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Setting Up Enterprise Asset Management.ppt
This document provides an overview of setting up Oracle Enterprise Asset Management (eAM). It discusses setting up eAM organizations and parameters, general setup steps, defining lookups, category codes and sets, assets, rebuildables, non-stock direct items, activities, and maintenance routes and bills of materials. The goal is to enable users to perform the eAM setup process, execute asset setup processes, and demonstrate rebuildable item setup steps.
Setting Up Enterprise Asset Management.ppt
- 1. Copyright © 2007,Oracle. All rights reserved. Setting Up Oracle Enterprise Asset Management Role: Enterprise Asset Management Administration
- 2. Copyright © 2007,Oracle. All rights reserved. Objectives After completing this module, you can perform the following: • Discuss the setup process • Execute asset setup processes • Demonstrate rebuildable item setup steps
- 3. Copyright © 2007,Oracle. All rights reserved. Agenda • eAM setup overview • Setting up eAM organizations and parameters • General setup • Discussing lookups • Setting up category codes and sets • Setting up assets • Setting up rebuildables • Setting up non-stock direct items • Defining activities • Summary
- 4. Copyright © 2007,Oracle. All rights reserved. eAM Setup Overview Organizations Resources and Departments Category Codes and Sets Capital Assets Lookups Parameters Rebuildable Inventory
- 5. Copyright © 2007,Oracle. All rights reserved. Agenda • Overview of eAM setup • Setting up eAM organizations and parameters • General Setup • Discussing lookups • Setting up category codes and sets • Defining assets • Setting up rebuildables • Setting up non-stock direct items • Defining activities • Summary
- 6. Copyright © 2007,Oracle. All rights reserved. Organization Setup Organization setup includes: • Setting up organizations • Enabling organizations for eAM • Defining eAM parameters
- 7. Copyright © 2007,Oracle. All rights reserved. Setting Up Organizations Use the Organizations window to enter: • Name • Type • Classification
- 8. Copyright © 2007,Oracle. All rights reserved. Enabling Organizations for eAM Use the Organization Parameters window to: • Enter a valid organization code • Select the EAM Enabled check box • EAM Organization New org Org 2 Org 1 Which organization should be eAM enabled?
- 9. Copyright © 2007,Oracle. All rights reserved. Defining eAM Parameters Work Order Defaults Asset Number Defaults Cost Defaults Account Defaults Request Information
- 10. Copyright © 2007,Oracle. All rights reserved. Agenda • eAM setup overview • Setting up eAM organizations and parameters • General Setup • Discussing lookups • Setting up category codes and sets • Defining assets • Setting up rebuildables • Setting up non-stock direct items • Defining activities • Summary
- 11. Copyright © 2007,Oracle. All rights reserved. Event Logging Event Log is a collection of all current and past operational information about an Asset. Event Log Asset of an
- 12. Copyright © 2007,Oracle. All rights reserved. Areas Use Areas to: • Sort assets by zones • Divide the plant or facility into zones • Track and account for assets Building1 Building2 Building3
- 13. Copyright © 2007,Oracle. All rights reserved. Resources A resource can be anything, besides Material • Equipment • Person Fleet Maintenance
- 14. Copyright © 2007,Oracle. All rights reserved. Departments Use Departments to: • Represent a crew – People – Machines – Suppliers • Collect costs and apply overhead • Compare load to capacity Fleet Maintenance Shop Maintenance Office Maintenance
- 15. Copyright © 2007,Oracle. All rights reserved. Department Approvers Work requester Workflow Workflow Approver #1 Planner Work Order Workflow
- 16. Copyright © 2007,Oracle. All rights reserved. Miscellaneous Documents Miscellaneous Documents can include: • spreadsheets • graphics • OLE objects • documents • any file type • text
- 17. Copyright © 2007,Oracle. All rights reserved. Agenda • eAM setup overview • Setting up eAM organizations and parameters • General setup • Discussing lookups • Setting up category codes and sets • Defining assets • Setting up rebuildables • Setting up non-stock direct items • Defining activities • Summary
- 18. Copyright © 2007,Oracle. All rights reserved. Lookups Oracle eAM utilizes three lookup types: • Asset lookups • Work request lookups • Work order lookups
- 19. Copyright © 2007,Oracle. All rights reserved. Agenda • eAM setup overview • Setting up eAM organizations and parameters • General setup • Discussing lookups • Setting up category codes and sets • Defining assets • Setting up rebuildables • Setting up non-stock direct items • Defining activities • Summary
- 20. Copyright © 2007,Oracle. All rights reserved. Category Codes and Sets Category Set: CRANE Category Code: Mobile Category Code: JIB Crane Asset # JC2290 Crane Asset # JC8119 Crane Asset # MC4882 Crane Asset # MC7721
- 21. Copyright © 2007,Oracle. All rights reserved. User-Defined Work Order Status Work Order Status Workflow You can initiate Workflow to generate notifications, approvals, transactions, and update a Work Order status.
- 22. Copyright © 2007,Oracle. All rights reserved. Agenda • eAM setup overview • Setting up eAM organizations and parameters • General setup • Discussing lookups • Setting up category codes and sets • Defining assets • Setting up rebuildables • Setting up non-stock direct items • Defining activities • Summary
- 23. Copyright © 2007,Oracle. All rights reserved. Asset Groups If you have assets in your organization that are virtually identical, consider creating an Asset Group for those assets. Asset Group - TRUCK
- 24. Copyright © 2007,Oracle. All rights reserved. Attributes Use the Descriptive Flexfield Segments window to: • Define a new asset attribute group • Add attributes to new or existing attribute groups
- 25. Copyright © 2007,Oracle. All rights reserved. Asset Numbers Methods used to define Asset Numbers: • Individual creation • Copy from existing asset • Multiple asset entry • Import asset number interface Asset # FL3990
- 26. Copyright © 2007,Oracle. All rights reserved. Asset Routes Asset 1 Asset 3 Asset 2 Asset Route: Work Order # DR811267 Oil Asset 1 Oil Asset 2 Oil Asset 3 vs Work Order # DR811211 Oil Asset 1 Work Order # DR811212 Oil Asset 2 Work Order # DR811213 Oil Asset 3
- 27. Copyright © 2007,Oracle. All rights reserved. Asset Bills of Material Asset # S38552 BOM for Asset # S38552 Item # AS44911 Item # AS47093 Item # AS19377
- 28. Copyright © 2007,Oracle. All rights reserved. Agenda • eAM setup overview • Setting up eAM organizations and parameters • General setup • Discussing lookups • Setting up category codes and sets • Defining assets • Setting up rebuildables • Setting up non-stock direct items • Defining activities • Summary
- 29. Copyright © 2007,Oracle. All rights reserved. Rebuildable Items and Serial Numbers Items or components that are installed, removed, or refurbished are rebuildables. Examples include: • Motors • Control boxes • Computer boards
- 30. Copyright © 2007,Oracle. All rights reserved. Agenda • eAM setup overview • Setting up eAM organizations and parameters • General setup • Discussing lookups • Setting up category codes and sets • Defining assets • Setting up rebuildables • Setting up non-stock direct items • Defining activities • Summary
- 31. Copyright © 2007,Oracle. All rights reserved. Non-Stock Direct Items Non-Stock Direct Items are contrived as "one off", bought directly from a vendor for a specific Work Order and Operation. They are defined in the Master Item as: • Purchased • Purchasable • Stockable check box cleared
- 32. Copyright © 2007,Oracle. All rights reserved. Agenda • eAM setup overview • Setting up eAM organizations and parameters • General setup • Discussing lookups • Setting up category codes and sets • Defining assets • Setting up rebuildables • Setting up non-stock direct items • Defining activities • Summary
- 33. Copyright © 2007,Oracle. All rights reserved. Activities Activities provide you with a standard template of jobs that are applied to Work Orders. Activities contain the required information to perform the jobs, such as: • Resources • Material Activity – OIL CHANGE
- 34. Copyright © 2007,Oracle. All rights reserved. Activity Association Activity Association Template Activity OIL CHANGE Asset Group Activity Association window Activity OIL CHANGE Asset Number
- 35. Copyright © 2007,Oracle. All rights reserved. Activity Workbench The Activity Workbench is a one-stop shop that enables you to manage all activity related setups: • View, create, update associated – maintenance routes – maintenance bills of material – preventive maintenance schedules – suppressions – last service information • Create copy functions • View cost estimations • Manage activity association templates
- 36. Copyright © 2007,Oracle. All rights reserved. Maintenance Routes Activity Maintenance Route 10 Drain Oil 20 Replace filter 30 Replace Oil
- 37. Copyright © 2007,Oracle. All rights reserved. Maintenance Bills of Material Activity Maintenance BOM 1 Ea Screwdriver 1 Ea Oil Filter 1 Ea Air Filter 5 Qt Oil
- 38. Copyright © 2007,Oracle. All rights reserved. Agenda • eAM setup overview • Setting up eAM organizations and parameters • General setup • Discussing lookups • Setting up category codes and sets • Defining assets • Setting up rebuildables • Setting up non-stock direct items • Defining activities • Summary
- 39. Copyright © 2007,Oracle. All rights reserved. Summary You should now be able to do the following: • Discuss the setup process • Execute asset setup processes • Demonstrate rebuildable item setup steps