Oracle Enterprise Asset Management User's Guide

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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:

Chapter 2, "Setting Up"

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:

Chapter 17, "Self Service Work Requests"

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: