oracle enterprise asset management implementation guide

Enter a value of 1 for both the Actual and Target to ensure that the Services Fulfillment Manager is up and running. Valid values are Rule Based and List Dates. Master Demand Schedule names trigger the material requirements planning process. The Activity “Minor PM” is scheduled after 200 hours of operation. If a lookup code is extensible, the existing lookup codes cannot be modified, but you can add new codes to the table. After this process executes, you can view the actual costs for the period that you charged, within the Work Order. If you previously selected Capital, Asset Groups are available for selection. The cost category for the Material cost element is the cost category of the department assigned to the routing of the operation. For example, there are two activities associated with a Truck 01 asset: Oil Change (to be performed every five months), and Major Service (to be performed every 12 months). 1. Select Asset from the Item Type list of values. For each resource shift, you can specify capacity modifications that change the available hours per day, units per day, or workdays. This optional process ensures that the actual charges are applied to the Work Order. If you use a standard operation code, the operation information for that code is copied into the current operation. For an MRP, overwrite all planned orders and firm planned orders outside the planning time fence. Viewing Cost Information, Oracle Enterprise Asset Management User's Guide, Transferring Invoice Variances, Oracle Enterprise Asset Management User's Guide. This value defaults from the Master Activity information that was created within the Master Item window. Repeat steps one through five for all appropriate Persons. You can list multiple activities to perform on an asset that share a common base interval of either a date, meter, or both. Optionally select the Background check box. Within the Activity tab, optionally select an Activity Cause. Each maintenance activity on the schedule generates work orders, based on a multiple of the base interval occurring. List Date rule based PM schedules cannot have Runtime or Day interval rules. Optionally expand the All Activities folder to display all valid Activities, based on your chosen selection criteria, within the Activity Workbench window. Oracle Enterprise Asset Management makes it easy to define and manage your organization's multitude of assets. With both queries, you can identify assets based on familiar names, rather than numbers. You can optionally update Failure Code Types' meanings. If the Effective To field is left blank, it defaults to NULL. Select Asset Management from the Flex Structure list of values. Found insideImplementing Oracle API Platform Cloud Service moves from theory to practice using the newest Oracle API management platform. Optionally you can view detailed task information by choosing Detail (See: Viewing Project Details, Oracle Project Manufacturing User's Guide). Seeded events that you can enable to trigger workflow are: Work Order creation, Work Order release approval, Work Order completion, Work Order status change, Operation completion, Work Permit release approval, Work Permit status update. Optionally select a PM Schedule definition, and then choose Open to view its details. oracle enterprise asset management ppt 1. Note: When a child asset is transferred to another eAM organization, it is still included in the parent hierarchy. Enter the name of the Service Request Type. You can create them individually, by copying information from an existing asset, utilize the multiple asset entry method, or use the Import Asset Number interface. This SQL statement must be a SELECT statement in which you select two columns. Oracle Asset Tracking provides an enterprise tracking and asset management system where all inventory, project, customer, and asset-related material information is stored, providing a 360-degree view of your assets ( Inventory, Fixed or Capital Assets). Note: You can streamline the creation of Activity associations using an Activity Association Template. Contact preferences are extensible (See: Defining Lookups, Oracle Enterprise Asset Management User's Guide). This feature associates an asset or many assets to the production equipment located in a discrete or process manufacturing organization. Optionally select a Shutdown Type. This is the Class and Subclass code, such as CRANE.OVERHEAD, or BUILDING.FLOOR. The incremental amount is added to the current meter reading. If you plan to use Project Manufacturing, see: Project Manufacturing Integration Setup for information on defining Project Parameters. Optionally select a Priority Code. Enter the number of capacity Units (resource units) available for this department, for example, the number of machines for a machine resource. You can select this checkbox and clear it later. To associate activities to multiple organizations. Select WIP_EAM_WORK_ORDER_TYPE from the Type list of values. Within the Main tab, select Rebuildable from the Item Type list of values. You can optionally create multiple Meter Rules. Within the Location tab, the Subinventory and Locator fields are view-only, displaying the subinventory location of this asset within Inventory and its Locator segments. After the material is in inventory, it can be issued to a maintenance work order. The scheduling process calculates work order and operations scheduled duration and dates, based on the forward or backward scheduling goal (See: Routine Work Orders, Oracle Enterprise Asset Management User's Guide), and Work in Process parameters. The opposite is also true. The work order for the oil change generates on each occurrence of the 7,500 mile interval and the work order for the tune-up generates on the fourth interval occurrence. Optionally select Associate Activity to directly associate this Asset with an Activity. You can select a Rebuildable Serial Number and view related Activity information within the corresponding Activity Associations window. Operation Start Date: Schedule material to arrive in Inventory for availability on the start date of a specific operation. However, Area codes in eAM do not equal locations in Property Manager. This enables you to review all cost associated with an asset or asset hierarchal view. Enter all applicable information for the internal party. If this check box is selected, the work orders for this asset do not appear in the Maintenance Workbench at the time of PM Scheduling (See: Using the Maintenance Workbench, Oracle Enterprise Asset Management User's Guide). Oracle Primavera Prime Project and Program Management 3,950 869.00 Application User 25 Oracle Primavera Prime Risk Management 1,200 264.00 Application User 25 Integration Products Primavera Gateway 20,000 4,400.00 Application User 5 Primavera P6 Enterprise Project Portfolio Management Web Services 500 110.00 Application User 10 Repeat in Cycle determines if an activity can occur multiple times during a cycle, in this example the Inspection can occur multiple times within the cycle, the Minor PM will not be planned at the 400 hour interval. Before assigning a Set Name to a PM schedule, define Set Names within the Set Name Definition window. For example, North Plant, East Wing, or Area 1 (See: Setting Up Areas, Oracle Enterprise Asset Management User's Guide). Some of the applications include sales and marketing, human resources, supply chain planning, manufacturing, finance and project management. To enable the change of billable material functionality. After one user approves the Work Request, the notification is removed from the users' notification lists, and the work request status transitions from Open to Awaiting Work Order. Category codes are first defined, then added to the Enterprise Asset Management Category Set. To set up activities using the Activity Workbench. Optionally enter an Inactive On date on which you can no longer assign this department to routing operations. For information on all fields, See: Working With Attachments, Oracle Applications User's Guide. This field is for information purposes. For example, Routine, and Rebuild. After the purchase orders are received into inventory, you can issue material into a maintenance work order. You can further define the condition within these two types of completion statuses. This is a backward scheduling method. Select an Asset Group from the Item list of values. This value specifies what situation caused this work to generate. Project scope: Oracle Enterprise Asset Management (EAM), Oracle Performance Management, and customized HR reports module, in addition to various custom reports development and interfaces. These copy functions save time and standardize processes across your organization. Select EAM Work Order Completion or Asset Query from the Transaction Description list of values. If you plan material requirements by a single project, you do not need to associate the project with any planning group (See: Defining Planning Group Lookups, Oracle Master Scheduling/MRP and Oracle Supply Chain Planning User's Guide). This field is automatically updated by the system when preventive maintenance work orders generated out of a given schedule are completed. The Asset Group (or Rebuildable Item) defaults. Note: If you are not using Project Manufacturing applications, Project Parameters are defined for your eAM enabled organization to successfully create Rebuildable Items. Navigate to the Project Parameters window. See: Setting Up Asset Categories, Oracle Fixed Assets User's Guide. Quality Setup tasks for Enterprise Asset Management include the following: Creating eAM Quality Collection Plans for a Supplier. For each resource, you can specify the shifts that the resource is available. An example of meter-based preventive maintenance is your car's oil changes. For example, Inspection, Overhaul, Lubrication, Repair, Servicing, or Cleaning. If you selected a Capital Asset Type, optionally select a parent Asset Number. Select the Organization Assignment tab on the left side of the window, then assign this item to the eAM organization. For example, you would like Work Order suggestions created every three days in January, and every four days in February. You can remove or add a child asset, remove a parent asset, activate or deactivate the asset, transfer the asset to another location, and receive or issue the asset into/from Inventory. The Last Service Reading cannot be greater than the last meter (if the meter is ascending), or less than the last meter reading (if the meter is descending). These dates are used by the Preventive Maintenance Scheduler as a starting point for calculating the next due date for a suggested Work Order. Note: Fluctuating meters are not used in Preventive Maintenance scheduling. Activity Cause codes are reasons for an asset failure. PM schedules that are not identified as Default can generate Work Order suggestions, by the PM Scheduler process. You can still view information and run reports for disabled names. This field is for information purposes. The exception sets that you assign help to identify capacity problems (See: Planning Exception Sets, Oracle Capacity User's Guide). In this Define Asset Number window, you can define an asset number for asset groups defined in the eAM-enabled organization itself, and also for asset groups that are defined in organizations that are maintained by the eAM organization, by specifying the organization is this field. MRP is launched, creating planned work order suggestions. Found inside – Page 6An Implementation and Management Guide Syed Zaheer, Erman Arslan. • Oracle Supplier Hub: This provides critical ... This solution consists of Enterprise Asset Management, Self-Service Work Requests, Asset Tracking, and Property Manager. Optionally select a Shutdown Type. Ejaz Hussain. Optionally select a Priority code. There are some considerations that you must make before you set up collection plans. You can add only coded items (i.e. Meter/Asset Association (See: Associating Meters with Asset Numbers, Oracle Enterprise Asset Management User's Guide). If this is a fluctuating meter, this check box is disabled. Associating Asset Numbers with Activities. For example, your asset is a conveyor belt. Optionally select or update the Effective From and Effective To dates. Next, you need to assign the resource item to your organization. Users implementing Enterprise Asset Management should also have determined the structure of their organizations and user access via the Oracle System Administrator responsibility. Enter the Quantity of that component necessary for the asset. Note: Asset Numbers can associate with Asset Routes. Attachments are used to document instructions and corrective action procedures. The other option is to enable Standard Rate. Actual End Date to End Date: The PM Scheduler process uses the Last Service Actual End Date, and schedules the scheduled end dates. Optionally select the Costing Enabled check box to report, value, and account for any item costs. It is recommended that you change the Base Date to the Last Service Date if your scheduling interval changes, to ensure that the new scheduling is impacted only from that point and forward. Select a Schedule Type. Order management systems can be standalone systems like Multiorders or modules of an ERP system such as Megaventory, Ordoro, Fishbowl or Cloud Commerce Pro. If you utilize the Meter Template definition functionality, you can associate that Meter Template with Asset Groups (See: Defining Meter Templates). For example, from zero to 10,000 miles, you would like your asset serviced every 3,000 miles. You can select this attribute at the Master Organization level. Note: For the current material item, you need to ensure the Billing Type is populated with Material, within the Service tab. You can define an Asset Group and Asset Number directly in the production organization. For example, you can define a PM schedule for two activities that have a common Base Interval of 7,500 miles. For the activity “Inspection” the Repeat in Cycle is “Yes”, for the activity “Minor PM” the Repeat in Cycle is “No”, the “Minor PM” will be generated once per cycle. Optionally select an Activity Source. Scripting on this page enhances content navigation, but does not change the content in any way. This check box change when you activate or deactivate an asset from the Tools menu. You can interactively reschedule work orders, operations, and resources. The items defined on a Rebuildable BOM are standard inventory components and/or non-inventory, direct items (See: Defining Items, Oracle Inventory User's Guide). After you have defined asset groups, asset numbers, and activities, you can associate the activities with assets and rebuildables. Each asset number created within the current asset group is automatically associated with the current activity. If you want to assign a different association for a category, select an End Date. Download File PDF Hyperion Financial Management Implementation Guide . Optionally choose Location Details to view or update Property Manager field information. Found insideThe book explores the architectural decisions, implementation patterns, and management practices for successful enterprise APIs. And it gives clear, actionable advice on choosing . Optionally enter a Effective To Date to indicate an expiration of the code. To define Work Order reconciliation codes. Enterprise Asset Management: Work Order Planning > Maintenance Workbench. Optionally enter a Tag to categorize lookup values. Found insideIntroductory, theory-practice balanced text teaching the fundamentals of databases to advanced undergraduates or graduate students in information systems or computer science. Optionally indicate whether this department can share this resource and capacity with other departments. Found inside – Page 7INTEGRATED SOLUTION IVA is looking to implement an integrated , enterprise - wide Telecommunication Asset Control System ... oriented information retrieval approach . e ) Delined and documented database schema and implementation plan . The date field indicates the Last Service date. For example, the Shutdown Type can refer to whether the Asset Activity association shutdown is required before the activity is performed. The UOM defaults from the Meter Template definition of the current Meter Template. This is automatically used as the first meter reading entered, or each new instance of the meter that is created and associated to a Asset Number via the Meter Template. Oracle Enterprise Asset Management is integrated with Oracle Install Base. You can have only one Default PM for an Asset Item/Activity combination. Collection elements are the basic building blocks of collection plans, the data structures that you use to collect Quality results. If you define specification limits for this collection element, entering the decimal precision (refers to the number of places after the decimal point) here controls the decimal precision of the specification limit values that you can define. You can access the Failure Set page to view failure tracking codes that are assigned to the current Asset Number. The Oracle Enterprise Asset Management is a super user responsibility. Enterprise Asset Management parameters are on the Inventory Parameters tab, within the Organization Parameters window. You must define a purchase price variance account for each outside resource you define. Select a Purchasing Category. If you utilize the Meter Template definition functionality (See: Defining Meter Templates), you can associate that Meter Template with Asset Groups, within the same Meter Template window. To create a new collection plan, See: Creating Collection Plans, Oracle Quality User's Guide. This applies predetermined standard rates, for contractor services, to the Work Order. See: Overview of Collection Elements, Oracle Quality User's Guide. You can optionally create the ability to change the billable material on a Work Order at the time a bill is created. This field is for information purposes. For new PM schedule definitions, the default value for the Reviewer is based on the user login information, and the Review Date field defaults to the current system date. Select an owning Department for this asset. The Owning Department responsible for this activity or asset defaults from the Asset Number definition (See: Defining Asset Numbers). Within the Activity region, if Activity is populated in the Copy From field, select All or None from the Association list of values. If left blank, the meter is effective all of the time. Note: You can define an unlimited number of activities, however, it is recommended that you keep it simple. From this central workbench, you can view, create, and update maintenance routes, maintenance BOMs, Preventive Maintenance schedules, and suppressions associated with your activities. Note: The reporting length does not determine the amount of space used to store quality results values in the quality data repository. You cannot define Meter Rules. EAM Asset Query: Enables quality results collection for an asset, independent from any transaction on the asset. After an asset is saved, it cannot be deleted. It is common in maintenance environments to let this asset wear out completely before replacing it. You might also check this box for forecasting and budgeting reasons. Select the Enabled check box to enable this code for Enterprise Asset Management. All: For a master production schedule (MPS) plan, overwrite all entries and regenerate new MPS entries based on the source master demand schedule. Select the Asset Maintenance check box to indicate that this Service Request Type is of type Maintenance (viewable in eAM). You can issue rebuildable components from the Expense Subinventory to the maintenance Work Order at zero cost and/or return rebuildable components to the Expense Subinventory at zero cost. To set up activities within the Master Activity window. Select an Asset Group. See: Overview of Graphical Pegging, Oracle Master Scheduling/MRP and Oracle Supply Chain Planning User's Guide. If the Asset Number is already associated with one or more Activities, those rows display within the window. Select BOM_EAM_COST_CATEGORY from the Type list of values. This option is displayed when you generate a plan for the first time. R12 Oracle E-Business Suite Financials applications automate and streamline all your financial business processes for enterprise wide daily business intelligence that lets you make more informed decisions, improve operations, and reduce costs. You can optionally create variable Date Rules. This value designates how many readings prior the scheduler should go to for calculating the usage rate. Work Requests, Oracle Enterprise Asset Management User's Guide, Home, Oracle Enterprise Asset Management User's Guide. See: Service Attribute Setup, Oracle Enterprise Asset Management Implementation Guide. Under the Setups menu, click the Install Parameters link. Scheduled End Date to Start Date: The PM Scheduler process uses the Last Service Scheduled End Date, and calculates the scheduled start dates. Transferring the asset does not remove the asset from the asset hierarchy. The Use field works in conjunction with the to suggest Next Service field. A Meter Template Association is required if the PM Template is based on Runtime Rules. Optionally choose Routing Network to view the operation dependencies for the current asset route. If this check box is selected, a new instance of the current PM schedule template is created for each new Asset (Asset Number or Rebuildable Serial Number). Select the WIP Accounting Class default to ensure that Work Orders generated within Enterprise Asset Management have an established account code structure assigned to accept charges incurred by that work order. You define Rules to Include or Exclude combinations of segment values. If you are using encumbrance accounting, you must include a budget account to capture encumbrance amounts. Select E-signature Required from the Transaction Name list of values. 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. Optionally expand the Results (Capital) folder. In the below example, any asset created within the Fork Lift Asset Group has the Fork Lift Classifications attribute group available as an option for data entry. This book gives you the guidance you need to protect your databases. Oracle Applications comprise the applications software or business software of the Oracle Corporation.The term refers to the non-database and non-middleware parts. There are multiple steps within the integration flow. The fright terms for a supplier identify whether you or your supplier pays for freight charges on goods you receive. This is a backward scheduling method. The items defined on an asset BOM are standard inventory components (See: Defining Items, Oracle Inventory User's Guide). Support Oracle Financial Module. Failure to do this prevents you from querying the segments from the Attribute window. The first activity is an oil change, and is scheduled every 7,500 miles. See: Overview of Units of Measure, Oracle Inventory User's Guide. In the Cost Defaults region, select an eAM Cost Element to indicate how to capture cost overheads, and any miscellaneous resource costs. Within the Account Defaults region, select a Maintenance Offset account. From the Asset Groups window, select Maintain Failure Set from the Tools menu. When an asset is transferred from one organization to another, its maintenance may be handled by a new eAM organization. You can define a Preventive Maintenance schedule for your Asset Route to specify when an Activity should be scheduled for the Asset Route. Rate per day is referred to in the absence of a sufficient value in the Number of Past Readings field. If you enter CRANES.JIB, the system would then narrow the results to just those assets defined as Jib Cranes. After saving your work, you can create Assets for this Asset Group. The group of maintenance activities on one PM schedule represents a cycle of activities. Meter Association creates the relationship between the meter definition and the capital Asset Number and/or Serialized Rebuild. This field is for information purposes. If Enterprise Asset Management is enabled for the current organization, the EAM Organization value defaults and is disabled; the current organization code defaults. Oracle Time and Labor Implementation and User Guide. Enter the Meaning of the code, for example, Manual. See: Reviewing or Adding Plan Options, Oracle Master Scheduling/MRP and Oracle Supply Chain Planning User's Guide for information regarding situations that cause new planned orders to append. Without invoking the Enter Quality Results window, background data collection is initiated when you save the work order completion transaction. Select an Asset Group. Found insideConsidering maintenance from a proactive, rather than reactive, perspective, Maintenance Excellence details the strategies, tools, and solutions for maximizing the productivity of physical assets—focusing on profitability potential. Unfreeze the Flexfield Definition by clearing the Freeze Flexfield Definition check box. The following table presents the necessary attribute values that are applied automatically to the Activity, when using the template: In the Activity Property region, optionally enter an Activity Type to indicate the type of maintenance for this Activity. Within the Main tab, select Asset or Rebuildable from the Item Type list of values. Save your work. This book is intended for the system administrators and support staff who are responsible for deploying or supporting an InfoSphere Guardium environment. See: Defining eAM Parameters, Oracle Enterprise Asset Management User's Guide. Meter Templates associated with this Asset Group (See: Associating Meter Templates with Asset Groups, Oracle Enterprise Asset Management User's Guide), and with the Used in Scheduling check box selected in the meter template definition, are available. None: No material associated with the current Work Order, populated in the Work Order field, copies to the new Activity. The list of values includes the Common Cost Group and the user defined cost groups. If you leave this field blank, the current Set Name does not expire. Navigate to the Activity (Master Item) window. This is a backward scheduling method. You can then choose Document Catalog to add asset specific documents. Enter the attribute group name in the Code field. After the meter is created, this field is disabled. If there are any scheduling rules associated with this meter, you cannot clear this check box.

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