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Enterprise Asset Management

Oracle Enterprise Asset Management (eAM) is a part of Oracle’s E-Business Suite, providing organizations with the tools to create and implement maintenance procedures for both assets and rebuildable inventory items. Maintenance procedures are an integral part of an organization’s complete asset lifecycle management strategy, enabling an organization to optimize asset utilization. eAM enables users to optimally plan and schedule maintenance activities with minimal disruption to an organization’s operations or production. Importantly, it improves resource efficiency, enhances maintenance quality, tracks work history, and records all maintenance costs.

Oracle eAM tracks the performance of assets (including rebuildable, rotable inventory items) using meters, quality plans, and condition monitoring systems. By effectively monitoring an asset’s operating condition, effective preventive maintenance strategies can be implemented. In addition to creating preventive maintenance schedules, users can create alternative maintenance strategies for seasonal or production capacity changes.

eAM’s comprehensive maintenance functionality supports asset lifecycle strategies for asset intensive industries, including Metals/Mining, Manufacturing, Pulp/Paper, Petrochemicals, Facilities, and Education. eAM eliminates the need for spreadsheets and disparate data repositories, by enabling companies to manage reactive, planned, preventive maintenance, and adopt a centralized, proactive strategy for managing asset maintenance across an enterprise.

Integration with Other Oracle Application Products
Oracle Enterprise Asset Management is part of the Oracle E-Business suite, and directly integrates with Oracle Inventory, Oracle Purchasing, Oracle Property Management, Oracle Quality, Oracle Human Resources, Oracle Financials, Oracle Fixed Assets, Oracle Manufacturing, and Oracle Projects. This enables you to strategically monitor resource and cost planning throughout the enterprise.
Improvement programs can be enforced and reviewed to ensure compliance with industry standards by tracking problems through to resolution.

Required Products
Implementation of Enterprise Asset Management includes configuration of shared components from the following products:
■ Oracle Inventory
■ Oracle Bills of Material
■ Oracle Human Resources
■ Oracle Cost Management
■ Oracle Manufacturing Scheduling
■ Oracle Quality
■ Oracle Work In Process

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eAM Work Management

The Work Order is the foundation of all maintenance organizations. Work orders define what resources and items are needed to conduct work. 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.


Enterprise Asset Management integrates with Oracle Quality. 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. For example, data to collect can include inspection points for an Maintained Number, and Downtime variables. If a variance is recorded into the quality plan, the system creates a Work Request. You can define quality collection plans directly on the Work Order, 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, the system can aggregate the estimated costs from the associated BOM and resources(Maintenance or activity BOM and Routing), to develop a costing profile for the current Work Order. Costing Profiles are then used for future Budgeting and Forecasting.
For each Work Order, the system can aggregate the actual costs during the lifecycle of the Work Order. These costs are rolled up, based on the hierarchy of the current Work Order’s associated Maintained Number. You can view these actual costs by period, at a transaction level, or at a summary level.

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eAM Setup

When you install Oracle Enterprise Asset Management, the installation process automatically creates two responsibilities: Oracle Enterprise Asset Management and Maintenance User. The Oracle Enterprise Asset Management is a super user responsibility. It includes the necessary functions to set up and implement Oracle Enterprise Asset Management.

Before you set up Oracle Enterprise Asset Management, you must set up the users and assign the appropriate responsibilities for the implementation.

The following tables summarize a checklist of each step you need to follow to implement Oracle Enterprise Asset Management. They include setup steps for data that may be shared with other Oracle Applications, but is required by Oracle Enterprise Asset Management.

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Setting Up eAM

1. Organization Setup Steps

Description                                                                       Required

Step 1.1 - Set Up eAM Organizations                                        Y

Step 1.2 - Enable Organizations for eAM                                  Y

Step 1.3 - WIP Accounting Class Maintenance                          Y

Step 1.4 - Define eAM Parameters                                           Y

 

2. General eAM Setup Steps

Description                                                                       Required

Step 2.1 - Set Up Areas                                                           N

Step 2.2 - Define Departments and Resources                          Y

Step 2.3 - Define Department Approvers                                  N

Step 2.4 - Define Miscellaneous Documents                              N

 

3. Asset Setup Steps

Description                                                                       Required

Step 3.1 - Set Up Category Codes and Sets                               Y

Step 3.2 - Define Maintained Groups                                        Y

Step 3.2.1 - Define Attributes                                                 N

Step 3.3 - Define Asset Numbers                                              Y

Step 3.3.1 - Define Asset Documents                                        N

Step 3.4 - Define Asset Routes                                                 N

Step 3.5 - Define Asset Bills of Material                                    N

Step 3.6 - Define Asset Status                                                  N

 

4. Activity Workbench

Description                                                                       Required
Step 4.1 - Define Activities                                                    N

Step 4.2 - Associate Assets with Activities                               N

Step 4.3 - Activity Association Template                                  N

Step 4.4 - Defining Maintenance Routes                                    N

Step 4.5 - Setting Up Maintenance Bills of Material                    N

 

5. Rebuildable Item Setup Steps

Description                                                                       Required

Step 5.1 - Define Rebuildable Items                                         N

Step 5.2 – Rebuildable serial number                                        N

Step 5.2 – Rebuildable BOM                                                     N

 

6.  Preventive Maintenance Setup Steps

Description                                                                       Required

Step 6.1 - Define Meters                                                         N

Step 6.2 - Associate Meters with Assets                                    N

Step 6.3 - Define PM Schedule Definitions                                N

Step 6.4 - Define Suppression Activities                                   N

 

7.  Planning and Scheduling Setup Steps

Description                                                                       Required

Step 6.1 - Define Master Demand Schedule Name                     N

Step 6.2 - Define Material Requirements Plan Name                 N

Step 6.3 - Define Plan Options                                                 N

Step 6.4 - Enable eAM Scheduling                                            N

 1] Order Management Integration Setup
 2] Process and Discrete Manufacturing Integration Setup
 3] Outside Processing Integration Setup
 4] Cost Management Integration Setup
 5] Quality Integration Setup
 6] Project Manufacturing Integration Setup
 7] Property Manager Integration Setup
 8] Time and Labor Integration Setup

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Setting Up Organizations

A valid organization is a requirement for Enterprise Asset Management setup. Decisions are made during implementation as to which organization(s) will be enabled for Enterprise Asset Management. If the decided upon organization(s) already exists, you can skip this section and proceed to Enabling Organizations for Enterprise Asset Management.

To set up Organizations:

1. From the Inventory Responsibility, navigate to the Organization window. In the Find Organization window, select New.
2. Enter an organization Name.
3. Select an organization Type from the list of values. For information on Type,Dates region fields, Location, Internal or External, Location Address, and Internal Address fields,
4. Save your work. A valid Location needs to be set up before you can save .
5. In the Organization Classifications region, establish this organization as an Inventory Organization. From the Name field list of values, select Inventory Organization.
6. Save your work.
Note: The only requirement for creating an eAM organization is that it is classified as an Inventory Organization. However, you can classify an eAM as other product organizations, as well.

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Enabling Organizations for Enterprise Asset Management


Before you begin implementing Enterprise Asset Management (eAM), you must decide which organizations will be eAM enabled. A valid organization must exist before you can enable the organization for Enterprise Asset Management .

To define an Enterprise Asset Management enabled organization:
You can create a new Enterprise Asset Management enabled organization, or convert an existing organization to an Enterprise Asset Management enabled organization. Oracle recommends that you keep Enterprise Asset Management
organizations separate from production organizations. Enterprise Asset Management parameters have been added to the Inventory Parameters tab, within the Organization Parameters window.

1. From the Enterprise Asset Management responsibility, navigate to the Organization Parameters window.

2. Enter a valid organization code. For information on how to create a valid organization.

3. Select the EAM Enabled check box to enable Enterprise Asset Management for this organization. This check box cannot be cleared after Enterprise Asset Management items or Enterprise Asset Management parameters are defined in the current organization.

4. If Enterprise Asset Management is enabled for the current organization, the EAM Organization field will default and cannot be updated; the current organization code will default.
For organizations that are not Enterprise Asset Management enabled, you can populate the EAM Organization field with an Enterprise Asset Management enabled organization code. The designated eAM organization will be used to maintain equipment items for the designated production organization. For example, if the current organization is a production organization, this is how you would identify a maintenance organization to associate with the production organization. This field can be updated if asset equipment association does not exist in this organization.

5. For instructions on the remaining fields.

6. Save your work.

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Defining eAM Parameters

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

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Setting Up Areas

 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.

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Defining Departments and Resources

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.

 
1. Enter a name for the Department, unique to the Organization.
2. Optionally, select a department Class from the list of values.
3. Select a Location from the list of values. You are required to enter a location for a department if it is the receiving department following outside processing .
4. Enter a Project Expenditure Organization.
5. Optionally, enter an Inactive On date on which you can no longer assign this department to routing operations

See the details @
http://www.oracleug.com/user-guide/bills-material/department
http://www.oracleug.com/user-guide/bills-material/resource
http://www.oracleug.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

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Defining Department Approvers

With a responsibility assigned to the current asset's owing department, you can set up department approvers so that Work Request notifications can be sent to each approver, through Oracle Workflow. Approvers can view these notifications on the Enterprise Asset Management Self Service Maintenance Home Page. Everyone who receives the notification can access the Work Request to change the status, or add additional information to the log of the Work Request. After one user approves the Work Request, the notification will be removed from the users’ notification lists, and the Work Request status will change from Open to Awaiting Work Order.

A Work Request can also be rejected. If an approver rejects a Work Request, the notification will be removed from that approver’s notification list. You can also re-assign a notification to another user for approval or additional information, for
example, the originator may need to provide additional information on the Work Request.

To define Department Approvers:

1. Navigate to the Department Approvers window.
2. Select a Responsibility Name from the list of values. A department can be assigned to only one responsibility.
3. In the Departments region, select a Department from the list of values. You can select an unlimited number of departments.
4. Save your work.

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Defining Miscellaneous Documents

You can create text and files, such as spreadsheets, graphics, and OLE objects. You can attach these documents to a maintenance Work Order, asset, or operation.

To define miscellaneous documents:

1. Navigate to the Miscellaneous Documents window.

2. Select a Data Type from the list of values.

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Category Codes and Sets

Category codes are used as naming conventions for assets by creating classes and subclasses. They are user defined, and used to logically group assets, simplifying the search for Maintained Numbers.
For example, Cranes can be classified by several different types, such as Overhead Cranes, Jib Cranes, and Mobile Cranes. You can query using the class CRANE, which will display all assets defined as Cranes within that organization. If you enter
CRANES.JIB, the system would then narrow the results to just those assets defined as Jib Cranes. With both queries, you can identify assets based on familiar names, rather than numbers.

Category codes are first defined, then added to the Enterprise Asset Management Category Set. After they belong to this category set, they can be associated with Maintained Groups, which tie to individual assets.

To set up Category Codes:

1. Navigate to the Find Categories window. You can find existing category codes, or create new ones.
2. Choose New.
3. Select the Asset Management category to create a new Class.Subclass from the Structure Name list of values.
4. Enter in a new Category, for example TRUCK.FRKLFT.
5. Add a long Description for this category.
6. Optionally, select the Enabled check box to indicate that this category is enabled.
7. Optionally, enter an Inactive On date.
8. Optionally, select the Enabled for iProcurement check box to indicate that this category is enabled for iProcurement.
9. Optionally, select the Viewable by Supplier check box to indicate that this category can be viewed by the Supplier.
10. Save your work.

To set up Category Sets:

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

Defining Default Category Sets
When you install Oracle Inventory, you must assign a default category set to each of the following functional areas: Inventory, Purchasing, Order Management, Costing, Engineering, and Planning. Product Line Accounting is seeded with the Inventory category set. Inventory makes the default category set mandatory for all items defined for use by a functional area. If your item is enabled for a particular functional area you cannot delete the item's corresponding default category set assignment. Default category sets are required so that each functional area has at least one category set that contains all items in that functional area.

You can enable an item for each functional area by using that functional area's item defining attribute. An item defining attribute identifies the nature of an item. For example, what designates an item as an "engineering item" is the attribute Engineering Item. If a functional area's item defining attribute is controlled at the Organization level, then that functional area may only have an Organization level default category set.

You set the item defining attribute when you define the item. The following table presents item defining attributes:

When you enable an item for a certain functional area, Oracle Inventory automatically assigns the item to the default category set of that functional area and the default category of that set. For example, if you set Inventory Item to Yes, then Inventory automatically assigns the item to the Inventory functional area's default category set and default category.

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). 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.

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Maintained Group (Asset Group or Rebuildable Item)

During implementation, Maintained Group (Asset Group or Rebuildable Item) names should be established. Maintained Groups represent groups of assets that are virtually identical. Generally, a Maintained Group is defined for each Manufacturer
and Model Number combination. Examples include Acme Model 123 Pump and Ford F150 2002 Truck.

To set up Maintained Groups:

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

To associate Maintained Groups with multiple organizations:
1. From the Master Item window, select TOOLS from the Tools menu.
2. Select Organization Assignment.
3. Enter additional organizations in the available table.
4. After saving your work, you can create Assets for this Maintained Group.

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Setting Up Attributes

You can define common characteristics data specific to Asset Groups, such as Facility Information, Engineering Specifications, Regulation Requirements, Horsepower, Voltage, and Square Footage, by creating Attribute Groups using descriptive flexfields. After the Attribute Group is created, you can then assign it to a Maintained Group. This enables you to define additional characteristics data when defining an asset associated with the Maintained Group. This provides extensive query capabilities. Attribute groups are descriptive flexfields, defined by segments and values.

For example, you can define an Attribute Group, Front Loader Nameplate data. This group can then be associated with the CARS Maintained Group. When defining an asset within the CARS Maintained Group, you can optionally utilize the attributes to specify nameplate data (specified data such as make, year, and model)
for the asset. This creates a simplified way of entering specified data related to a specific Maintained Group.

To set up Attributes:


1. Navigate to the Descriptive Flexfield Segments window.
2. Select the flashlight icon from the tool bar. From the list of values, select the Oracle Inventory Application with the Title, Asset Attributes.
3. Unfreeze the Flexfield Definition by deselecting the Freeze Flexfield Definition check box.
4. In the Context Field Values region, select a row, then click the New icon. A blank row will be added for you to create an attribute group.
5. Enter the attribute group name in the Code field.
6. Optionally, enter a Description for this attribute group.
7. Select Segments to add attributes to the attribute group you just created.
8. Enter a Number to sequence the data.
9. Define the Name of the specific attribute. The Window Prompt will default to this name.
10. Select a Column value from the list of values.
11. Select a Value Set from the list of values, or optionally, select Value Set to create a new one.
12. If the Displayed check box is selected, this attribute will display to the user
when defining data for an asset within the Maintained Group (for example,CARS) associated with the attribute group (for example, NAMEPLATE) that this attribute (for example, Make) resides in.
13. Optionally, select the Enabled check box to enable the attribute to be available when defining assets.
14. Save your work, and return to the Descriptive Flexfield Segments window.
15. Select the Freeze Flexfield Definition check box. Failure to do this will prevent you from querying the segments from the Attribute window.
16. Save your work

To associate the Attribute Group with a Maintained Group:
1. Navigate to the Attributes Assignment window.
In the below example, any asset created within the CARS Maintained Group will have the NAMEPLATE attribute group available as an option for data entry.
2. Select a Maintained Group from the list of values.
3. Select an Attribute group from the Attribute Group Code list of values. You can have an unlimited number of Attribute Groups associated with an asset.
4. Save your work.

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Defining Asset (Number) Routes

You might need to perform an Activity on multiple Maintained Numbers. To eliminate the possibility of creating multiple Work Orders for the same Activity, you can define Asset Routes. You can define a Preventive Maintenance schedule for your Asset Route to specify when an Activity should be scheduled for the Asset Route. Only day interval rules can be defined for Asset Routes.

To define Asset Routes:

1. Navigate to the Define Asset Route window.

2. Select a Maintained Group from the list of values.

3. Enter the name of the Asset Route in the Maintained Number field.

4. Optionally, associate this Asset Route to an Asset Category. This is the Class and Subclass code, such as  CRANE.OVERHEAD or BUILDING.FLOOR.

5. Within the Main tabbed region, you can optionally select an Owning Department for this Asset Route from the list of values. This represents the crew responsible for the asset. Notifications, regarding Work Requests, are sent to everyone with a responsibility assigned to the Work Request’s associated asset’s current owning department.

6. Optionally, select a Criticality code from the list of values, indicating the importance of the Asset Route to the organization. This field is for information only.

7. Optionally, select a WIP Accounting Class from the list of values. This will identify the Expense cost elements associated with the work performed, such as materials, labor, and resources.

8. Optionally, enter the Area where this Asset Route resides. This is a user defined listing of logical areas of work. For example, North Plant, East Wing, or Area 1.

9. Indicate whether this Asset Route is maintainable. If the Maintainable check box is selected, you can create Work Requests and Work Orders for this Asset Route.

10. Choose Asset Route to display the Asset Route window.

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Setting Up Asset (Group) Bills of Material

You can identify and select the required items that make up an asset. A bill of material (BOM) can be used to list all items and components that make up a particular asset, and can be defined for each Maintained Group. The items defined
on an asset BOM are standard inventory components.

Note: Even if you are not using Project Manufacturing applications, Project Parameters must be defined for your eAM
enabled organization to successfully create Asset Groups. 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. To define Project Parameters, open the Project Parameters window using Project Manufacturing Super User responsibility and without entering any data in the window, save the record.

To set up an Asset BOM:


1. Navigate to the Bills of Material window.
2. Select a Maintained Group from the Item field list of values.
3. Within the Main tabbed region, the Item Sequence and an Operation Sequence will default.
4. Enter the inventory Component to make up the Maintained Number.
5. Enter the Quantity of that component necessary for the asset.
6. Select the Serial Effectivity tabbed region.
7. Select the Maintained Number (Maintained Numbers are always serialized) from the list of values that the inventory items are going to be associated to, in the From and To fields. Only Maintained Numbers associated with the current Maintained Group are available.
If the Component is installed in all Maintained Numbers within the Maintained Group, enter 0 in the From field, and leave the To field blank.
8. Save your work.

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Defining Asset (Number) Statuses

Shutdown of an asset is sometimes necessary to perform a maintenance Activity. You can create new shutdown information associated with an asset, or view existing shutdown history information already recorded to an asset. Shutdown information consists of start and end dates, work order numbers requiring maintenance on the asset, and specific operation sequences. At the time of completing a Work Order to its operations, you can view asset shutdown information in the Asset Status window.

All shutdown information entered within the Asset Status window is for informational purposes only.

To view and define shutdown information for an asset:

1. Navigate to the Asset Status window.
2. Select an Asset Number from the list of values.
3. Choose Find. All shutdown information for the current asset appears in the Shutdown Details region.
4. To add new shutdown information for the current asset, Select a Start Date from the list of values.
5. Select an End Date from the list of values.
6. Optionally, associate the shutdown information to a specific work order requiring maintenance on the current asset. Only work orders created for the current asset are available from the list of values.
7. Optionally, associate shutdown information to the operation level of a work order by choosing a specific Operation Sequence.
8. Optionally, enter a Shutdown Description.
9. Save your work.

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Defining Activities

Activities provide you with a standard template of jobs, which can be applied to Work Orders, such as Routine or Preventive Maintenance. After these Activity Templates are created, they can be associated with one or more Asset Numbers or
Rebuildables. They also need to be associated to a maintenance BOM and activity routing, containing the materials and resources needed for operations, respectively. When Work Orders are created for assets associated to the Activity, the material and resources associated with the current Activity automatically copy to the Work Orders created.

There are three methods you can use to create an Activity. You can create an Activity within the Master Activity (Master Item) window, create Activities from the Activity Workbench, and create Activities from within a Maintenance Work
Order.

To set up Activities within the Master Activity window:


1. Navigate to the Activity (Master Item) window. The Master Item window is used to create Maintained Groups, Activities, and rebuildable.
2. Enter the name of the Activity in the Item field.
3. Enter a Description for this Activity, up to 240 characters.
4. Use the @Activity template to quickly apply attribute values, and to ensure that the appropriate attributes are applied.
a. Select TOOLS from the Tools menu. From the drop down list, select COPY FROM.
b. Select the @Activity template from the list of values.
The following table presents the necessary attribute values that are applied automatically to the Activity, when using the template:

5. Select the Asset Management tabbed region.
In the Activity Property region, optionally enter an Activity Type to indicate the type of maintenance for this Activity. It is used when defining a Work Order. It should remain generic, and should not describe in detail the job to be done. For
example, Inspection, Overhaul, Lubrication, Repair, Servicing, or Cleaning.
6. Optionally, select an Activity Cause from the list of values, to specify what situation caused this work to be generated. For example, Breakdown, Vandalism, Normal Wear, or Settings.
7. Optionally, select an Activity Source from the list of values. Activity Source codes are reasons activities need to be executed. For example, Warranty Compliance, OSHA Compliance, or Military Specification Requirements.
8. Optionally, select a Shutdown Type from the list of values. This indicates whether a shutdown is necessary to perform this maintenance activity. For example Required, and Not Required. This field is informational only.
9. Optionally, select the Activity Notification Required field to indicate whether the asset requiring work is mobile, and needs to be brought into the shop for repairs. This field is for information only.
10. Optionally, select the paperclip Attachments icon to attach relevant documents, such as drawings, standard procedures, and reference guides, to this Activity. You can attach file, URL, and text attachments.
11. Save your work. After saving your work, this Activity can be associated with an asset

To set up Activities using the Activity Workbench:
Navigate to the Activity Workbench window.  Choose Launch and to create an Activity, choose New.
1.1 Enter an Activity Name.
1.2. Enter an Activity Description.
1.3 Choose an activity Template from the list of values. This will automatically bring in the properties associated with an Activity. The @Activity template is created for you, however you can create your own Activity Templates, as well.

Activity Properties
2.1 Within the Activity Properties region, optionally select an Activity Type. The value in this field will default from the Template properties above.

2.2 Within the Activity Properties region, optionally select an Shutdown Type. The value in this field will default from the Template properties above. This field is informational only until a future release.

2.3 Within the Activity Properties region, optionally select an Activity Cause. The value in this field will default from the Template properties above.

2.4 Within the Activity Properties region, optionally select an Activity Source. The value in this field will default from the Template properties above.

2.5 The Activity Notification check box is informational only until a future release.

Copy Option
3.1 Within the Copy Options region, optionally select the entity to copy information from. Valid values are Activity and Work Order. If you select Activity, the values within the Activity region are relevant, and the values within the Work Order region are irrelevant. If you select Work Order, the values within the Work Order region are relevant, and the values within the Activity region are irrelevant.

3.2 Within the Activity region, if Activity is populated in the Copy From field, optionally select an Activity name.

3.3.1 Within the Activity region, if Activity is populated in the Copy From field, optionally select the BOM check box to indicate that the Maintenance Bill of Material, associated with the current Activity within the Activity region, will copy to the new Activity Name.
For example, in the screen shot above, the Maintenance Bill of Material associated with the 3000 Mile Truck Maint will copy to Oil Change.

3.3.2 Within the Activity region, if Activity is populated in the Copy From field, optionally select the Routing check box to indicate that routings, associated with the current Activity within the Activity region, will copy to the new Activity Name.
For example, in the screen shot above, routings associated with the 3000 Mile Truck Maint will copy to Oil Change.

3.3.3 Within the Activity region, if Activity is populated in the Copy From field, select All or None from the Association list of values.
■ All: All Asset and Rebuildable associations, associated with the current Activity within the Activity region, will copy to the new Activity.
■ None: No Asset and Rebuildable associations, associated with the current Activity within the Activity region, will copy to the new Activity.

3.4.1 Within the Work Order region, if Work Order is populated in the Copy From field, select an existing maintenance Work Order from the list of values.

3.4.2 Within the Work Order region, if Work Order is populated in the Copy From field, select All or None from the Operation list of values.
■ All: All operations associated with the current Work Order, populated in the Work Order field, will copy to the new Activity.
■ None: No operations associated with the current Work Order, populated in the Work Order field, will copy to the new Activity

3.4.3 Within the Work Order region, if Work Order is populated in the Copy From field, select All, Issued, or None from the Material list of values.
■ All: All material associated with the current Work Order, populated in the Work Order field, will copy to the new Activity.
■ Issued: Only material issued to the current Work Order, populated in the Work Order field, will copy to the new Activity.
■ None: No material associated with the current Work Order, populated in the Work Order field, will copy to the new Activity.

2.4.4 Within the Work Order region, if Work Order is populated in the Copy From field, select All, Issued, or None from the Resource list of values.
■ All: All resources associated with the current Work Order will copy to the new Activity.
■ Issued: Only resources issued to the current Work Order will copy to the new Activity.
■ None: No resources associated with the current Work Order will copy to the new Activity.

21. Within the Work Order region, if Work Order is populated in the Copy From field, select None, Current, or All from the Association list of values.
■ None: No Assets and Rebuildables, associated with the current Work Order, will associate with the new Activity.
■ Current: An Asset and/or Rebuildable, associated with the current Work Order, will associate with the new Activity.
■ All: All Assets and/or Rebuildables, associated with the current Work Order’s Activity, will associate with the new Activity.

22. Save your work. After saving, the new Activity is automatically assigned to the current organization.

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Associate Assets with Activities

After you have defined Maintained Groups, Assets, and Activities, you can associate the Activities with assets and/or rebuildables. However, you can streamline the creation of Activities and associations using an Activity Association Template. Assets need to be associated with Activities before entering the Activity into a Preventive Maintenance Schedule.

Note: The Activity Workbench is generally used to streamline your Activity setups, including Maintained Number/Activity associations. Also, you can streamline the creation of Activity associations using
an Activity Association Template. For example, when you create a Maintained Group, and then Maintained Numbers within that group, you do not need to utilize the Association window to associate those Maintained Numbers with an Activity. If you create an Activity Association Template, 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.

To associate Assets with Activities:

Navigate to the Activity Association window and Select an Activity from the list of values.

1.1 Within the Main tabbed region, select Capital/Asset or Rebuildable from the Item Type list of values. This field works directly with the Maintained Group and Maintained Item fields. If Capital/Asset is selected, the Maintained Group refers to the Asset Group, and the Maintained Number refers to the Asset Number. If Rebuildable is selected, the Maintained Group refers to the Rebuildable Item, and the Maintained Number refers to the specific serial numbers for the current Rebuildable Item.
1.2 Select a Maintained Group from the list of values. If Asset is populated in the Item Type field, Asset Groups are available in the list of values.
1.2 Select a Maintained Number from the list of values. Only Maintained Numbers associated with the previously selected Maintained Group will be available.
Maintained Numbers are always serial controlled. If you had selected a Non-serialized Rebuildable in the Maintained Group field, then the Maintained Number field is not required.
1.3 Optionally, select a Priority Code from the list of values. This field is for information only.
1.4 Optionally, enter Effective Dates. If the Effective From field is left blank, it will default to the system date. If the Effective To field is left blank, it will default to NULL.

2.1 Within the Activity tabbed region, the Activity Cause will default from the Activity definition, specifying what
situation caused this work to be generated. For example, Breakdown, Vandalism, Normal Wear, or Settings. Optionally, you can select an Activity Cause from the list of values to update this field.

2.2 The Activity Type will default from the Activity definition. This code indicates the type of maintenance activity needed to be done for this Activity. It is used when defining a job or a standard job. This code should remain generic, and should not describe in detail the job to be done. For example, Inspection, Overhaul, Lubrication, Repair, Servicing, or Cleaning. Optionally, you can select an Activity Type from the list of values to update this field.

2.3 Optionally, select an Activity Source from the list of values. Activity Source codes are reasons activities need to be executed. For example, Warranty Compliance, OSHA Compliance, or Military Specification Requirements. This value will default from the Master Activity information that was created within the Master Item window.

2.4 Optionally, select a Shutdown Type from the list of values. This indicates whether a shutdown is necessary to perform this maintenance activity. For example Required, and Not Required. This field is informational only. This value defaults from the Master Activity information that was created within the Master Item window.

2.5 Optionally, select the Tagging Required check box to indicate whether tag out procedures are required. The Area may need to be secured for operations required for carrying out a Work Order. Tags are generally printed and placed on an asset, warning the plant that the asset is shutdown, and should not be started. This check box helps the planner isolate those jobs that require a tagout. This is for information only.

2.6 The Owning Department responsible for this activity or asset will default from the Asset Number definition.
Optionally, you can update this field by selecting an owning department from the list of values. This is normally a Planner or Supervisor.

2.7 Optionally, select a WIP Accounting Class from the list of values. You can over-write the value that defaults from the Enterprise Asset Management Parameters information, for the current organization.

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Activity Association Template

You can streamline the creation of Activity associations using an Activity Association Template. For example, when you create a Maintained Group, and then Maintained Numbers within that group, you do not need to utilize the Association
window to associate those Maintained Numbers with an Activity. If you create an Activity Association Template, 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.

To create activity templates:


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

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Maintenance(Activity) Route

A Maintenance Route is the set of operations or jobs necessary to perform an Activity. When a Work Order is created
for an Activity, the Maintenance Route corresponding to the Activity explodes to the Work Order; all operations specified in
the Maintenance Route are copied to the Work Order as its operations.

Maintenance Routes are not Asset Routes. Enterprise Asset Management operations differ from manufacturing operations
because manufacturing operations must be performed sequentially, whereas eAM operations do not need to be performed sequentially. In Enterprise Asset Management, operations may not be sequential. You can specify that one operation
is dependent on another. Also, it is possible that two unrelated operations can happen concurrently. One operation can be dependent on multiple operations. Multiple operations can be dependent on only one operation. The dependency may not be totally connected.

To define a maintenance route:


Navigate to the Activity Workbench window and Choose Launch.
1. Within the Activity Workbench pane, select the Activity for which you wish to create the Routing. and Choose Routing. Select an Activity from the Item list of values.

2.1 Within the Main tabbed region, enter an operation Sequence, or let the system automatically generate it for you, according to your profile setup.
2.2 To copy or reference standard operations into a routing, use the operation Code list of values. You can define a new standard operation by selecting Standard Operations from the Tools menu.
If you use a standard operation code, the operation information for that code will be copied into the current operation. You can then update that information as desired .
2.3 Select a Department from the list of values, where the operation will be performed.
2.4 Select the Referenced check box to indicate that any changes to standard operations will be reflected in the routing. If the standard operation is selected, this check box is selected by default.
2.5 The Effective date will default to the system date, but you can optionally change this .
2.6 Optionally, enter a Disabled date to indicate the current operation’s expiration.
2.7 Select the Description tabbed region. Enter a Description for the current operation.

3. Optionally, choose Routing Network to view the operation dependencies for the current asset route.

4. Optionally, select an operation, then choose Operation Resources to view the resources associated with the current department attached to this operation. Optionally, you can modify the resources listed .

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Maintenance(Activity) Bills of Material

You can identify and select the required items used by an Activity. A bill of material (BOM) can be used to list all items needed to perform a particular Activity, and can be defined for each Activity. For example, you might have an Activity titled, Fork Lift Daily Maintenance. The items necessary to perform this Activity include water, fork lift lubrication oil, filled propane tanks, and shop rags. As Maintenance BOMs are created, they are associated to an Activity.

When a Work Order is created for an Activity, the Maintenance BOM corresponding to the Activity explodes to the Work Order ;all components specified in the Maintenance BOM are copied to the Work Order as material requirements.

To set up an maintenance BOM:

1. Navigate to the Activity Workbench window.
2. Choose Launch.
3. Within the Activity Workbench pane, select the Activity for which you wish to define the Bill of Material.
4. Choose BOM.
5. Select an Activity from the Item field list of values.
6. Select the Main tabbed region. The Item Sequence will default.
7. Enter the Operation Sequence that this Component (material item necessary for the operation sequence, NOT rebuildable item) is needed for.
8. Enter necessary Components and their Quantities that are required to perform the Activity. You can enter an unlimited number of material items.
9. Optionally, select the Date Effectivity tabbed region to specify effectivity dates per component.
10. Save your work.

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Defining Rebuildable Items

Items that are installed, removed, and refurbished are referred to as Rebuildable Items. Examples of Rebuildable Items include motors, control boxes, and computer boards. Rebuildable Items may need to be removed or refurbished while a parent Asset is maintained. Rebuildable Items are inventory items; you have the option to serialize them.

To set up rebuild items:

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

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Rebuildable Serial Numbers

To set up rebuildable serial numbers individually
Navigate to the Define Rebuildable Serial Numbers window.


1.1 Select a Maintained Group from the list of values. This is the Maintained Group (Rebuildable Item) you are associating with the Rebuildable Serial Number you are currently creating.
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.

1.2 Enter a Maintained Number (Rebuildable Serial Number) if you do not have them automatically generated, or accept or modify the default, if you have automatic generation enabled .

1.3 Optionally, enter a description for the Rebuildable Serial Number of up to 240 characters.

2.1 Within the Main tabbed region, you can optionally select an Owning Department for this Rebuildable Serial Number from the list of values. This represents the crew responsible for the Rebuildable Serial Number (Maintained Number). Notifications, regarding Work Requests, are sent to everyone with a responsibility assigned to the Work Request’s associated Maintained Number’s current owning department.

2.2 Optionally, enter the Area where this Maintained Number resides. This is a user defined listing of logical areas of work. For example, North Plant, East Wing, or Area 1.

2.3 Optionally, select a Criticality code from the list of values, indicating the importance of the Maintained Number to the organization. This field is for information only.

2.4 Optionally, select a WIP Accounting Class from the list of values. This will identify the Expense cost elements associated with the work performed, such as materials, labor, and resources.
2.5  Save your work. Notice that the Current Status is Defined but not used.

To establish a rebuildable serial number in Inventory
3.1 To add this item to a Subinventory, select a Subinventory from the list of values. If the selected Subinventory has a Locator, you must also enter a Locator.

3.2 Choose Intantiate to automatically activate a Miscellaneous Receipt process.
This process creates inventory for the Maintained Number (Rebuildable Serial Number), in the selected Subinventory and Locator.
As part of the Instantiate process, if Preventive Maintenance, Activity, and/or Meter Templates are associated with
the current Maintained Group (Rebuildable Item), an association instance is automatically created for the current Maintained
Number (Rebuildable Serial Number) and that Activity, and/or Meter and Preventive Maintenance Schedule, respectively.
The Instantiate process is a one-time-process only. After the process is successful, the Current Status of the Maintained Number changes to Resides in stores, and the Instantiate option is disabled.

4. Optionally, choose Associate Activity to associate the current Maintained Number (Rebuildable Serial Number) to an Activity.

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Rebuildable BOM

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Meter Templates with Maintained Groups and Associate Meters with Assets

Associating Meter Templates with Maintained Groups
If you utilize the Meter Template definition functionality, you can associate that Meter Template with Maintained
Groups. After you create the association, 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. This enables you to streamline your Meter setup.

To associate Meter Templates with Maintained Groups:

1. Navigate to the Meter Template Association window.
2. Select an Item Type from the list of values. Valid values are Asset or Rebuildable.
3. Select a Maintained Item (Asset Group or Rebuildable Item) from the list of values.
4. Optionally, choose Find to query existing Meter Template/Maintained Group relationships.
5. Within the Meter Template region, select a meter template Name from the list of values.
6. Save your work. After saving, every Maintained Number defined as part of the current Maintained Group will automatically associate with the Meter Template; you do not need to create this association manually.

Associating Meters with Maintained Numbers
Meter Association creates the relationship between the meter definition and the
Maintained Number.
To associate meters with Maintained Numbers
1. Navigate to the Meter Association window.
2. For optimal performance, select a Maintained Group (Asset Group or Rebuildable Item) from the list of values before selecting an Maintained Number. Only Maintained Numbers associated with the selected Maintained Group will be available in the list of values. You can optionally select an Maintained Number from the list of values first. This triggers the Maintained Group to default.
3. Choose Find to view all Meters associated with the current Maintained Number (Asset Number or Rebuildable Serial Number).
4. In the Meters region, you can associate existing, defined meters with the current asset.
To associate existing meters with the current Maintained Number, select a meter Name from the list of values. All remaining fields in the Meters region are view-only.
5. Save your work.

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Define PM Schedule Definitions

Defining Set Names
A PM schedule for an Activity and a Maintained Number or Maintained Group must uniquely belong to a Set Name. Multiple PM Schedules for the same Maintained Number or Maintained Group and Activity combination can be created across Sets. However, out of those PM Schedules, only one can be identified as the Default and used for generating Work Orders. Other PM Schedules in other Sets can be used for simulation purposes only. Every Set Name has an end date. 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. Before assigning a Set Name to a PM schedule, you need to define Set Names within the Set Name Definition window. If you do
not want to create Set Names, you can assign PM schedules to set, MAIN; it already exists.

To define Set Names:

1. Navigate to the Set Name window.

2. Enter the name of the Set Name.

3. Optionally, enter an End Date. 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. If you leave this field blank, the current Set Name will not expire.

4. Optionally, enter a Description for this Set Name.

5. Optionally, choose Templates to add, change, delete, or view Preventive Maintenance Schedule Templates, associated with the current Set Name.

6. Optionally, choose Schedules to create PM Schedule Definitions, associated with the current Set Name.

7. Optionally, choose Set Default to identify all schedules within this set as Default. PM Schedules identified as Default will automatically generate Work Orders, by the PM Scheduler process. PM schedules that are not identified as Default can only generate Work Order suggestions, by the PM Scheduler process. The generated suggestions cannot be converted into Work Orders. You can create an unlimited number of Set Names within this window.

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Defining a Preventive Maintenance Template

An Activity and Maintained Number combination can be associated with Runtime, Day Interval Rules, or a list of dates, defining when an Activity should be scheduled for an Asset, Serialized and Non-Serialized Rebuildables, or an Asset Route. Only Day Interval rules and List of Dates rules are supported for Non-Serialized Rebuildables and Asset Routes. The Preventive Maintenance (PM) Scheduler process creates suggested Work Order dates based on these rules. A planner can then view these forecasted Work Orders, and generate them as necessary.

There are two ways to create PM schedule definitions for Serialized Rebuildables and Assets. You can create them individually within the Preventive Maintenance Schedules window, or streamline the process of creating them using a PM Template. A PM Template is a schedule, defined for a Maintained Group (Asset Group or Rebuildable Item)/Activity association. If you utilize the PM Template functionality, a new PM Schedule is automatically created for a newly created Maintained Number (asset or rebuildable) for the Maintained Group. All PM Template attributes are copied over to the PM Schedule for the Instance. You can optionally modify the values of the PM Instances created.

Before a PM Template can be created, 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.
– Meter Template Association : A Meter Template Association is required only if the PM Template is based on Runtime Rules.

To create a PM Template:

Navigate to the Find Preventive Maintenance Schedules window. This window enables you to enter information to narrow your search for query mode. To define a new PM Template, choose New.
1.1. Enter a PM Template name in the Schedule Name field.
1.2 Select an Item Type from the list of values. Valid values are Asset and Rebuildable. If you select Asset, the Maintained Group fields refer to the Asset Group. If you select Rebuildable, the Maintained Group fields refer to the Rebuildable Item.
1.3 Enter a Set Name. A PM schedule for an Activity and Maintained Group must uniquely belong to a Set Name. Every Set Name has an end date. Every PM schedule that belongs to the Set Name must have its effective-to date before the end date of the PM Set Name. Before assigning a Set Name to a PM schedule, you need to define Set Names within the Set Name Definition window. If you do not want to create Set Names, you
can assign PM schedules to set, MAIN; it already exists.
1.4 Select a Maintained Group from the list of values.
1.5 Select an Activity from the list of values. Only Activities associated with Maintained Groups are eligible for defining a Schedule Template.
1.6. Select a Schedule Type from the list of values. Valid values are Rule Based and List Dates. If you select Rule Based, the Day Interval Rules and Runtime Rules tabbed regions are enabled to enter information. If you select List Dates, you
will define information within the List Dates tabbed region.
1.7. Optionally, select the Instantiation check box. If this check box is selected, a new instance of the current PM schedule template is created for each new Maintained Number (Asset Number or Rebuildable Serial Number).

2.1 The Effective dates will default from the current Activity, if they exist. Optionally, select or update the Effective From and Effective To dates.
2.2. Optionally, enter a Lead Time In Days.
Lead time in a Preventive Maintenance Schedule is different than lead time associated with Work Order creation. The Preventive Maintenance process suggests Work Orders to be created or scheduled, starting from the last service day of the Asset to the cut-off day you specified while running the process. If a Lead Time In Days is specified, the Preventive Maintenance process predicts work for those extra days beyond the cut-off date. This provides the maintenance department advanced visibility for maintenance work that is typically predicted in the next planning process. The maintenance department can prepare for such work in the current planning period.
2.3 Optionally, enter a Tolerance In Days to indicate a minimum interval in days that suggested Work Orders’ dates are spaced from each other.

3.1 In the Scheduling Options region, indicate how the PM Scheduler process calculates Work Order dates.
■ Start to Start: The PM Scheduler process uses the Last Service Start Date, and calculates scheduled start dates. This is a forward scheduling method.
■ Start to End: The PM Scheduler process uses the Last Service Start Date, and calculates the scheduled end dates. This is a backward scheduling method.
■ End to Start: The PM Scheduler process uses the Last Service End Date, and calculates the scheduled start dates. This is a forward scheduling method.
■ End to End: The PM Scheduler process uses the Last Service End Date, and schedules the scheduled end dates. This is a backward scheduling method.
3.2 In the Schedule Based On region, indicate how the predicted due dates are determined.
■ First Due Date: The due date is set to the first due date of all rules.
■ Last Due Date: The due date is set to the last due date of all rules.
For example, below is a Runtime Rule that includes two meters, Meter1 and Meter2.

If you specify First Due Date in the Scheduling Based On region of the PM Template, between the two meters, the first meter that hits the due reading triggers the service. In this case, if Meter1’s reading reaches the interval of 100 first, the service happens before Meter2’s reading reaches its interval of 50.
Conversely, you can choose Last Due Date in the Scheduling Based On region.
In this case, even if Meter1 reaches its due reading, the service will not be scheduled until Meter2 has also reached its due reading.
This region is disabled if the current PM schedule definition’s Scheduling Type field is populated with List Dates.

4.1 Optionally, select the Reschedule Manual Work Orders check box. If this check box is selected, unreleased manual work orders are considered during PM scheduling.

4.2 If the Run To Failure check box is selected, the Preventive Maintenance Scheduler will not automatically schedule Maintained Numbers within this Maintained Group and Activity association, however manual Work Orders can still be created. This is relevant for Maintained Numbers that cost more to maintain than the Maintained Number itself. You might also check this box for forecasting and budgeting reasons. For example, your asset is a conveyor belt. It is common in maintenance environments to let this asset wear out completely before replacing it. You estimated that the life of this asset is 18 months, and have set up a schedule for a replacement Work Order every 18 months. In reality, you found that the belts have ended up wearing out every 12 months, affecting your cost budget.

You can select this check box and clear it later. For example, you might associate a Maintained Number to an Activity, but maybe you cannot currently maintain or schedule this Maintained Number. You may have future plans to maintain this Maintained Number.

If this check box is selected, only PMs created as a copy of this PM Template will generate Work Orders for the corresponding asset in the Maintenance Workbench

4.3 Optionally, select the Default check box to indicate that the current PM schedule definition will generate Work Orders. If this check box is not selected, only Work Order suggestions are generated. You can have only one Default PM for a
Maintained Item/Activity combination.

5.1.1 For Day Interval Rules Optionally, enter Effective From and To dates to specify the rule’s expiration.

5.1.2  Enter an Interval In Days. For example, if you enter the number three, a Work Order suggestion will be created every three days. You can optionally create variable Day Interval Rules. For example, you would like Work Order suggestions created every three days in January, and every four days in February. The window below illustrates this example:

5.2.1 Optionally, within the Runtime Rules tabbed region, select a Meter Name to indicate that Preventive Maintenance scheduling is based on a Runtime Rule. If you have previously set up a Day Interval Rule, you can base the scheduling on
a Runtime Rule, as well. Only Meter Templates associated with this Maintained Group, and with the Used in Scheduling check box selected in the meter template definition, are available in the list of values.

For example, trucks of a specific Make and Model need to be scheduled for an oil change every 30 days, or every 1000 miles. If only the Runtime Rule is taken into account, the next due date will be February 10, 2002 (January 1 2002 + 40 days), and every 40 days after that. This is calculated as the interval (1000 miles) divided by the usage rate (25 miles per
day).
The PM Scheduler process compares the above suggested dates from the runtime interval rule, to those of the day interval rule: Base Date of December 26, 2001 + every 30 days.
The Work Orders ultimately created by the PM Scheduler process are those of the earliest or latest dates, depending on how the Schedule Based On region is populated. If you selected First Due, the earliest suggestion is used for Work
Order creation. The opposite is also true.

5.2.2 The Interval and UOM fields work together. For example, for every 2000 miles, this Maintained Number needs an oil change. The UOM defaults from the Meter Template definition of the current Meter Template.
You can optionally create multiple Runtime Rules. For example, from zero to 10,000 miles, you would like your asset serviced every 3,000 miles. From 10,000 to 50,000 miles, you would like your asset serviced every 2,000 miles.

5.2.3 You cannot enter the Last Service Reading. This field is automatically updated with the meter reading information recorded at Work Order completion. Note: The Preventive Maintenance Scheduler will automatically calculate the meter usage rate, based on historical data, which is then used to predict the next meter due date. Refer to the example below.

5.3.1 If you populated List Dates within the Schedule Type field, select the List Dates tabbed region to define the specific due dates that Work Orders should transpire.
For example, you want asset, Car1, serviced on May 1 and November 1 every year for the next three years. In this case, you would create a List Dates type schedule definition, and list all the due dates within this tabbed region. The PM
Scheduler process creates suggested Work Order dates on those specified dates.

6. Save your work.

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Routine Work Orders

Routine Work Orders are normally created by a Planner from the Maintenance Workbench, and are also created using a menu option. Material and resource planning  is used at each status of the routine Work Order.

To manually create a Work Order
Navigate to the Find Work Orders window and Choose New
The header information displays general information about the Maintained Number and the type of work required.

1.1 The Work Order number is assigned by the system and can be updated.
1.2 Enter a Maintained Number requiring maintenance. The Maintained Group defaults.
1.3  Select an Activity from the list of values. Only Activities associated with this Maintained Number are available.
Note: If this Work Order was previously created, you can add an Activity, as long as the Work Order is at an Unreleased or Draft status, or an Activity was not previously defined. If any tasks, material, or resource requirements exist, 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. After an Activity is saved to a Work Order, you can no longer change or delete the Activity.
1.4 Enter a WIP accounting Class code to represent the charge (expense) accounts associated with the Maintained Number. This can default from the Maintained Number and can be updated.
1.5 Enter the Status. For example, Unrelease, Released, On Hold, and Draft. Certain transactions update this status automatically, including Work Order Completion.
1.6 Optionally, select a Work Order Type from the list of values. Work Order Types enable you to differentiate Work Orders, for example, Routine, Preventive, Rebuild, Emergency, or Facilities. Maintenance management can use this information to sort and monitor work activity for reporting and budgeting. Work Order Types are referenced in the Activity and Work Order.
1.7 The Instance Number field tracks the number of instances the current Work Order has been updated. This field is disabled.

Scheduled Dates region
2.1 In the Scheduled Dates region, enter the scheduled Start date of the Work Order if it is to be based on a forward schedule. The scheduling process uses this date as a starting point to calculate the scheduled end date and duration for
allocated resources and material. If the material/resources are not available by this date, the scheduling process moves the start date forward.
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. Otherwise, the WIP scheduler calculates the dates.
2.2  Enter a scheduled Completion date to be used for backward scheduling. This indicates the requested end by date of the work. The scheduling process uses this date as a starting point to calculate the scheduled start date and duration
for allocated resources and material. If the material and resources are not available by that date, the scheduling process moves the start date backwards to ensure completion by the required end date .

Main Tab
3.1 Optionally, select a Priority Code from the list of values. For example, High, Medium, or Low.
3.2 The Shutdown Type defaults from the Activity. This helps the planner group Work Orders that may require shutdowns, so that they can be planned together.
3.3 If the Firm check box is checked, planning and scheduling does not adjust the schedule, regardless of material or resource availability. This check box defaults as checked or cleared, depending on the Auto Firm On Release check box setting, established in the Enterprise Asset Management Parameters setup for the current organization. This defaults only after the Work Order is released.
If the check box is selected, the end date is calculated based on the Work Order duration. The scheduler automatically calculates the duration based upon the operations (resource duration setup) on the Work Order. This check box is
updateable for a Work Orders at Draft, Released, Unreleased, On-Hold, or Cancel statuses .
3.4 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. Tags are generally printed and placed on a Maintained Number, warning the plant that
the Maintained Number is shutdown and should not be started. This check box helps the planner isolate those jobs that require a tagout.
To store tagout documents using the Attachments feature:
a. Select the paperclip Attachments icon to attach relevant tagout documents. You can attach URL, file, or text attachments.
3.5 The Planned check box is selected if the current Work Order was created from forecasted Work Orders
3.6 Optionally, select the Enable Material Issue Requests check box to enable eAM to manage material availability to the current Work Order. Material is physically available to a Work Order via the material request and verification process.

Activity tab
4.1  Optionally select an Activity Type from the list of values. This code indicates the type of maintenance for this Activity. It is used when defining a job or a standard job, for example, Inspection, Overhaul, Lubrication, Repair, Servicing,
or Cleaning. This can default from the Activity.
4.2 Optionally, select an Activity Cause from the list of values to specify what situation caused this work to be generated, for example, Breakdown, Vandalism, Normal Wear, or Settings. This can default from the Activity.
4.3 Optionally, select an Activity Source from the list of value to specify reasons Activities need to be executed, for example, Warranty Compliance, OSHA Compliance, or Military Specification Requirements. This can default from the
Activity egion. The Owning Department defaults in from the selected Maintained Number . This indicates the persons or department responsible for this Maintained Number.
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. Otherwise, the WIP scheduler calculates the dates.
Note: When viewing a rebuild Work Order, the owning department defaults from the owning department of its parent
Work Order.

Project TAB
5.1 Optionally, select the Project tab. This tab is enabled only if Project Manufacturing is installed and enabled.
a. Optionally, select a Project from the list of values.
b. Optionally, select a Task from the list of values.

Rebuild tab
6.1 You can select the Rebuild tab if this Work Order is created for a rebuildable item.

6.2  Optionally, select the Work Request tab to display Work Requests associated with this Work Order. You can add Work Requests to a Work Order by selecting a Request Number from the list of values. Only Work Requests at an Awaiting
Work Order status are available in the list of values. You can link multiple Work Requests to a single Work Order. However, only one Work Order can be associated with a Work Request. You can de-link a Work Request from a Work Order.
To de-link a Work Request from a Work Order:
a. Highlight the Work Request.
b. Choose Delete.

Service Request tab
7.1 Optionally, select the Service Request tab to display Service Requests associated with this Work Order.
7.2 Select the Bill, Routing tab. This tab enables you to select alternate, predefined BOMs and Routings. See: Setting Up Maintenance Bills of Material and Defining Maintenance Routes, Oracle Enterprise Asset Management Implementation Guide.
After the alternate BOM and Routing are selected, the system uses the associated items and assign the associated resources needed to execute this Work Order.

8.1 Optionally, choose Operations to prepare necessary operations. These operations default from the maintenance route  associated with the current Activity, but can optionally be updated.

8.2 Optionally, choose Materials to view or update the associated Maintained Number’s items list. From the Material Requirements window, you can optionally choose Select Materials to add this Asset BOM to the material requirements for the current Work Order.

8.3 Optionally, choose Resources to view or update the resources assigned to each operation.

8.4 Optionally, choose Asset Route to view the Asset Route associated with the current Work Order’s Maintained Group. You might need to perform one Activity on multiple Maintained Numbers. To eliminate the possibility of creating multiple Work Orders for the same Activity, you can define Asset Routes.
You can only choose Asset Route if an Asset Route is associated with the current Maintained Number.

8.5 Optionally, choose Costs to view Work Orders falling in the specific accounting periods, specified in the Accounting Information by Period region. Accounting Periods are defined within Oracle General Ledger.
Actual Costs: This is the accumulation of all cost for material and resource transactions for the Maintained Number’s associated maintenance Work Orders, based on a specified period.

8.6 Optionally, select a Work Order, then choose Value Summary to view a summary of the actual, estimated, and variance costs for labor hours, equipment hours, and material against the current Work Order.
Estimated Costs: A BOM (material parts list) and routing (resources) can be associated with a Work Order. When you select Estimated Costs type from the list of values, the estimated costs of all material and resources associated with a Work Order appear, enabling you to budget costs.
Variance Costs: The difference between the actual costs recorded and estimated costs.
Material: All material and material overhead transaction costs appear.
Labor: All employee resource and resource overhead transaction costs appear.
Equipment: All material resource and resource overhead transaction costs appear.

8.7 Optionally, choose Details to view actual, estimated, and variance costs for labor hours, equipment hours, and material for specific operations of the current Work Order.

Save your work.

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Preventive Maintenance Work Orders

Enterprise Asset Management enables you to generate Work Orders automatically based on meter readings,Day Interval Rule (runtime intervals), and List days (calendar days). Preventive maintenance Activities reduce the probability of failure or degradation of the assets’ physical conditions. These Activities are carried out periodically, by usage, or based on the condition of a Maintained Number (asset or rebuildable item). Meters are entered to measure any Maintained Number that needs to be measured and periodically serviced, based on the measurement. For example, a pipe may start out at 12 millimeters, but when it wears to only four millimeters, it needs to be replaced.

Scheduling definitions are defined to create forecasted, scheduled Work Orders, based on meter readings. You can create a Preventive Maintenance scheduling definition for a Maintained Number/Activity combination, or an Asset Route. After you have defined Preventive Maintenance scheduling definitions, the Preventive Maintenance scheduler process can run. You can view these forecasted Work Orders using the Maintenance Workbench.

You can execute the Generate Preventive Maintenance Work Orders process. When this process runs, the WIP Mass Load process runs in the background, creating forecasted Work Orders in a status of Unreleased. You can choose the Implement button to change the status of the Unreleased Work Orders to Released Work Orders.

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Easy Work Orders

Easy Work Orders are unplanned Work Orders, and enable you to avoid operation and resource planning. An Activity does not default into the Work Order, based on the Maintained Number/Activity association as with planned Work Orders, however, you can add an Activity to an Easy Work Order. These Work Orders are only created in Maintenance User. After created, the Work Order is automatically at a Released status, enabling you to execute the Work Order. For example, request material and charge labor.

eAM Work Order Statuses
An Enterprise Asset Management Work Order may progress through several statuses throughout its lifecycle duration. The diagram below illustrates how Enterprise Asset Management Work Orders may start at a Draft status, then move to Released, Complete, and finally Closed. These statuses can vary depending on the type of Work Order created. For example, easy Work Orders are created in a Released status, completely bypassing the Draft status

Multiple Work Orders associated with the same Activity combination cannot be at a Released status.


Draft :  No scheduling of Work Orders at a Draft status can take place.
You cannot charge labor, or request material for Work Orders at this status.

Released : After a Work Order is Released, you can execute a Work Order. You can charge labor, request material, and scheduling for this Work Order takes place to create the scheduled start or end date. You can release a Work Order from the Work Orders window, and the Maintenance Workbench.

Unreleased : You can move an Enterprise Asset Management Work Order in Draft or Released status to Unreleased. Scheduling can take place for these Work Orders but you cannot charge labor or request material. An Unreleased
Work Order cannot be changed to a Draft status.

Pending Scheduling : If the Constraint Based Scheduler is enabled, the Work Order status changes to Pending Scheduling, if a status of Released is chosen. After the Scheduler process finishes running, the status changes back to Released. The Work Order is scheduled, based on the constraint option chosen at the organization level.

Complete : A Complete status for an Enterprise Asset Management Work Order does not require any completed operations. When a Work Order is completed, you can still charge labor. You can uncomplete a Work Order; this transitions it to a Released status.

Uncompletion : is performed within the Work Plans tab.

Complete- No Charges : A Complete - No Charges status for an Enterprise Asset Management Work Order does not require any completed operations. You cannot charge labor at this status. You can uncomplete a Work Order; this transitions it to a Released status.  Uncompletion is performed within the Work Plans tab.
 
Closed : You cannot charge any accounts after an Enterprise Asset Management Work Order is closed. If a Work Order was at a Released status at the time of closing it, 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, you can unclose the Work Order to bring it back to a Complete status.
For all other statuses during Work Order closing, unclosing the Work Order transitions it to an Unreleased status.
 
On-Hold : Enterprise Asset Management Work Orders at Released and Unreleased statuses can be put on hold. You cannot charge labor or request material for a Work Order at this status.

Cancel : You can cancel an Enterprise Asset Management Work Order at any status in its lifecycle.

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Rebuild Work Orders

Rebuild Work Orders are created as child Work Orders.
For example, a Work Order was issued for the inspection of a pump. During the pump inspection, you found that the motor, one of the components of the pump, is problematic. You have two options: You can repair and then re-install this motor (rebuildable item), or you can replace the rebuildable item by issuing a new motor rebuildable item from inventory. If you choose to perform a material issue from inventory, the new motor rebuildable item attaches to the Work Order, automatically creating the child, rebuild Work Order number associated to the parent Work Order. In this case, the Maintained Number genealogy would automatically update to identify this new item number.

If you choose to repair and then re-install the problematic motor rebuildable item, you can manually create the child rebuild Work Order for the old motor (rebuildable item). The instructions below show you the option of creating a rebuild Work Order
without issuing any new material. The rebuildable item needing to be rebuilt is replaced back into the asset (motor placed back into the pump, for example), and does not go to a subinventory when the Work Order is completed. In this case, the Maintained Number genealogy is not updated.

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eAM Operations and Tasks

Operations on a Work Order are the instructions or tasks to perform a repair. These operations are assigned resources, for example, trades people, outside service providers, and equipment.

This section includes the following topics:
  1. Preparing Work Order Operations

  2. Defining Material Requirements

  3. Defining Resource Requirements

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Preparing Work Order Operations

Operations (also known as tasks) are the instructions to perform a repair. Each operation is assigned to a department, associated with assigned resources (trades people, outside service providers, and equipment). When you create a Work Order for a Maintained Number, you can attach the Maintained Number’s associated Activity to that Work Order, bringing its related maintenance route and BOM. The maintenance route is comprised of operations necessary in completing the Activity. You can view and update these operations right from the Work Order.


1.1 Select a scheduled Start Date for this operation to be based on a forward schedule. The Enterprise Asset Management scheduling process uses the scheduled start date as a starting point to calculate the duration of the operation, based on the resources and material. If the material and resources are not available by this date, the scheduling process moves the start date of the Work Order forward. The planning process uses the scheduled start date to recommend creation of purchase orders for the material.

Select a scheduled Completion date for this operation to be based on a backward schedule. The Enterprise Asset Management scheduling process uses the scheduled end date as a starting point to calculate the duration of the operation, based on the resources and material. If the material and resources are not available by this date, the scheduling process moves the completion date of the Work Order backward. The planning process uses the scheduled completion
date to recommend creation of purchase orders for the material.

1.2 Optionally, select a Shutdown Type from the list of values. This helps the planner group Work Orders that may require shutdowns, so that they can be planned together.

2. Operations can be scheduled to run in parallel, sequence, or through dependent steps. In the screen shot above, for example, Operation 20 is dependent on Operation 10, since there is a line connecting the operations; Operation 20 cannot be performed until Operation 10 is complete. Operations 30 and 40 run in parallel to each other. Operation 40 is  independent; it can be performed at any time.

3. Optionally, choose Materials to view or update the associated items list for the current operation.

4. Optionally, choose Resources to view or update the resources assigned to the current operation.

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Defining Material Requirements

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.

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Defining Resource Requirements

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.


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eAM Work Order Transactions

There are two types of Enterprise Asset Management Work Order transactions: material and resource.

  • A material transaction is utilized when you need to issue material from inventory to a Work Order.
  • A resource transaction is utilized when you need to charge resources (for example labor, or equipment) to a Work Order.
This section includes the following topics:
  1. Transacting Material
  2. Transacting Resources
  3. Operation Completion
  4. Work Order Completion /Rebuild Work Order Completion
  5. Closing Work Orders on page 2-54

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Transacting Material

You might need to issue a rebuildable item or item from inventory to a maintenance Work Order. For example, a Work Order was issued for the inspection of a pump. During the pump inspection, you found that the motor, one of the components of
the pump, is problematic. You can replace the rebuildable item by issuing a new motor rebuildable item from inventory. If you choose to perform a material issue from inventory, the new motor rebuildable item attaches to the Work Order, automatically creating the child, rebuild Work Order number associated to the parent Work Order. In this case, the Maintained Number genealogy would automatically update to identify this new item number.

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Transacting Resources

Resource transactions define the time an assembly spends at an operation and the cost you incur for an operation. There are two types of resources: person and machine. You can transact both person and machine resources. A resource is an employee, piece of equipment, or contractor service, used to perform an operation. You can charge resources to a specific Work Order.

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Operation Completion

Operations are the instructions or tasks to perform a repair. Every operation is assigned to a department, associated with assigned resources (trades people, contractor services, and equipment). When you enter a Work Order for a Maintained Number, the Maintained Number’s associated Activity attaches to the Work Order, delivering its related maintenance route  and BOM. The maintenance route is comprised of operations necessary in completing the Activity. You can Complete and Uncomplete operations. After an operation is complete, you can perform an Operation Uncompletion. However, if an operation is dependent upon another operation, you cannot uncomplete that operation’s dependency if the current operation is complete. For example, operation 20 is dependent on operation 10 completing. You cannot uncomplete operation 10 after operation 20 has been completed. 

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Work Order Completion

Enterprise Asset Management Work Orders are created against assets. They can be defined manually, or generated automatically based on a scheduled Activity. If you attach a manually created Work Order to an Activity (normally the role of a Planner), the work Order inherits the Activity’s attributes, such as the Asset BOM, Asset Route (operations), attachments, quality plans, cost information, and scheduling rules.

The operations within a Work Order do not need to be complete in order to complete a Work Order. However, 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. Likewise, 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, bringing it back to a Released status.

Planners or Crew Supervisors can complete or uncomplete Work Orders using the Maintenance workbench, from the Work Plans tab in Maintenance User, or by accessing the Work Order Completion menu option.

 
Uncomplete Job


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Preventive Maintenance Overview

eAM can generate Work Orders automatically based on meter readings, runtime and/or calendar days. An example of meter-based preventive maintenance is your car’s oil changes. Most car manufacturers recommend that you change your engine oil every 3,000 miles or six months, whichever comes first.
To set up the above scenario, you would first define your car’s odometer as a meter. Next, you would associate that meter to an asset (your car), using the Asset Meter Association window. After you have associated the meter to the asset, you can
associate the Maintenance Activity (oil change) that should occur, based on the meters you have defined. This is done via Preventive Maintenance Scheduling.


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Entering Meter Readings

After a Work Order is completed, meter readings are required for all meters, associated with the Work Order’s current Maintained Number, that appear in the Runtime Interval rules in the Preventive Maintenance Scheduling Definition
window. However, you can enter stand-alone meter readings at any time.

To enter a stand-alone meter reading:

1. Navigate to the Meter Readings window.
Note: To enable the Preventive Maintenance Scheduler process, an initial meter reading needs to have already been entered. This may have been performed by entering an initial reading during the Meter’s definition.

2. For optimal performance, select an Item Type. Valid values are Asset or Rebuildable. This field works in conjunction with the Maintained Number field.

3. Select a Maintained Number.
If you had populated the Item Type field with Asset, the Maintained Number list of values contains all Asset Numbers. If you had populated Item Type with Rebuildable, the Maintained Number list of values contains all Serialized Rebuildables.

4. Enter a Reading Date date. You can optionally select a past date to view past meter readings. You cannot enter a future date.

5. The Maintained Group value automatically defaults as the Maintained Group associated with the Maintained Number entered in step 3.

6. Choose Find to display meter reading data for this Maintained Number. Meter readings with a Reading Date falling within the meter effective dates appear in the Meter Readings region.

7. Within the Meter Readings region, select the Current tab to add meter reading data.

8. You can enter a Value for new meter readings. The Change field indicates the difference between the last reading and the current reading. It defaults when the Value field is populated.

9. The Change field indicates the difference between the last reading and the current reading. The Change value is used to calculate the Life To Date Reading, within the Latest tabbed region.

10. The Direction field is not updateable. The information defaults from the meter definition.

11. If you select the Reset check box, you are resetting the Current meter value to any value that you enter in the Value field. For example, if a motor needs to be replaced, you can reset the meter reading value of the pump, associated with
the motor. The Value field is mandatory, and the Change field is disabled.

12. Select the Latest tab. The Life To Date field displays the accumulated meter readings, which is usually the same as the current meter reading. 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.
For example, before the reset, both the Current meter reading and the Life To Date meter reading were 17,000. You then reset the Current meter reading to 3,000. The Life To Date meter reading continues to increase from 17,000, while the Current meter reading increases from 3,000.
The system uses the Life To Date meter reading to calculate the Usage Rate.

13. Select the Comments tab to enter any necessary comments.

14. Optionally, choose Readings History to view all meter readings for the selected meter and current Maintained Number. This helps to make logical decisions when entering meter readings. For example, you can view the last meterreading, enabling you to make a logical choice when entering the next meter reading.

15. You cannot alter the existing meter reading record. Optionally, choose Disable to disable an existing meter reading. The disabled reading is saved for viewing, but is not used in Preventive Maintenance Scheduling.

16. Choose Close to return to the Meter Readings window.

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Generating Work Orders

After you have Preventive Maintenance Scheduling definitions established, you can generate Work Orders. There are two ways to generate Work Orders.

  1. You can execute the Generate Preventive Maintenance Work Orders process, or
  2. you can implement forecasted Work Orders from the Maintenance Workbench.
When executing the Generate Preventive Maintenance Work Orders process, the program creates suggested Work Orders, based on the day interval or runtime interval rules that are associated with the scheduling definitions you defined. However, if the rescheduling point is Completion Date, defined in the Preventive Maintenance Schedules definition, and there is an existing Work Order at a status of Unreleased, this process does not suggest another Work Order. You should schedule this program to periodically execute, automatically. You can execute this program manually at any time, by accessing the menu option.

If you want to review and optionally select Work Orders that create using this process, you can access the Maintenance Workbench. This enables you to view the Work Orders before actually creating them. You can launch the Preventive
Maintenance Scheduler to implement forecasted Work Orders.

To generate work orders:

1. Navigate to the Generate Preventive Maintenance Work Orders window.
2. In the Parameters window, select a Cut Off Date.
To further narrow down the data selection, you can enter any of the following parameters:
3. Optionally, select an Area from the list of values. Areas are where your assets reside.
4. Optionally, select an Asset Category from the list of values. This is the Class and Subclass code, such as CRANE.OVERHEAD or BUILDING.FLOOR.
5. Optionally, select an Owning Department from the list of values.
6. Optionally, select an Item Type from the list of values. Valid values are Asset and Rebuildable.
7. Optionally, select a Maintained Group from the list of values, if you previously selected an Item Type.
8. Optionally, select a Maintained Number from the list of values, if you previously selected an Item Type from the list of values.
9. Choose OK.
10. On the Generate Preventive Maintenance window, choose Submit.

Forecasted Work Orders from the Maintenance Workbench

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Defining a Master Demand Schedule Name

Before you define a master schedule manually or load a schedule from another source, you must first define a master demand schedule name. You can also set several options for each name.

To define a Master Demand Schedule name


1. Navigate to the Master Demand Schedules window.
2. Enter a Name and Description for the schedule.
3. Save your work

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Defining a Material Requirements Plan Name

Master Demand Schedule names trigger the material requirements planning process. A master demand schedule name must be created to perform material requirement planning for maintenance Work Orders.

To define a MRP name:

1. Navigate to the MRP Names window.
2. Enter an alphanumeric Name to identify unique material requirements.
3. Optionally, enter a Description of the MRP name.
4. Optionally, select the Feedback check box to monitor the quantity of the planned order that has been implemented as maintenance Work Orders, purchase orders, or purchase requisitions. This provides the planner visibility of
the status of the plan at any point in time.
5. Optionally, select the Production check box to enable a plan to automatically release planned orders.
6. Optionally, enter an Inactive On date on which to disable the plan.
As of this date, you can no longer update the plan, nor use the plan name in the planning process. You can still view information and run reports for disabled names.
7. Save your work.

Check plan options @
 http://www.oracleug.com/user-guide/master-schedulingmrpscp/plan-generation

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Launching the Planning Process

You can launch the planning process for a material requirements plan (MRP) from a master demand schedule. This generates planning recommendations for all planned items. You can launch the planning process for a material requirements plan (MRP)
or a master production schedule (MPS). 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.

To launch the planning process


1. Navigate to the Launch MRP window.
2. Enter the following parameters:
Plan Name: Select the MRP plan to launch.
Launch Snapshot: Valid values are Yes and No. Select Yes to launch the Snapshot.
Launch Planner: You must launch the planner if you selected Yes to launch the Snapshot.
Anchor Date: Enter a date, earlier or equal to the current date, that acts as a start date for repetitive planning periods.
Plan Horizon: Enter a date, greater than the current date, up to which the planning process creates an MRP or MPS. The default horizon is the current date plus the number of offset months set in the profile, MRP: Cutoff Date
Offset Months .
3. Choose OK.
4. Choose Submit.

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Viewing Suggested Demand

Once the MRP is launched, you can view the purchase requisition suggestions created by the launched MRP plan.
To view suggested purchase requisitions:


1. Navigate to the Supply/Demand window.
2. Review the supply/demand details

To view the horizontal plan
You can view bucketed horizontal planning information, based on your selected display preferences. MRP provides two ways of viewing this information: snapshot and current. Snapshot information is the information produced by your original planning run. Current information includes all modifications since the planning run.

1. Navigate to the Supply/Demand window.
2. Choose Horizontal Plan.
3. Indicate whether you would like to view Snapshot or Current information.

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eAM Scheduling

Oracle Enterprise Asset Management (eAM) shares the Scheduler Workbench, used in Oracle Manufacturing, to schedule Work Orders and operations.
The Scheduler Workbench enables a planner to graphically view and reschedule Work Orders. It provides you with a visual display of Work Orders, Operations, and Resources. You can interactively reschedule Work Orders, operations, and resources
by dragging and dropping them at a new date and time. Any precendence or sequencing requirements defined for the Work Order are displayed and maintained during scheduling changes. Resource availability and requirements may display so that you can graphically view the impact of scheduling changes.

Note: You have Oracle Manufacturing’s Constraint Based Scheduling available to you, if your company has purchased the appropriate license. If you do NOT have this license, you automatically have the Infinite Scheduler available to you; this
scheduler is not constraint-based.
A constraint-based scheduling engine schedules asset Work Orders and operations’ scheduled dates, resources, and material constraints. The scheduling process calculates Work Order and operation scheduled durations and dates, based on the forward or backward scheduling goal, and Work in Process parameters. The concurrent program is triggered after a Work Order is released. The Work Order automatically transitions to a Pending Scheduling status, until the concurrent program finishes scheduling. At that time, the Work Order transitions back to a Released status.

Using the Scheduler Workbench

You can use the Scheduler Workbench to select specific work orders, expand, and collapse work orders and operations using a tree hierarchy structure. A Gantt Chart graphically displays both firmed and unfirmed work orders. You can view and update start and end dates for each resource.

In manual mode, the only constraints are operations, and they do not surpass work order dates. In automatic mode, the Scheduler process creates start and end times for operations and resources. By default, you are in manual mode.

To use the scheduler workbench
1. Navigate to the Scheduler Workbench.

2. Select Filter to narrow down the information displayed. You can display information by Department, Resource, Asset Information, filter by time, or a combination of this information. You can view information for work orders at a
Released status.

3. Choose Apply, and then OK to filter information entered. Work Orders appear on the left side of the window, with their associated operations’ resources, in a tree hierarchy format. On the right, bars spanning between calendar days represent associated schedules for the current operation resources. If dependent operations exist, you can see dependency links; the
Scheduler process considers these dependencies. You can drag and drop the bars between different calendar days to dynamically adjust schedules.

4. Optionally, firm or unfirm Work Orders by selecting Create/Modify Work Orders from the Tools menu. The Find Work Orders window appears. You can also right click on a schedule, symbolized by a bar.
■ You can view instance specific, resource load versus capacity from the Scheduler Workbench. For information on viewing work order properties, operation properties, and resource properties.
■ For information on displaying resources and resource load versus capacity.
■ Normally, Work Order rescheduling takes place within the Work Order window, but you can also reschedule them within the Gantt Chart, as well. For information on how to reschedule Work Orders, operations, and resources within the Gantt Chart

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eAM Cost Management

Costs are generated as maintenance work is executed and completed. These costs roll up through the Parent/Child hierarchies defined within Enterprise Asset Management, and can roll up to any level within an asset hierarchy. Labor, Materials, and Equipment charges can be further classified into several maintenance cost categories.

All work is captured and retained by Enterprise Asset Management. You can reference work that has been completed to review operations, resources, and costs. This information can help you understand the scope of work and the process by
which it is completed.

eAM Costing Methods and Mappings
eAM supports four perpetual costing methods: standard, average, fifo, and lifo. As a foundation, 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. eAM provides these cost classifications, while maintaining the integrity of the basic costing rules. The five cost elements above are translated into several cost classifications that are familiar to maintenance managers.

eAM classifies work performed on maintenance Work Orders into cost categories. By default, eAM has defined three cost categories: Contract, Operations, and Maintenance. You can define additional cost categories, if needed. Each cost category is further classified into three cost elements: Equipment, Labor, and Material.
  1. Material - Costs from material transactions.
  2. Labor - Costs from labor resource transactions.
  3. Equipment - Costs from equipment resource transactions.
Material charges are classified as Material cost elements. Resource charge of type person is classified as a Labor cost element. Resource charge of type machine is classified as Equipment cost element. All other resource types are classified by the default cost element in the eAM Parameters.

For each department, a maintenance cost classification is identified to reflect the above breakdown. The cost category for the Material cost element is the cost category of the department assigned to the routing of the operation. For the Labor
cost element, it is the cost category of the resource’s owning department. For the Equipment cost element, it is the cost category of the Maintained Number’s owning department.

eAM Mappings
The three cost elements (Material, Labor, and Equipment) are mapped to the five basic cost elements (Material, Material Overhead, Resource, Resource Overhead, and Outside Processing) provided by Cost Management.

The above diagram illustrates that the eAM Material cost classifications are mapped to Material, Material Overhead, and Outside Processing. Labor and Equipment cost classifications are mapped to Resource, Resource Overhead, and Outside Processing.

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Setting Up Cost Categories

Cost Category codes are used 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 this extensible lookup table.

By default, eAM has defined three cost categories: Contract, Operations, and Maintenance. However, you can define additional cost categories, if needed. After you have added the cost categories, they are available from the Cost Category list of values, within the Enterprise Asset Management Parameters window.

To define additional cost categories

1. Navigate to the Oracle Manufacturing Lookups window.
2. Select BOM_EAM_COST_CATEGORY from the Type list of values.
3. Enter a numeric value in the Code field. Oracle recommends that you enter values in increments of 10, enabling you to easily add codes later.
4. Enter the Meaning of the code, for example, High.
5. Enter a Description for the code.
6. Optionally, enter a Tag to categorize lookup values. This field is informational only.
7. The Effective From Date defaults as the system date, but you can update this. Optionally, enter a Effective To Date to indicate an expiration of the code.
8. Select the Enabled check box to enable this code for Enterprise Asset Management.
9. Save your work.

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Setting Up eAM Cost Management

You can reference work that has been completed to review operations, resources, and costs. This information can help you understand the scope of work and the process by which it is completed. In order to capture the costs for all work within
eAM, some key setups need to be in place:

  1. Define a default cost element.
  2. Define a default cost category.
First, define a default cost element (Material, Labor, or Equipment) when setting up the eAM Parameters. This is used when no pre-defined mapping exists to the cost elements in eAM. For example, department overheads are not linked to a particular eAM cost element for cost analysis. Therefore, the default cost element carries the cost for analysis. Also, outside processing types of Currency, Amount, and Miscellaneous are not linked to a particular eAM cost element. When one of these types is used in outside processing, the costs are allocated to the default cost element.

Next, define a default cost category when setting up the eAM Parameters. This defaulted cost category is used if there is no cost category defined for the departments.

To define a default cost element and cost category

1. Navigate to the Enterprise Asset Management Parameters window.
2. In the Cost Defaults region, select an eAM Cost Element to indicate how to capture cost overheads, and any miscellaneous resource costs. Valid values are Equipment, Labor, and Material.
3. 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 classification.

To define a cost category by department
1. Navigate to the Departments window.
2. Select a Cost Category.
Note: It is not required to provide a cost category for a department (crew). However, if you do not provide a cost category for a department (crew), costs for that crew are allocated to the defaulted cost category specified in the eAM parameters. Each time costs for that element are charged to a Work Order, this default cost category is used for reporting and
analysis.
 

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eAM Cost Estimation

Estimating the costs of maintenance Work Orders is often necessary for planning and budgeting purposes. The Work Order Cost Estimate Processor estimates the costs of all materials and resources exploded or entered on a maintenance Work
Order, 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. For example, a required material was not issued to the maintenance Work Order.

The Work Order Cost Estimate Processor can continually execute in the background or launch manually via a concurrent request. Work Orders have one of the following Estimation Statuses:

  1. Pending - The Work Order is waiting to be selected by the Work Order Cost Estimate Processor.
  2. Running - The Work Order Cost Estimate Processor is currently estimating the costs of the Work Order.
  3. Error - The Work Order Cost Estimate Processor attempted to estimate the Work Order’s costs, but there was an error.
  4. Complete - Work Order Cost Estimate Processor has successfully completed estimating the Work Order’s costs.
  5. Re-estimate - The Work Order is waiting to be picked up by the The Work Order Cost Estimate Processor, for re-estimation. In this case, the Work Order has been estimated at least once.
To view the status of the Work Order Cost Estimation process
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.

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Viewing Cost Information

You can view Material, Labor, and Equipment costs of Maintained Numbers, Activities, and Work Orders. In addition, you can see detailed or summarized views of actual, estimated, or variance cost information. When viewing the parent Maintained Number, you can view just the parent Maintained Number’s costs, or the costs of the parent and child Maintained Numbers, rolled up to the Parent level.

Within both the forms application and Maintenance User profile, different costs are viewable. In the forms application, you can see costs for Work Orders and Activities. In the Maintenance User profile, you can view the costs of Work Orders
and Maintained Numbers.

To view cost information within the forms application

1. Navigate to the Work Order window. Find a Work Order that you want to view costs for.

2. Choose Costs.

3. Optionally, manually re-estimate selected Work Orders’ costs by choosing Estimate Work Order. After chosen, the Work Order Cost Estimation process executes to re-estimate the costs for all selected Work Orders. You can optionally first choose Select All to automatically select all Work Orders to re-estimate.

4. In the Accounting Information By Period region, choose the dates that identify the accounting period you want to view.

5. Choose Value Summary.

6. You can view total Material, Labor, and Equipment costs for the cost categories associated with the current Work Order. You can view totals for actual, estimated, or variance costs, depending on the tabbed region you select.
  • 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), based on the specified period(s).
  • Estimated Costs: The Estimates tabbed region displays the estimated costs of the material and resource requirements of the current Maintenance Work Order. The Work Order Cost Estimate Processor executes in the background to provide .updated, estimated cost information. You can also manually launch this process via a concurrent request.
  • Variance Costs: The Variances tabbed region displays the difference between the actual costs and estimated costs.
7. For the selected cost category, choose Details to view the Material, Labor, and Equipment costs for individual operations on the current Work Order’s routing. You can view totals for actual, estimated, or variance costs, depending on the
tabbed region you select.

8. Choose Distributions to view the specific accounts charged for an individual operation.

9. Return to the Cost Details by Operation Window. Choose Detailed Estimates to display the details of the Work Order’s required material and resources, and any direct items associated with the Work Order.

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Work Order Billing

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.
 

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Setting Up Item Costs and Prices

The Billing Basis is either Cost Plus or Price List. The Billing Basis affects your item setup procedures. If you want the flexibility of using both billing basis types for an item, you need to set up both costs and prices for that item. An item is an Activity, Material, or Resource.

Setting up Costs for the Cost Plus Billing Basis
The cost plus method utilizes costs associated with an item. The item should have a cost defined for it. First, ensure that the appropriate item attributes are set up correctly for the item.

To set up an item’s attributes

1. Navigate to the Master Item window.
2. Optionally, select the Costing Enabled check box to report, value, and account for any item costs. Select this check box if you are using the cost plus billing method.
3. Optionally, select the Inventory Asset Value check box. Select this check box if you are using the cost plus billing method.
4. Save your work.

To set up costs for an item
1. Navigate to the Item Costs Summary window.
2. Choose Costs.
3. Enter cost information for your item.
4. Save your work.

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

To set up prices for an item
1. Navigate to the Price Lists (Advanced Pricing) window.
2. Enter price information for your item.
The same item may repeat multiple times in the price list, with varying values for Start Date, End Date, and Precedence. For example, it is invalid to have overlapping date ranges, if the Precedence is the same.
3. Save your work.

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Setting Up Billable Material, Resource & Activity

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

1. Navigate to the Master Item window.
2. Select the Invoicing tabbed region.
3. Optionally, select the Invoiceable Item check box to indicate that the current material item may be invoiced. This attribute is only selected at the Master Organization level.
4. Optionally, select the Invoice Enabled check box to indicate that invoices are enabled for the current material item.
Note: For the current material item, ensure the Billing Type is populated with Material, within the Service tabbed region.
5. Assign the current item to your organization.
6. Save your work.

Setting Up a Billable Resource
To create a billable resource, first create a resource item by setting 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. Next, define a resource and associate the resource item to the resource. Finally, assign the resource to a department.

To set up a billable resource
1. Navigate to the Master Item window.
2. Select the Invoicing tabbed region.
3. Optionally, select the Invoiceable Item check box to indicate that the current resource item may be invoiced. This attribute is only selected at the Master Organization level.
4. Optionally, select the Invoice Enabled check box to indicate that invoices are enabled for the current resource item.
5. Assign the current item to your organization.
6. Save your work, and close the window
7. Navigate to the Resources window.

8. Enter the name of the Resource within the Resource field.
9. Within the Billing region, select the resource item you created within the Master Item window to ensure that the resource is available for billing.
10. Save your work.
11. Assign the current resource to a department.
12. Save your work.

Setting Up a Billable Activity
To create a billable Activity, first set specific attributes within the Master Item window, and then 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, associate the Activity to the Maintained Group/Maintained Number that is used to create the Work Order.

To set up a billable activity
1. Navigate to the Master Item window.
2. Select the Invoicing tabbed region.
3. Optionally, select the Invoiceable Item check box to indicate that the current Activity item may be invoiced. This attribute is only selected at the Master Organization level.
4. Optionally, select the Invoice Enabled check box to indicate that invoices are enabled for the current Activity item.
5. Assign the current item to your organization.
6. Save your work.

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Billing Work Orders

After the setup tasks are complete, you can bill third parties and customers the work performed, while
maintaining an asset or servicing a customer request. 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.
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

Work Order Billing requires completed, billable Work Orders. First, create a Work Order that is associated with billable material, resources, and/or a billable Activity. After the Work Order is released, you can apply material and resources to it. Finally, after the Work Order is completed, the status is changed to Complete - No Charges. The Work Order is ready to be billed.

To set up a billable work order
1. Navigate to the Work Orders window and create a Work Order.
2. If you are billing by requirements, add the previously defined billable material to the current Work Order’s Bill of Material, as operation 10. Add the previously defined billable resource to the current Work Order’s routing, as operation 10.
3. If you are billing by activity, add the previously defined Activity to this Work Order.
4. Release the current Work Order.
5. Issue some material (not all) and charge some resources (not all) to the current Work Order
6. Complete the current Work Order.
7. Update the status of the Work Order to Complete - No Charges. You can bill Work Orders at a Closed status, as well.
8. Save your work.

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Initiating Billing

If a Work Order is at a Complete - No Charges or Closed status, you can select it for billing.

To bill by requirements

1. Navigate to the Find Work Orders window.

2. Select the Work Order you wish to bill.

3. Choose Find.

4. Choose Bill by Requirements.

5. Within the Work Order Billing Window, select a Customer.

6. Select a Bill To for the current customer.

7. Select a Billing Basis. Valid values are Price List and Cost Plus.
■ If you select Cost Plus, select a Cost Type and Markup %. For example, choose a Frozen Cost Type, if you defined a frozen cost for the material and resource items. The Markup % defaults with a 0% value, but you can optionally update it.
■ If you select the Price List Billing Basis, select a Price List. All billable items appear on the selected price list, if they are Customer Order enabled.

8. Choose Calculate Amounts. The unit rates are calculated for each billable item.
The total amount of each billable item is a function of the unit rate, and the billed quantity.
■ If you previously chose a Cost Plus Billing Basis, the unit rate is calculated from the item cost and markup.
■ If you previously chose a Price List Billing Basis, 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.

9. Within the Bill by Requirements region, enter the Quantity to bill, for each billable item. 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; for material, the Applied Quantity is the material issued to the Work Order. For resources, the Applied Quantity equals the resources charged to the Work Order.

10. Optionally, enter the Markup %, for each billable item.

11. To indicate the lines that you want to bill, for each billable item, you can optionally select the individual Bill check boxes. To bill all lines, select the top check box; this automatically selects all check boxes.

12. Choose Initiate Billing to execute the billing process and populate the billing information within the Accounts Receivables interface tables.

13. Choose OK on the confirmation note, indicating that billing has successfully completed.

To bill by an activity

1. Navigate to the Find Work Orders window.
2. Select the Work Order you wish to bill.
3. Choose Find.
4. Choose Bill by Activity.
5. Within the Work Order Billing Window, select a Customer.
6. Select a Bill To for the current customer.
7. Select a Billing Basis. Valid values are Price List and Cost Plus.
■ If you select Cost Plus, select a Cost Type and Markup %. For example, choose a Frozen Cost Type, if you defined a frozen cost for the material and resource items. See: Setting Up Item Costs and Prices onThe
Markup % defaults with a 0% value, but you can optionally update it.
■ If you select the Price List Billing Basis, select a Price List. All billable items appear on the selected price list, if they are Customer Order enabled.
8. Choose Calculate Amounts. The unit rates are calculated for each billable item.
The total amount of each billable item is a function of the unit rate and the billed quantity.
9. Choose Initiate Billing.
10. Choose OK.
11. Optionally, choose View Past Details to view what was billed. If you billed by Activity, one line appears. If you billed by requirements, multiple lines may appear.
12. Choose Close to return to the Find Work Orders window.

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Creating an Invoice

After billing is initiated, you can create invoices. First, a source is defined in Oracle Receivables to identify where your invoicing activity originates. The batch source also controls invoice defaults and invoice numbering. Next, ensure that a Work
Order Billing flexfield code exist. Finally, you can run the AutoInvoice concurrent process to create invoices. You can set this program to automatically run, or execute it from the menu.

To ensure a batch source exists
1. Navigate to the Transaction Sources window.

2. Query on Work Order Billing in the Name field, to ensure that it exists. If it does not exist, perform the following steps:
a. Enter Work Order Billing in the Name field.
b. Select Imported from the Type list of values. Because this is an Imported transaction batch source, the system automatically numbers the batch with the batch source name - request ID.
c. Enter a Description.
d. Enter the range of Effective Dates. The start date defaults as the current date, but you can change it. If you do not enter an end date, this transaction batch source is active indefinitely.
e. To automatically number new transactions created using this source, check the Automatic Transaction Numbering check box and enter a Last Number.
You can use automatic transaction numbering with both Imported and Manual sources.
f. Optionally, to assign the same number to both the document and transaction, for transactions assigned to this source, check the Copy Document Number to Transaction Number check box.
g. Save your work. For information on all remaining fields. See:
http://www.oracleug.com/user-guide/account-receivables/transaction-batch-sources

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

To create invoices
1. Navigate to the Run AutoInvoice window.
2. Select AutoInvoice Master Program, from the Name list of values.
3. Enter the Number of Instances. An instance refers to how AutoInvoice groups and processes your transactions. Submitting a greater number of instances enables you to import transactions into Receivables faster. You can submit a
maximum of 15 instances.
4. Select the Work Order Billing Invoice Source.
5. Enter a Default Date. The Default Date must be in an open or future period.
Depending on how you defined your transaction batch source, AutoInvoice uses the Default Date if the GL date is not provided or if the date provided is in a closed period.
6. Choose OK.
7. Choose Submit.

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Direct Item Procurement for eAM Work Orders

One of the most important features included in Enterprise Asset Management (eAM) is Work Management. It enables you to service requests when a Maintained Number is problematic. After the Work Request is approved, a Work Request can be linked to a Work Order. A Work Order includes a listing of all maintenance activities that must be performed on a Maintained Number. Material requirements for a Work Order may include stocked, non-stocked, and direct items. Stocked items are those that are either used frequently, or the criticality of short lead time to obtain replacement parts mandates that they be stocked in inventory. Non-stock items are included in the internal catalog, but the decision is made to not maintain an inventory balance. These items are not transactable, but you can procure them. Direct items are those that are either
used on an infrequent basis, or lead time to obtain replacement parts is not critical.

These items do not need to be stocked in inventory, although they can be stocked in inventory with the Stockable check box (item attribute) left un-selected. These items are not included on the maintenance bill of material. If you have Oracle iProcurement installed, all item types may be included in your internal catalog.

A planner can procure direct items from the Maintenance Workbench to perform direct item delivery from the supplier. Purchase requisitions and purchase orders of such items capture the Work Order for which they are required. The Work Order must be at a status of Released. If the Work Order is project related, then the project and task information is captured in the purchase requisition.

The following diagram illustrates the integration between Enterprise Asset Management and Procurement. First, a maintenance Work Order is created at a Released status. There is a need for a direct item. A requisition is created either
manually, or via iProcurement, linked to the Work Order, and then approved. A purchase order is created from the requisition, and then approved. A purchase order can also be created manually, without first creating a requisition. In both
cases, the purchase order needs to be approved. The items are received using a standard receipt routing, and delivered to the maintenance Work Order. The cost on the Work Order is recorded at the actual purchase order price.

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Enabling Direct Item Procurement

To enable direct item (both supplier catalog and non-catalog items) procurement for eAM Work Orders directly from an eAM Work Order, Oracle iProcurement must be installed. You must set the PO: Enable Direct Delivery To Shop Floor profile
option to Yes. When this value is set to Yes, you can create an eAM-related requisition or purchase order. You can enter eAM specific information, such as Work Order and operation reference numbers, as well as identify a requisition line
as having a Shop Floor destination.

To enable direct item procurement

1. Navigate to the Personal Profile Values window.
2. Select PO: Enable Direct Delivery To Shop Floor from the Profile Name list of values.
3. Select Yes from the Default Value list of values.
4. Save your work.

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Entering Requisitions for Direct Items

Requisitions for direct items can be created within iProcurement or Purchasing. If you have Oracle iProcurement installed, you can access supplier catalog items directly from an eAM Work Order. If you create a requisition within iProcurement,
the Work Order and operation inform ation is created as you proceed to checkout. You can access a link to direct items using the Maintenance Workbench or within the Work Order window. The Work Order must be at a status of Released.

To enter requisitions for direct items using Oracle iProcurement:
1. Navigate to the Work Orders window.
2. Select a valid, released Work Order number from the Work Order list of values.
3. Choose Find.
4. Choose Materials to view or update the material requirements for this purchase order. Once purchase
orders or requisitions related to direct items have been created for this Work Order, they will be referenced in the Direct Items region of this window.
5. Choose Direct Item to purchase items directly from supplier and non-supplier catalogs, using Oracle iProcurement. The related requisition or purchase order number will appear in the Direct Items region.
6. Save your work.

To enter requisitions for direct items via Oracle Purchasing
If you do not have iProcurement installed, you can access direct item procurement functionality using Purchasing. This functionality is only available if you have Enterprise Asset Management installed.
You can enter a requisition within both the forms application and Maintenance User. When entering a requisition within the forms application, this is done directly from the Requisitions window, and not from the eAM Work Order, as in
Maintenance User.
1. Navigate to the Requisitions window.
2. Optionally, enter a requisition Description.
3. Select the Items tabbed region.
4. Select Goods from the item Type list of values.
5. Optionally, selec t an Item to purchase from the list of values. Items that are   defined in Inventory, with the Stockable check box cleared, are available for selection. See: Inventory Attribute Group, Oracle Inventory User’s Guide
6. Select the purchasing Category o  the item you want to purchase.
7. Enter the Description of the item. This description should be meaningful, as it is used to procure the item. If this item is not inventoried, this is the only way an internal person will understand what item you are attempting to procure.
8. Select a UOM from the list of values. The unit of measure qualifies the quantity you enter on the purchase order line. When you choose a line type, its default un o of measure populates this field. If you had chosen an item, its default unit
of measure would have overridden the line type default.You can change the UOM until the item is received, bill, or encumbered.
9. Enter a Quantity to purchase.
10. Select a Need-By date.
11. Select Shop Floor from the Destination Type list of values for all direct item and non-stock item, eAM related requisitions. You can select a destination type of Shop Floor for all purchasable items that are not selected as Stockable in the
item master. When you select a destination type of Shop Floor, eAM recognizes this as a equirement to deliver the direct item to the maintenance Work Order.
12. The Destination Organization list of values will only display those organizations where the item is non-stockable, if the Destination Type is Shop Floor.
13. Choose Outside Services. You can access this window from the Requisition, Purchase Order, and Release windows. This is enabled if the Destination Type previously specified is Shop Floor.
14. Select a Work Order from the Job list of values. Only Released maintenance Work Orders are available for selection. Once a Work Order is selected, any eAM project and task information associated with the Work Order is copied to
the corresponding Project and Task fields, within the Project tabbed region in the requisitions or purchase order Distributions window.
15. Select an Operation Sequence from the list of values. The purchased material will be associated with this operation on the current Work Order. Purchasing displays the operation Code and the Department.
16. Choose Done.
17. Save your work.
18. The requisition needs to be approved (See: Creating Process Definitions in Oracle Workflow Builder, Oracle Workflow  isition is approved, it will appear on the eAM Work Order, and can be viewed in Purchasing.

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Contractor Services (OSP)

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, a contractor
service may be a painting service. It is also important to associate 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.

Outside Service Processing provides the functionality to create items that are contractor services, such as landscaping, include these items on a Work Order, and execute the related purchasing transactions as the Work Order is released. By creating a contract service as an Outside Service Processing item, the purchasing requisition is created when the Work Order is Released. The additional purchasing transaction, including the creation of the purchase order, the approval, and invoicing process, are then managed by Purchasing. This optional process ensures that the actual charges are applied to the Work Order.

The other option is to enable Standard Rate. This applies pre-determined standard rates, for contractor services, to the Work Order, without invoking the purchasing transaction.


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Setting Up Outside Service Processing

Purchasing recognizes items, while eAM recognizes resources. As a result, the contractor service item must be linked to a resource for the purchase order to be tied to the Work Order. This is associated via the Resources window. Additionally, the
resource must be associated with a department. The department must specify the location where the services are to be delivered. This must be a valid location for the organization.

For each contractor service resource, you can determine whether the rate charged to the Work Order will be a standard rate or the actual amount, based on the purchase order price. This is set up within the Resources window, and may vary for each resource.

To set up outside services as items

Create an item for each outside service, such as landscaping services.
1. Navigate to the Master Item window.
2. Enter the item Name for the contractor service. For example, Landscape Service.
3. Select Copy From within the Tools menu.
4. Select @Outside Processing Item from the Template list of values.
5. Choose Apply.
6. Choose Done.
7. Within the Purchasing tabbed region, ensure that the Outside Processing Item check box is selected.
8. Select the Resource Unit Type.
Resource: Costs are based on the resource standard rate.
9. Select a Default Buyer from the list of values.
10. Enter a List Price for this contractor service.
11. Select Each for the Unit of Issue. This is the unit of measure you use to issue the item from inventory.
12. Within the Receiving tabbed region, select Direct from the Receipt Routing list of values.
13. Save your work.
14. Select the Organization Assignment tabbed region on the left side of the window, then assign this item to the eAM organization.
15. Save your work.

For other setup details please check @
http://www.oracleug.com/user-guide/work-process/osp-cycle

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EAM Integration

eAM eliminates the need for point solutions that offer a limited, "flat" view of an asset by expanding the visibility and ownership of an asset throughout an entire organization. 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. An asset is an entity for which users can report problems. Assets can be cooling towers, cranes, buses, buildings, conveyors, or anything that needs work. 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, you can define assets that are virtually identical and asset characteristics that can be inherited by the assets belonging to that group. Detailed information, such as nameplate data, engineering specifications, property detail, and other searchable characteristics are defined with asset attribute elements and values. Maintained Groups also define a default master bill of materials (BOM) for assets. This BOM can be edited for specific assets. Virtual assets can be designed to create a network of assets or routings. This combines several assets to a single work activity.

Oracle eAM enables you to quickly identify plants and facilities using an Asset Navigator. You can view details of an
asset, such as cost, hierarchal (parent/child) information, and launch transactions. You can also view current or historical configurations, and work details of an asset. As rotable, inventory items of an asset are removed and re-installed from an asset, the asset genealogy and parent/child meter readings are recorded automatically. Attributes, such as cost history, bills of material, and document attachments can be associated with a specific asset.

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