8 eam training_new

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Enterprise Asset Enterprise Asset ManagementManagement

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Features of eAMFeatures of eAM

• Asset Management.Asset Management.

• Preplanned / Preventive Maintenance.Preplanned / Preventive Maintenance.

• Work Management.Work Management.

• Resource Management.Resource Management.

• Component Tracking.Component Tracking.

• Maintenance Budgeting / Costing.Maintenance Budgeting / Costing.

• Asset Performance Measurement.Asset Performance Measurement.

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Benefits of eAMBenefits of eAM

• Improves operation performance.Improves operation performance.

• Increases safety with preventive, scheduled Increases safety with preventive, scheduled maintenance.maintenance.

• Optimize scheduling and resource efficiency.Optimize scheduling and resource efficiency.

• Proactive strategy for asset maintenance across Proactive strategy for asset maintenance across enterprise.enterprise.

• Integrates with oracle e-business suite for enterprise Integrates with oracle e-business suite for enterprise wide solutions.wide solutions.

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eAM TerminologyeAM Terminology

• Asset Number / Group / Route / Categories.Asset Number / Group / Route / Categories.• Rebuildable.Rebuildable.• Work Request / Order.Work Request / Order.• Resource – Equipment / ManpowerResource – Equipment / Manpower• Activity.Activity.• Meters.Meters.• Asset BOM.Asset BOM.• Maintenance BOM.Maintenance BOM.• Maintenance Routing.Maintenance Routing.

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EAM Set Up StepsEAM Set Up Steps

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Setting Up Organizations

Enabling Organizations for EAM

Defining EAM Parameters

Setting Up Asset Areas

Defining Departments and Resources

Defining Department Approvers

Defining Miscellaneous Documents

Defining Lookups

Setting Up Asset Attributes

Defining Asset Groups

Setting Up Category Codes and Sets

Defining Asset Numbers

Defining Asset Documents

Defining Asset Activities

Asset/Asset Activity Association

Defining Asset Routes

Setup Process FlowSetup Process Flow

A

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Setup Process Flow (Contd…)Setup Process Flow (Contd…)

Defining Maintenance Routes

Setting Up Maintenance

Bills of Material

Defining Asset Statuses

Defining Rebuildable Spares

Quality Integration Setup

Cost Management Integration Setup

Rebuildable Spare/Asset Activity Association

Process and Discrete Manufacturing Integration

Setup

Outside Processing Integration Setup

Project Manufacturing Integration Setup

Setting Up Asset Bills of Material

A

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Organization Set UpOrganization Set Up

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Setting Up OrganizationsSetting Up Organizations

Navigate to ‘Organizations’ window

• Path: EAM/Inventory (Responsibility)

Inventory

Setup

Organizations

Organizations

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Setting Up Organizations Setting Up Organizations (Contd…)(Contd…)

For Creating New Organizations For searching existing Organizations

Type the Organization Name

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Setting Up Organizations Setting Up Organizations (Contd…)(Contd…)

Select from LOVs

Click for enable

Click for addition of organizational parameters

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Add accounting Information

Select Inventory Information

Adding Organizational Adding Organizational parametersparameters

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Enabling Organizations for EAMEnabling Organizations for EAM

Give 3-Character Organization Code

Select from LOVs

Enabling this will make the organization an EAM Org.

Select from LOVs

Path: Setup Organization Parameters

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Defining EAM ParametersDefining EAM ParametersPath: Setup Setup Parameters Parameters

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General EAM Set UpsGeneral EAM Set Ups

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Setup Asset AreasSetup Asset AreasPath: Setup Areas

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Defining ResourcesDefining Resources

Give Unique names

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Defining Resources (Contd…)Defining Resources (Contd…)

Select from LOVs

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Defining Departments Defining Departments

Give Unique Names

Select from the LOVs

Path: Setup Routing Departments

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Assigning Resources to Assigning Resources to DepartmentsDepartments

Click here to goto Resources window.

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Assigning Resources to Assigning Resources to DepartmentsDepartments

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Defining Department ApproversDefining Department ApproversPath: Setup Path: Setup Department Approvers Department Approvers

Add Department NamesAdd Department Names

Select from ‘Responsibility’ list of values

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Defining LookupsDefining Lookups

• Lookup codes need to be decided upon and defined during the implementation process.

• Lookup codes fall within 3 categories: – Extensible:Extensible: The existing lookup codes cannot be modified,

but new codes can be added to the table.

– User defined:User defined: All codes can be modified.

– System defined:System defined: The existing codes cannot be modified, and new codes cannot be added to the table.

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Defining LookupsDefining LookupsActivity TypeActivity Type

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Defining LookupsDefining LookupsAsset Activity CausesAsset Activity Causes

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Defining LookupsDefining LookupsActivity SourceActivity Source

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Defining LookupsDefining LookupsAsset CriticalityAsset Criticality

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Defining LookupsDefining LookupsWork Request StatusWork Request Status

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Defining LookupsDefining LookupsWork Request TypeWork Request Type

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Defining LookupsDefining LookupsWork Request PriorityWork Request Priority

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Defining LookupsDefining LookupsWork Order Failure CodeWork Order Failure Code

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Defining LookupsDefining LookupsWork Request Reconciliation CodeWork Request Reconciliation Code

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Defining LookupsDefining LookupsWork Order TypeWork Order Type

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Defining Miscellaneous Defining Miscellaneous DocumentsDocumentsOne can create text and files, such as spreadsheets, graphics, and OLE objects. One can create text and files, such as spreadsheets, graphics, and OLE objects.

Path: Path: Setup Miscellaneous Documents

Select Data Type from LOVs

If Data type ‘File’ is selected, then this

window will be opened

After File upload completed, Click..

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Defining Miscellaneous Defining Miscellaneous DocumentsDocuments

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Asset ManagementAsset Management

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Define Category CodesDefine Category Codes

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Setting Up Category SetsSetting Up Category SetsPath: Setup Categories Category Sets.

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Defining Asset GroupsDefining Asset Groups

Give Unique Give Unique NamesNames

Select from LOVSSelect from LOVS


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Defining Asset Groups Defining Asset Groups (Contd…)(Contd…)

Select ToolsSelect Tools

Copy FromCopy From

@Asset Group@Asset Group

ApplyApply

DoneDone

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If you want to If you want to generate Asset generate Asset serial no through serial no through System,System,

Give the Prefix & Give the Prefix & Starting Serial No as Starting Serial No as you want.you want.

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Select ‘Select ‘Asset Group’Asset Group’ from the list from the list in ‘in ‘Asset Management’Asset Management’ Tab Tab Region.Region.

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Assigning Asset group Assigning Asset group to the Organizationsto the Organizations

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Defining Asset NumbersDefining Asset NumbersPath: Assets Asset Numbers Asset Numbers

System generated pre-defined Asset NumberSystem generated pre-defined Asset Number

IMPORTANT:

Enable this to Enable this to make the Asset make the Asset maintainable maintainable

Select a WIP A/C ClassSelect a WIP A/C Class

Select from Select from LOVsLOVs

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Setting Up Asset AttributesSetting Up Asset AttributesPath: Setup Path: Setup Flexfields Flexfields Descriptive Descriptive Segments Segments

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Setting Up Asset AttributesSetting Up Asset AttributesPath: Setup Path: Setup Flexfields Flexfields Descriptive Descriptive Segments Segments

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Assign Attribute to Asset GroupAssign Attribute to Asset Group

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Enter Attribute Values for Asset Enter Attribute Values for Asset NumberNumber

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Defining ActivitiesDefining Activities

Navigate to ‘Master Activities’ window for defining Activities at Master level.

Path: Activities > Master Activities

Navigate to ‘Organization Activities’ window for defining activities at organization level.

Path: Activities > Organization activities

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Defining Activities (Contd..)Defining Activities (Contd..)



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Defining Activities (Contd…)Defining Activities (Contd…)


Copy FromCopy From

@Activity@Activity

ApplyApply

DoneDone

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Defining Activities (Contd..)Defining Activities (Contd..)

Select if Activity Select if Activity Notification is requiredNotification is requiredSelect from LOVsSelect from LOVs

Select from LOVsSelect from LOVs

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Asset- Activity AssociationAsset- Activity Association

Asset- Activity Association can be done through:

1) ‘Activity Association’ window.

Path: Activities > Activity Association

2) ‘Activity Workbench’ window.

Path: Activities > Activity Workbench

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Asset- Activity AssociationAsset- Activity Association‘Activity Association’ window.

Select Item Type from Select Item Type from LOVsLOVs

Select from Asset Groups Select from Asset Groups already definedalready defined

Select from Asset Groups Select from Asset Groups already definedalready defined

SetSet PriorityPriority

Set Effective DatesSet Effective Dates

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Asset- Activity Association Asset- Activity Association (Contd..)(Contd..)Activity Workbench

Select from the list of AssetsSelect from the list of Assets

Click for launching Click for launching Activity WorkbenchActivity Workbench

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Asset- Activity Association Asset- Activity Association (Contd..)(Contd..)

Activity Workbench

Select from the Select from the list of assetslist of assets

For New Activity For New Activity CreationCreation

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Defining Asset RoutesDefining Asset Routes

One may perform an asset activity on multiple assets. To eliminate the possibility of creating multiple work orders for the same activity, one can define Asset Routes.

One can define a Preventive Maintenance Schedule for the asset route to specify when an asset activity should be scheduled for the asset route.

Only day interval rules can be defined for asset routes.

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Defining Asset RoutesDefining Asset RoutesPath: -Assets Asset Routes

Either use System generated Either use System generated No. OR give unique no to the No. OR give unique no to the

Asset RouteAsset Route

Click for Adding Assets to the Asset Click for Adding Assets to the Asset RouteRoute

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Defining Asset Routes (Contd..)Defining Asset Routes (Contd..)Adding Asset Nos. to the Asset Route

Select Asset Groups Select Asset Groups from LOVsfrom LOVs

Select required Asset Nos from the Select required Asset Nos from the LOVsLOVs

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Defining Asset Routes (Contd..)Defining Asset Routes (Contd..)

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Defining Asset Routes (Contd..)Defining Asset Routes (Contd..)Associate Activity with the Asset RouteAssociate Activity with the Asset Route

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Defining Asset Routes (Contd..)Defining Asset Routes (Contd..)Associate Activity with the Asset RouteAssociate Activity with the Asset Route

Select from the Select from the List of ActivitiesList of Activities

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Defining Asset BOMDefining Asset BOM

You can identify and select the required items that make up an asset.

A bill of material (BOM) is used to list all items and components that make up a particular asset, and is defined for each Asset Group.

The items defined on an asset BOM are standard inventory components

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Defining Asset BOMDefining Asset BOM

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Defining Maintenance BOMDefining Maintenance BOM

A bill of material (BOM) can be used to list all items needed to perform a particular asset activity, and can be defined for each asset activity.

For example, One may have an asset activity titled, Oil Change. The items necessary to perform this activity,include a filter, oil, etc.

As Maintenance BOMs are created, they are associated to an Asset activity.

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Defining Maintenance BOMDefining Maintenance BOM

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Defining Maintenance RoutesDefining Maintenance Routes

Operations are the instructions or tasks to perform a repair. Because each operation is associated with a department, each operation contains assigned resources, for example, trades people, outside service providers, and equipment.

A maintenance route is the set of operations or jobs necessary to perform an asset activity.

When a work order is created for an asset activity, the maintenance route corresponding to the asset activity explodes to the work order.

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Defining Standard OperationsDefining Standard Operations

Give a Unique CodeGive a Unique Code

Add Departments Add Departments from LOVsfrom LOVs

Select whether Select whether Shutdown is Shutdown is

required or notrequired or not

Click here to add Click here to add Resources to this Resources to this

OperationOperation

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Defining Standard Operations Defining Standard Operations (Contd..)(Contd..)Adding Resources to the operationAdding Resources to the operation

Give Give Unique Unique

Sequence Sequence CodeCode

Add Resources Add Resources from predefined from predefined resource LOVsresource LOVs

Give usage rate / amount of Give usage rate / amount of the resource for performing the resource for performing

this operationthis operation

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Defining Maintenance Routes Defining Maintenance Routes (Contd...)(Contd...)

Select the activity for Select the activity for which Routing will be which Routing will be

defineddefined

Add Operations for this Add Operations for this RoutingRouting

You can Add Standard You can Add Standard OperationsOperations

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Defining Maintenance Routes Defining Maintenance Routes (Contd...)(Contd...)

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Defining RebuildablesDefining Rebuildables

Items that are installed, removed, and refurbished are referred to as rebuildable spares.

Examples of rebuildable spares include motors, control boxes, and computer boards.

Rebuildable spares are not assets, however, they need to be associated with work orders for maintenance purposes.

Rebuildable spares are inventory items; These items can be serialized.

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Defining RebuildablesDefining RebuildablesPath: Rebuildable Path: Rebuildable Rebuildable Items Rebuildable Items


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Defining Rebuildables (Contd..)Defining Rebuildables (Contd..)


Copy FromCopy From

@Asset Group@Asset Group

ApplyApplyDoneDone

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Select Select ‘Predefined’ if ‘Predefined’ if want to control want to control serial nos of the serial nos of the rebuildable Itemrebuildable Item

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Check this to allow BOMCheck this to allow BOM

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Defining RebuildablesDefining RebuildablesAssigning Rebuildable spares to different OrganizationsAssigning Rebuildable spares to different Organizations

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Defining Rebuildable Serial Defining Rebuildable Serial NumbersNumbersPath: RebuildablesPath: Rebuildables Rebuildable Serial Numbers Rebuildable Serial Numbers

System generated pre-defined Rebuildable item System generated pre-defined Rebuildable item NumberNumber

Select a WIP A/C ClassSelect a WIP A/C Class

Select from LOVsSelect from LOVs

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Defining Rebuildable Serial Number Defining Rebuildable Serial Number (Contd..)(Contd..)

Instantiating Rebuildable Serial NumbersInstantiating Rebuildable Serial Numbers

Prerequisites:

i) Inventory Calendar must be Open for the period.

ii) The Rebuildable Serial No must be assigned to a Sub-inventory.

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Defining Rebuildable Serial Numbers Defining Rebuildable Serial Numbers (Contd..)(Contd..)Instantiating Rebuildable Serial NumbersInstantiating Rebuildable Serial Numbers

Click here to Click here to instantiateinstantiate

Status will get Status will get changed from changed from

‘Defined but not used’ ‘Defined but not used’ to ‘Resides in stores’to ‘Resides in stores’

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Opening of Inventory Accounting Opening of Inventory Accounting PeriodsPeriodsPath: Inventory Path: Inventory Accounting Close Cycle Accounting Close Cycle Inventory Accounting Periods Inventory Accounting Periods

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Work ManagementWork Management

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Work Request CreationWork Request Creation

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Work Request ApprovalWork Request Approval

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Work Order CreationWork Order Creation

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WO – WR AssociationWO – WR Association

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Work Order OperationsWork Order Operations

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Work Order Material Work Order Material RequirementsRequirements

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Work Order Cost DetailsWork Order Cost Details

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Asset StatusAsset Status

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Operation CompletionOperation Completion

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Work Order CompletionWork Order Completion

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Closing Work OrdersClosing Work Orders

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Quality Integration SetupQuality Integration Setup

When completing a maintenance work order, if the asset has associated, mandatory quality collection plans, One will need to enter quality results for the work order’s asset.

A list of quality collection plans associated with the asset and requiring completion will display during the completion process.

While creating a collection plan, One has the option of adding collection triggers to the plan.

Triggers are restrictions that One defines for a collection plan. For example, only work orders for assets that belong to the

‘TRUCK’ asset group will require the entry of quality results for the collection plan.

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Quality Integration Setup Quality Integration Setup (Contd…)(Contd…)

• Quality Setup tasks for Enterprise Asset Management include the following:

– Creating Collection Elements– Creating eAM Quality Collection Plans

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Quality Integration Setup Quality Integration Setup (Contd…)(Contd…)Creating Collection ElementsCreating Collection Elements

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Quality Integration Setup Quality Integration Setup (Contd…)(Contd…)Creating EAM Quality Collection PlansCreating EAM Quality Collection Plans

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Preventive MaintenancePreventive Maintenance

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Defining MetersDefining Meters

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Associating Meters with Asset Associating Meters with Asset NumbersNumbers

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Enter Meter ReadingsEnter Meter Readings

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Defining Schedule SetsDefining Schedule Sets

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Creating Preventive Maint. Creating Preventive Maint. ScheduleSchedule

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Maintenance WorkbenchMaintenance Workbench

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Generating Work OrdersGenerating Work Orders

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Schedulers WorkbenchSchedulers Workbench

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Outside Processing Integration Outside Processing Integration SetupSetup 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.

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Thank YouThank You