Define Asset and Parts List Items

The maintenance asset and parts list items are generally created in a master organization and then assigned to a each maintenance organization.

Defining Asset Items

When creating an asset, you need to reference an item that represents that asset. The item that's referenced by the asset must be created with the specific attribute values.

You can create the asset items manually, using REST API or by using import. Creating the items manually may provide you more insight into the items.

The steps to update the item attributes for enabling the item to represent the asset are:

1. On the Home page, click the Product Management icon and then click the Product Information Management icon.

2. On the Product Information Management Overview page, in the Tasks pane, click the Create Item link.

3. On the Create Item page, provide the values for these attributes to define an item:

   Attribute	Description
   Organization	The organization must be a master organization.
   Create option	The default value is Create New. However, you can also create using a copy of an existing item that's similar, which saves time and provides consistency across similar items.
   Number of items	The default value is 1, which is sufficient.
   Item Class	The item class is typically a root item class.
   Template	Templates are defined sets of attributes that you can use over and over to create many similar items. Select the appropriate item template from the Available List and click the Move button to move the template to the Selected List.

4. Click OK to create an item.

5. On the Edit Item page, you can further define the item's description in the header region or the long description in the overview tab. You can also upload an Item image file, which will default as the asset's image.

6. On the Edit Item page, on the Specifications tab, you can further define the item's description in the header region or the long description in the overview tab. You can also upload an Item image file, which will default as the asset's image.

   • Edit Item page > Specifications tab > Service link > Asset > Enable Asset Tracking drop-down list = Full Lifecycle

   • Edit Item page > Specifications tab > Service link > Asset > Enable Asset Tracking drop-down list = Yes

     Note: If you have set the Enable Asset Tracking to Customer Tracked, then you can't be able to set this attribute to Yes. An additional attribute at the asset "Allow Work Orders" further controls whether or not an Asset is maintainable.

   • Edit Item page > Specifications tab > Service link > Asset > Enable Genealogy Tracking drop-down list = Yes

   • Edit Item page > Specifications tab > Service link > Asset > Enable IoT drop-down list = Yes

     Note: If you're using Oracle Asset Monitoring, part of the Oracle Fusion Cloud IoT Intelligent Applications or Oracle Production Monitoring, part of the Oracle Fusion Cloud IoT Intelligent Applications.

   • Edit Item page > Specifications tab > Inventory link > Material Control > Inventory Item drop-down list = Yes

   • Edit Item page > Specifications tab > Inventory link > Serial > Generation = Set the Serial number control to one of these values:

     • Predefined serial number

     • Dynamic entry at inventory receipt

     • Entry at sales order, transfer order or work order issue

   • Edit Item page > Manufacturing tab > Item Structure > Structure Item Type drop-down list = Standard

     Note: This value is required if you plan to manage asset physical hierarchies.

   • Edit Item page > Associations tab > Associated Organizations drop-down list = Master Organization

     Note: You must define one or more organizations for an Item. First, define a master organization then you must define every child inventory organization in which you will create and manage assets. This includes the organizations not only where the asset will operate, but also those organizations that are enabled for maintenance and in which there will be maintenance work orders created to maintain the asset. Additionally, assets support cross-organization creation of work orders.

7. On the Edit Item page, click Save.

Creating Maintenance Parts List Items Manually

You can create the parts list items manually, using REST API, or by import. Creating parts list items manually may provide you more insight into the items. You can follow the same procedure to create the asset items, but may need to adjust certain parameters based on reviewing the suggested setup by attribute.

Mass Assigning Asset and Parts List Items to Organization

You can assign the asset and parts list items to an organization either manually or by performing mass changes using a scheduled process. If you're defining multiple inventory organizations, then you may prefer using the scheduled process.

The steps to assign items to an organization using the scheduled process are:

1. On the Home page, click the Product Management icon and then click the Product Information Management icon.

2. On the Product Information Management Overview page, on the Tasks pane, click the Manage Items link.

3. On the Manage Items page, search for and select an item, but don't click the item number.

4. Click Actions and select Manage Item Mass Changes.

5. Select Assign to Organizations.

6. In the Organizations section of the Assign Items to Organizations window, click the Select and Add icon.

7. In the Select and Add: Organizations window, search for and select an organization.

8. Click Apply and then Done.

9. In the Assign Items to Organizations window, click OK.

10. In the Process Details window, click Submit.

11. View your submission by selecting the Overview tab, and viewing Scheduled Processes.