enable a plan to automatically release planned orders. Enter an alphanumeric Name to identify unique material requirements. As of this date. You can still view information and run reports for disabled names. or purchase requisitions. Optionally. enter a Description of the MRP name. 7. 2. To launch the planning process . Optionally. 5. 4. Navigate to the MRP Names window. This generates planning recommendations for all planned items. Check plan options @ Launching the Planning Process Submitted by Anonymous on Mon. purchase orders. You can launch the planning process for a material requirements plan (MRP) or a master production schedule (MPS). Optionally. Save your work. 03/08/2010 . select the Feedback check box to monitor the quantity of the planned order that has been implemented as maintenance Work Orders. enter an Inactive On date on which to disable the plan. The planning process involves three phases for defining the MRP or MPS. 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. 6. Optionally.16:07 Tag: • EAM / You can launch the planning process for a material requirements plan (MRP) from a master demand schedule. you can no longer update the plan.

Viewing Suggested Demand Submitted by Anonymous on Mon. To view suggested purchase requisitions: . 2. 03/08/2010 . that acts as a start date for repetitive planning periods. Choose OK. The default horizon is the current date plus the number of offset months set in the profile. MRP: Cutoff Date Offset Months .1. Navigate to the Launch MRP window. Launch Snapshot: Valid values are Yes and No. Choose Submit. up to which the planning process creates an MRP or MPS. greater than the current date. Launch Planner: You must launch the planner if you selected Yes to launch the Snapshot.16:27 Tag: • EAM / Once the MRP is launched. 3. Anchor Date: Enter a date. you can view the purchase requisition suggestions created by the launched MRP plan. earlier or equal to the current date. Select Yes to launch the Snapshot. Plan Horizon: Enter a date. 4. Enter the following parameters: Plan Name: Select the MRP plan to launch.

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

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

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

By default. After you have added the cost categories. and Outside Processing. Resource Overhead. Setting Up Cost Categories Submitted by Anonymous on Tue. eAM has defined three cost categories: Contract. you can define additional cost categories. if needed. However. Labor and Equipment cost classifications are mapped to Resource. within the Enterprise Asset Management Parameters window. and Outside Processing. Operations. Department costs are then posted to the appropriate cost elements. Contract. they are available from the Cost Category list of values.The three cost elements (Material. and Maintenance. Resource. Operations. and any other values that you might have added within this extensible lookup table. and Equipment) are mapped to the five basic 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. and Outside Processing) provided by Cost Management. Material Overhead. To define additional cost categories . The above diagram illustrates that the eAM Material cost classifications are mapped to Material. Labor. Valid values are Maintenance. 03/09/2010 . Material Overhead. Resource Overhead.

Define a default cost category. 03/09/2010 . but you can update this. 6. enter a Tag to categorize lookup values.1. define a default cost element (Material. enter a Effective To Date to indicate an expiration of the code. Navigate to the Oracle Manufacturing Lookups window. outside processing types of Currency. Enter a numeric value in the Code field. High. Enter a Description for the code. The Effective From Date defaults as the system date. 3. In order to capture the costs for all work within eAM. and costs. 8. Oracle recommends that you enter values in increments of 10. Save your work. Select the Enabled check box to enable this code for Enterprise Asset Management. This is used when no pre-defined mapping exists to the cost elements in eAM. Also. Amount. some key setups need to be in place: 1. 7.00:26 Tag: • EAM / You can reference work that has been completed to review operations. 4. Optionally. First. the default cost element carries the cost for analysis. For example. This defaulted cost category is used if there is no cost category defined for the departments. This information can help you understand the scope of work and the process by which it is completed. define a default cost category when setting up the eAM Parameters. and Miscellaneous are not linked to a particular eAM cost element. This field is informational only. 9. 5. Setting Up eAM Cost Management Submitted by Anonymous on Tue. Therefore. Next. department overheads are not linked to a particular eAM cost element for cost analysis. the costs are allocated to the default cost element. To define a default cost element and cost category . or Equipment) when setting up the eAM Parameters. enabling you to easily add codes later. 2. Enter the Meaning of the code. resources. Define a default cost element. Labor. When one of these types is used in outside processing. 2. for example. Optionally. Select BOM_EAM_COST_CATEGORY from the Type list of values.

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

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

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

and any direct items associated with the Work Order. Labor. depending on the tabbed region you select. choose Details to view the Material. 3. depending on the tabbed region you select. The Work Order Cost Estimate Processor estimates the costs of all materials and resources exploded or entered on a maintenance Work Order. estimated.updated. for re-estimation.Work Order Cost Estimate Processor has successfully completed estimating the Work Order’s costs.The Work Order is waiting to be selected by the Work Order Cost Estimate Processor. eAM Cost Estimation Submitted by Anonymous on Tue. You can also manually launch this process via a concurrent request. Return to the Cost Details by Operation Window. estimated.The Work Order Cost Estimate Processor attempted to estimate the Work Order’s costs. 8. and Equipment costs for the cost categories associated with the current Work Order.4. based on the specified period(s). or variance costs. 5. 2. The Work Order Cost Estimate Processor can continually execute in the background or launch manually via a concurrent request. For example. 7. Error . You can view totals for actual. Choose Value Summary. 5. the Work Order has been estimated at least once. or variance costs. Choose Detailed Estimates to display the details of the Work Order’s required material and resources. In this case. • 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). 9. estimated cost information. Complete . Running . You can view total Material. and Equipment costs for individual operations on the current Work Order’s routing. You can view totals for actual. a required material was not issued to the maintenance Work Order. To view the status of the Work Order Cost Estimation process . Choose Distributions to view the specific accounts charged for an individual operation. The Work Order Cost Estimate Processor executes in the background to provide . In the Accounting Information By Period region. providing you the ability to plan and budget your costs. 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. Re-estimate .The Work Order is waiting to be picked up by the The Work Order Cost Estimate Processor. • Variance Costs: The Variances tabbed region displays the difference between the actual costs and estimated costs. choose the dates that identify the accounting period you want to view. Labor. For the selected cost category. Pending . Work Orders have one of the following Estimation Statuses: 1.The Work Order Cost Estimate Processor is currently estimating the costs of the Work Order. • Estimated Costs: The Estimates tabbed region displays the estimated costs of the material and resource requirements of the current Maintenance Work Order.00:37 Tag: • EAM / Estimating the costs of maintenance Work Orders is often necessary for planning and budgeting purposes. but there was an error. 6. 03/09/2010 . 4.

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

first create a resource item by setting specific attributes within the Master Item window. Decide whether you are pricing this item using the Cost Plus or Price List method. Optionally. define a resource and associate the resource item to the resource. 5. Setting Up a Billable Resource To create a billable resource. assign the resource to a department. This attribute is only selected at the Master Organization level. Note: For the current material item. 6. Optionally. To set up a billable resource . Next. 3. ensure the Billing Type is populated with Material. Next. within the Service tabbed region. and perform the additional setup tasks for those methods. select the Invoiceable Item check box to indicate that the current material item may be invoiced. Select the Invoicing tabbed region. select the Invoice Enabled check box to indicate that invoices are enabled for the current material item. Navigate to the Master Item window. Finally. 2.1. or both. Assign the current item to your organization. Save your work. 4. assign the resource item to your organization.

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

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

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

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

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

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

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 .19:58 Tag: • EAM / After the setup tasks are complete. and Precedence. Save your work. End Date. while maintaining an asset or servicing a customer request. For example. 2. The cost of the work performed is based on the Work Order’s material and resource requirements (Asset Bills of Material and Asset Routes). or the cost of the Activity that is associated with the Work Order. Enter price information for your item. 03/09/2010 . Navigate to the Price Lists (Advanced Pricing) window. Billing Work Orders Submitted by Anonymous on Tue. if the Precedence is the same. 3.1. it is invalid to have overlapping date ranges. with varying values for Start Date. The same item may repeat multiple times in the price list. you can bill third parties and customers the work performed.

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

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

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

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

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

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

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

with . 4.1. To enter requisitions for direct items using Oracle iProcurement: 1. If you create a requisition within iProcurement. 4. 5. 1. Save your work. 3. If you have Oracle iProcurement installed. You can enter a requisition within both the forms application and Maintenance User. Save your work. Navigate to the Personal Profile Values window. this is done directly from the Requisitions window. Entering Requisitions for Direct Items Submitted by Anonymous on Thu. using Oracle iProcurement. 5. You can access a link to direct items using the Maintenance Workbench or within the Work Order window. Once purchase orders or requisitions related to direct items have been created for this Work Order. selec t an Item to purchase from the list of values. 2. This functionality is only available if you have Enterprise Asset Management installed. When entering a requisition within the forms application. Choose Direct Item to purchase items directly from supplier and non-supplier catalogs.18:09 Tag: • EAM / Requisitions for direct items can be created within iProcurement or Purchasing. as in Maintenance User. Optionally. Select a valid. 3. you can access direct item procurement functionality using Purchasing. 4. 03/11/2010 . Select Yes from the Default Value list of values. released Work Order number from the Work Order list of values. you can access supplier catalog items directly from an eAM Work Order. they will be referenced in the Direct Items region of this window. Choose Find. 3. enter a requisition Description. To enter requisitions for direct items via Oracle Purchasing If you do not have iProcurement installed. The Work Order must be at a status of Released. Select Goods from the item Type list of values. Optionally. and not from the eAM Work Order. The related requisition or purchase order number will appear in the Direct Items region. Select PO: Enable Direct Delivery To Shop Floor from the Profile Name list of values. Select the Items tabbed region. Choose Materials to view or update the material requirements for this purchase order. 2. the Work Order and operation inform ation is created as you proceed to checkout. 2. Navigate to the Requisitions window. Items that are defined in Inventory. 6. Navigate to the Work Orders window.

are available for selection. to the Work Order. the appropriate steps must be completed in Purchasing and Enterprise Asset Management. the purchasing requisition is created when the Work Order is Released. within the Project tabbed region in the requisitions or purchase order Distributions window. the approval. If you had chosen an item. eAM recognizes this as a equirement to deliver the direct item to the maintenance Work Order. any eAM project and task information associated with the Work Order is copied to the corresponding Project and Task fields. or encumbered. Purchasing displays the operation Code and the Department. The unit of measure qualifies the quantity you enter on the purchase order line. 13. as it is used to procure the item. This optional process ensures that the actual charges are applied to the Work Order. Oracle Workflow isition is approved. The requisition needs to be approved (See: Creating Process Definitions in Oracle Workflow Builder. 12. to the Work Order. Contractor Services (OSP) Submitted by Anonymous on Fri. The purchased material will be associated with this operation on the current Work Order. 18. The additional purchasing transaction. Outside Service Processing provides the functionality to create items that are contractor services. include these items on a Work Order.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. In order for this to be executed. Select the purchasing Category o the item you want to purchase. The Destination Organization list of values will only display those organizations where the item is nonstockable. Oracle Inventory User’s Guide 6. Enter a Quantity to purchase. Contractors are paid for their work based on an agreed upon contract or agreement. and Release windows. such as the requisition and purchase order. You can access this window from the Requisition. if the Destination Type is Shop Floor. 16. and execute the related purchasing transactions as the Work Order is released.the Stockable check box cleared. such as landscaping. Purchase Order. Select a Need-By date. 14. its default un o of measure populates this field. You can select a destination type of Shop Floor for all purchasable items that are not selected as Stockable in the item master. 7. 03/12/2010 . Setting Up Outside Service Processing Submitted by Anonymous on Fri. Only Released maintenance Work Orders are available for selection. By creating a contract service as an Outside Service Processing item. When you choose a line type. Select Shop Floor from the Destination Type list of values for all direct item and non-stock item. It is also important to associate the purchasing transactions.You can change the UOM until the item is received. This is enabled if the Destination Type previously specified is Shop Floor. Save your work. and can be viewed in Purchasing. The other option is to enable Standard Rate. See: Inventory Attribute Group. a contractor service may be a painting service. 17. 10. Once a Work Order is selected. This applies pre-determined standard rates. eAM related requisitions. bill. it will appear on the eAM Work Order. Choose Outside Services. 8. are then managed by Purchasing. Enter the Description of the item. for contractor services. 15.18:44 Tag: • EAM / . 03/12/2010 . without invoking the purchasing transaction. If this item is not inventoried. 11. Select a UOM from the list of values. When you select a destination type of Shop Floor. This description should be meaningful. For example. this is the only way an internal person will understand what item you are attempting to procure. Select an Operation Sequence from the list of values. Select a Work Order from the Job list of values. Choose Done. including the creation of the purchase order. and invoicing process. 9. its default unit of measure would have overridden the line type default.

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

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