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Oracle Enterprise Asset Management User's Guide
Release 12.1
Part Number E13670-05
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Oracle Enterprise Asset Management User's Guide

Contents

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Preface

Welcome to Enterprise Asset Management

Oracle Enterprise Asset Management Overview

Introduction
Overview of Oracle Enterprise Asset Management
Asset Management
eAM Work Management
Integration with Other Oracle Application Products

Enterprise Asset Management Administration

The Enterprise Asset Management Administration role contains people who are generally responsible for entering information, often for other maintenance employees. Information entered may include Work Order resource transactions, Work Order completion details, and Time and Labor hours. This person might have limited maintenance knowledge and is generally responsible for supporting the maintenance department by handling information entry.

This part contains the following chapter:

Setting Up

Before You Begin
Oracle Enterprise Asset Management Setup Overview
Organization Setup
Setting Up Organizations
Enabling Organizations for Enterprise Asset Management
Setting Up Install Base Parameters
Setting Up Services Fulfillment Manager Parameters
Defining eAM Parameters
General eAM Setup
Setting Up Areas
Defining Departments and Resources
Defining Department Approvers
Defining Miscellaneous Documents
Setting Up Electronic Records and Signatures
Defining Lookups
Asset Setup
Using the Activity Workbench
Rebuildable Item Setup
Non-Stock Direct Item Setup
Preventive Maintenance Setup
eAM Planning and Scheduling
Defining a Master Demand Schedule Name
Defining a Material Requirements Plan Name
Defining Plan Options
Quality Integration Setup
Creating Collection Elements
Creating eAM Quality Collection Plans
Creating eAM Quality Collection Plans for a Supplier
Outside Processing Integration Setup
Setting Up Outside Service Processing
Setting Up Direct Items
Cost Management Integration Setup
Setting Up Cost Categories
Setting Up Purchase Order Category Associations for Direct Items
Setting Up eAM Cost Management
Setting Up Zero Cost Rebuild Item Issue
Process and Discrete Manufacturing Integration Setup
Organization Setup
Associating Assets with Production Equipment
Encumbrance Accounting
Project Manufacturing Integration Setup
Project Definition
Property Manager Integration Setup
Setting Up eAM Prerequisites
Executing the Export Process
Executing the Asset Number Interface
Service Integration Setup
Creating Maintenance Service Request Types
Enabling Service Requests for Assets and Rebuildables
Enabling eAM Specific Fields
Oracle Time and Labor Integration Setup
Defining Persons as Users
Creating Eligibility Criteria
Work Order Billing Setup
Setting Up Parameters
Setting up Costs for the Cost Plus Billing Basis
Setting up Prices for the Price List Billing Basis
Service Attribute Setup
Setting Up Billable Material
Setting Up a Billable Resource
Setting Up a Billable Activity

Enterprise Asset Management User

The Enterprise Asset Management User is anyone in an organization who may access eAM. This might include an employee who uses Work Requests to report problems, a Plant Manager who accesses eAM to review high cost assets and their work history, as well as a Maintenance User, such as a technician who accesses the Maintenance User Workbench to review his/her daily work assignments.

This part contains the following chapters:

eAM Work Management

Overview eAM Work Management
eAM Work Orders
Routine Work Orders
Using Encumbrance Accounting with Maintenance Work Orders
Express Work Orders
Preventive Maintenance Work Orders
Rebuild Work Orders
Easy Work Orders
eAM Work Order Statuses
Defining Work Order Documents
eAM Operations and Tasks
Defining Asset Shutdown Statuses
Preparing Work Order Operations
Viewing Work Order Operations
Defining Material Requirements
Defining Direct Item Material Requirements
Viewing Material Requirements
Defining Resource Requirements
Viewing Resource Requirements
Work Order Relationships
Parent-Child Relationship
End to Start Dependency
Cost Relationship
Follow-up Work Relationship
eAM Work Order Transactions
Operation Completion
Work Order Completion
Rebuild Work Order Completion
Transacting Material
Viewing Resources Transactions
Closing Work Orders
eAM Work Order Planning
Using the Maintenance Workbench
Capitalizing Work Orders

Preventive Maintenance

Introduction
Preventive Maintenance Overview
Meters
Entering Meter Readings
Preventive Maintenance Scheduling
Generating Work Orders

eAM Planning and Scheduling

Introduction
Overview of eAM Planning and Scheduling
eAM Planning
Launching the Planning Process
Viewing Suggested Demand
eAM Scheduling
Using the Scheduler Workbench

eAM Cost Management

Introduction
Overview of eAM Cost Management
eAM Cost Estimation
Viewing Cost Information
Asset Cost Rollup
Parent-Child Hierarchy Cost Rollup
Alternate Cost Hierarchy Rollup
Transferring Invoice Variances to Maintenance Work Orders
Viewing Simulated Transfer Details
Transferring Invoice Variances

Direct Item Procurement for eAM Work Orders

Introduction
Overview of Direct Item Procurement for eAM Work Orders
Enabling Direct Item Procurement
Automatically Creating Requisitions for Direct Items
Manually Entering Requisitions for Direct Items
Creating Purchase Orders from Requisitions
Manually Entering Purchase Orders for Direct Items
eAM Direct Procurement Accounting

Contractor Services

Introduction
Overview of eAM Contractor Services
Setting Up Outside Service Processing

eAM Property Manager

Introduction
Overview of eAM Property Manager
Property Manager Integration

Process and Discrete Manufacturing Integration

Introduction
Overview of the Process and Discrete Manufacturing Integration
Viewing Resource Usage
Production Equipment Downtime

eAM Project Manufacturing

Introduction
Overview of eAM Project Manufacturing
Project Definition
Associating a Work Order with a Project
Creating Requisitions or Purchase Orders
Viewing the Requisition within the Maintenance Work Order
Updating the Commitments for a Project
Viewing Commitments

Integration with Oracle Time and Labor

Introduction
Integration with Oracle Time and Labor Overview
Setting Up the Integration
Time and Expenses
Entering Timecard Information
Extracting Information to Enterprise Asset Management
Executing the Cost Manager Process

eAM Quality

Introduction
Quality Setup
Using eAM Quality
Adding Collection Plan Attachments
Triggering a Work Request
Triggering a Work Order
Entering Quality Results

Work Order Billing

Introduction
Setting Up Work Order Billing
Billing Work Orders
Creating a Billable Work Order
Associating Items and Activities to a Price List
Initiating Billing
Creating an Invoice

Oracle Service Integration

Introduction
Oracle Service Integration Overview
Creating Service Requests
Service Requests and eAM Work Orders

Secure Enterprise Search for Asset Lifecycle Management

Supporting Secure Enterprise Search for Asset Lifecycle Management

Self-Service Work Requests User

The Self-Service Work Requests User is a person in an organization, often an employee (not involved in the maintenance department), who uses Work Requests to report maintenance problems. This person also uses Work Requests to check the statuses of problems that he/she has reported.

This part contains the following chapter:

Self Service Work Requests

Overview of Work Requests
Work Request Statuses
Obtaining Work Request Information
Creating and Updating Work Requests

Maintenance User

The Maintenance User is a maintenance person who is generally responsible for completing tasks that are assigned on a Work Order. This person reports maintenance problems using Work Requests, troubleshoots on jobs, and works on a team with other maintenance workers.

This part contains the following chapters:

Maintenance User Workbench

Overview of the Maintenance User Workbench
Viewing and Managing Your Work

Wireless Maintenance User Workbench

Using the Wireless Maintenance User Workbench

Maintenance Super User

The Maintenance Super User is generally a Maintenance Planner or Supervisor and is often defined as a "super user". A Maintenance Planner plans and schedules maintenance jobs, manages and balances workloads over time, manages preventive maintenance strategy and scheduling, manages material requirements, monitors availability, and coordinates strategies with other departments, such as Operations, Purchasing, and Inventory. A Supervisor manages a crew of maintenance workers, assigns jobs based on workers’ abilities and availability, inspects and verifies work, communicates with other departments, knows the current status of all jobs and assets, and is responsible for environmental health and safety.

This person has extensive knowledge of the Enterprise Asset Management system and is responsible for creating and scheduling work orders, including Preventive Maintenance work orders. This person updates work orders, orders parts, and completes operations and work orders.

This part contains the following chapters:

Maintenance Super User

Introduction
Home
Assets
Obtaining Asset Number Information
Viewing Asset Number Information
Entering Mass Meter Readings
Using the Asset Move Workbench
Work Requests
Work Orders
Work Plans
Construction Units
Stores
Budget Forecasts
Safety Management
Failure Analysis

Google Maps Integration

Google Maps Integration Overview
Google Maps Integration with EAM
Viewing Assets on Google Maps
Entering and Viewing Geocode Information Using the EAM Responsibility

ESRI Integration

ESRI Integration Overview
ESRI Integration with Oracle Enterprise Asset Management
Setting Up the ESRI Profile
Selecting the ESRI Default Service
Defining the ESRI Functions
Entering Geocode Information for EAM Assets
Locating and Viewing Assets Using the ESRI Map Viewer
Viewing and Transacting Work Using ESRI

GIS Integration: Custom Mapviewer

GIS Integration: Custom Mapviewer Overview
Setting Up the Custom Mapviewer
Setting Up the Custom Mapviewer Profile Value

Stores

Stores
Delivering Material from Stores to a Work Order
Returning Material to Inventory

Safety Management

Safety Management Overview
Using Safety Management with EAM
Defining Work Permit Statuses
Defining Work Permit Types
Creating a Work Permit
Updating a Work Permit
Associating Work Orders to a Work Permit
Viewing Work Permits
Printing Work Permits
Using the Work Permit Approval Workflow

Failure Analysis

Failure Analysis Overview
Defining Failure Codes and Sets
Collecting Failure Information
Analyzing Failure Information

Reports and Processes

Activity Cause Report
Department Actual Cost Report
Work Order Cost Report
EAM Weekly Schedule Report
Load Production Equipment Maintenance Downtime
Maintenance Work Order Detail Report
Material Issue Request Pick List Report
Retrieve Timecard Data from OTL to EAM
Simulate Transfer Shop Floor Invoice Variance
Shop Floor Invoice Variance Report

Windows and Navigation Paths

Windows and Navigation Paths
Default Navigation Paths for Standard Application Windows

Glossary

Index