Oracle Enterprise Asset Management: User's Guide

Oracle Enterprise Asset Management
Users Guide
Release 11i
July, 2002
Part No. A95930-02
Oracle Enterprise Asset Management Users Guide, Release 11i
Part No. A95930-02
Copyright 2002, Oracle Corporation. All rights reserved.
Primary Author: Amy Sonczalla
Contributors: Hart Levy, Lenore Siegler, Connie Afshar, Naveen Gupta, Suresh Sundaram, Di Zhao,
Kenichi Nagumo, Saurabh Raval, Anirban Dey
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Contents
Send Us Your Comments ................................................................................................................... xi
Preface........................................................................................................................................................... xiii
Audience for This Guide ..................................................................................................................... xiii
How To Use This Guide ...................................................................................................................... xiii
Documentation Accessibility .............................................................................................................. xv
Other Information Sources .................................................................................................................. xv
Online Documentation........................................................................................................................ xvi
Related Users Guides ......................................................................................................................... xvi
Guides Related to All Products ......................................................................................................... xvi
User Guides Related to This Product............................................................................................... xvii
Installation and System Administration ......................................................................................... xvii
Other Implementation Documentation ........................................................................................... xviii
Training and Support........................................................................................................................... xx
Do Not Use Database Tools to Modify Oracle Applications Data ................................................ xx
About Oracle ........................................................................................................................................ xxi
Your Feedback...................................................................................................................................... xxi
1 Oracle Enterprise Asset Management Overview

Overview of Oracle Enterprise Asset Management..................................................................... 1-2
Asset Management ....................................................................................................................... 1-3
eAM Work Management ............................................................................................................. 1-4
Rebuildable Spare Tracking ........................................................................................................ 1-5
Planning ......................................................................................................................................... 1-5
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Self Service Maintenance ............................................................................................................. 1-5
2 Setting Up
Oracle Enterprise Asset Management Setup Overview .............................................................. 2-3
Organization Setup............................................................................................................................. 2-5
Setting Up Organizations ............................................................................................................ 2-5
Enabling Organizations for Enterprise Asset Management................................................... 2-7
Defining eAM Parameters ........................................................................................................... 2-9
General eAM Setup .......................................................................................................................... 2-12
Setting Up Asset Areas .............................................................................................................. 2-12
Defining Departments and Resources ..................................................................................... 2-13
Defining Department Approvers ............................................................................................. 2-17
Defining Miscellaneous Documents ........................................................................................ 2-18
Defining Lookups............................................................................................................................. 2-20
Asset Activity Types................................................................................................................... 2-20
Asset Activity Causes................................................................................................................. 2-22
Asset Criticality Codes............................................................................................................... 2-23
Work Request Statuses............................................................................................................... 2-25
Work Request Types .................................................................................................................. 2-27
Work Order and Work Request Priority Codes ..................................................................... 2-28
Work Order Failure Codes ........................................................................................................ 2-30
Work Order Reconciliation Codes ........................................................................................... 2-31
Work Order Types ...................................................................................................................... 2-33
Asset Setup......................................................................................................................................... 2-36
Setting Up Category Codes and Sets ....................................................................................... 2-36
Defining Asset Groups............................................................................................................... 2-39
Setting Up Asset Attributes....................................................................................................... 2-42
Defining Asset Numbers ........................................................................................................... 2-46
Defining Asset Documents........................................................................................................ 2-53
Defining Asset Activities ........................................................................................................... 2-54
Asset/Asset Activity Association ............................................................................................ 2-56
Defining Asset Routes................................................................................................................ 2-58
Setting Up Asset Bills of Material............................................................................................. 2-60
Defining Maintenance Routes................................................................................................... 2-64
Setting Up Maintenance Bills of Material................................................................................ 2-68
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Defining Asset Statuses ............................................................................................................. 2-70
Rebuildable Spare Setup................................................................................................................. 2-72
Defining Rebuildable Spares..................................................................................................... 2-72
Rebuildable Spare/Asset Activity Association...................................................................... 2-75
Quality Integration Setup ............................................................................................................... 2-77
Outside Processing Integration Setup .......................................................................................... 2-78
Cost Management Integration Setup ............................................................................................ 2-79
Process and Discrete Manufacturing Integration Setup ........................................................... 2-80
Project Manufacturing Integration Setup .................................................................................... 2-81
3 eAM Work Management

Overview eAM Work Management ................................................................................................ 3-3
eAM Work Orders............................................................................................................................... 3-5
Routine Work Orders................................................................................................................... 3-5
Preventive Maintenance Work Orders.................................................................................... 3-11
Rebuild Work Orders................................................................................................................. 3-12
Easy Work Orders ...................................................................................................................... 3-18
eAM Work Order Statuses ........................................................................................................ 3-18
Defining Work Order Documents............................................................................................ 3-20
eAM Operations and Tasks............................................................................................................. 3-22
Preparing Work Order Operations .......................................................................................... 3-22
Viewing Work Order Operations............................................................................................. 3-26
Defining Material Requirements .............................................................................................. 3-27
Viewing Material Requirements .............................................................................................. 3-30
Defining Resource Requirements............................................................................................. 3-32
Viewing Resource Requirements ............................................................................................. 3-36
eAM Work Order Transactions ...................................................................................................... 3-38
Operation Completion ............................................................................................................... 3-38
Work Order Completion ........................................................................................................... 3-41
Rebuild Work Order Completion ............................................................................................ 3-44
Transacting Material .................................................................................................................. 3-47
Transacting Resources ............................................................................................................... 3-50
Viewing Resources Transactions.............................................................................................. 3-52
Closing Work Orders ................................................................................................................. 3-54
eAM Work Order Planning............................................................................................................. 3-59
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Using the Maintenance Workbench......................................................................................... 3-59
4 Preventive Maintenance
Overview of Preventive Maintenance ............................................................................................ 4-2
Meters.................................................................................................................................................... 4-3
Defining Meters............................................................................................................................. 4-3
Associating Meters with Assets.................................................................................................. 4-5
Entering Meter Readings ............................................................................................................. 4-7
Preventive Maintenance Scheduling ............................................................................................ 4-11
Entering Preventive Maintenance Schedule Definitions ...................................................... 4-11
Suppression Activities................................................................................................................ 4-16
Generating Work Orders ........................................................................................................... 4-20
5 eAM Planning and Scheduling

Overview of eAM Planning and Scheduling ................................................................................ 5-2
eAM Planning...................................................................................................................................... 5-3
Defining a Master Demand Schedule Name ............................................................................ 5-4
Defining a Material Requirements Plan Name ........................................................................ 5-5
Defining Plan Options.................................................................................................................. 5-6
Launching the Planning Process............................................................................................... 5-10
Viewing Suggested Demand..................................................................................................... 5-11
eAM Scheduling ............................................................................................................................... 5-14
Enabling eAM Scheduling......................................................................................................... 5-14
Using the Scheduler Workbench .............................................................................................. 5-17
6 eAM Cost Management

Overview of eAM Cost Management ............................................................................................. 6-2
eAM Costing Methods and Mappings ...................................................................................... 6-2
Setting Up eAM Cost Management ........................................................................................... 6-5
eAM Cost Estimation ................................................................................................................... 6-8
Viewing Cost Information ......................................................................................................... 6-11
Transferring Invoice Variances to Maintenance Work Orders................................................. 6-20
Viewing Simulated Transfer Details ........................................................................................ 6-20
Transferring Invoice Variances................................................................................................. 6-21
vi
7 Direct Item Procurement for eAM Work Orders
Overview of Direct Item Procurement for eAM Work Orders .................................................. 7-2
Enabling Direct Item Procurement ............................................................................................ 7-4
Entering Requisitions for Direct Items ...................................................................................... 7-5
Creating Purchase Orders from Requisitions......................................................................... 7-11
Entering Purchase Orders for Direct Items............................................................................. 7-18
eAM Direct Procurement Accounting..................................................................................... 7-22
8 Contractor Services
Overview of eAM Contractor Services ........................................................................................... 8-2
Setting Up Outside Service Processing ..................................................................................... 8-2
9 eAM Property Manager

Overview of eAM Property Manager ............................................................................................. 9-2
Setting Up eAM Prerequisites .................................................................................................... 9-2
Running the Export Process........................................................................................................ 9-2
Property Manager Integration .................................................................................................... 9-5
10 eAM Process and Discrete Manufacturing

Overview of eAM Process and Discrete Manufacturing .......................................................... 10-2
Organization Setups................................................................................................................... 10-2
Associating Assets with Production Equipment ................................................................... 10-4
Viewing Resource Usage ........................................................................................................... 10-6
11 eAM Project Manufacturing

Overview of eAM Project Manufacturing ................................................................................... 11-2
Project Definition ........................................................................................................................ 11-3
Associating a Work Order with a Project................................................................................ 11-7
Creating Requisitions or Purchase Orders.............................................................................. 11-8
Viewing the Requisition within the Maintenance Work Order......................................... 11-15
Updating the Commitments for a Project ............................................................................. 11-16
Viewing Commitments............................................................................................................ 11-18
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12 eAM Quality
Quality Setup..................................................................................................................................... 12-2
Creating Collection Elements.................................................................................................... 12-2
Creating eAM Quality Collection Plans .................................................................................. 12-8
Adding Collection Plan Attachments .................................................................................... 12-13
Triggering a Work Request ..................................................................................................... 12-15
13 eAM Self Service Maintenance

Overview of eAM Self Service Maintenance .............................................................................. 13-2
Home Page.......................................................................................................................................... 13-3
Assets................................................................................................................................................... 13-5
Obtaining Asset Information .................................................................................................... 13-5
Viewing Asset Details ................................................................................................................ 13-7
Displaying the Asset Hierarchy................................................................................................ 13-8
Viewing and Updating the Configuration History ............................................................... 13-9
Viewing Cost Information ....................................................................................................... 13-10
Viewing Associated Work Requests ...................................................................................... 13-13
Viewing Quality Information.................................................................................................. 13-14
Work Requests ................................................................................................................................. 13-18
Work Request Statuses............................................................................................................. 13-18
Obtaining Work Request Information ................................................................................... 13-19
Work Orders..................................................................................................................................... 13-22
Viewing Work Orders .............................................................................................................. 13-22
Creating Easy Work Orders .................................................................................................... 13-23
Work Plans........................................................................................................................................ 13-26
Viewing Asset and Rebuildable Work Orders ..................................................................... 13-26
Managing Operations............................................................................................................... 13-29
14 Reports and Processes

Overview of Reports ........................................................................................................................ 14-2
Maintenance Work Order Detail Report ................................................................................. 14-2
Simulate Transfer Shop Floor Invoice Variance..................................................................... 14-5
Shop Floor Invoice Variance Report ........................................................................................ 14-7
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A Windows and Navigation Paths
Windows and Navigation Paths....................................................................................................... A-1
B eAM Open Interfaces and APIs

eAM Interfaces and APIs .................................................................................................................. B-2
eAM Item Open Interface............................................................................................................ B-2
eAM Asset Number Open Interface .......................................................................................... B-9
eAM Asset Genealogy Open Interface .................................................................................... B-16
eAM Work Order Open Interface ............................................................................................ B-19
eAM Meter Reading Open Interface........................................................................................ B-23
Glossary
Index
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Send Us Your Comments
Oracle Enterprise Asset Management Users Guide, Release 11i
Part No. A95930-02
Oracle Corporation welcomes your comments and suggestions on the quality and usefulness of this
document. Your input is an important part of the information used for revision.
Did you find any errors?
Is the information clearly presented?
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Preface
Audience for This Guide

Welcome to Release 11i of the Oracle Enterprise Asset Management Users Guide.
This guide assumes you have a working knowledge of the following:
The principles and customary practices of your business area.
Oracle Enterprise Asset Management.
If you have never used Oracle Enterprise Asset Management, Oracle suggests
you attend one or more of the Oracle Enterprise Asset Management training
classes available through Oracle University.
The Oracle Applications graphical user interface.
To learn more about the Oracle Applications graphical user interface, read the
Oracle Applications Users Guide.
See Other Information Sources for more information about Oracle Applications
product information.
How To Use This Guide

This guide contains the information you need to understand and use Oracle
Enterprise Asset Management.
Chapter 1 provides an overview of Enterprise Asset Management.
Chapter 2 describes the required components and the necessary steps for setting
up Enterprise Asset Management.
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Chapter 3 discusses Enterprise Asset Management work orders and the
Maintenance Workbench.
Chapter 4 illustrates Enterprise Asset Managements Preventive Maintenance
solution.
Chapter 5 presents Enterprise Asset Managements method of ensuring cost
savings and work management efficiencies for your organization. Through
planning and scheduling, predictive work activities are generated and then
used in a planning process to balance the work load for resource management.
Chapter 6 explains eAMs integration with Cost Management and presents how
costs are generated as maintenance work is executed and completed. These
costs roll up through the Parent/Child hierarchies defined within eAM.
Chapter 7 introduces Enterprise Asset Managements Direct Item Procurement
method, used to enable you to order items directly to your maintenance
organization.
Chapter 8 explains eAMs integration with Outside Processing. In this chapter,
titled Contractor Services, you will learn how to enable your maintenance
environment to track outside service purchasing transaction and costing
information for maintenance work orders.
Chapter 9 describes eAMs integration with Property Manager. You will learn
how to integrate Property Manager locations with eAM assets.
Chapter 10 presents eAMs integration with process and discrete
manufacturing. You will learn how to enable your maintenance environment to
identify eAM asset relationships with production equipment.
Chapter 11 discusses eAMs integration with Project Manufacturing. You will
learn how to enable a seamless, integrated business solution for financial project
management and reporting, and project supply chain management and
execution.
Chapter 12 discusses eAMs integration with Quality. You will learn how to
enable collection of quality results on your assets.
Chapter 13 details Oracle Enterprise Asset Managements self service
maintenance capabilities.
Chapter 14 describes each Oracle Enterprise Asset Management report.
Appendix A provides a list of navigation paths used to access programs in
Oracles Forms application.
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Appendix B lists and describes all APIs and Open Interfaces used by Enterprise
Asset Management.
Conventions
The following conventions are used in this manual:
Convention Meaning
. Vertical ellipsis points in an example mean that information not
. directly related to the example has been omitted.
.
... Horizontal ellipsis points in statements or commands mean that
parts of the statement or command not directly related to the
example have been omitted
boldface text Boldface type in text indicates a term defined in the text, the glossary,
or in both locations.
<> Angle brackets enclose user-supplied names.
[] Brackets enclose optional clauses from which you can choose one or
none.
Documentation Accessibility
Our goal is to make Oracle products, services, and supporting documentation
accessible, with good usability, to the disabled community. To that end, our
documentation includes features that make information available to users of
assistive technology. This documentation is available in HTML format, and contains
markup to facilitate access by the disabled community. Standards will continue to
evolve over time, and Oracle Corporation is actively engaged with other
market-leading technology vendors to address technical obstacles so that our
documentation can be accessible to all of our customers. For additional information,
visit the Oracle Accessibility Program Web site at
http://www.oracle.com/accessibility/.
Other Information Sources

You can choose from many sources of information, including online documentation,
training, and support services, to increase your knowledge and understanding of
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If this guide refers you to other Oracle Applications documentation, use only the
Release 11i versions of those guides.
Online Documentation
All Oracle Applications documentation is available online (HTML or PDF).
Online Help - The new features section in the HTML help describes new
features in 11i. This information is updated for each new release of Oracle
Enterprise Asset Management. The new features section also includes
information about any features that were not yet available when this guide was
printed. For example, if your administrator has installed software from a
mini-packs an upgrade, this document describes the new features. Online help
patches are available on MetaLink.
11i Features Matrix - This document lists new features available by patch and
identifies any associated new documentation. The new features matrix
document is available on MetaLink.
Readme File - Refer to the readme file for patches that you have installed to learn
about new documentation or documentation patches that you can download.
Related Users Guides

Oracle Enterprise Asset Management shares business and setup information with
other Oracle Applications products. Therefore, you may want to refer to other
users guides when you set up and use Oracle Enterprise Asset Management.
You can read the guides online by choosing Library from the expandable menu on
your HTML help window, by reading from the Oracle Applications Document
Library CD included in your media pack, or by using a Web browser with a URL
that your system administrator provides.
If you require printed guides, you can purchase them from the Oracle Store at
http://oraclestore.oracle.com.
Guides Related to All Products

Oracle Applications Users Guide
This guide explains how to enter data, query, run reports, and navigate using the
graphical user interface (GUI) available with this release of Oracle Enterprise Asset
Management (and any other Oracle Applications products). This guide also
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includes information on setting user profiles, as well as running and reviewing
reports and concurrent processes.
You can access this users guide online by choosingGetting Started with Oracle
Applications from any Oracle Applications help file.
User Guides Related to This Product

Oracle Internet Procurement Implementation Manual
Use this manual for further direction on enabling internal users to independently
order items from both internal and external catalogs.
Installation and System Administration

Oracle Applications Concepts
This guide provides an introduction to the concepts, features, technology stack,
architecture, and terminology for Oracle Applications Release 11i. It provides a
useful first book to read before an installation of Oracle Applications. This guide
also introduces the concepts behind Applications-wide features such as Business
Intelligence (BIS), languages and character sets, and Self-Service Web Applications.
Installing Oracle Applications

This guide provides instructions for managing the installation of Oracle
Applications products. In Release 11i, much of the installation process is handled
using Oracle Rapid Install, which minimizes the time to install Oracle Applications,
the Oracle8 technology stack, and the Oracle8i Server technology stack by
automating many of the required steps. This guide contains instructions for using
Oracle Rapid Install and lists the tasks you need to perform to finish your
installation. You should use this guide in conjunction with individual product
users guides and implementation guides.
Upgrading Oracle Applications

Refer to this guide if you are upgrading your Oracle Applications Release 10.7 or
Release 11.0 products to Release 11i. This guide describes the upgrade process and
lists database and product-specific upgrade tasks. You must be either at Release 10.7
(NCA, SmartClient, or character mode) or Release 11.0, to upgrade to Release 11i.
You cannot upgrade to Release 11i directly from releases prior to 10.7.
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Maintaining Oracle Applications
Use this guide to help you run the various AD utilities, such as AutoUpgrade,
AutoPatch, AD Administration, AD Controller, AD Relink, License Manager, and
others. It contains how-to steps, screenshots, and other information that you need to
run the AD utilities. This guide also provides information on maintaining the
Oracle applications file system and database.
Oracle Applications System Administrators Guide

This guide provides planning and reference information for the Oracle Applications
System Administrator. It contains information on how to define security, customize
menus and online help, and manage concurrent processing.
Oracle Alert Users Guide

This guide explains how to define periodic and event alerts to monitor the status of
your Oracle Applications data.
Oracle Applications Developers Guide

This guide contains the coding standards followed by the Oracle Applications
development staff. It describes the Oracle Application Object Library components
needed to implement the Oracle Applications user interface described in the Oracle
Applications User Interface Standards for Forms-Based Products. It also provides
information to help you build your custom Oracle Forms Developer 6i forms so that
they integrate with Oracle Applications.
Oracle Applications User Interface Standards for Forms-Based Products

This guide contains the user interface (UI) standards followed by the Oracle
Applications development staff. It describes the UI for the Oracle Applications
products and how to apply this UI to the design of an application built by using
Oracle Forms.
Other Implementation Documentation

Oracle Applications Product Update Notes
Use this guide as a reference for upgrading an installation of Oracle Applications. It
provides a history of the changes to individual Oracle Applications products
between Release 11.0 and Release 11i. It includes new features, enhancements, and
changes made to database objects, profile options, and seed data for this interval.
xviii
Multiple Reporting Currencies in Oracle Applications
If you use the Multiple Reporting Currencies feature to record transactions in more
than one currency, use this manual before implementing Oracle Enterprise Asset
Management. This manual details additional steps and setup considerations for
implementing Oracle Enterprise Asset Management with this feature.
Multiple Organizations in Oracle Applications

This guide describes how to set up and use Oracle Enterprise Asset Management
with Oracle Applications' Multiple Organization support feature, so you can define
and support different organization structures when running a single installation of
Oracle Workflow Guide

This guide explains how to define new workflow business processes as well as
customize existing Oracle Applications-embedded workflow processes.You also use
this guide to complete the setup steps necessary for any Oracle Applications
product that includes workflow-enabled processes.
Oracle Applications Flexfields Guide

This guide provides flexfields planning, setup and reference information for the
Oracle Enterprise Asset Management implementation team, as well as for users
responsible for the ongoing maintenance of Oracle Applications product data. This
manual also provides information on creating custom reports on flexfields data.
Oracle eTechnical Reference Manuals

Each eTechnical Reference Manual (eTRM) contains database diagrams and a
detailed description of database tables, forms, reports, and programs for a specific
Oracle Applications product. This information helps you convert data from your
existing applications, integrate Oracle Applications data with non-Oracle
applications, and write custom reports for Oracle Applications products. Oracle
eTRM is available on Metalink
Oracle Manufacturing APIs and Open Interfaces Manual

This manual contains up-to-date information about integrating with other Oracle
Manufacturing applications and with your other systems. This documentation
includes APIs and open interfaces found in Oracle Manufacturing.
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Oracle Order Management Suite APIs and Open Interfaces Manual
This manual contains up-to-date information about integrating with other Oracle
Manufacturing applications and with your other systems. This documentation
includes APIs and open interfaces found in Oracle Order Management Suite.
Oracle Applications Message Reference Manual

This manual describes all Oracle Applications messages. This manual is available in
HTML format on the documentation CD-ROM for Release 11i.
Training and Support

Training
Oracle offers a complete set of training courses to help you and your staff master
Oracle Enterprise Asset Management and reach full productivity quickly. These
courses are organized into functional learning paths, so you take only those courses
appropriate to your job or area of responsibility.
You have a choice of educational environments. You can attend courses offered by
Oracle University at any one of our many Education Centers, you can arrange for
our trainers to teach at your facility, or you can use Oracle Learning Network
(OLN), Oracle University's online education utility. In addition, Oracle training
professionals can tailor standard courses or develop custom courses to meet your
needs. For example, you may want to use your organization structure, terminology,
and data as examples in a customized training session delivered at your own
facility.
Support
From on-site support to central support, our team of experienced professionals
provides the help and information you need to keep Oracle Enterprise Asset
Management working for you. This team includes your Technical Representative,
Account Manager, and Oracles large staff of consultants and support specialists
with expertise in your business area, managing an Oracle8i server, and your
hardware and software environment.
Do Not Use Database Tools to Modify Oracle Applications Data

Oracle STRONGLY RECOMMENDS that you never use SQL*Plus, Oracle Data
Browser, database triggers, or any other tool to modify Oracle Applications data
unless otherwise instructed.
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Oracle provides powerful tools you can use to create, store, change, retrieve, and
maintain information in an Oracle database. But if you use Oracle tools such as
SQL*Plus to modify Oracle Applications data, you risk destroying the integrity of
your data and you lose the ability to audit changes to your data.
Because Oracle Applications tables are interrelated, any change you make using
Oracle Applications can update many tables at once. But when you modify Oracle
Applications data using anything other than Oracle Applications, you may change a
row in one table without making corresponding changes in related tables. If your
tables get out of synchronization with each other, you risk retrieving erroneous
information and you risk unpredictable results throughout Oracle Applications.
When you use Oracle Applications to modify your data, Oracle Applications
automatically checks that your changes are valid. Oracle Applications also keeps
track of who changes information. If you enter information into database tables
using database tools, you may store invalid information. You also lose the ability to
track who has changed your information because SQL*Plus and other database
tools do not keep a record of changes.
About Oracle
Oracle Corporation develops and markets an integrated line of software products
for database management, applications development, decision support, and office
automation, as well as Oracle Applications, an integrated suite of more than 160
software modules for financial management, supply chain management,
manufacturing, project systems, human resources and customer relationship
management.
Oracle products are available for mainframes, minicomputers, personal computers,
network computers and personal digital assistants, allowing organizations to
integrate different computers, different operating systems, different networks, and
even different database management systems, into a single, unified computing and
information resource.
Oracle is the worlds leading supplier of software for information management, and
the worlds second largest software company. Oracle offers its database, tools, and
applications products, along with related consulting, education, and support
services, in over 145 countries around the world.
Your Feedback
Thank you for using Oracle Enterprise Asset Management and this users guide.
xxi
Oracle values your comments and feedback. At the beginning of this guide is a
Readers Comment Form you can use to explain what you like or dislike about
Oracle Enterprise Asset Management or this users guide. Mail your comments to
the following address or call us directly at (650) 506-7000.
Oracle Applications Documentation Manager
Oracle Corporation
500 Oracle Parkway
Redwood Shores, CA 94065
U.S.A.
Or, send electronic mail to mfgdoccomments_us@oracle.com.
xxii
1
Oracle Enterprise Asset Management
Overview
Oracle Enterprise Asset Management (eAM) enables you to schedule and plan
maintenance activities, and track all work activity and costs related to assets
throughout an organization. eAM provides you with a set of tools that address asset
maintenance requirements for environments that are asset intensive. You can carry
out the tasks of asset management in the most cost effective, efficient way. This
chapter contains the following topics:
Overview of Oracle Enterprise Asset Management on page 1-2
Asset Management on page 1-3
eAM Work Management on page 1-4
Component Tracking on page 1-5
Planning on page 1-5
Self Service Maintenance on page 1-5
Oracle Enterprise Asset Management Overview 1-1

Overview of Oracle Enterprise Asset Management

Todays asset intensive companies need to optimize capacity and increase
utilization, while lowering unit production costs. Oracle Enterprise Asset
Management (eAM) enables you to adopt maintenance strategies to meet this
challenge. eAM improves operation performance, and with preventive, scheduled
maintenance, increases safety.
Oracle eAM enables organizations to create optimal asset management strategies
the can increase revenue and decrease costs. By effectively monitoring operational
data such as maintenance history, performance trends, meter readings, and
operating conditions, organizations can proactively manage available resources
such as inventory, equipment, and skilled personnel, to match them to asset
maintenance demand.
eAM fits the needs of all organizations that utilize assets (for example, machines,
equipment, etc.) as part of their business operations and activities. This product
bridges the gap between ERP/MRP solutions and asset maintenance for industries
such as Utilities, Metals/Mining, Manufacturing, Pulp/Paper, Petrochemicals,
Facilities, and Education, that rely heavily on asset maintenance systems. 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.
eAM enables an organization to do the following:
Create a preventive maintenance strategy
Maximize resource availability
Optimize scheduling and resource efficiency
Integrate with Oracles e-business suite for enterprise-wide solutions
The following topics are included in this section:
Asset Management on page 1-3
eAM Work Management on page 1-4
Rebuildable Spare Tracking on page 1-5
Planning on page 1-5
Self Service Maintenance on page 1-5
1-2 Oracle Enterprise Asset Management Users Guide

Asset Management
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 asset groups, you can define assets and asset characteristics. the
asset group establishes standard information 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. These groups also define a default master mill
of materials for assets. This BOM can be edited as different assets are assigned.
"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 (See: Assets on page 13-5). 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 components of
an asset are removed and re-installed from an asset, the asset genealogy and
parent/child meter readings are tracked automatically. Attributes, such as cost
history, bills of material, and document attachments can be associated with a
specific asset.

Asset Hierarchies
You can focus on an asset hierarchy, or a set of parent/child relationships of an
asset. You can view all associated asset information such as asset details, bill of
material, work orders, asset activities, quality plans, actual costs, forecasted costs,
contract services, and work order history for those assets. You can view cost
information for a parent asset only, or all children of that parent asset rolled up.
See Also:
Asset Setup on page 2-36
Obtaining Asset Information on page 13-5
Viewing Asset Details on page 13-7
Displaying the Asset Hierarchy on page 13-8
Viewing and Updating the Configuration History on page 13-9
Viewing Cost Information on page 13-10
Viewing Associated Work Requests on page 13-13
Viewing Quality Information on page 13-14
eAM Work Management

Oracle eAM enables operations and maintenance staff to create work requests to
report any problems with an asset. You can review any outstanding work requests
that are currently assigned to an asset to avoid duplicate work orders for the same
issue.
A line supervisor can approve, place on hold, or reject a work request. An approved
work request can be linked to a work order. The status of a work request is then
updated when it is linked to a work order.
See Also:
Obtaining Work Request Information on page 13-19
Creating and Updating Work Requests on page 13-21
Work Orders on page 13-22

Rebuildable Spare Tracking

You can keep track of the history of a rebuildable spare (for example, a motor) every
time it was installed, removed, or rebuilt. You can view the history of all work
performed, and the cost associated with the maintenance of a rebuildable spare.
When a rebuildable spare is replaced into the asset, Oracle eAM generates a
pre-planned work order that defines the related work required to repair that item.
See Also:
Rebuildable Spare Setup on page 2-72
Viewing Asset and Rebuildable Work Orders on page 13-26
Rebuild Work Orders on page 3-12
Planning
You can ensure that sufficient resources, equipment, and materials are available for
all necessary maintenance tasks. You can focus on a period of time, and collect all
the known maintenance work for that planning time frame, associated with a
responsible crew or department. This enables you to process each item of work into
a planned work order.
See Also:
Work Plans on page 13-26
Overview of eAM Planning and Scheduling on page 5-3
Self Service Maintenance

Oracle eAM provides a self-service user interface that is specifically designed for
users, such as tradespeople or supervisors. You can navigate through self-service
screens that direct you to functional areas, commonly associated with maintenance
personnel, for daily planning and work execution.
See Also:
Overview of eAM Self Service Maintenance on page 13-2


2
Setting Up
This chapter discusses setting up the Oracle Enterprise Asset Management system,
including the following topics:
Oracle Enterprise Asset Management Setup Overview on page 2-3
Setting Up Organizations on page 2-5
Enabling Organizations for Enterprise Asset Management on page 2-7
Defining eAM Parameters on page 2-9
Setting Up Asset Areas on page 2-12
Defining Departments and Resources on page 2-13
Defining Department Approvers on page 2-17
Defining Miscellaneous Documents on page 2-18
Defining Lookups on page 2-20
Setting Up Asset Attributes on page 2-42
Defining Asset Groups on page 2-39
Setting Up Category Codes and Sets on page 2-36
Defining Asset Numbers on page 2-46
Defining Asset Documents on page 2-53
Defining Asset Activities on page 2-54
Asset/Asset Activity Association on page 2-56
Defining Asset Routes on page 2-58
Setting Up Asset Bills of Material on page 2-60
Setting Up 2-1
Defining Maintenance Routes on page 2-64
Setting Up Maintenance Bills of Material on page 2-68
Defining Asset Statuses on page 2-70
Defining Rebuildable Spares on page 2-72
Rebuildable Spare/Asset Activity Association on page 2-75
Quality Integration Setup on page 2-77
Outside Processing Integration Setup on page 2-78
Cost Management Integration Setup on page 2-79
Process and Discrete Manufacturing Integration Setup on page 2-80
Project Manufacturing Integration Setup on page 2-81
2-2 Oracle Enterprise Asset Managment Users Guide

Oracle Enterprise Asset Management Setup Overview

Oracle Enterprise Asset Management (eAM) can have unique setups for each
organization. This includes parameters, user defined lookups, and asset attributes.
During the implementation process, the implementation team should discuss
system and user options for Enterprise Asset Management. The user that is
implementing Enterprise Asset Management should also have determined the
structure of their organizations and user access through Oracle System
Administrator. This chapter covers the following topics:
Organization Setup on page 2-5
Setting Up Organizations
Enabling Organizations for Enterprise Asset Management
Defining eAM Parameters
General Enterprise Asset Management Setup on page 2-12
Setting Up Asset Areas
Defining Departments and Resources
Defining Department Approvers
Defining Miscellaneous Documents
Defining Lookups on page 2-20
Asset Activity Types
Asset Activity Causes
Asset Criticality Codes
Work Request Statuses
Work Request Note Types
Work Request Types
Work Order and Work Request Priority Codes
Work Order Failure Codes
Work Order Reconciliation Codes
Work Order Types
Asset Setup on page 2-36
Setting Up 2-3
Setting Up Category Codes and Sets

Defining Asset Groups
Setting Up Asset Attributes
Defining Asset Numbers
Defining Asset Documents
Defining Asset Activities
Asset/Asset Activity Association
Defining Asset Routes
Setting Up Asset Bills of Material
Defining Maintenance Routes
Setting Up Maintenance Bills of Material
Defining Asset Statuses
Rebuildable Spare Setup on page 2-72
Defining Rebuildable Spares
Rebuildable Spare/Asset Activity Association
Quality Integration Setup on page 2-77
Outside Processing Integration Setup on page 2-78
Cost Management Integration Setup on page 2-79
Process and Discrete Manufacturing Integration Setup on page 2-80
Project Manufacturing Integration Setup on page 2-81

Organization Setup
Organization Setup
Organization setup is required before you can set up any additional Enterprise
Asset Management information. Tasks include:
Setting Up Organizations on page 2-5
Enabling Organizations for Enterprise Asset Management on page 2-7
Defining eAM Parameters on page 2-9
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 on page 2-7.
To set up Organizations:
1. From the Inventory Responsibility, navigate to the Organization window. In the
Find Organization window, select New.
Setting Up 2-5
Organization Setup
Figure 21 Organization Window
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, See: Creating an Organization, Oracle Human Resources
Users Guide.
4. Save your work. A valid Location needs to be set up before you can save (See:
Creating an Organization, Oracle Human Resources Users Guide).
5. In the Organization Classifications region, establish this organization as an
Inventory Organization. From the Name field list of values, select Inventory
Organization.
6. Optionally, you can establish that this organization is a Project Manufacturing
Organization.
7. Save your work.
See Also:
Creating an Organization, Oracle Human Resources Users Guide

Organization Setup
Enabling Organizations for Enterprise Asset Management

Decisions are made during implementation as to which organization(s) will be
enabled for Enterprise Asset Management. A valid organization must exist before
you can enable the organization for Enterprise Asset Management (See: Setting Up
Organizations on page 2-5).
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.
Setting Up 2-7
Organization Setup
Figure 22 Organization Parameters Window
2. Enter a valid organization code. For information on how to create a valid

organization, See: Setting Up Organizations on page 2-5.
3. Select the EAM Enabled check box to enable Enterprise Asset Management for
this organization. This check box cannot be unselected once 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. For example, if the current organization is a

Organization Setup
production organization, this is how you would identify a maintenance

organization to associate with the production organization (See also: Overview
of eAM Process and Discrete Manufacturing on page 10-2). This field can be
updated if asset equipment association does not exist in this organization.
5. For instructions on the remaining fields, See: Organization Parameters Window,

Oracle Inventory Users Guide.
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 Asset Number defaults, Cost defaults, Work Request
information, and Work Order defaults.
To define Enterprise Asset Management parameters:

1. Navigate to the Enterprise Asset Management Parameters window.
Figure 23 Enterprise Asset Management Parameters
2. Optionally, indicate whether this organization has system generated asset

numbers within individual asset groups. See: Setting Up Asset Groups.
Setting Up 2-9
Organization Setup
3. 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. See: Overview of eAM Cost Management on
page 6-2.
4. Select a Cost Category to be 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, and
Contract. See: Overview of eAM Cost Management on page 6-2.
5. Indicate whether work order requests are automatically approved upon
creation, or if every user, with the responsibility assigned to the assets current
owning department, will get a notification via Workflow (See: Oracle
Applications 11i Workflow and Defining Department Approvers on page 2-17).
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.
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.
6. If you choose the Extended Log check box, the system will keep an audit trail of
records, when defining or updating work requests.
7. Indicate 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 (See: Defining WIP Accounting Classes, Oracle Work in
Process Users Guide).
Note: Oracle Cost Management handles maintenance work orders

as non-standard, expense jobs.

Organization Setup
8. Indicate an Easy Work Order Prefix. See: Creating Easy Work Orders on
page 13-23. This enables your organization to identify work orders that are not
planned, but rather created as an unplanned work order response to an asset
failure.
9. Indicate a Work Order Prefix. This enables your organization to identify routine
work orders.
10. If you choose the Auto Firm On Release check box, the dates on the work order
cannot automatically be re-scheduled.
11. Save your work.
Setting Up 2-11
General eAM Setup
General eAM Setup

General Enterprise Asset Management Setup tasks include the following:
Setting Up Asset Areas on page 2-12
Defining Department Approvers on page 2-17
Defining Miscellaneous Documents on page 2-18
Setting Up Asset Areas

Areas are user defined lookups that can be utilized to logically sort assets by the
zones your assets will reside in. These areas divide the maintenance plant or facility
into zones, which help in tracking and accounting of assets. These values will later
be entered into the asset.
To set up Asset Areas:

1. Navigate to the Area window.
Figure 24 Area Window
2. Using the Add icon from the tool bar, add an area.

General eAM Setup
3. Enter a Description for this location.

4. Save your work.
Defining Departments and Resources

A department represents a crew within your organization, containing one or more
people, machines, or suppliers, where you want 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.
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.
To define departments (crews) and resources (crafts):

1. Navigate to the Departments window.
Figure 25 Departments Window
2. Enter a name for the Department, unique to the Organization.

3. Optionally, select a department Class from the list of values (See: Creating
Department Classes, Oracle Bills of Material Users Guide).
Setting Up 2-13
General eAM Setup
4. 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 (See:
Overview of eAM Contractor Services on page 8-2 and Outside Processing,
Oracle Work in Process Users Guide).
5. Enter a Project Expenditure Organization.
6. Optionally, enter an Inactive On date on which you can no longer assign this
department to routing operations.
For instructions on all remaining fields, See: Defining a Department, Oracle Bills
of Material Users Guide (Bills of Material, Routings, Departments).
7. Choose Resources to add resources or crafts to the current department.
Figure 26 Resources Window
8. Enter the Resource to assign to the current department.

General eAM Setup
9. Optionally, for owned resources, indicate whether the resource is available 24

hours a day. You cannot assign shifts to a resource that is available 24 hours a
day.
10. For owned resources, indicate whether this department can share the resource
and capacity with other departments.
11. For borrowed resources, enter the Owning Department.
12. Enter the number of capacity Units (resource units) available for this
department, for example, the number of machines for a machine resource.
Each resource can be assigned to any number of departments; multiple
resources can be assigned to each department.
13. Optionally, enter a resource Group for the resource in this department.
14. Optionally, select the Check ATP check box to indicate that this resource will be
used in a Capable to Promise (CTP) check (See: Capable to Promise, Oracle
Master Scheduling/MRP and Supply Chain Planning Users Guide).
15. Optionally, select the Schedule by Instance check box to indicate whether the
department resource should be scheduled at the instance level (specific
employee name or piece of equipment).
16. Select the Planning tabbed region. Optionally, enter an Exception Set. The
exception sets that you assign help to identify capacity problems (See: Planning
Exception Sets, Oracle Master Scheduling/MRP and Supply Chain Planning Users
Guide).
17. Choose Instances to add employees or equipment to the current resource. An
instance is a specific employee name or piece of equipment.
Setting Up 2-15
General eAM Setup
Figure 27 Instances Window
18. Choose Shifts for owned resources that are not available 24 hours a day. This
enables you to assigne and update shift information for the resource, and define
capacity changes for a shift.
Figure 28 Shifts Window
a. Select a Shift Number from the list of values.

The shifts available are those assigned to the workday calendar, assigned to
the current organization.

General eAM Setup
b. Choose Capacity Changes to define capacity changes for a shift.
See Also:
For more information, See: Assigning Resources to a Department, Oracle Bills of
Material Users Guide (Bills of Material, Routings, Departments).
Defining Department Approvers

You can set up department approvers to enable Work Request notifications to be
sent to everyone, via workflow, with a responsibility assigned to the current assets
(work requests are created against assets) owning department (See: Defining
Departments and Resources on page 2-13 and Defining Asset Numbers on
page 2-46). They can view these notifications on the Enterprise Asset Management
Self Service Maintenance Home Page (See: Home Page on page 13-3). 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. Once 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 a user rejects a work request, the notification
will be removed from users notification lists. 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. For Enterprise Asset
Management work request notifications to function, this responsibility must
have the user menu name, Self Service Maintenance (EAM_MAIN_SS),
associated with it. A department can be assigned to only one responsibility.
Setting Up 2-17
General eAM Setup
Figure 29 Department Approvers Window
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.
See Also:
Work Requests on page 13-18
Home Page on page 13-3
Oracle Applications 11i Workflow
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.

General eAM Setup
Figure 210 Miscellaneous Documents Window
2. Select a Data Type from the list of values.
See Also:
For information on all fields, See: Working With Attachments, Oracle Applications
Users Guide
Setting Up 2-19
Defining Lookups
Defining Lookups
Lookup codes need to be decided upon and defined during the implementation
process. Lookup codes fall within three categories: extensible, user defined, or
system defined. If a lookup code is extensible, the existing lookup codes cannot be
modifed, but new codes can be added to the table. If lookup codes are user defined,
all codes can be modified. If lookup codes are system defined, the existing codes
cannot be modified, and new codes cannot be added to the table.
You will define Asset Lookups, Work Request Lookups, and Work Order Lookups.
This section includes the following topics:
Asset Activity Types on page 2-20
Asset Activity Causes on page 2-22
Asset Criticality Codes on page 2-23
Work Request Statuses on page 2-25
Work Request Types on page 2-27
Work Order and Work Request Priority Codes on page 2-28
Work Order Failure Codes on page 2-30
Work Order Reconciliation Codes on page 2-31
Work Order Types on page 2-33
Asset Activity Types

Asset Activity Types are used to describe the type of maintenance work that is
performed on an asset (See: Defining Asset Activities on page 2-54). For example,
Inspections, Lubrications, Overhauls, Calibration, and Repetitive work. Asset
Activity Types are extensible (See: Defining Lookups on page 2-20).
To define asset activity types:

1. Navigate to the Oracle Manufacturing Lookups window.

Defining Lookups
Figure 211 Oracle Manufacturing Lookups Window
2. Select the flashlight Find icon.

3. Select MTL_EAM_ACTIVITY_TYPE from the Type list of values.
4. 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.
Warning: Do not use alpha codes. Entry of alpha codes will cause
database errors in the application.
5. Enter the Meaning of the code, for example, Lubrication.

6. Enter a Description for the code.
7. Optionally, enter a Tag to categorize lookup values. This field is informational
only.
8. The Effective From Date will default as the system date, but you can update
this. Optionally, enter a Effective To Date to indicate an expiration of the code.
Setting Up 2-21
Defining Lookups
9. Select the Enabled check box to enable this code for Enterprise Asset
Management.
10. Save your work.
Asset Activity Causes

Asset Activity Cause codes are reasons for an asset failure. For example, Preventive,
Normal Wear, Rework, and Breakdown. This information enables you to
understand the dynamics that affect an assets ability to perform. They establish
critical data that can be used for reporting and analysis of asset failure causes and
the frequency of such conditions. Asset Cause Codes are referenced when setting up
an asset activity (See: Defining Asset Activities on page 2-54). Asset Activity Cause
codes are extensible (See: Defining Lookups on page 2-20).
To define asset activity cause codes:


Defining Lookups
2. Select MTL_EAM_ACTIVITY_CAUSE from the Type list of values.

4. Enter the Meaning of the code, for example, Breakdown.

only.
Management.
9. Save your work.
Asset Criticality Codes

Asset Criticality Codes suggest the importance of an asset to an organization. For
example, High and Low. An asset that has a direct impact on production or that is
difficult to replace may be considered a critical asset. Asset criticality helps you to
determine the urgency of requested work. Asset Criticality Codes are referenced
when defining an asset (See: Defining Asset Numbers on page 2-46). Future
Enterprise Asset Management functionality will use these values to automatically
assign the priority of work. Asset Criticality Codes are extensible (See: Defining
Lookups on page 2-20).
To define asset criticality codes:

Setting Up 2-23
Defining Lookups
2. Select MTL_EAM_ASSET_CRITICALITY from the Type list of values.

4. Enter the Meaning of the code, for example, High.

only.

Defining Lookups
Management.
9. Save your work.

Work Request Approval is the process of changing a work request status from Open
to Awaiting Work Order. Maintenance work orders can only be linked to work
requests with a status of Awaiting Work Order. When defining the Enterprise Asset
Management parameters (See: Defining eAM Parameters on page 2-9), if the Auto
Approve check box is selected, work requests are created with an automatic status
of Awaiting Work Order, for that organization. If the check box is not selected, work
requests are created with a status of Open; any user who receives the notification
(See: Defining Department Approvers on page 2-17) can change the work request
status to Awaiting Work Order. A plant or facility may need to include additional
statuses. Work Request Approval statuses are extensible (See: Defining Lookups on
page 2-20).
To define work request statuses:

Setting Up 2-25
Defining Lookups
2. Select WIP_EAM_WORK_REQ_STATUS from the Type list of values.

3. Optionally, add additional Codes to the pre-existing list of codes. The codes that
are pre-existing cannot be deleted, however their Meanings can be modified.
4. Enter the Meaning of the code, for example, Open.

only.
7. Optionally, enter Effective From and To Dates to indicate an expiration of the
code.

Defining Lookups
Management.
9. Save your work.
Work Request Types

Work Request Types descibe and categorize work requests. For example, Manual,
System, Routine, Capital, and Furniture. Work Request Types are user defined (See:
Defining Lookups on page 2-20).
To define a work request type:

2. Select WIP_EAM_WORK_REQ_TYPE from the Type list of values.

Setting Up 2-27
Defining Lookups
4. Enter the Meaning of the code, for example, Manual.

only.
Management.
9. Save your work.
Work Order and Work Request Priority Codes

Work Order Priority Codes contribute to the organization and execution of work
orders. For example, High, Medium, and Low, or 1,2, and 3. Typically, a priority is
assigned by the people entering work requests and work orders. The planner or
supervisor compares this priority to the asset criticality (See: Asset Criticality Codes
on page 2-23). These codes can be entered when creating both work orders and
work requests (See: Routine Work Orders on page 3-5 and Work Requests on
page 13-18). Work Order Priority Codes are extensible (See: Defining Lookups on
page 2-20).
To create work order priority codes:


Defining Lookups
2. Select WIP_EAM_ACTIVITY_PRIORITY from the Type list of values.

3. Optionally, add additional Codes to the pre-existing list of codes. The codes that
are pre-existing cannot be deleted, however their Meanings can be modified.
4. Enter the Meaning of the code, for example, High.

only.
Setting Up 2-29
Defining Lookups
Management.
9. Save your work.
Work Order Failure Codes

Work Order Failure Codes are similar to Asset Activity Cause Codes in that they
describe what caused an asset to fail. This code may differ from the Activity Code; it
is typically entered to further explain the preliminary cause of failure. It is
recommended to create these codes by asset type. A prefix may assist you in
identifying the list of failures. For example, ENGOVHT (Engine Overheating) or
TRUCKBRAKE (Trucks Brake Failure). These codes will be referenced upon work
order completion (See: Work Order Completion on page 3-41). Failure Codes are
extensible (See: Defining Lookups on page 2-20).
To define work order failure codes:


Defining Lookups
2. Select WIP_EAM_FAILURE_CODE from the Type list of values.

4. Enter the Meaning of the code, for example, ENGOVHT.

only.
Management.
9. Save your work.
Work Order Reconciliation Codes

Reconciliation Codes detail how work orders and operations were completed. These
codes usually fall within two categories: Completed as Planned or Partial
Completion. You can further define the condition within these two types of
completion statuses. These codes enable you to evaluate work orders by percentage
completed or delayed, and if they were delayed, the reason for the delay.
Reconciliation Codes are user defined (See: Defining Lookups on page 2-20).
To define work order reconciliation codes:

Setting Up 2-31
Defining Lookups
2. Select WIP_EAM_RECONCILIATION_CODE from the Type list of values.

4. Enter the Meaning of the code, for example, Fixed Completely.

only.

Defining Lookups
Management.
9. Save your work.
Work Order Types

Work Order Types enable you to differentiate work orders. For example, Routine,
and Rebuild. Maintenance management can use this information to sort and
monitor work activity for reporting and budgeting. Work Order Types are
referenced in the asset activity and work order.
Work Order Types are created manually or automatically. For example, Rebuildable
work orders can be created automatically or manually (See: Rebuild Work Orders
on page 3-12). Preventive Maintenance work orders are created automatically, based
on meter readings (See: Preventive Maintenance Work Orders on page 3-11).
Work Order Types are extensible (See: Defining Lookups on page 2-20).
To define work order types:

Setting Up 2-33
Defining Lookups
2. Select WIP_EAM_WORK_ORDER_TYPE from the Type list of values.

4. Enter the Meaning of the code, for example, Routine.

only.

Defining Lookups
Management.
9. Save your work.
Setting Up 2-35
Asset Setup
Asset Setup
Asset Setup includes the following tasks:
Setting Up Category Codes and Sets on page 2-36
Setting Up Asset Attributes on page 2-42
Defining Asset Documents on page 2-53
Asset/Asset Activity Association on page 2-56
Defining Asset Routes on page 2-58
Setting Up Asset Bills of Material on page 2-60
Setting Up Maintenance Bills of Material on page 2-68
Defining Asset Statuses on page 2-70
Setting Up Category Codes and Sets

Category codes are used as naming conventions for assests by creating classes and
subclasses. They are user defined, and used to logically group assets, simplifying
the search for asset 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 they are added to the Enterprise Asset
Management Category Set. Once they belong to this category set, they can be
associated with asset 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.

Asset Setup
2. Select New.
Figure 220 Categories Window
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. Once you enter a value,
an Asset Management window displays, prompting you to enter a Subclass.
5. Add a long Description for this category.
6. Optionally, enter an Inactive On date.
7. Save your work.
To set up Category Sets:

To associate Category Codes (TRUCK.FRKLFT) with an asset group, you must first
define the item category relationship through the Category Sets menu option.
1. Navigate to the Category Sets window.
Setting Up 2-37
Asset Setup
Figure 221 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. Indicate a Flex Structure.
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 asset
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.

Asset Setup
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 an
asset group.
11. Save your work.
See Also:
Defining Categories, Oracle Inventory Users Guide
Defining Category Sets, Oracle Inventory Users Guide
Defining Asset Groups

During implementation, Asset Group names should be established. Asset Groups
represent the classification of assets. Examples include Trucks, Pumps, Towers,
Buildings, Storage Tanks, and Turbines.
To set up Asset Groups:

1. Navigate to the Asset Group (Master Item) window. The Master Item window
is used to create asset groups, asset activities, and rebuildable spares.
Setting Up 2-39
Asset Setup
Figure 222 Master Item Window
2. Enter the Asset Group name in the Item field.

3. Enter a Description for this Asset 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.
Note: You can create asset groups using the template described
above, or you can copy an asset group from an existing asset group
(See: Defining Items, Oracle Inventory Users Guide).

Asset Setup
The following table presents the necessary attribute values that are applied
automatically to the Asset Group, when using the template:
Figure 223 Asset Group Attributes

C
Attribute Value
User Item Type Asset Group
Item Status Active
Inventory Item Enabled
Transactable Disabled
Serial Number Generation Predefined
Effectivity Control Model/Unit Number
EAM Item Type Asset Group
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 asset group. When a new
asset is created for this asset group, the system will default the prefix, along
with the starting number sequence.
7. If the current organization is Enterprise Asset Management enabled (See:
Enabling Organizations for Enterprise Asset Management on page 2-7), you can
access the Asset Management tab.
Note: The Asset Activity Property region is used when setting up

Asset Activities. See: Defining Asset Activities on page 2-54.
8. Optionally, select the paperclip Attachments icon to attach relevant documents,

such as drawings, standard procedures, and reference guides, to this asset
group. You can attach file, URL, and text attachments.
9. After saving your work, this asset group can then be associated with an asset.
To associate Asset Groups to multiple organizations:

1. From the Master Item window, select TOOLS from the Tools menu.
Setting Up 2-41
Asset Setup
2. Select Organization Assignment.

3. Enter additional organizations in the available table.
4. Save your work.
Setting Up Asset 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 Asset Attribute templates using
descriptive flexfields. Once the asset attribute template is created, you then assign it
to an asset group. This enables you to define additional characteristics data when
defining an asset associated with the asset group. This provides extensive query
capabilities. Asset attribute groups are descriptive flexfields, defined by segments
and values.
For example, you can define an asset attribute template, Front Loader Nameplate
data. This template can then be associated with the CARS asset group. When
defining an asset within the CARS asset group, you can optionally utilize this
template to specify nameplate data (specified data such as make, year, and model)
for the asset. This creates a simplified way of entering specified data (See: Defining
Asset Numbers on page 2-46) related to a specific asset group.
To set up Asset Attributes:

1. Navigate to the Descriptive Flexfield Segments window.

Asset Setup
Figure 224 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 of 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.
Setting Up 2-43
Asset Setup
Figure 225 Segments Summary Window
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 asset 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 (See: Defining Asset Numbers on page 2-46).
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 Asset Attribute window.
16. Save your work.

Asset Setup
See Also:
Oracle Applications Flexfield Users Guide
To associate the Asset Attribute Group to an Asset Group:

1. Navigate to the Attributes Assignment window.
In the below example, any asset created within the CARS asset group will have
the NAMEPLATE attribute group template available as an option for data entry.
Figure 226 Attributes Assignment Window
2. Select an Asset Group from the list of values. See: Defining Asset Groups on
page 2-39.
3. Select an asset attribute group from the Attribute Group Code list of values.
You can have an unlimited number of Asset Attribute Groups associated with
an asset.
4. Save your work.
Setting Up 2-45
Asset Setup
Defining Asset Numbers

There are four methods to entering a new asset into Enterprise Asset Management.
You can create them individually, by copying information from an existing asset,
utilize the multiple asset entry method, or use the Import Asset Number interface
(See: Oracle Manufacturing APIs and Open Interfaces Manual).
You must first set up an asset group, before defining asset numbers. See: Defining
Asset Groups on page 2-39. The diagram below illustrates the parent/child (asset
hierarchy) relationship that can be created when creating asset numbers. In this
example, the asset group is BUILDING, containing the asset numbers Building 100,
Building 200, and Building 300. Those asset numbers have their own child assets,
Floor 1 and Floor 2.
Figure 227 Hierarchy Example

Asset Setup
Note: All assets with similar attribute groups (See: Setting Up Asset
Attributes on page 2-42) should be defined within the same asset
group (See: Defining Asset Groups on page 2-39).
To set up assets individually:

1. Navigate to the Define Asset Number window.
Figure 228 Define Asset Number Window
2. Select an Asset Group from the list of values. This Asset Group will be
associated with this asset.
3. Enter an Asset Number if you do not have them automatically generated, or
accept or modify the default, if you have automatic generation enabled (See:
Defining eAM Parameters on page 2-9).
Setting Up 2-47
Asset Setup
Once an asset has been saved, it cannot be deleted. The asset can only be
deactivated if there are no open work orders for the asset, or if the asset is not
part of an asset hierarchy.
4. Optionally, enter an Asset Description, up to 240 characters.
5. Optionally, associate this asset to an Asset Category. This is the Class and
Subclass code, such as CRANE.OVERHEAD or BUILDING.FLOOR. See: Setting
Up Category Codes and Sets on page 2-36.
6. Select an Owning Department for this asset 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
requests associated assets current owning department (See: Defining
Department Approvers on page 2-17 and Defining Asset Numbers on
page 2-46).
7. Optionally, select an Asset Criticality code from the list of values, indicating the
importance of the asset to the organization. This field is for information only.
8. 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.
9. Optionally, enter the area where this asset resides. This is a user defined listing
of logical areas of work. For example, North Plant, East Wing, or Area 1 (See:
Setting Up Asset Areas on page 2-12).
10. Indicate whether this asset is maintainable. If the Maintainable check box is
selected, you can create work requests and work orders for this asset.
For example, an asset can be created for cost-tracking purposes. We may want
to see the cost for all top level assets in an asset hierarchy, but we do not want to
maintain those assets. In this situation, do not select this check box.
Note: Once work orders are created for this asset, this check box
cannot be unchecked unless those work orders are at Complete or
Closed statuses.
11. In the Production Equipment region, optionally enter a Production

Organization. The list of values displays the production inventory
organizations maintained by the current assets organization.

Asset Setup
12. Select an Item from the list of values. This is mandatory if you populated the
Production Organization field. Only items that were defined with an equipment
template (See: Item Templates, Oracle Inventory Users Guide), or with the
Equipment item attribute enabled (See: Physical Attributes, Oracle Inventory
Users Guide), will be available.
This is the equipment type associated with the equipment that corresponds to
the asset. If the asset group associated with the current asset is of type
Equipment (See: Defining Asset Groups on page 2-39), then the fields in the
Production Equipment region will default, and will not be updateable; the Item
will default as the current asset group.
13. Enter a Serial Number. This is mandatory if you populated the Production
Organization field. This is the specific name of the component within the
Equipment Type, defined above.
14. In the Parent Asset region, optionally enter an Asset Group. This defines asset
hierarchy information, enabling you to review all cost associated with an asset
or asset hierarchal view.
15. Enter a parent Asset Number. This defines asset hierarchy information. If an
asset group was created in step 14, then this field is mandatory. For example, in
the diagram example above, you would need to enter Building 100 in this field
if you were currently defining the Floor 1 asset.
16. Optionally, enter the Fixed Asset region information if Oracle Fixed Assets is
installed. This is Enterprise Asset Managements integration with Fixed Assets.
Enter a Category, which is a grouping of fixed assets, defined within Oracle
Fixed Assets. This category is tied to a set of books, and must be the same set of
books that is assigned to the current Enterprise Asset Management
organization. See: Setting Up Asset Categories, Oracle Assets Users Guide.
17. Optionally, enter the Number if Oracle Fixed Assets is installed. This represents
a fixed asset number that belongs to a fixed asset category, associated with the
asset.
18. The Property Management fields, Location Name, and Location Code, will
default from a Property Manager export process (Export Locations to Enterprise
Asset Management) if Oracle Property Management is installed. These fields
are not updateable. The Location Code and Asset Number fields reflect as the
same number, and cannot be changed.
Setting Up 2-49
Asset Setup
Note: Before the above information can be passed from Property

Manager into Enterprise Asset Management, Asset Groups need to
first be established. See: Defining Asset Groups on page 2-39, and
Setting Up eAM Prerequisites on page 9-2.
19. You can select Resource Usage only if the fields in the Production Equipment
region are populated. This enables you to view production work orders and
resources associated with this equipment.
20. Optionally, select Attributes to directly apply an asset attribute group template
to this asset. See: Setting Up Asset Attributes on page 2-42.
Only existing, enabled asset attribute groups will display (See: Setting Up Asset
Attributes on page 2-42). These asset attribute templates are optional; you do
not need to enter values for all existing asset attribute groups. From this
window, you cannot generate attribute groups.
21. Optionally, select Associate Activity to directly associate this Asset with an
Asset Activity. See: Asset/Asset Activity Association on page 2-56.
22. Optionally, enter file, URL, or text attachments to this asset by choosing the
paperclip Attachments icon. You can then choose Document Catalog to add
asset specific documents. See: Defining Asset Documents on page 2-53.
23. Save your work.
To copy assets from existing assets:

You can copy asset information from existing assets. When you use this method,
everything will copy over to the new asset, including attributes and attachments.
2. Select an Asset Group from the list of values. This asset group will be associated
with this asset.
3. Enter an Asset Number if you do not have them automatically generated, or
accept or modify the default, if you have automatic generation enabled (See:
Defining eAM Parameters on page 2-9). Once an asset is saved, you can disable
but not update the asset.
4. Optionally, enter an Asset Description, up to 240 characters.
5. From the Tools menu within the Tool bar, select Copy Asset Number From.

Asset Setup
6. Select the desired asset from the list of values.

7. Optionally, associate this Asset to an Asset Category. This is the Class and
Subclass code, such as CRANE.OVERHEAD, or BUILDING.FLOOR. See:
Setting Up Category Codes and Sets on page 2-36.
8. Select an Owning Department for this asset from the list of values. E-mail
notifications, regarding work requests, are sent to everyone with a
responsibility assigned to the work requests associated assets owning
department (See: Defining Department Approvers on page 2-17 and Defining
Asset Numbers on page 2-46).
9. Save your work.
To utilize the multiple asset entry method:

2. Select the flashlight Find icon, displaying the Find Asset Number window.
3. Select Find to display the Asset Numbers window.
Setting Up 2-51
Asset Setup
Figure 229 Asset Numbers Window
4. Using this tabular format, you can enter multiple assets at once.
Once an asset has been saved, it cannot be deleted. The asset can only be
deactivated if there are no open work orders for the asset, or if the asset is not
part of an asset hierarchy.
To deactivate an asset:
a. Select the asset to deactivate.
b. From the Tools menu, select De-Activate Asset Number.
c. Save your work.
5. Optionally, enter file, URL, or text attachments to this asset by choosing the
paperclip Attachments icon. You can then choose Document Catalog to add
asset specific documents. See: Defining Asset Documents on page 2-53
6. Save your work.

Asset Setup
Defining Asset Documents

You can attach existing documents to an asset, and create text to associate with an
asset. You can attach text and files, such as spreadsheets, graphics, and OLE objects.
To define asset documents:

1. Navigate to the EAM Asset Documents window.
Figure 230 EAM Asset Documents Window
See Also:
Users Guide
Setting Up 2-53
Asset Setup
Defining Asset Activities

Asset Activities provide you with a standard template of jobs, which can be applied
to preplanned work orders, such as Routine or Preventive Maintenance. Once these
asset activity templates are created, they can be associated with one or more asset
numbers or rebuildable spares (See: Asset/Asset Activity Association on page 2-56
and Rebuildable Spare/Asset Activity Association on page 2-75). They also need to
be associated to an maintenance BOM (See: Setting Up Activity Bills of Material on
page 2-68) and activity routing (See: Defining Maintenance Routes on page 2-64),
containing the materials and resources needed for operations, respectively. When
preplanned work orders are then created for assets associated to the asset activity,
the material and resources associated with the current asset activity automatically
attach to the work orders created.
To set up Asset Activities:

1. Navigate to the Asset Activity (Master Item) window. The Master Item window
is used to create asset groups, asset activities, and rebuildable spares.

Asset Setup
2. Enter the name of the asset activity in the Item field.

3. Enter a Description for this asset activity, up to 240 characters.
4. Use the @Asset Activity template to quickly apply attribute values, and to
ensure that the appropriate attributes are applied.
FROM.
b. Select the @Asset Activity template from the list of values.
Note: You can create asset activities using the template described
above, or you can copy an asset activity from an existing asset
activity (See: Defining Items, Oracle Inventory Users Guide).
automatically to the asset activity, when using the template:
Figure 232 Asset Activity Attributes

C
Attribute Value
User Item Type Asset Activity
Item Status Active
EAM Item Type Asset Activity

6. In the Asset Activity Property region, optionally enter an Activity Type. This
code indicates the type of maintenance for this asset 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.
7. 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.
Setting Up 2-55
Asset Setup
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.
such as drawings, standard procedures, and reference guides, to this asset
activity. You can attach file, URL, and text attachments.
11. Save your work. After saving your work, this asset activity can be associated
with an asset (See: Asset/Asset Activity Association on page 2-56).
To associate Asset Activities to multiple organizations:

3. Enter additional organizations in the available window.
4. Save your work.
Note: Multiple work orders (See: eAM Work Orders on page 3-5)
associated with the same asset activity cannot have the same work
order status (See: eAM Work Order Statuses on page 3-18).
Asset/Asset Activity Association

Once you have defined Asset Groups, Assets, and Asset Activities, you can then
associate the asset activities with assets and/or rebuildable spares (See: Rebuildable
Components/Asset Activity Association). This is a required procedure before
entering the asset activity into a Preventive Maintenance Schedule. See: Entering
PM Scheduling Definitions on page 4-11.
To associate Assets with Asset Activities:

1. Navigate to the Activity and Asset Number/Rebuildable Association window.

Asset Setup
Figure 233 Asset/Asset Activity Association Window
2. Select an Asset Activity from the list of values.

3. Within the Asset Numbers region, select the Main tab.
4. Select Asset from the Item Type list of values.
5. Enter an Asset Group from the list of values in the Asset Group/Rebuildable
field.
6. Select an Asset Number from the list of values in the Asset
Number/Rebuildable Serial Number field. Only Asset Numbers associated
with the previously selected Asset Group will be available. Asset numbers are
always serial controlled.
7. Optionally, select a Priority Code from the list of values. This field is for
information only.
8. 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.
9. Select the Activity tab.
Setting Up 2-57
Asset Setup
10. The Activity Cause will default from the asset activity definition (See: Defining
Asset Activities on page 2-54), 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.
11. The Activity Type will default from the asset activity definition (See: Defining
Asset Activities on page 2-54). This code indicates the type of maintenance
activity needed to be done for this asset activity. It is used when defining a job
or a standard job. It 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.
12. Indicate whether Tag Out procedures are required. The asset 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.
13. The Owning Department responsible for this activity or asset will default from
the asset definition (See: Defining Asset Numbers on page 2-46). Optionally,
you can update this field by selecting an owning department from the list of
values. This is normally a Planner or Supervisor.
14. Save your work.
See Also:
Rebuildable Spare/Asset Activity Association on page 2-75
Defining Asset Routes

You may need to perform an asset activity on multiple assets. 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 asset activity should be scheduled for the asset route. Only
day interval rules can be defined for asset routes (See: Preventive Maintenance
Scheduling on page 4-11).
To define Asset Routes:

1. Navigate to the Define Asset Route window.

Asset Setup
Figure 234 Define Asset Route Window
2. Select an Asset Group from the list of values.

3. Enter the name of the asset route in the Asset Number field.
4. Select Asset Route to display the Asset Route window.
Setting Up 2-59
Asset Setup
Figure 235 Asset Route Window
5. In the Associated Asset Numbers region, select an Asset Group from the list of
values.
6. Select an Asset Number from the list of values. Only asset numbers associated
with the previously selected asset group will be available.
You can associate an unlimited number of asset numbers.
7. Optionally, enter Effective Dates. If the Effective Date From field is left blank,
the system date will default.
8. Save your work.
Note: Only asset numbers can be associated with asset routes. An

asset route cannot be associated with another asset route.
Setting Up Asset 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 asset group. The items defined on an

Asset Setup
asset BOM are standard inventory items (set up in the Master Item window), and
not maintainable (See: Defining Items, Oracle Inventory Users Guide).
To set up an Asset BOM:

1. Navigate to the Bills of Material window.
Figure 236 Bills of Material Window
2. Select an asset group from the Item field list of values.

3. Select the Main tabbed region. The Item Sequence and an Operation Sequence
will default.
4. Enter the inventory Component to make up the asset. For more information on
rebuildable spares, See: Rebuildable Spare Setup on page 2-72.
5. Enter the Quantity of that component necessary for the asset.
6. Select the Serial Effectivity tabbed region.
Setting Up 2-61
Asset Setup
7. Select the asset (asset 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
asset numbers associated with the current asset group are available.
8. Optionally, select the Component Details tabbed region to view the component
item Type, and to choose whether this inventory component will be included in
the current assets cost rollup.
Note: The Component Details tabbed region is referring to the

material items making up the asset, NOT rebuildable components.
For more information on rebuildable components, See: Rebuildable
Spare Setup on page 2-72.
9. Save your work.

Asset Setup
See Also:
For information on all remaining fields, See: Creating a Bill of Material, Oracle Bills
of Material Users Guide
Setting Up 2-63
Asset Setup
Defining 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 (See: Defining
Departments and Resources on page 2-17). 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 (See: Defining Asset Activities on page 2-54).
Maintenance routes are not asset routes. For information on asset routes, See:
Defining Asset Routes on page 2-58.
Enterprise Asset Management operations are different from manufacturing
operations in that manufacturing operations must be sequential. 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 an maintenance route:

1. Navigate to the Routings window.

Asset Setup
Figure 238 Routings Window
2. Select an asset activity from the Item field list of values.

3. Select the Main tabbed region.
4. Enter an operation Sequence, or let the system automatically generate it for you,
according to your profile setup (See: Item and Operation Sequence, Oracle Bills
of Material Users Guide).
5. 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 (See: Creating a Standard Operation, Oracle Bills of Material Users
Guide).
Setting Up 2-65
Asset Setup
6. Select a Department from the list of values, where the operation will be
performed.
7. 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.
8. The Effective date will default to the system date, but you can optionally
change this (See: Effective Date Fields, Oracle Bills of Material Users Guide).
9. Optionally, enter a Disabled date to indicate the current operations expiration.
10. Select the Description tabbed region. Enter a Description for the current
operation.
11. Optionally, select Routing Network to view the operation dependencies for this
asset route.
Figure 239 Maintenance Routing Network Window

Asset Setup
Operations can be scheduled to run in parallel, sequence, or through dependent

steps. In the screen shot above, for example, Operations 20, 30, 40, and 50 are
dependent on Operation 10, since there is a line connecting the operations.
These operations also run in parallel to each other. The operation numbers
identify the sequence that they need to be performed (See: Preparing Work
Order Operations on page 3-22).
12. Optionally, select an operation, then select Operation Resources to view the
resources associated with the current department attached to this operation
(See: Defining Departments and Resources on page 2-13). Optionally, you can
modify the resources listed (See: Assigning Operation Resources, Oracle Bills of
Material Users Guide).
Figure 240 Operation Resource Window
13. Save your work.
See Also:
For information on all remaining fields, See: Creating a Routing, Oracle Bills of
Material Users Guide.
Setting Up 2-67
Asset Setup
Setting Up Maintenance Bills of Material

You can identify and select the required items used by an asset activity. 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, you 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 (See: Defining Asset Activities on page 2-54).
When a work order is created for an asset activity, the maintenance BOM
corresponding to the asset activity explodes to the work order (See: Defining Asset
Activities on page 2-54).
To set up an maintenance BOM:

1. Navigate to the Bills of Material window.

Asset Setup
2. Select an asset activity from the Item field list of values.

3. Select the Main tabbed region. The Item Sequence will default.
4. Enter the Operation Sequence that this Component (material item necessary for
the operation sequence, NOT rebuildable component) is needed for (See:
Defining Maintenance Routes on page 2-64).
5. Enter necessary Components and their Quantities that are required to perform
the asset activity. You can enter an unlimited number of material items.
Note: This is referring to the material items necessary for the asset
activity, NOT rebuildable components. For more information on
rebuildable components, See: Rebuildable Spare Setup on
page 2-72.
6. Optionally, select the Date Effectivity tabbed region to specify effectivity dates
per component.
7. Save your work.
See Also:
For information on all remaining fields, See: Creating a Bill of Material, Oracle Bills
of Material Users Guide
Setting Up 2-69
Asset Setup
Defining Asset 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.
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.
Figure 242 Asset Status Window
2. Select an Asset Number from the list of values.

3. Choose Find. All shutdown information for the current asset displays in the
Shutdown Details region.

Asset Setup
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.
Setting Up 2-71
Rebuildable Spare Setup

Rebuildable Spare Setup tasks include:
rebuildable Spare/Asset Activity Association on page 2-75
Defining Rebuildable Spares

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; you
have the option to serialize them.
To set up rebuild items:

1. Navigate to the Rebuildable Spare (Master Item) window. The Master Item
window is used to create asset groups, asset activities, and rebuildable spares.

2. Enter the rebuild item name in the Item field.

3. Enter a Description for this Rebuild Item, up to 240 characters.
4. Use the @Rebuildable template to quickly apply attribute values, and to ensure
that the appropriate attributes are applied.
FROM.
b. Select the @Rebuildable template from the list of values.
Note: You can create rebuildable spares using the template

described above, or you can copy a rebuildable spare from an
existing rebuildable spare (See: Defining Items, Oracle Inventory
Users Guide).
Setting Up 2-73
automatically to the Asset Activity, when using the template:
Figure 244 Rebuildable Spare Attributes

C
Attribute Value
User Item Type Rebuildable
Item Status Active
Transactable Enabled
EAM Item Type Rebuildable

Note: The Asset Activity Property region is used when setting up

asset activities. See: Defining Asset Activities on page 2-54.

such as drawings, standard procedures, and reference guides, to this
rebuildable spare. You can attach file, URL, and text attachments.
7. Save your work. After saving your work, this rebuildable spare can be
associated with an asset activity (See: Rebuildable Spare/Asset Activity
Association on page 2-75).
To associate rebuildable spares to multiple organizations:

3. Enter additional organizations in the available window.
4. Save your work.
See Also:
Defining Items, Oracle Inventory Users Guide

Rebuildable Spare/Asset Activity Association

Once you have defined rebuildable spares (See: Defining Rebuildable Spares on
page 2-72) and asset activities (See: Defining Asset Activities on page 2-54), you can
associate asset activities to the rebuildable spares. For example, you may have a
Rebuild Engine asset activity, and an Engine rebuildable spare. Once you create a
rebuild work order (See: Rebuild Work Orders on page 3-12) for the engine, the
associated Rebuild Engine asset activity will attach its associated maintenance BOM
(material) and maintenance routing (resources) to the work order (See: Defining
Maintenance Routes on page 2-64 and Setting Up Maintenance Bills of Material on
page 2-68).
To associate rebuildable spares with Asset Activities:

1. Navigate to the Activity and Asset Number/Rebuildable Association window.
Figure 245 Rebuildable and Asset Activity Association Window
2. Select an Asset Activity from the list of values.

3. Within the Asset Numbers region, select the Main tab.
Setting Up 2-75
4. Select Rebuildable from the Item Type list of values.

5. Select a rebuildable spare from the list of values in the Asset
Group/Rebuildable field.
6. If the rebuildable spare is serial number controlled (See: Defining Rebuildable
Spares on page 2-72), select a Rebuildable Serial Number from the list of values
in the Asset Number/Rebuildable Serial Number field.
7. Optionally, select a Priority Code from the list of values. This field is for
information only.
8. 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.
9. Select the Activity tab.
10. The Activity Cause will default from the asset activity definition (See: Defining
Asset Activities on page 2-54), 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.
11. The Activity Type will default from the asset activity definition (See: Defining
Asset Activities on page 2-54). This code indicates the type of maintenance
activity needed to be done for this asset activity. It is used when defining a job
or a standard job. It 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.
12. Indicate whether Tag Out procedures are required. For example, associated
documents may need to be printed along with the activity. This field will be
used in future functionality.
13. The Owning Department field is used when associating asset numbers to asset
activities (See: Asset/Asset Activity Association on page 2-56), and is not
relevant to rebuildable components.
14. Save your work.

Quality Integration Setup
Quality Integration Setup

A maintenance work order goes through various steps in its lifecycle (See: eAM
Work Order Statuses on page 3-18). One of the steps in the lifecycle is Completion.
When completing a maintenance work order, if the asset has associated, mandatory
quality collection plans, you will need to enter quality results for the work orders
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, you have the option of adding collection triggers to
the plan. Triggers are restrictions that you define 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. Data collection is initiated only if all
collection trigger conditions are satisfied.
Quality Setup tasks for Enterprise Asset Management include the following:
Creating Collection Elements on page 12-2
Creating eAM Quality Collection Plans on page 12-8
Setting Up 2-77
Outside Processing Integration Setup
Outside Processing Integration Setup

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
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.
Outside Processing Setup tasks for Enterprise Asset Management include the
following:
Setting Up Outside Service Processing on page 8-2

Cost Management Integration Setup
Cost Management Integration Setup

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 maintenance cost
categories: Maintenance, Contract, and/or Operations.
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 on page 6-2
Setting Up eAM Cost Management on page 6-5
Setting Up 2-79
Process and Discrete Manufacturing Integration Setup
Process and Discrete Manufacturing Integration Setup

Enterprise Asset Management integrates with Process and Discrete Manufacturing,
enabling your maintenance environment to identify Enterprise Asset Management
asset relationships with production equipment. This feature associates an asset or
many assets to the production equipment located in an Outside Processing
organization. Once established, you can view the resource usage (maintenance
work orders, batches, or FPOs) emanating from production, associated with a
maintainable asset.
Organization Setups on page 10-2
Associating Assets with Production Equipment on page 10-4

Project Manufacturing Integration Setup

Enterprise Asset Management supports a variety of ways to define work
breakdown structures, as commonly needed for program management, using third
party project management systems (with on-line integration), project templates,
Seiban number wizard, copy, and manual entry. To support financial project
management an reporting, the combination of Oracle Projects and Oracle Project
Manufacturing enables budgeting, project costing and tracking, project billing,
project revenue recognition, project cash forecasting, and project cost collection,
including multi-currency and tax regulations.
To support project supply chain management and execution, Project Manufacturing
provides functionality for project sales management, project advanced supply chain
planning, project procurement, project execution, and project quality management.
First, a maintenance work order is linked to a project or task. If a requisition or
purchase order is created for that work order, the commitments for the work orders
associated project or task will be updated. The cost collection process then passes
the costs to the work orders associated project WIP accounting class accounts,
rather than the WIP accounting class associated with the eAM asset or eAM
organization.
Project Definition on page 11-3
Setting Up 2-81

3
eAM Work Management
This chapter discusses managing work in Oracle Enterprise Asset Management,

including the following topics:
Overview of eAM Work Management on page 3-3
Routine Work Orders on page 3-5
Preventive Maintenance Work Orders on page 3-11
Easy Work Orders on page 3-18
eAM Work Order Statuses on page 3-18
Defining Work Order Documents on page 3-20
eAM Operations and Tasks on page 3-22
Preparing Work Order Operations on page 3-22
Viewing Work Order Operations on page 3-26
Defining Material Requirements on page 3-27
Viewing Material Requirements on page 3-30
Defining Resource Requirements on page 3-32
Viewing Resource Requirements on page 3-36
eAM Work Order Transactions on page 3-38
Operation Completion on page 3-38
Work Order Completion on page 3-41
Rebuild Work Order Completion on page 3-44
eAM Work Management 3-1

Transacting Material on page 3-47
Transacting Resources on page 3-50
Viewing Resource Transactions on page 3-52
Closing Work Orders on page 3-54
eAM Work Order Planning on page 3-59
Using the Maintenance Workbench on page 3-59

Overview 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
automatically generate through the use of Preventive Maintenance Schedules, the
issue of an inventoried rebuildable spare, or manually generated as a routine work
order. 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 orders completion. For
example, data to collect can include inspection points for an asset, and Downtime
variables. If a variance is recorded into the quality plan, the system will create a
work request. You can define quality collection plans directly on the work order, or
define them as attributes of an Asset Activity to ultimately default into future work
orders generated for specific asset/asset activity combinations.
For each work order, the system can aggregate the estimated costs from the
associated BOM and resources, 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 orders associated asset. You can view these actual costs by period, at a
transaction level, or at a summary level.
This chapter is divided into the following sections:
eAM Work Orders on page 3-5
Routine Work Orders
Preventive Maintenance Work Orders
Rebuild Work Orders
Easy Work Orders
eAM Work Order Statuses
Defining Work Order Documents
eAM Operations and Tasks on page 3-22
Preparing Work Order Operations
Defining Material Requirements

Defining Resource Requirements

Viewing Operations
Viewing Material Requirements
Viewing Resource Requirements
eAM Work Order Transactions on page 3-38
Operation Completion
Work Order Completion
Rebuild Work Order Completion
Transacting Material
Transacting Resources
Viewing Resource Transactions
Closing Work Orders
eAM Work Order Planning on page 3-59
Using the Maintenance Workbench

eAM Work Orders
eAM Work Orders

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 asset activity (normally the role of a
Planner), the work order will inherit the asset activitys attributes, such as the
maintenance BOM, maintenance route (operations), attachments, quality plans, cost
information, and scheduling rules. The following diagram illustrates how when
preplanned work orders are created for assets, the asset activity information
associated with the work orders current asset automatically attaches material and
resource requirement information to the work order.
Easy Work Orders on page 3-18
eAM Work Order Statuses on page 3-18
Defining Work Order Documents on page 3-20
Routine Work Orders

Routine work orders are normally created by a Planner from the Maintenance
Workbench (See: Using the Maintenance Workbench on page 3-59), and can also be
created using a menu option. Material and resource planning (See: Overview of
Planning and Scheduling on page 5-2) is used at each status of the routine work
order (See: eAM Work Order Statuses on page 3-18).
To manually create a work order:

1. Navigate to the Find Work Orders window.
2. Choose New.

eAM Work Orders
Figure 31 Work Order Window
The header information displays general information about the asset and the type
of work required.
3. The work order number is assigned by the system but is updateable.
4. Enter an Asset Number requiring maintenance. The asset group will default
(See: Defining Asset Numbers on page 2-46).
5. Select an asset activity from the list of values. Only asset activities associated
with this asset are available.
Note: If this work order was previously created, you can add an
asset activity as long as the work order is at an Unreleased or Draft
status, or an asset activity has not been previously defined. If any
tasks, material, or resource requirements exist, these must be
deleted before adding an asset activity to a pre-existing work order.

eAM Work Orders
Once you select an asset activity, the system will load the associated
maintenance BOM (material) (See: Setting Up Maintenance Bills of Material on
page 2-68) and maintenance route (resources) associated with the activity (See:
Defining Maintenance Routes on page 2-64). Once an activity is saved to a work
order, you can no longer change or delete the activity.
6. Enter a WIP accounting Class code. This represents the charge (expense)
accounts associated with the asset. This can default from the asset (See:
Defining Asset Numbers on page 2-46) and can be updated.
7. Enter the Status. For example, Unreleased, Released, On Hold, and Draft.
Certain transactions update this status automatically, including Work Order
Completion, for example (See: eAM Work Order Statuses on page 3-18).
8. 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 will use this
date as a starting point to calculate the scheduled end date and duration for
allocated resources and materials. If the materials/resources are not available
by this date, the scheduling process will move the start date forward (See: eAM
Note: Actual dates will be entered at operation and work order

completion. Scheduled dates are calculated by the Enterprise Asset
Management scheduler if you have Oracle Manufacturing
Scheduling enabled (See: Overview of Setting Up, Oracle
Manufacturing Scheduling Users Guide). Otherwise, the WIP
scheduler will calculate the dates.
9. 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 materials. If the materials and resources are not
available by that date, the scheduling process will move the start date
backwards to ensure completion by the required end date (See: eAM

eAM Work Orders

10. In the Activity Specification region, optionally select an Activity Type from the
list of values. This code indicates the type of maintenance for this asset 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
11. Optionally, select an Activity Cause from the list of values to specify what
Vandalism, Normal Wear, or Settings. This can default from the asset activity
(See: Defining Asset Activities on page 2-54).
12. Optionally, select a user defined Work Order Type, such as Maintenance or
Preventive.
13. Select the Main tabbed region. The Owning Department defaults in from the
selected asset (See: Defining Asset Numbers on page 2-46). This indicates the
persons or department responsible for this asset.
Note: When viewing a rebuild work order, the owning department

will have defaulted from the owning department of its parent work
order. See: Rebuild Work Orders on page 3-5.
14. Optionally, select a Priority Code from the list of values. For example, High,
Medium, or Low.
15. The Shutdown Type defaults from the asset activity. This helps the planner
group work orders that may require shutdowns, so that they can be planned
together.
16. If the Firm check box is checked, planning and scheduling will not adjust the
schedule, regardless of material or resource availability (See: Overview of
Planning and Scheduling). This check box will default as checked or unchecked,
depending on the Auto Firm On Release check box setting, established in the
Enterprise Asset Management Parameters setup for the current organization

eAM Work Orders
(See: Defining eAM Parameters on page 2-9). This will default only after the
work order is released.
If the check box is selected, the end date will be 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 (See: eAM Work Order Statuses on page 3-18).
17. Optionally, select the Tagout Required check box to indicate that the asset area
needs to be secured for operations required for carrying out this 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.
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. See: Defining Work Order
Documents on page 3-20.
18. Optionally, select the Project/Schedule Group 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.
19. You can select the Rebuild tab if this work order is created for a rebuildable
spare (non-maintainable asset). See: Rebuild Work Orders on page 3-12.
20. 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.

eAM Work Orders
21. Select the Bill, Routing tab. This tab enables you to select alternate, predefined
BOMs and Routings. See: Setting Up Asset Bills of Material on page 2-60 and
Defining Maintenance Routes on page 2-64.
Once the alternate BOM and Routing are selected, the system will use the
associated items and assign the associated resources needed to execute this
work order.
22. Optionally, choose Operations to prepare necessary operations. These

operations will default from the maintenance route (See: Defining Maintenance
Routes on page 2-64) associated with the current asset activity, but can
optionally be updated (See: Preparing Work Order Operations on page 3-22).
23. Optionally, choose Materials to view or update the associated assets items list
(See: Setting Up Asset Bills of Material on page 2-60 and Defining Material
Requirements on page 3-27). 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.
24. Optionally, choose Resources to view or update the resources assigned to each
operation. See: Defining Resource Requirements on page 3-32.
25. Optionally, choose Asset Route to view the asset route associated with the
current work orders asset group. You may need to perform one asset activity
on multiple assets. To eliminate the possibility of creating multiple work orders
for the same activity, you can define asset routes. See: Defining Asset Routes on
page 2-58.
You can only choose Asset Route if an Asset Route is associated with the
current asset.
26. 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. See: Defining Period Types
and Defining Calendars, Oracle General Ledger Users Guide.
Actual Costs: This is the accumulation of all cost for material and resource
transactions for the assets associated maintenance work orders, based on a
specified period.
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 materials and resources associated with a
work order display, enabling you to budget costs.

eAM Work Orders
Variance Costs: The difference between the actual costs recorded and estimated
costs.
Material: All material and material overhead transaction costs will display.
Labor: All employee resource and resource overhead transaction costs will
display.
Equipment: All material resource and resource overhead transaction costs will
display.
27. 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 materials against the current work order.
28. Optionally, choose Details to view actual, estimated, and variance costs for
labor hours, equipment hours, and materials for specific operations of the
current work order.
29. Save your work.
Preventive Maintenance Work Orders

Enterprise Asset Management enables you to generate work orders automatically
based on meter readings, runtime intervals, and 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 an asset. Meters are entered to measure any asset 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 (See: Meters on page 4-3).
Scheduling definitions are defined to create forecasted, scheduled work orders,
based on meter readings. You can create a Preventive Maintenance scheduling
definition (See: Entering Preventive Maintenance Scheduling Definitions on
page 4-11) for an asset/asset activity combination (See: Asset/Asset Activity
Association on page 2-56), or an asset route (See: Defining Asset Routes on
page 2-58). Once 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 (See: 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. (See:
Generating Work Orders on page 4-20). You can choose the Implement button to
change the status of the Unreleased work orders to Released work orders.

eAM Work Orders
Figure 32 Forecasted Work Orders Window
See Also:
Overview of Preventive Maintenance on page 4-2
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 spare, or you can replace the rebuildable spare by issuing a new motor
rebuildable spare from inventory. If you choose to perform a material issue from
inventory, the new motor rebuildable spare will attach to the work order,
automatically creating the child, rebuild work order number associated to the
parent work order. In this case, the asset genealogy would automatically update to

eAM Work Orders
identify this new item number. See: Overview of Inventory Transactions, Oracle
Inventory Users Guide.
If you choose to repair and then re-install the problematic motor rebuildable spare,
you can manually create the child rebuild work order for the old motor rebuildable
spare.
The instructions below show you the option of creating a rebuild work order
without issuing any new material. The rebuildable spare needing to be rebuilt will
be replaced back into the asset (motor placed back into the pump, for example), and
will not go to a subinventory when the work order has completed. In this case, the
asset genealogy will not be updated.
To create rebuild work orders:

1. Navigate to the Find Rebuild Work Orders window.
2. Choose New.

eAM Work Orders
Figure 33 Rebuild Work Order Window
The header information displays general information about the rebuildable spare
and the type of work required.
3. A work order number is assigned by the system but is an updateable field.
4. Optionally, enter a Description for this work order, up to 240 characters.
5. Enter a Rebuild Item requiring maintenance.
6. Select a Serial Number from the list of values (See: Defining Rebuild Spares on
page 2-72 and Generating Serial Numbers, Oracle Inventory Users Guide.
7. Optionally, select a Rebuild Activity (asset activity) from the list of values. Only
activities associated with this rebuildable spare are available (See: Rebuildable
Spare/Asset Activity Association on page 2-75). If an activity does not exist,
you can add operations, and material/resource requirements to this work order
manually. See: Defining Material Requirements on page 3-27, Defining Resource
Requirements on page 3-32, and Preparing Work Order Operations on
page 3-22. If an asset activity does exist, you can update the material and

eAM Work Orders
resources by choosing the Materials or Resources buttons from this window or

by utilizing the Maintenance Workbench (See: Using the Maintenance
Workbench on page 3-59).
8. Enter a WIP accounting Class code. This represents the charge (expense)
accounts associated with the asset. This can default from the asset (See:
Defining Asset Numbers on page 2-46) and can be updated.
9. Enter the Status. For example, Unreleased, Released, On Hold, and Draft.
Certain transactions update this status automatically, including Work Order
Completion, for example (See: eAM Work Order Statuses on page 3-18).
10. 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 will use this
date as a starting point to calculate the scheduled end date and duration for
allocated resources and materials. If the materials/resources are not available
by this date, the scheduling process will move the start date forward (See: eAM

11. 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 materials. If the materials and resources are not
available by that date, the scheduling process will move the start date
backwards to ensure completion by the required end date (See: eAM


eAM Work Orders
12. In the Activity Specification region, optionally select an Activity Type from the
list of values. This code indicates the type of maintenance for this asset 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
13. Optionally, select an Activity Cause from the list of values to specify what
Vandalism, Normal Wear, or Settings. This can default from the asset activity
(See: Defining Asset Activities on page 2-54).
14. Optionally, select a user defined Work Order Type, such as Maintenance or
Preventive.
15. Select the Rebuild tabbed region, then select a Parent Work Order number from
the list of values. This is the work order that the rebuild work order is
associated with. In the example above, the Parent Work Order was the pump
inspection.
16. Optionally, choose Operations to prepare necessary tasks. These operations will
default from the maintenance route (See: Defining Maintenance Routes on
page 2-64) associated with the current asset activity, but can optionally be
updated (See: Preparing Work Order Operations on page 3-22).
17. Optionally, choose Materials to view or update the associated assets items list
(See: Setting Up Asset Bills of Material on page 3-22 and Defining Material
Requirements on page 3-27).
18. Optionally, choose Resources to view or update the resources assigned to each
operation. See: Defining Resource Requirements on page 3-32.
19. Optionally, choose Asset Route to view or update the asset route associated
with the current work orders asset group. You may need to perform one asset
activity on multiple assets. 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 asset. See:
Defining Asset Routes on page 2-58.
20. Optionally, choose Costs to view cost information specified by accounting
period. You can change the accounting period information in the Accounting
Information by Period region. Accounting Periods are defined within Oracle
General Ledger. See: Defining Period Types and Defining Calendars, Oracle
General Ledger Users Guide.
a. Select a work order, then choose Value Summary to view actual, estimated,
and material costs for material, labor, and equipment.

eAM Work Orders
Figure 34 Maintenance Work Order Value Summary Window
transactions for the assets associated maintenance work orders, based on a
specified period.
associated with a work order. When you select Estimated Costs type from
the list of values, the estimated costs of all materials and resources
associated with a work order display, enabling you to budget costs.
Variance Costs: The difference between the actual costs recorded and
estimated costs.
Labor: All employee resource and resource overhead transaction costs will
display.
b. Optionally, choose Details to view the Material, Labor, and Equipment costs
for each individual operation on the current work orders routing. You can

eAM Work Orders
view totals for actual, estimated, or variance costs, depending on the tabbed
region you select.
21. Save your work.
Note: A requirement for rebuild work orders that are created

automatically via a material transaction is that the completion
subinventory must be an expense subinventory (See: Subinventory
General Ledger Account Fields, Oracle Inventory Users Guide) and
Work Order Completion on page 3-41.
Note: A rebuild work orders owning department will default from

the owning department of its parent work order. This can be
viewed if you select the Main tabbed region.
See Also:
Overview of eAM Cost Management on page 6-2
Easy Work Orders

Easy Work Orders are unplanned work orders, and enable you to avoid operation
and resource planning. When creating an easy work order, an asset activity will not
default into the work order, based on the asset/asset activity association (See:
Asset/Asset Activity Association on page 2-56), as with planned work orders. These
work orders can only be created in Enterprise Asset Management Self Service (See:
Creating Easy Work Orders on page 13-23). Once created, the work order is
automatically at a Released status (See: eAM Work Order Statuses on page 3-18),
enabling you to execute the work order. For example, request materials, charge
labor, etc.
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 (See: Creating Easy Work Orders on
page 13-23).

eAM Work Orders
Multiple work orders associated with the same asset activity combination (See:
Defining Asset Activities on page 2-54) cannot be at a Released status.
Figure 35 eAM Work Order Lifecycle
Status Description
Draft No scheduling of work orders at a Draft status can take place.
You cannot charge labor, or request materials for work orders at
this status.
Released Once a work order is Released, you can execute a work order.
You can charge labor, request materials, and scheduling for this
work order takes place (See: eAM Scheduling on page 5-14) to
create the scheduled start or end date. You can release a work
order from the Work Orders window (See: Routine Work Orders
on page 3-5), and the Maintenance Workbench (See: Using the
Maintenance Workbench on page 3-59).
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 (See: eAM Scheduling on page 5-14)
but you cannot charge labor or request materials. 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. Once the Scheduler process finishes running, the status
changes back to Released. The work order will be scheduled,
based on the constraint option chosen at the organization level.

eAM Work Orders
Status Description
Complete A Complete status for an Enterprise Asset Management work
order does not require any operation to be completed. When a
work order is completed, you can still charge labor. You can
uncomplete a work order to take it back to a Released status
from the Work Plans tab (See: Work Plans on page 13-26).
Closed You cannot charge any accounts once 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 the closing of a work order, unclosing
the work order will bring it to an Unreleased status. See: Closing
Work Orders on page 3-54.
On-Hold Enterprise Asset Management work orders at Released and
Unreleased statuses can be put on hold. You cannot charge labor
or request materials for a work order at this status.
Cancel You can cancel an Enterprise Asset Management work order at
any status in its lifecycle.
Defining Work Order Documents

You can attach existing documents to an work order, and create text to associate
with a work order. You can attach text and files, such as spreadsheets, graphics, and
OLE objects.
To define work order documents:

1. Navigate to the EAM Work Order Documents window.

eAM Work Orders
Figure 36 EAM Work Order Documents Window
See Also:
Users Guide

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.
Viewing Work Order Operations on page 3-26
Viewing Material Requirements on page 3-30
Viewing Resource Requirements on page 3-36
Preparing Work Order Operations

Operations (also known as tasks) are the instructions to perform a repair. Each
operation is assigned to a department (See: Defining Departments and Resources on
page 2-13), associated with assigned resources (trades people, outside service
providers, and equipment). When you create a work order for an asset, you can
attach the assets associated asset activity (See: Asset/Asset Activity Association on
page 2-56) to that work order, bringing its related maintenance route (See: Defining
Maintenance Routes on page 2-64) 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.
To prepare operations:
1. Navigate to the Select Work Order window.
2. Choose a work order from the list of values.
3. Choose Continue.
Operations can be scheduled to run in parallel, sequence, or through dependent
steps. In the screen shot below, 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.

Figure 37 Operations Window
4. Choose the Operation icon, then click in the header. This displays the New
Operation window.
5. Optionally, enter or update an Operation sequence, or let the system
automatically generate it for you, according to your profile setup (See: Item and
Operation Sequence, Oracle Bills of Material Users Guide). Operations are
generally assigned in increments of ten. This enables you to later insert
additional steps, when necessary.
6. Optionally, enter a Description for this operation.
7. Optionally, to copy or reference standard operations into a routing, use the
Operation Code list of values. 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 (See: Creating a Standard
Operation, Oracle Bills of Material Users Guide).
8. Select an Assigned Department from the list of values. The assigned
department identifies the role responsible for performing the task.

9. 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 materials. If the materials and resources
are not available by this date, the scheduling process will move the start date of
the work order forward. The planning process uses the scheduled start date to
recommend creation of purchase orders for the materials (See: Overview of
Planning and Scheduling on page 5-2).
10. 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 materials. If the materials and resources
are not available by this date, the scheduling process will move the completion
date of the work order backward. The planning process uses the scheduled
completion date to recommend creation of purchase orders for the materials
(See: Overview of Planning and Scheduling on page 5-2).

11. 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.
12. Choose OK to bring the Operations window back.
Notice that the operations entered in the previous window display at the
bottom of this window. Scroll over to the far right field.
The Duration identifies the duration of the operation, and is measured in hours.
You can manually enter this, or let it calculate as the difference between the
estimated Start Date and estimated End Date.
13. After all necessary operations are entered, you can create dependencies as
necessary.
Optionally, choose the Connect icon to connect dependent operations. Once
chosen, you can draw a line between dependent operations.

You may need to move operations around. Optionally, choose the Drag icon to
move an operation.
14. Optionally, choose Materials to view or update the associated items list for the
current operation (See: Setting Up Maintenance Bills of Material on page 2-68
and Defining Material Requirements on page 3-27).
15. Optionally, choose Resources to view or update the resources assigned to the
current operation.
If you select the Scheduling tabbed region, for each resource operation, you can
choose whether it will be included in scheduling. The example above illustrates
that you can schedule to the resource level within an operation. See: Enabling
eAM Scheduling on page 5-14 and Defining Resource Requirements on
page 3-32.
Select Yes, No, Prior, or Next from the Scheduled list of values.

Note: You can view work order operations in a view-only mode.

See: Viewing Work Order Operations on page 3-26.
Viewing Work Order Operations

You can view the operations required to perform a repair. These operations are
assigned resources (trades people, outside service providers, and equipment), as
well as materials. The View Operations window does not enable you to update the
operations. For instructions on updating operations, See: Preparing Work Order
Operations on page 3-22.
To view operations:
1. Navigate to the View Operations window.
a. From the Select Work Order window, select a Work Order from the list of
values.
b. Choose Continue.

Figure 39 View Operations Window
2. Choose Materials to view material requirements. See: Defining Material

Requirements on page 3-27.
3. Choose Resources to view resource assignment. See: Defining Resource
Requirements on page 3-32.
See Also:
Defining Material Requirements

When you enter a work order for an asset, the assets associated activity will attach
the required material (See: Setting Up Maintenance Bills of Material on page 2-68)
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:

3. Choose Continue.
Figure 310 Material Requirements Window
4. Optionally, in the Inventory Items region, you can view or update the current
work orders associated assets items list (See: Setting Up Asset Bills of Material
on page 2-60) by placing your cursor in the Material field, or by choosing Select
Materials. When you choose Select Materials, the currents assets associated
asset bill of material items will become available to add to the required
materials for the current work order.

Figure 311 Select Materials Window
5. Optionally, select the Main tabbed region to change operation sequence and the
Date Required. Add note:
Note: 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.
6. Optionally, select the Quantities tabbed region to update the quantity Required.
7. Optionally, select the Supply tabbed region, to select a supply Type and
Subinventory from the lists of values.
8. 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. Once you choose Direct Item, the current
work order and operation reference values will be passed to the requisition

created. If the work order is project related, then the project and task
information is captured in the purchase requisition (See: Overview of Direct
Item Procurement for eAM Work Orders on page 7-2). You can exit Self Service
Purchasing and return to the Material Requirements window by choosing
Return To Portal.
Upon re-inquiry of this work order, the Direct Items region will reflect
any requisition and purchase order details.
Note: You must have Oracle Self Service Purchasing installed for
this functionality. You can purchase direct items from a Requisition
or Purchase Order window if you have Oracle Purchasing installed
(See: Entering Purchase Orders for Direct Items on page 7-18).
Note: You can only procure direct items to a work order that is at a
status of Released.
9. Choose Copy to Asset to dynamically update the BOM associated to the Asset
Group with any items list changes (See: Setting Up Asset Bills of Material on
page 2-60).
10. Save your work.
Note: You can view work order material requirements in a

view-only mode. See: Viewing Material Requirements on page 3-30.
Viewing Material Requirements

When you enter a work order for an asset, the work orders associated activity will
attach the required material (See: Setting Up Maintenance Bills of Material on
page 2-68) and resources to complete its operations. You can view material
requirements for a specific work order.
To view work order material requirements:

1. Navigate to the View Material Requirements window.
values.

b. Choose Continue.
Figure 312 View Material Requirements Window
2. In the Inventory Items region, you can view Inventoried items on this work
orderss required items. You can view them by warehouse, and at the
subinventory level.
a. In the Main tabbed region, you can view operation sequence and the Date
Required.
b. In the Quantities tabbed region, you can view the quantities Required.
c. In the Supply tabbed region, you can view supply Type and Subinventory
information for the inventoried items.
See Also:

Defining Subinventories, Oracle Inventory Users Guide
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.
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
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. (See: Defining Departments and
Resources on page 2-13)
To define resource requirements:

3. Choose Continue.
The resources that display on the following Resources window were assigned
to the department, and assigned to the current operation of the routing. See:
Defining Departments and Resources on page 2-13.

4. Select an Operation from the list of values. Only valid operations associated
with the routing will display in the list of values. See: Preparing Work Order
Operations on page 3-22.
Note: If you access the Resources window via the Operations

window, then you cannot change resource information. If you
access the Resources window via the Work Order window, you can
change resource information.
5. Enter a Resource Sequence. You can have multiple resources for an operation.
6. Choose a Resource from the list of values.
7. In the Main tabbed region, the UOM will default based on the Resource
definition. See: Defining Departments and Resources on page 2-13. You can
only update this if the BOM: Update Resource UOM profile option is set to Yes.

The UOM needs to be time-based for this work order to be scheduled. It needs
to be the same as the site level profile option, BOM: Hour UOM. See: Bills of
Material Profile Options, Oracle Bills of Material Users Guide.
8. Select a Basis by which to charge and schedule the resource. This will default
based on the Resource definition. See: Defining a Resource, Oracle Bills of
Item: Charge and schedule the resource where the resource usage quantity is the
amount required per assembly unit you make.
Lot: Charge and schedule the resource where the resource usage quantity is the
amount required per job or schedule.
9. Enter the Usage Rate or Amount Value for the resource. You can post usage
time for employees, equipment, and miscellaneous materials.
10. Select the Quantities tabbed region. You can view the Required quantity of this
resource to be used. This information defaults from the Usage Rate/Amount
information. You can also view the Applied amount or rate of the resource
already used. The Open amount or rate identifies the amount of the resource
left to use (the difference between the Required and Applied).
11. Select the Scheduling tabbed region. This information defaults from the current
operations setup. See: Preparing Work Order Operations on page 3-22.
Select Yes in the Scheduled field to indicate that this resource can be scheduled.
12. Select the Costing tabbed region. You can view and update this resources
costing information. Optionally, select the Standard Rate check box to indicate
that the cost applied to this resource does not change.
13. Select a Charge Type from the list of values.
Manual: You can manually enter the cost.
PO receipt: The cost will default as the cost on the purchase order receipt.
14. The Department will default as the area the current resource is assigned to. See:
Defining Departments and Resources on page 2-13.
15. Optionally, select Instances to view or update a list of specific people or
equipment assigned to this resource. The Person tabbed region displays persons
grouped in specific roles. The Equipment tabbed region displays similar types
of equipment grouped by resource. You can define specific machines to any of
your machine type resources and you can define specific employees to any of
your labor type resources. When a resource has instances defined, the

scheduling process can schedule at that level, and then later view the results in
the Scheduler Workbench (See: Using the Scheduler Workbench on page 5-17).
For example, you can define all machines belonging to the resource GRINDERS.
An individual grinder machine can then be a specific resource requirement and
scheduled, and can have its own unique capacity definition.
This information defaults from your current resource definition. You can only
add people and equipment that have been associated with the current resource.
See: Defining a Resource, Oracle Bills of Material Users Guide.
Figure 314 Resource Instances Window
16. Save your work.
See Also:
For information on all remaining fields, See: Defining a Resource, Oracle Bills of
Material Users Guide

Viewing Resource Requirements

You can view resource requirements for a work order. Resources define the time an
assembly spends at an operation and the cost you incur for the 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.
To view resource requirements:

1. Navigate to the View Resource Requirements window.
values.
b. Choose Continue.
Figure 315 View Resource Requirements Window

2. View the list of operations and their resources associated to the current work
order.
See Also:
Defining a Resource, Oracle Bills of Material Users Guide

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.
Operation Completion on page 3-38
Work Order Completion on page 3-41
Rebuild Work Order Completion on page 3-44
Transacting Material on page 3-47
Transacting Resources on page 3-50
Viewing Resource Transactions on page 3-52
Closing Work Orders on page 3-54
Operation Completion
Operations are the instructions or tasks to perform a repair. Every operation is
assigned to a department (See: Defining Departments and Resources on page 2-13),
associated with assigned resources (trades people, contractor services, and
equipment). When you enter a work order for an asset, the assets associated asset
activity (See: Asset/Asset Activity Association on page 2-56) will attach to the work
order, bringing its related maintenance route (See: Defining Maintenance Routes on
page 2-64) and BOM. The maintenance route is comprised of operations necessary
in completing the activity. You can Complete and Uncomplete operations. Once an
operation is complete, you can perform an Operation Uncompletion. However, if an
operation is dependent upon another operation, you cannot uncomplete that
operations dependency if the current operation is complete. For example, operation
20 is dependent on operation 10 completing. You cannot uncomplete operation 10
once operation 20 has been completed.
To complete an operation:
1. Navigate to the Operation Completion window.

Figure 316 Operation Completion Window
2. Select a Work Order from the list of values.

3. Select an Operation Sequence from the list of values (See: Defining Maintenance
Routes on page 2-64 and Preparing Work Order Operations on page 3-22). This
is the operation you wish to complete.
4. The Transaction Date will default as the system date, but you can optionally
change this.
5. Optionally, enter a Reconciliation Code. This is a simple description of why you
are completing this operation. For example, Operation Completed or Operation
Partially Completed.
6. Enter Duration region information. You must enter two values within this
region: Duration, Actual Start Date, or Actual End Date. The value that you do
not enter will be automatically calculated.
Actual Duration identifies the total elapsed time of the Work Order. It is
automatically calculated as the difference between the Estimated Start Date and
Estimated End Date of the operation.
7. Optionally, enter a date range if the operation was shutdown during the
operation.
8. Save your work.

To uncomplete an operation:
1. Navigate to the Operation Completion window.
Figure 317 Operation Completion Window

3. Select a completed Operation Sequence from the list of values (See: Defining
Maintenance Routes on page 2-64 and Preparing Work Order Operations on
page 3-22). This is the operation you wish to uncomplete.
4. The Transaction Date will default as the system date, but you can optionally
change this.
are uncompleting this operation.
6. Enter Duration region information. You must enter two values within this
region: Duration, Actual Start Date, or Actual End Date. The value that you do
not enter will be automatically calculated.
Estimated End Date of the operation.
7. Optionally, enter a date range if the operation was shutdown during the
operation.
8. Save your work.

See Also:
Operation Completion Moves, Oracle Work In Process Users Guide
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 asset activity (normally the role of a
Planner), the work Order will inherit the asset activitys 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 once its completed, bringing it back to a Released status (See: eAM Work
Order Statuses on page 3-18).
Planners or Crew Supervisors can complete or uncomplete work orders using the
Maintenance workbench (See: Maintenance Workbench), from the Work Plans tab in
Enterprise Asset Management Self Service (See: Work Plans on page 13-26), or by
accessing the Work Order Completion menu option.
To complete a work order:

1. Navigate to the Work Order Completion window.

Figure 318 Work Order Completion Window

3. The Transaction Date defaults as the system date, but you can optionally update
this.
are completing this work order. For example, Work Order Completed or Work
Order Partially Completed.
5. Optionally, enter Duration region information. You must enter two values
within this region: Duration, Actual Start Date, or Actual End Date. The value
that you do not enter will be automatically calculated.
Estimated End Date.
6. Choose Meter Readings to enter readings for meters associated with this asset.
Readings for meters defined as mandatory must be entered. You can optionally
enter non-mandatory readings.
At work order completion, meter readings are mandatory for work orders
generated by the Preventive Maintenance scheduling engine. Once a work
order is completed, meter readings are required for all runtime interval meters
associated with the asset in the Preventive Maintenance scheduling definition.

See: Entering Preventive Maintenance Scheduling Definitions on page 4-11. If

there is a meter associated with this asset, you will be prompted to enter a
Current Reading or a Reading Change. If you enter a Current Reading, the
Reading Change will default. If you enter a Reading Change, the Current
Reading will default. See: Entering Meter Readings on page 4-7.
Indicate whether you would like to Reset the Current Reading to zero by
selecting the Reset check box.
7. Oracle Quality collection plans associated with the current work orders asset
and requiring completion may display. When the collection plan was created, it
was specified whether the collection plan required completion. Also, during the
Enterprise Asset Management collection plan creation process, triggers may
have been specified to make only certain assets eligible for the collection plan.
See: Quality Setup on page 12-2.
Required fields are dependent on the Collection Plans collection element
specifications. See: Quality Setup on page 12-2.
8. Save your work.
To uncomplete a work order:

1. Navigate to the Work Order Completion window.
2. Select a completed Work Order from the list of values.
this.
are uncompleting this work order.
5. Optionally, in the Duration region, enter an actual Duration, Actual Start Date,
and Actual End Date. Actual Duration identifies the total elapsed time of the
Work Order. It is automatically calculated as the difference between the
Estimated Start Date and Estimated End Date. Changing the times and duration
affects resource usage for employees and equipment.
6. Save your work.
See Also:
Entering Meter Readings on page 4-7

Rebuild Work Order Completion

There are two ways of creating rebuild work orders. In the scenario that a new
rebuildable spare is issued from inventory to be placed into the asset, a rebuild
work order is automatically created for the rebuildable spare that was taken out
with a need for repair, given the required information was entered into the material
transaction (See: Transacting Material on page 3-47). This child work order of the
parent work order can be completed independent of the parent work order.
However, if the rebuildable spare needing repair is removed from the asset,
repaired, then reinstalled, that manually created, child, rebuild work order must
first be completed before the parent work order can be completed. In this scenario,
you must first complete all rebuild/children work orders (See: Rebuild Work
Orders on page 3-12) before you can complete a parent work order (See: Work
Order Completion on page 3-41). 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 once it is completed, bringing it back to a Released
status (See: eAM Work Order Statuses on page 3-18).
Planners or Crew Supervisors can complete or uncomplete work orders using the
Maintenance workbench (See: Using the Maintenance Workbench on page 3-59),
from the Work Plans tab in Enterprise Asset Management Self Service (See: Work
Plans on page 13-26), or by accessing the Work Order Completion menu option.
To complete a rebuild work order:

1. Navigate to the Rebuild Completion window.

Figure 319 Rebuild Completion Window
2. Select a rebuild Work Order from the list of values. Only rebuild work orders
are available for selection.
this.
are completing this work order. For example, Work Order Completed or Work
Order Partially Completed.
6. Enter the Completion Location region information.
a. Enter the completion Subinventory. For Rebuild Work Orders that were
created from a material transaction, this must be an expense subinventory.
b. If the rebuildable spare is locator controlled, enter a Locator. See: Inventory
Attribute Group, Oracle Inventory Users Guide.
c. If the rebuildable spare is lot controlled, enter a Lot Number. See: Inventory
Attribute Group, Oracle Inventory Users Guide.

7. Save your work.
To uncomplete a rebuild work order:

1. Navigate to the Rebuild Work Order Completion window.
2. Select a completed rebuild Work Order from the list of values.
this.
are uncompleting this work order.
6. Save your work.
See Also:
Defining Subinventories, Oracle Inventory Users Guide

Transacting Material
You may need to issue a rebuildable spare 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 spare by issuing a new
motor rebuildable spare from inventory. If you choose to perform a material issue
from inventory, the new motor rebuildable spare will attach to the work order,
automatically creating the child, rebuild work order number associated to the
parent work order. In this case, the asset genealogy would automatically update to
identify this new item number. See: Overview of Inventory Transactions, Oracle
Inventory Users Guide.
To create a material transaction:

1. Navigate to the Material Transactions window.
2. Select a valid Work Order from the list of values.
3. In the Transaction region, indicate whether this transaction is for a Specific
Component (rebuildable spare) (See: Rebuild Work Orders on page 3-12) or for
All Material (inventory items that are not of Rebuild Item Type).

Figure 320 Material Transactions Window
4. Choose Continue.

Figure 321 WIP component issue Window
5. Select the Item from the list of values that you are taking from inventory and
issuing to the current work order. You will receive a warning if the item you
choose is not included in the work order BOM (See: Setting Up Asset Bills of
Material on page 2-60).
6. Select the Subinventory from the list of values from where this Item resides.
7. Select the Operation Sequence of the current work order routing to associate
this material.
8. Choose Done.
9. Save your work.
See Also:
For information on all remaining fields, See: Issuing and Returning Specific
Components, Oracle Work In Process Users Guide

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
You can charge resources to a specific work order.
To create a resource transaction:

1. Navigate to the Resource Transactions window.
Figure 322 Resource Transactions Window
2. Select a valid work order from the list of values.

3. Choose Continue.

Figure 323 Resource Transactions Window
4. Enter the Operation Sequence of the current work orders routing to charge
(See: Preparing Work Order Operations on page 3-22).
5. Enter the Resource Sequence to charge (See: Defining Resource Requirements
on page 3-32).
6. Select a UOM from the list of values to measure quantity charged. This will
default from the current resources department setup (See: Defining
Departments and Resources on page 2-13).
7. Enter the Quantity to be charged.
8. Save your work.
See Also:
For information on all remaining fields, See: Resource Transactions, Oracle Work In
Process Users Guide

Viewing Resources Transactions

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
You can charge resources to a specific work order. You can view all transactions that
have been charged against a specific resource.
To view a completed resource transaction:

1. Navigate to the Find Resource Transactions window.
Figure 324 Find Resource Transactions Window
You can narrow your selection of transactions by any field within this window.
For example, you can view all resource transaction information charged during
a specific period, or view all transaction information transpired for a specific
work order number.
2. Choose Find.

Figure 325 View Resource Transactions Window
3. View resource transaction information specific to a work order by selecting the

Job or Schedule Header tabbed region.
4. View resource transaction information specific to a work order operation by
selecting the Operation, Quantities tabbed region.
5. View resource transaction information specific to a resource by selecting the
Resource Information tabbed region.

Closing Work Orders

You can close a maintenance work order at any status within its lifecycle (See: eAM
Work Order Statuses on page 3-18). You can close one or many work orders at once.
You cannot charge any accounts once a maintenance 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 the closing of a work order, unclosing
the work order will bring it to an Unreleased status.
To close a work order:

1. Navigate to the Find Work Order window.
2. Select a Work Order from the list of values. You can optionally enter other data
selection information.
3. Choose Find. The Close Work Order window displays.

Figure 326 Close Work Order Window
4. From the Tools menu, select Close Work Orders. The Close EAM Work Orders
window displays.

Figure 327 Close EAM Work Orders Window
5. In the Report Type region, select a report type. Your selection determines the
type of information presented on the report that is produced by the concurrent
process (Close Discrete Jobs) closing the work order. The report presents project
information, the work orders closed, status information, as well as quantity
information.
6. Select an Actual Close Date. This date must be greater than or equal to the
system date.
7. Select a Submission Date. This date must be greater than or equal to the system
date.
8. Choose OK.
To unclose a work order:

2. Select a closed Work Order from the list of values. You can optionally enter
other data selection information.
3. Choose Find. The Close Work Order window displays.

Figure 328 Close Work Order Window
4. From the Tools menu, select Unclose Work Orders.

5. Save your work.
To close a rebuild work order:

1. Navigate to the Find Rebuild Work Orders window.
2. Select a Work Order from the list of values. Only rebuild work orders are
available in the list of values.
3. Choose Find. The Close Rebuild Work Order window displays.
4. From the Tools menu, select Close Rebuild Work Orders. The Close EAM Work
Orders window displays.
5. In the Report Type region, select a report type. Your selection determines the
type of information presented on the report that is produced by the concurrent
process (Close Discrete Jobs) closing the work order. The report presents project

information, the work orders closed, status information, as well as quantity

information.
6. Select an Actual Close Date. This date must be greater than or equal to the
system date.
7. Select a Submission Date. This date must be greater than or equal to the system
date.
8. Choose OK.
To unclose a rebuild work order:

2. Select a closed rebuild Work Order from the list of values.
3. Choose Find. The Close Rebuild Work Order window displays.
4. From the Tools menu, select Unclose Rebuild Jobs.
5. Save your work.
See Also:
Closing Discrete Jobs Using Submit Requests, Oracle Work In Process Users Guide

eAM Work Order Planning

A planner performs several functions, including purchasing required materials for
work orders, approving work requests, creating work orders, releasing work orders,
and completing work orders. This section includes the following topics:
Using the Maintenance Workbench on page 3-59
Using the Maintenance Workbench

Using the Maintenance Workbench, a Planner can mass release and mass complete
work orders. However, you cannot complete mass work orders that have
mandatory meter readings and mandatory quality plans associated with a work
order (See: Work Order Completion on page 3-41). A planner can also procure direct
items (See: Overview of Direct Item Procurement for eAM Work Orders on
page 7-2) for work orders without having to leave the Maintenance Workbench. You
can generate work orders from suggested work orders, manage work order
required material, resources, and update work order operations as necessary.
To use the maintenance workbench:

1. Navigate to the Maintenance Workbench window.
2. You can narrow your data selection using any of the fields available. For
example, select an asset, to view all work orders related to that asset.
3. Choose Launch.

Figure 329 Maintenance Workbench Window
4. Optionally, in the Maintenance Workbench pane, select the Results (Assets) tab
or the Results (Rebuildable) tab.
Selecting the Results (Assets) tab displays asset information (See: Defining
Asset Numbers on page 2-46) in a tree structure format. If you expand the
Results (Assets) branch, the tree details asset information into three lower
branches, including All Assets, Assets With Work, and Routes With Work.
All Assets: All assets, associated with the data selection entered in step 2,
will display under the expanded All Assets branch.
Assets With Work: All assets with work orders (See: eAM Work Orders on
page 3-5), associated with the data selection entered in step 2, will display
under the expanded Assets With Work branch.
Routes: All assets with an associated asset route (See: Defining Asset Routes
on page 2-58), associated with the data selection entered in step 2, will
display under the expanded Routes With Work branch.
Selecting the Results (Rebuildable) tab displays rebuildable spare information
(See: Defining Rebuildable Spares on page 2-72) in a tree structure format. If
you expand the Results (Rebuildable) branch, the tree details rebuildable spare
information into two lower branches, including All Assets, and Assets With
Work.
All Assets: All assets, associated with a rebuild work order, will display.

Assets With Work: All rebuildable spares with work orders (See: eAM Work
Orders on page 3-5), associated with the data selection entered in step 2,
will display under the expanded Assets With Work branch.
5. Optionally, choose Operations to view the tasks associated with a specific work
order (See: eAM Operations and Tasks on page 3-22). You can view and update
the materials and resources associated with a specific operation.
6. Optionally, choose Materials to view and update the material requirements
associated with a selected work order (See: Defining Material Requirements on
page 3-27).
a. Optionally, you can view or update the current work orders associated
assets items list by choosing Select Materials. The currents assets
associated asset bill of material items will become available to add to the
required materials. See: Setting Up Asset Bills of Material on page 2-60.
b. Optionally, choose Direct Item to select direct items from supplier catalogs,
create requisitions, and add them to your items list. Direct Items are one
time, non-inventoried items that are purchased directly from the supplier.
Oracle Self Service Purchasing defaults the Work Order Number and
Operation Number, as well as the class code information for correct
expensing. Once you choose Direct Item, the current work order and
operation reference values will be passed to the requisition created using
Self Service Purchasing. If the work order is project related, then the project
and task information is captured in the purchase requisition (See: Overview
of Direct Item Procurement for eAM Work Orders on page 7-2). You can exit
Self Service Purchasing and return to the Maintenance Workbench by
selecting Return To Portal.
Upon re-inquiry of this work order, the Direct Items region will reflect
any Requisition and Purchase Order details.
Note: You must have Oracle Self Service Purchasing installed for
this functionality. You can purchase direct items from a Requisition
or Purchase Order window if you have Oracle Purchasing installed
(See: Entering Purchase Orders for Direct Items on page 7-18).
c. Choose Copy to Asset to dynamically update the BOM associated to the

Asset Group with any items list changes (See: Setting Up Asset Bills of
Material on page 2-60).

7. Optionally, choose Resources to view, update, add, or delete resource

requirements for a selected work order (See: Defining Resource Requirements
on page 3-32).
Optionally, choose Instances to view or update a list of specific people or
equipment assigned to this resource. The Person tabbed region displays
persons grouped in specific roles. The Equipment tabbed region displays
similar types of equipment grouped by resource. You can define specific
machines to any of your machine type resources and you can define specific
employees to any of your labor type resources. When a resource has
instances defined, the scheduling process can schedule at that level, and
then later view the results in the Scheduling Workbench (See: Using the
Scheduler Workbench on page 5-17).
For example, you can define all machines belonging to the resource
GRINDERS. An individual grinder machine can then be a specific resource
requirement and scheduled, and can have its own unique capacity
definition.
This information defaults in from your current resource definition. You can
only add persons and equipment that have been associated to the current
resource.
See: Defining a Resource, Oracle Bills of Material Users Guide
8. Optionally, choose Complete to complete a selected work order (See: Work
Order Completion on page 3-41).
9. Optionally, choose Open to open the work order details of a specified work
order See: eAM Work Orders on page 3-5).
10. Optionally, choose Work Requests (See: Work Requests on page 13-18) to view
all open work requests for the current asset.
Note: You can view work requests for assets, but not rebuildable
spares. The Results (Assets) tab must be selected to view work
requests.
11. Optionally, choose Forecast Work to view all suggested and scheduled asset
work orders, and their suggested start and end dates.

Figure 330 Forecasted Work Orders
a. Enter a Cutoff Date to decipher how far out you would like the work orders
to create from the suggested dates. The Horizon will default as the
difference between the Start Date and Cutoff Date.
b. Optionally, select the Include Run To Life check box to indicate that the
scheduling process should include suggested work orders for Run To Life
asset/asset activity associations. If this check box is not selected, manual
work orders can still be created. Run To Life items are typically items that
cost more to maintain than the item itself. For more information on Run To
Life items, See: Entering Preventive Maintenance Scheduling Definitions on
page 4-11.
c. Choose Run to generate work order suggestions for the specified date
period. The Expected Start Date will be calculated if you are using
backward scheduling, and the Expected End Date will be calculated if you
are using forward scheduling (See: Information on the Rescheduling Point
region in Entering Preventive Maintenance Scheduling Definitions on
page 4-11).
d. Optionally, choose Implement to release the selected (indicated by the check
box on the left side of the window) forecasted work orders. The work

orders will be created at an Unreleased status (See: eAM Work Order

Statuses on page 3-18).
Note: You can Forecast Work for assets, but not rebuildable spares.
The Results (Assets) tab must be selected to forecast work orders.
e. Choose Close to return to the Work Orders window.

12. Optionally, choose Mass Release to release multiple work orders at once. Work
orders at an Unreleased status will display.
Figure 331 Mass Release Window
Select the check boxes next to the work orders to release, then choose Release.
Because you cannot complete mass work orders that have mandatory meter
readings and mandatory quality plans associated, the system will not enable
you to release the work order if these conditions exist.
13. Optionally, choose Mass Complete to complete multiple work orders at once
(See: Work Order Completion on page 3-41 and eAM Work Order Statuses on
page 3-18). Choose Complete to complete all work orders selected.

Figure 332 Mass Complete Window
14. Save your work.


4
Preventive Maintenance
This chapter discusses how work orders can be created automatically using
preventive maintenance schedules. The following topics are necessary when setting
up preventive maintenance:
Overview of Preventive Maintenance on page 4-2
Defining Meters on page 4-3
Associating Meters with Assets on page 4-5
Entering Preventive Maintenance Scheduling Definitions on page 4-11
Suppression Activities on page 4-16
Generating Work Orders on page 4-20
Preventive Maintenance 4-1

Overview of Preventive Maintenance

Preventive Maintenance (PM) activities reduce the probability of failure or
degradation your companys assets physical condition. Preventive Maintenance
activities are carried out periodically, by usage, or based on the condition of the
asset.
This chapter covers the following topics:
Meters
Defining Meters
Associating Meters with Assets
Entering Meter Readings
Preventive Maintenance Scheduling
Entering Preventive Maintenance Scheduling Definitions
Preventive Maintenance Schedule Definition on assets
Preventive Maintenance Schedule Definition on asset routes
Suppression Activities
Generating Work Orders

Meters
Meters
Meters are defined and associated with assets to be measured and periodically
serviced. For example, a pipe may start out at 12 millimeters, but when it wears to
only four millimeters, it needs to be replaced. Another example is a forklift hour
meter. You may need to service the forklift after a certain number of running hours
or a specific number of days.
Associating Meters with Assets on page 4-5
Defining Meters
eAM enables you to generate work orders automatically using a preventive
maintenance schedule, based on runtime and day interval rules. For example, a
forklift may need servicing after 100 motor running hours, or 90 days, whichever
comes first. Meters are used to keep track of asset usage.
To define a meter:
1. Navigate to the Meters window.

Meters
Figure 41 Meters WIndow
2. Enter a unique Meter name.

3. Enter a Description for this meter.
4. Select a unit of measure (UOM), associated with this meter, from the list of
values. Once the meter is created, this field cannot be updated.
5. Select whether the meter readings will be Ascending, Descending, or
Fluctuating. If you choose blank from the drop down list, the meter reading can
fluctuate. A fluctuating meter reading is one that can go up and down, for
example, a temperature gauge. As production units pass through meters, meter
readings increment. Another example of an ascending meter is a car odometer.
Some liquid dispensers start full and record decreasing readings as material is
used.
Note: If the meter is fluctuating, then it cannot be used in

Preventive Maintenance scheduling.
Once the meter is created, you cannot update this field.

Meters
6. If you select the Used in Scheduling check box, the meter will be used in
Preventive Maintenance Scheduling. If there are any scheduling rules
associated with this meter, this check box cannot be deselected. If this is a
fluctuating meter, this check box is disabled. If the Used in Scheduling check
box is selected, the Usage Rate (per day) and Use Past Reading fields become
mandatory.
7. Enter a usage Rate (per day). This field works in conjunction with the Use Past
Readings field to support historical readings prior to eAM implementation. It
supplies the system benchmark data that can be used to set the occurrence of
scheduled PMs. Rate per day is referred to in the absence of a sufficient value in
the Use Past Reading field.
This field is mandatory only if you have selected the Used in Scheduling check
box.
8. Enter a value for the number of past readings. This value designates how many
readings prior the scheduler should go to for calculating the usage rate. If there
is an insufficient number of readings (for example four, instead of the required
five), the system will continue the calculation based on the usage Rate per day
entered.
This field is mandatory only if you have selected the Used in Scheduling check
box.
Note: If you enter a value of 1, the system will perpetually calculate

at the usage Rate per day.
9. Select the meter effectivity dates. If left blank, the meter is effective all of the
time. You can disable a meter effective on a specific date by selecting a To date.
10. Save your work.
Associating Meters with Assets

Asset Meter Association creates the relationship between the meter definition and
the asset.
To associate meters with assets:

1. Navigate to the Asset Meter window.

Meters
Figure 42 Asset Meter Window
2. For optimal performance, select an Asset Group from the list of values before
selecting an Asset Number. Only assets associated with the selected asset group
will be available in the list of values.
You can optionally select an Asset Number from the list of values first. This
triggers the Asset Group to default.
3. Choose Find to view all Meters associated with the current Asset.
4. In the Meters region, you can either associate existing, defined meters with the
current asset, or create new meters dynamically while associating them with the
current asset.
a. To associate existing meters with the current asset, select a meter Name
from the list of values. All remaining fields in the Meters region are
view-only.
b. To create new meters while associating them with the current asset, enter a
meter Name. Refer to the Defining Meters on page 4-3 section for
instructions on populating the remaining fields.

Meters
5. Save your work.
Entering Meter Readings

Once a work order is completed, meter readings are required for all meters
associated with the work orders current asset that appear in the Runtime Interval
rules in the Preventive Maintenance Scheduling Definition window (See: Entering
Preventive Maintenance Scheduling Definitions on page 4-11 and Work Order
Completion on page 3-41). However, you can enter stand-alone meter readings at
any time.
Note: To enable the Preventive Maintenance Scheduler process, an

initial meter reading needs to have already been entered.
To enter a stand-alone meter reading:

1. Navigate to the Meter Reading window.

Meters
Figure 43 Meter Readings Window
2. For optimal performance, select an Asset Group from the list of values before
selecting an Asset Number. Only assets associated with the selected Asset
Group will be available in the list of values.
You can optionally select an Asset Number from the list of values first. This
triggers the Asset Group to default.
3. The Reading Date will default as the system date. You can optionally select a
past date to view past meter readings. You cannot enter a future date.
4. Choose Find to display meter reading data for this asset. Meter readings with a
Reading Date falling within the meter effective dates will display in the Meter
Readings region.
5. Within the Meter Readings region, select the Current tab to update or add meter
reading data.

Meters
6. You can enter a Value for new meter readings. This field will default if you
populated the Change field for a newly entered meter reading. The Change
field indicates the difference between the last reading and the current reading. It
will default if the Value field is updated. The Change value is used to calculate
the Life To Date Reading, within the Latest tabbed region.
7. You can update a meter reading in the past. In order to do this, enter the exact
time stamp of the existing meter readings reading date, in the Reading Date
field. At that point, you can enter the updated value for that meter reading in
the Value field. If you do not enter the same time stamp, the data in the Value
field will be treated as a new meter reading entry.
8. The Change field indicates the difference between the last reading and the
current reading. When adding new meter readings, you can either update this
field or the Value field, enabling the other to default. If updating a past meter
reading, this field is disabled.
The Change value is used to calculate the Life To Date reading, within the
Latest tabbed region.
9. The Direction field is not updateable. The information defaults from the meter
definition.
10. 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.
Note: You cannot reset past meter readings if a meter reading has
been entered after the reading date.
11. Select the Latest tab. The Life To Date field will display the accumulated meter
reading, which is usually the same as the current meter reading. The Current
meter reading and Life To Date meter reading will only be 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. The user then reset the Current meter reading
to 3,000. The Life To Date meter reading will continue to increase from 17,000,
while the Current meter reading will increase from 3,000.

Meters
The system uses the Life To Date meter reading to calculate the Usage Rate.
12. Select the Comments tab to enter any necessary comments.
13. Optionally, choose Readings History to view all meter readings for the selected
meter and current asset. This can help you to make logical decisions when
entering and updating meter readings. For example, you can view the last
meter reading, enabling you to make a logical choice when entering the next
meter reading. You can also decide which meters you want to update. You
cannot update meter readings in the Meter Readings History window.
Figure 44 Meter Readings History
14. Choose Close to return to the Meter Reading window.

15. Save your work.


An asset activity and asset combination can be associated with runtime interval and
daytime interval rules defining when an asset activity should be scheduled for an
asset. The Preventive Maintenance 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.
Entering Preventive Maintenance Schedule Definitions on page 4-11
Suppression Activities on page 4-16
Generating Work Orders on page 4-20
Entering Preventive Maintenance Schedule Definitions

Schedule definitions are implemented to create scheduled work orders, based on
day interval rules, and/or runtime interval rules. You can create a Preventive
Maintenance Schedule Definition on an Asset/Asset Activity combination, or an
Asset Route/Asset Activity combination.
Before a Preventive Maintenance Schedule can be created, the following
prerequisites need to already exist:
Meter Definition (See: Defining Meters on page 4-3)
Asset Activity (See: Defining Asset Activities on page 2-54)
Meter/Asset Association (See: Associating Meters with Assets on page 4-5)
Meter Reading Entry (See: Entering Meter Readings on page 4-7)
Asset/Asset Activity Association (See: Asset/Asset Activity Association on
page 2-56)
To define a Preventive Maintenance Schedule on an asset:

1. Navigate to the Preventive Maintenance Schedules window.

Figure 45 Preventive Maintenance Schedules Window
2. Select an Asset Number from the list of values. Only assets that are
maintainable and associated with asset activities are available.
3. Choose an Asset Activity from the list of values. Only activities associated with
assets are eligible for scheduling.
4. Optionally, enter a Lead Time.
Lead time in a Preventive Maintenance Schedule is different than lead time
associated with work order creation. Lead time within a Preventive
Maintenance Schedule covers the time between the end date of the first run of
the Preventive Maintenance Schedule process and the start date (system date)
of the second run of the Preventive Maintenance Schedule process. For
example, a department will run the Preventive Maintenance Scheduler process
every two months; the end date of each Preventive Maintenance Scheduler
process will be the end of every other month. However, due to circumstance,
the meter data will not be ready until the middle of the month. Therefore, the
Preventive Maintenance Scheduler run will start in the middle of the month,

instead of at the beginning, creating a lapse between the first and second
Preventive Maintenance Scheduler runs. Lead time is used to cover this lapse.
5. The effective dates will default from the current asset activity if they exist.
Optionally, select or update the Effective From and Effective To dates.
6. In the Rescheduling Point region, indicate whether the rescheduling point is the
Scheduled Start Date or Completion Date. If you select Scheduled Start Date,
work orders are generated for the scheduled start date, and manually created
work orders are not considered by the Preventive Maintenance Scheduler
process. If you select Completion Date, work orders are generated for the
scheduled completion date, and manually created work orders are considered
in Preventive Maintenance scheduling.
7. If the Run To Life check box is selected, the Preventive Maintenance Scheduler
will not automatically schedule this asset and asset activity association,
however manual work orders can still be created. This is relevant for items that
cost more to maintain than the item 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 unselect it later. For example, you might
associate a non-maintainable asset to an activity, but maybe you cannot
currently maintain or schedule this asset. You may have future plans to
maintain this asset.
If this check box is selected, you will not see work orders for this asset in the
Maintenance Workbench (See: Using the Maintenance Workbench on
page 3-59).
8. Within the Day Interval region, indicate whether Preventive Maintenance

scheduling is based on a day interval.
9. If you selected the Day Interval check box, select a Base Date. This date is used
by the Preventive Maintenance Scheduler as a starting point for calculating the
next due date for a suggested work order. Once the Preventive Maintenance
scheduler suggests a work order, and that work order is completed, this date
will reset to the completion date.

10. If you selected the Day Interval check box, enter an Interval. For example, if you
enter the number three, a work order suggestion will be created every three
days.
11. Optionally, in the Run Time Interval region, select a Meter Name to indicate
that Preventive Maintenance scheduling is based on a run time interval. If you
have previously set up a day interval, you can base the scheduling on a run
time interval, as well. Only meters associated with this asset (See: Associating
Meters with Assets on page 4-5), and with the Used in Scheduling check box
selected in the meter definition, will be available in the list of values.
Using the screen shot information above, the Truck 01 is scheduled for an oil
change every 30 days, or every 1000 miles.
Table 41 Day Interval Rule

Field Value
Base Date December 26, 2001
Interval 30
Table 42 Runtime Interval Rule

Field Value
Last Service Reading 3000
Interval 1000
Last Service Reading Date January 1, 2002 (this can be found via meter reading history)
Usage Rate 25 miles per day (calculated as the total of the meter readings
value changes, divided by the total of the meter reading date
intervals)
If only the runtime interval 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 shortest interval and earliest dates: December 26, 2002 + every 30 days.
12. The Interval and UOM fields work together. The example below illustrates how,
for every 2000 miles, this asset needs an oil change.
The UOM will default from the meter definition of the current meter.
13. Enter a Last Service Reading if this is the first time you are defining this
Preventive Maintenance schedule. Subsequently, this field will automatically be
updated with the meter reading information recorded at work order completion
(See: Work Order Completion on page 3-41). The last service reading cannot be
greater than the last meter (if the meter is ascending), or less than the last meter
reading (if meter is descending).
The Next Due field will then default in as the Last Service Reading plus the
Interval.
Note: The Preventive Maintenance Scheduler (See: Generating

Work Orders on page 4-20) 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.
14. Save your work.
Example 41 Example Meter Usage Rate Calculation

An oil change for a car is performed every 3,000 miles. The last oil change was
performed on November 1, 2000, at a 15,000 mile odometer reading value. Then
next service is due at 18,000 miles. The table below contains historical meter reading
data. The meter usage rate is calculated according to the historical meter readings
below:
Table 43 Example Meter Usage Rate Calculation

Meter Reading
Meter Value Meter UOM Meter Reading Date
Odometer 16,000 Mile December 1, 2000

First, the usage rate per day is calculated as the total of the meter reading value
changes divided by the total of the meter reading date intervals:
(175 + 225) / (5 + 5) = 40 miles per day
Next, the next service date is calculated as the next service value (18,000) minus the
last meter reading value (16,400), divided by the usage rate per day (40). This
amount of days will be added to the last meter reading date (December 11, 2000), to
ultimately provide the Next Due date:
(18,000 - 16,400) / 40 = 40
December 11, 2000 + 40 days = a Next Due date of January 20, 2001
To define a Preventive Maintenance schedule on an asset route:

Preventive Maintenance Schedules can be defined based on Asset Routes. See:
Setting Up Asset Routes.
1. Navigate to the Preventive Maintenance Schedules window.
2. Select an Asset Route from the Asset Number list of values.
3. Refer to the Define Preventive Maintenance Schedules on Assets on page 4-11
section, for instructions on the remaining fields.
Note: You can only define a Day Interval for Asset Routes. You
cannot define Runtime Intervals.
Suppression Activities
You can suppress other Asset Activities with the Asset Activity in the scheduling
definition.
In the following example, there are two activities associated with a Truck 01 asset:
Oil Change (to be performed every five months), and Major Service (to be
performed every 12 months). A major service on a Truck 01 includes an Oil Change.
Therefore, a suppression definition needs to be defined; the asset activity of Major
Service suppresses the child activity, Oil Change.

Example 42 Suppression Example
Following this suppression mechanism, the preventive maintenance scheduler

process would calculate all the due dates for the two asset activites independently,
without suppression first (assuming cutoff date is December 13, 2003):
Table 44 Calculated Due Dates for Major Service

Activity Due Date
Major Service June 1, 2002
Table 45 Calculated Due Dates for Oil Change

Activity Due Date
Oil Change February 15, 2002
Oil Change July 15, 2002
Oil Change December 15, 2002
Oil Change May 15, 2003
Oil Change October 15, 2003
For every due date of the parent activity (Major Service), the process checks for
child asset activity (Oil Change) due dates that fall under the suppression umbrella
of the parent activity. As a result of the suppression rule defined (in the above

example), notice that Oil Changes work order, WO24, occurs less than one month
(the tolerance) away from Major Services work order, WO12. Therefore, WO24 is
suppressed and erased from the suggestion list. The final work order suggestions in
chronological order are the following:
Table 46 Suggested Due Dates, Tolerance in Day Terms

Activity Due Date
Oil Change February 15, 2002
Oil Change October 15, 2002
You could optionally define the suppression tolerance in terms of runtime

percentage, rather than days. For example, the runtime percentage is defined as 25
percent. This tolerance percentage is applied to the parent activitys interval (25
percent multiplied by 12 months = three months). In other words, the parent
activity (Major Service) suppresses the child activity (Oil Change) with a tolerance
of three months. Instead of the two month tolerance umbrella in the first example,
the tolerance umbrella in this example is calculated as six months (three months
multiplies by two). The suppression logic remains the same, and the final suggested
due dates would be as follows:
Table 47 Suggested Due Dates, Tolerance in Runtime Percentage Terms

Activity Due Date
Oil Change July 15, 2002
Oild Change October 15, 2002
Note: Oracle recommends that you define tolerance in terms of

days.

To create a suppression activity:

1. From the Preventive Maintenance Schedules window, choose Suppression.
Figure 46 Suppression WIndow
2. Choose a Suppressed Activity from the list of values. Only activities associated
with the asset are available.
Note: One Preventive Maintenance schedule can suppress multiple

Preventive Maintenance Schedules. One Preventive Maintenance
Schedule can be suppressed by only one Preventive Maintenance
Schedule. The rescheduling point (start versus end date) of the
suppressed Preventive Maintenance schedules must be the same.
3. Optionally, enter a Day Tolerance. This is the number of days on either side of
the scheduled date. For example, if you enter two, the suppression tolerance
will create a five day window in which the Preventive Maintenance can be
suppressed (the scheduled date, plus the two days before and after).

4. Optionally, enter a percentage Runtime Tolerance. This is the percentage of the

Runtime Interval.
5. Optionally, enter a description of this suppression.
6. Save your work.
Generating Work Orders

Once you have Preventive Maintenance Scheduling definitions established, you can
generate work orders. There are two ways of generating work orders. You can
execute the Generate Preventive Maintenance Work Orders process, or 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, associated with the scheduling definitions you defined. See: Entering
Preventive Maintenance Scheduling Definitions on page 4-11. 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 will not suggest another work order. This program should be scheduled
to periodically run automatically. You can run this program manually at any time
by accessing the menu option.
If you want to review and optionally select work orders that will be created 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. See: Using the
Maintenance Workbench on page 3-59.
The following are instructions to invoke the process from the menu:
To generate work orders:

1. Navigate to the Generate Preventive Maintenance Work Orders window.

Figure 47 Import Jobs and Schedules
2. In the Parameters window, select a Cut Off Date.
Figure 48 Parameters Window

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 Asset from the list of values.
7. Choose OK.
8. On the Generate Preventive Maintenance window, choose Submit.
See Also:
Submitting a Request, Oracle Applications Users Guide

5
eAM Planning and Scheduling
Oracle Enterprise Asset Management utilizes Oracle Manufacturing Scheduling and

Oracle Material Requirements Planning to ensure cost savings and work
management efficiencies by generating predictive work activities. These work
activities use a planning process to balance the work load for resource management.
This chapter contains the following topics:
Overview of eAM Planning and Scheduling on page 5-2
eAM Planning on page 5-3
Defining a Master Demand Schedule Name on page 5-4
Defining a Material Requirements Plan Name on page 5-5
Defining Plan Options on page 5-6
Launching the Planning Process on page 5-10
Viewing Suggested Demand on page 5-11
eAM Scheduling on page 5-14
Enabling eAM Scheduling on page 5-14
Using the Scheduler Workbench on page 5-17
eAM Planning and Scheduling 5-1

Overview of eAM Planning and Scheduling
Overview of eAM Planning and Scheduling

Oracle Enterprise Asset Management utilizes work orders to create demand for
asset maintenance. Operations within work orders are completed using work
orders associated material and resource requirements (See: Overview eAM Work
Management). Cost savings and work management efficiencies can be achieved by
generating predictive work activities, and then using a planning process to balance
the work load for resource management.
The process is as follows:
First, a Master Demand Schedule is created. This Master Demand Schedule is then
attached to MRP options. MRP is launched, creating planned work order
suggestions. You can use the Planner Workbench to implement the suggestions into
purchase requisitions or discrete work orders. Using the Purchasing AutoCreate
feature, purchase orders are created from the requisitions. Once the purchase orders
are received into inventory, you can issue material into a maintenance work order.
This chapter includes the following topics:
eAM Planning
Defining a Master Demand Schedule Name
Defining a Material Requirements Plan Name
Defining Plan Options
Launching the Planning Process
Viewing Suggested Demand
eAM Scheduling
Enabling eAM Scheduling
Using the Scheduler Workbench

eAM Planning
eAM Planning
Oracle eAM utilizes Material Requirements Planning (MRP) to calculate net
material requirements from gross material requirements, by evaluating:
the master schedule
bills of material
scheduled receipts
on-hand inventory balances
lead times
order modifiers
Material Requirements Planning then plans material replenishments by creating a
set of recommendations to release or reschedule orders for material, based on net
material requirements. MRP assumes infinite capacity is available to meet the
material requirements plan.
The following illustration depicts how eAM uses Material Requirements Planning.
First, an Master Demand Schedule (MDS) is created. This schedule is then attached
to MRP Plan Options. Next, the MRP is launched, creating suggestions for
purchasing requisitions. Finally, these suggestions are implemented. They are
purchased, and then received into inventory. Once the material is in inventory, it
can be issued to a maintenance work order.
Figure 51 eAM Material Requirements Planning

Defining a Master Demand Schedule Name on page 5-4
Defining a Material Requirements Plan Name on page 5-5
Defining Plan Options on page 5-6
Launching the Planning Process on page 5-10

eAM Planning
Viewing Suggested Demand on page 5-11
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 MDS Names window.
Figure 52 Master Demand Schedules Window
2. Enter a Name and Description for the schedule.

3. Save your work.
See Also:
Defining a Schedule Name, Oracle Master Demand Scheduling/MRP and Oracle Supply
Chain Planning Users Guide.

eAM Planning
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.
Figure 53 MRP Names Window
2. Enter an alphanumeric Name to identify a unique material requirements.

3. Optionally, enter a Description of the MDS 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. See: Auto-release Planned Orders, Oracle Master Demand
Scheduling/MRP and Oracle Supply Chain Planning Users Guide.

eAM Planning
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.
See Also:
Overview of Planning Logic, Oracle Master Scheduling/MRP and Oracle Supply Chain
Planning Users Guide
Defining MRP Names, Oracle Master Scheduling/MRP and Oracle Supply Chain
Planning Users Guide
Defining Plan Options

You can enter plan options for any plan. If you are launching the planning process
for this plan name for the first time, the plan options you defined in the setup
parameters are displayed. Otherwise, the plan options you chose for the last launch
of the planning process are displayed.
Supply Chain Planning users can also launch a DRP and supply chain MRP and
master production schedule (MPS) plan (See also: Reviewing or Adding Plan
Options, Oracle Master Scheduling/MRP and Oracle Supply Chain Planning Users
Guide.).
To enter plan options:

1. Navigate to the Plan Options window.

eAM Planning
Figure 54 Plan Options Window
2. Select a material requirements plan from the Plan list of values.

3. Select a master demand schedule name from the Schedule list of values.
4. Select MRP from the Type list of values.
5. Select an Overwrite option:
All: For a master production schedule (MPS) plan, overwrite all entries and
regenerate new MPS entries based on the source master demand schedule. For
an MRP, overwrite all MRP firm planned orders for MRP items. This option is
displayed when you generate a plan for the first time.
Outside planning time fence: For a master production schedule (MPS) plan,
overwrite all MPS entries outside the planning time fence. For an MRP,
overwrite all planned orders and firm planned orders outside the planning time
fence.

eAM Planning
None: Do not overwrite any firm planned order for MPS or MRP plans and net
change replan.
6. Select the Append Planned Orders check box to append new planned orders.
See: Reviewing or Adding Plan Options, Oracle Master Scheduling/MRP and
Oracle Supply Chain Planning Users Guide for information regarding situations
causing new planned orders to be appended.
7. Select the Net WIP check box to indicate that the planning process considers
standard discrete jobs, non-standard discrete jobs, or repetitive schedules when
planning items during the last plan execution.
8. Select Net Reservations to indicate that the planning process considers stock
designated for a specific work order when planning the items during the last
execution of the plan.
9. Select Net Purchases to indicate that the planning process considers approved
purchase requisitions when planning the items during the last execution of the
plan.
10. Select Plan Capacity to indicate whether the planning process calculates safety
stock for each item during the last plan execution.
Specify the Bill of Resource (for MPS plans only) and, optionally, a
Simulation Set. See: Capacity Modifications and Simulation, Oracle Capacity
Users Guide and Overview of Bills of Resources, Oracle Capacity Users
Guide.
11. Select Pegging to calculate graphical pegging information. See also: Overview
of Graphical Pegging, Oracle Master Scheduling/MRP and Oracle Supply Chain
Planning Users Guide. The planning process then traces supply information for
an item to its corresponding end demand details, which you then can view in a
graphical display.
If you are working in a project environment, set a Reservation Level and,
optionally, a Hard Pegging Level. See also: Reviewing or Adding Project
MRP Plan Options, Oracle Master Scheduling/MRP and Oracle Supply Chain
Planning Users Guide.
12. Select a Material Scheduling Method from the list of values.
Operation Start Date: Schedule material to arrive in Inventory for availability on
the start date of a specific operation.
Order Start Date: Schedule material to arrive in Inventory for availability on
maintenance work order start date.

eAM Planning
13. Specify which Planned Items you want included.
All planned items: Include all planned items in the planning process. You would
choose this option to be certain that all items are planned, including those you
add to a work order or schedule, that are not components on any bill of
material. Use this option to avoid missing items you want to plan. For items
you do not want to plan, define them with an MRP planning method of Not
Planned when defining an item in Inventory.
Demand schedule items only
Supply schedule items only
Demand and supply schedule items
14. Save your work.
See Also:
Reviewing or Adding Supply Chain Plan Options, Oracle Master Scheduling/MRP
and Oracle Supply Chain Planning Users Guide

eAM Planning
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.
Figure 55 Launch MRP Window
2. Enter the following parameters:

Plan Name: Select the MRP plan to launch.
Launch Snapshot: Valid values are Yes, No, or blank. Select Yes to launch the
Snapshot.

eAM Planning
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 will act 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 (See: Implementing Profile Option Summary, Oracle Master
Scheduling/MRP and Oracle Supply Chain Planning Users Guide).
3. Choose OK.
4. Choose Submit.
See Also:
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.

eAM Planning
Figure 56 Supply/Demand Window
2. Review the supply/demand details. See: Supply and Demand Fields, Oracle
Master Scheduling/MRP and Oracle Supply Chain Planning Users Guide.
See Also:
Reviewing Supply and Demand, Oracle Master Scheduling/MRP and Oracle Supply
Chain Planning Users Guide
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.

eAM Planning
Figure 57 Horizontal Material Plan Window
3. Indicate whether you would like to view Snapshot or Current information.
See Also:
Reviewing the Horizontal Plan, Oracle Master Scheduling/MRP and Oracle Supply
Chain Planning Users Guide

eAM Scheduling
eAM Scheduling
Oracle Enterprise Asset Management (eAM) utilizes the Oracle Manufacturing
Scheduling application to schedule eAM work orders and operations. A
constraint-based scheduling engine schedules asset work orders and operations
scheduled dates, based on user-predefined objectives, priorities, resources, and
material constraints. The scheduling process will calculate work order and
operation scheduled duration and dates, based on the forward or backward
scheduling goal (See: Routine Work Orders on page 3-5), and Work in Process
parameters (See: Enabling eAM Scheduling on page 5-14). The concurrent program
is triggered once a work order is released (See: eAM Work Order Statuses on
page 3-18). The work order is automatically moved to a Pending Scheduling status,
until the concurrent program finishes scheduling. At that time, the work order is
moved back to a Released status.
The Scheduler Workbench enables a planner to graphically view and reschedule
single work orders and operations based on constraints, such as resource. It
provides you with a visual display of eAM work orders. You can interactively
reschedule work orders, operations, and resources. You can manually control the
rescheduling, or let the system automatically optimize the schedule, based on
resource and material constraints.
Enabling eAM Scheduling on page 5-14
Using the Scheduler Workbench on page 5-17
See Also:
Constraint Based Scheduling, Oracle Manufacturing Scheduling Users Guide
Enabling eAM Scheduling

Work In Process (WIP) parameters for scheduling need to be enabled for constraint
based scheduling. The user interface does not acknowledge material requirements.
The scheduling process acknowledges material requirements if you have specified
Resource and Material in the WIP parameters. If the material does not exist, you
will get an exception message. See: Reviewing Exception Messages, Oracle
Manufacturing Scheduling Users Guide.
To enable eAM scheduling:

1. Navigate to the Work In Process Parameters window.

eAM Scheduling
2. Select the Scheduling tabbed region.
Figure 58 Work In Process
3. Select the Use Constraint Based Scheduler check box to enable Oracle
Manufacturing Scheduling for the current eAM organization. When a work
order needs to be re-scheduled, the Scheduler process looks at resource or
resource and material constraints to come up with start and end dates for work
orders, operations, and resources.
4. Select a Constraints value from the drop down list. Valid values are Resource
Only and Resource and Material. If you select Resource and Material, you are
enabling scheduling to take place for both resources and materials; all materials
associated with a work order will be considered. The choice of resource and
material enables the system to look at on-hand and expected receipts. You can
specify which resources you wish to schedule at the operation level of a work
order (See: Preparing Work Order Operations on page 3-22).
5. Select a Primary Objective from the drop down list. Valid values are Maximize
Ontime Completion, Minimize Setup, and Minimize Operation Slack. This
choice determines which unique set of scheduling logic is used for maintenance
work orders.
6. Enter a Horizon in days. This is the range in days that the scheduling process
will use when scheduling planned orders, if adequate material is not available.
When a work order is released, the scheduling process schedules operation
dates based on resource and material availability. If material is not available
within the horizon, the scheduler will push the operation date to the system

eAM Scheduling
date plus the number of days entered in the Horizon field (See: eAM Work
Order Statuses on page 3-18 and Preparing Work Order Operations on
page 3-22).
Note: Horizon applies to resources, as well as material.
For example, there are five operations on a work order; four of them are eligible
for scheduling (See: Preparing Work Order Operations on page 3-22). When the
work order is released, the WPS Schedule Engine will schedule all eligible
operations within the work order, with insufficient material, after the specified
Horizon.
Note: For information on all remaining fields on the Work in

Process Parameters window, See: Defining Work in Process
Parameters, Oracle Manufacturing Scheduling Users Guide.
Example 51 WPS Schedule Engine logic:

A maintenance work order has two operations. Operation 10 requires 1000 of Part A
and 100 of Part B. Operation 20 requires 100 of Part B. The work order was released
for an asset on January 1, 2002. A Horizon of 30 days, and a Resource and Material
Constraint was specified in the Work in Process parameters (See: Enabling eAM
Scheduling on page 5-14). Planning and scheduling determines that there is an
insufficient number of Part A on hand, and there are 200 of Part B on hand. The
following figure illustrates that, because Part A was not available, the scheduled
start date for operation 10 is pushed out to January 31, 2002, while operation 20 is
scheduled to start immediately.

eAM Scheduling
Figure 59 Work Order Example
The scheduling process will also schedule dates based on resource requirements
because the Resource and Material Constraint was specified in the Work in Process
parameters (See: Enabling eAM Scheduling on page 5-14). For information on how
to enable resource specific scheduling, See: Preparing Work Order Operations on
page 3-22.
See Also:
Overview of Manufacturing Scheduling, Oracle Manufacturing Scheduling Users
Guide
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 (See: Routine Work
Orders on page 3-5). 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.

eAM Scheduling
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, Work Order Status,
filter by time, or a combination of this information.
Figure 510 Filter Window
3. Select Apply, and then OK to filter information entered (See: Filtering Jobs,
Oracle Manufacturing Scheduling Users Guide).
Work Orders will be displayed 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 will see dependency
links; the Scheduler process considers these dependencies. You can drag and
drop the bars between different calendar days to dynamically adjust schedules.

eAM Scheduling
Figure 511 Scheduler Workbench Window
4. Optionally, you can firm and unfirm work orders by selecting Create/Modify
Work Orders from the Tools menu. The Find Work Orders window displays
(See: Routine Work Orders on page 3-5).
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, See: Viewing a Property Window,
Oracle Manufacturing Scheduling Users Guide.
For information on displaying resources and resource load versus capacity, See:
Showing Select Resources and Resource Load Versus Capacity Panes, Oracle
Manufacturing Scheduling Users Guide.
Normally, rescheduling of work orders takes place within the work order
window, but you can also reschedule work orders from within the Gantt Chart.
For information on how to reschedule work orders, operations, and resources
within the Gantt Chart, See: Rescheduling Jobs, Operations, and Resources in
the Gantt Chart, Oracle Manufacturing Scheduling Users Guide.

eAM Scheduling
See Also:
Overview of Workbench, Oracle Manufacturing Scheduling Users Guide
Launching the Workbench, Oracle Manufacturing Scheduling Users Guide
Filtering Jobs, Oracle Manufacturing Scheduling Users Guide

6
eAM Cost Management
roll up through the Parent/Child hierarchies defined within eAM. This chapter
contains the following topics:
eAM Cost Estimation on page 6-8
Viewing Simulated Transfer Details on page 6-20
Transferring Invoice Variances on page 6-21
eAM Cost Management 6-1

Overview of eAM Cost Management

roll up through the Parent/Child hierarchies defined within eAM, and can roll up
to any level within an asset hierarchy. Labor, Materials, and Equipment charges can
be further classified into maintenance cost categories: Maintenance, Contract,
and/or Operations.
All work is captured and retained by eAM. 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 Cost Estimation on page 6-8
Transferring Invoice Variances to Maintenance Work Orders on page 6-20
Viewing Simulated Transfer Details
Transferring Invoice Variances
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 (See: Cost Elements, Oracle Cost Management Users Guide):
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 nine cost classifications that are familiar to
maintenance managers.
Material, Labor, and Equipment are the cost elements. Contract, Operations, and
Maintenance are the organization types that perform work on maintenance work
orders. The following three cost categories are supported by eAM. They represent
the department that executes the work on maintenance work orders.
Maintenance - The maintenance is performed by a maintenance department.
Operations - The maintenance is performed by an internal operation
department.
Contract - The maintenance is performed by an outside contractor.
Each of the above cost categories are further classified as the following three cost
elements, described below:
Material - Material transaction costs.
Labor - Labor resource transaction costs.
Equipment - Equipment resource transaction costs.
All material charges classify as Material cost elements. A resource charge of type
person classifies as a Labor cost element. A resource charge of type machine is
classified as an Equipment cost element. All other resource types are classified by
the default cost element in the eAM Parameters (See: Defining eAM Parameters on
page 2-9).
For each department, a maintenance cost classification is identified to reflect the
above breakdown. For the Material cost element, it is the cost category
(Maintenance, Operations, or Contract) of the department assigned to the routing of
the operation. For the Labor cost element, it is the cost category of the resources
owning department. For the Equipment cost element, it is the cost category of the
assets owning department.
The following diagram depicts the nine eAM specific cost classifications:

Figure 61 Maintenance Cost Classifications
eAM Mappings
The above nine maintenance specific cost classifications are mapped to the five
basic cost elements (Material, Material Overhead, Resource, Resource Overhead,
and Outside Processing) provided by Cost Management. As maintenance work
orders are transacted, the costs are collected and charged to the general ledger,
based on the illustrated mappings below.
The following diagram illustrates that 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.

Figure 62 Cost Element Mappings
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:
Determine a default cost element.
Determine, by department, a cost category.
First, determine a default cost element (Material, Labor, or Equipment) when setting
up the eAM Parameters. See: Defining eAM Parameters on page 2-9. This will be
used when there is not a pre-defined mapping from the perpetual cost element in
eAM. For example, department overheads are not linked to a particular eAM cost
element for cost analysis. Therefore, the default cost element determines which
element carries the cost in analysis. Additionally, an outside processing type of
Currency, Amount, and Miscellaneous are not linked to a particular eAM cost
element. When one of those types is used in outside processing, the costs will be

allocated to the default cost element at the organization level (See: eAM Costing
Methods and Mappings on page 6-2). The pre-determined mappings are as follows:
(See: eAM Costing Methods and Mappings on page 6-2)
Finally, determine by department which cost category (Maintenance, Operations, or
Contract) you will use to map to the eAM cost elements.
To determine a default cost element and cost category:

1. Navigate to the Enterprise Asset Management Parameters window.
Figure 63 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 be used as the default for departments that do not
have a cost category defined. Department costs are then posted to the
appropriate cost classification. Valid values are Maintenance, Operations, and
Contract.
See Also:
For information on all remaining fields, See: Defining eAM Parameters on page 2-9

To determine a cost category by department:

2. Select a Cost Category from the list of values. Valid values are Maintenance,
Operations, and Contract.
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 will be allocated to the cost
category specified in the eAM parameters (See: Defining eAM
Parameters on page 2-9). Each time costs for that element are
charged to a work order, the default cost category specified in the
eAM parameters will be used for reporting and analysis.
See Also:
For information on all remaining fields, See: Defining Departments and Resources
on page 2-13

eAM Cost Estimation

Estimating costs of maintenance work orders is often necessary for planning and
budgeting purposes. The Work Order Cost Estimation process estimates the costs of
all materials and resources exploded or entered on a maintenance work order,
giving you the ability to plan and budget your costs. Estimated and actual costs for
a work order may differ because all materials or resources associated with a work
order may not actually be used when the work order is executed. For example, an
operation may end up being handed over to another crew (See: Managing
Operations on page 13-29).
You can initiate this cost estimation process based on the maintenance work order
material and resource requirements. From the work order window, you can view
the status of the cost estimation process.
Figure 65 Cost Estimation Lifecycle
The cost estimation process is run via a concurrent request, and can be run at any
time:
Pending - The work order is waiting to be picked up by the Work Order
Cost Estimation process.
Running - The cost estimator process is running.
Error - The cost estimator has run, but there was an error.
Complete - The Work Order Cost Estimation process has completed
successfully. The cost estimation process cannot run.
Re-estimate - You have selected the Reestimate check box within the
Maintenance Work Order Value Summary window, initiating the Work
Order Cost Estimation process to re-estimate the costs for the work order. In
this case, the work order has been estimated once or multiple times.

Note: The cost re-estimation process can only run after the Work
Order Cost Estimation process has run at least once.
To view the status of the Work Order Cost Estimation process:

1. Navigate to the Maintenance Work Order Value Summary window.
a. The Estimation Status field displays the status of the Work Order Cost
Estimation process for the current work order.
b. If you select the Reestimate check box, you are initiating the Work Order
Cost Estimation process to re-estimate the costs for the work order. You can
only re-estimate costs for work orders that have been estimated at least
once. Once the Work Order Cost Estimation process runs, prior estimates
are not saved.

Note: Once the Work Order Cost Estimation process has run, the
Reestimate check box needs to be selected in order for the process
to run, again.
See Also:
For cost information on remaining fields within the Maintenance Work Order Value
Summary window, See: Viewing Cost Information on page 6-11

Viewing Cost Information

You can view the costs of Material, Labor, and Equipment for maintenance work
orders associated with a work orders asset. You can view different types of
transactional cost information, including actual, estimated, variance, and summary.
eAM maintains the integrity of the asset hierarchy. For example, when viewing the
parent asset, you can view just the parent assets costs, or the costs of the parent
including all child costs rolled up to the parent level.
You can view cost information from within the forms or self service maintenance
applications. You can view asset costs, along with its childrens costs rolled up,
within the self service maintenance application.
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.
Figure 68 Maintenance Work Orders Window
3. In the Accounting Information By Period region, choose the dates that identify
the accounting period you want to view.
4. Choose Value Summary.

5. You can view total Material, Labor, and Equipment costs for the cost categories
(Maintenance, Operations, or Contract) 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: If you select the Actual Costs tabbed region, the accumulation of
all cost for material and resource transactions for the current maintenance work
order displays, based on a specified period, or any specified selection criteria
you entered.
Note: The Cost Manager process runs in the background to provide

updated, actual cost information at user defined, periodic intervals,
and/or when it is launched from the menu.

Estimated Costs: If you select the Estimates region, you can initiate the cost
estimation process based on the maintenance work order material and resource
requirements. The estimated costs of all materials and resources associated with
the current maintenance work order display, enabling you to budget costs.
Note: The Work Order Cost Estimation process runs in the

background to provide updated, estimated cost information at user
defined, periodic intervals, and/or when it is launched from the
menu.
Variance Costs: When you select the Variances tabbed region, the difference
between the actual costs recorded and estimated costs display.
6. Choose Details to view the Material, Labor, and Equipment costs for each
individual operation on the current work orders routing. You can view totals
for actual, estimated, or variance costs, depending on the tabbed region you
select.
Note: Costs cannot be updated within this window.

Figure 610 Costs Details by Operation Window
7. Choose Distributions to view the specific accounts charged for an individual

operation.

Figure 611 WIP Accounting Distributions Window
To view cost information within the self service maintenance application:

1. Navigate to the Assets page, and query an asset. See: Obtaining Asset
Information on page 13-5.
2. Select the asset, then select Costs.

Figure 612 Costs Page
3. In the Cost View Options region, you can narrow your selection criteria.
a. From the View drop down list, select the type of cost information to view.
Valid values are Actual Costs, Estimated Costs, Variance Costs, and Cost
Summary.
transactions for associated maintenance work orders, based on a specified
period, or any specified selection criteria you entered in the Cost View
Options region. When you select the Actual Costs type from the list of
values, the actual cost information for your specified criteria is provided.
Note: The Cost Manager process runs in the background to provide

updated, actual cost information at user defined, periodic intervals,
and/or when it is launched from the menu.

Estimated Costs: You can initiate the cost estimation process based on the
maintenance work order material and resource requirements. When you
select Estimated Costs type from the list of values, the estimated costs of all
materials and resources associated with a maintenance work order display,
enabling you to budget costs.
Note: The Work Order Cost Estimation process runs in the

background to provide updated, estimated cost information at user
defined, periodic intervals, and/or when it is launched from the
menu.
Variance Costs: When you select Variance Cost type from the list of values,
the difference between the actual costs recorded and estimated costs.
Cost Summary: When you select Cost Summary type from the list of values,
the cost information from all work orders associated with the current asset
will display.
b. From the View Cost By drop down list, select how you would like to view
your cost information. Valid values are Period and Cost Category.
If you selected Cost Category, you can view cost information by defined
categories, such as Materials, Labor, and Equipment.
Material: All material and material overhead transaction costs will dis-
play.
Labor: All employee resource and resource overhead transaction costs
will display.
Equipment: All material resource and resource overhead transaction
costs will display.
If you selected Period, optionally enter the Period From and Period To.
Accounting Periods are defined within Oracle Inventory (See:
Maintaining Accounting Periods, Oracle Inventory Users Guide).
4. Select the Include Child Assets check box to roll up all costs for the current asset
and its children. See: Defining Asset Numbers on page 2-46 to review how asset
hierarchies are created.
5. Select Go to view cost element information. The information is broken down
into nine eAM specific cost classifications. You will also see summary totals

(summarizing Contract, Maintenance, and Equipment) of all material, labor,

and equipment costs.
6. Optionally, you can save or export your cost information to a spreadsheet by
selecting Export.
See Also:
Overview of Cost Management, Oracle Cost Management Users Guide

Transferring Invoice Variances to Maintenance Work Orders

You can transfer variances between purchase order price and invoice price, back to
a maintenance work order, from your user-defined, adjustment account. This
process (Transfer Shop Floor Invoice Variance) is available for both direct items and
outside services. This enables you to value your maintenance costs at the actual
costs.
Transferring invoice variance tasks include the following:
Viewing Simulated Transfer Details on page 6-20
Transferring Invoice Variances on page 6-21
See Also:
Overview of Direct Item Procurement for eAM Work Orders on page 7-2
Overview of eAM Contractor Services on page 8-2
For information on how to set up your variance accounts, see: Defining WIP
Accounting Classes, Oracle Work In Process Users Guide
Viewing Simulated Transfer Details

You can generate the Simulate Transfer Shop Floor Invoice Variance report to
display the details of each invoice variance and a summary total of the variance
amount that may transfer. The report format is similar to the Shop Floor Invoice
Variance Report. You can view this report to determine whether or not you will go
ahead with the variance transfer. You should complete this task before you run the
Shop Floor Invoice Variance Report.
See Also:
For details on how to run this report, see: Simulate Transfer Shop Floor Invoice
Variance on page 14-5.

Transferring Invoice Variances

The Transfer Shop Floor Invoice Variance process transfers the invoice variance
from your specific adjustment account (See: Defining WIP Accounting Classes,
Oracle Work In Process Users Guide) to the maintenance work orders. Account
distribution entries are generated by this process to add the invoice variance
amount back to the maintenance work order WIP accounts. This transfer can be run
for one organization, and one adjustment account at a time. For each run, the
process will create a unique batch number.
When the process has completed successfully, you can generate the Shop Floor
Invoice Variance Report to view your transfer details (See: Shop Floor Invoice
Variance Report on page 14-7). Each run completed by the transfer process is
identified by a batch id number, generated by the process itself.
The accounting distribution created by the process is as follows:
Table 61 Account Distributions Generated

Account Debit Credit
WIP accounting class valuation accounts XXX -
Invoice variance adjustment account - XXX
To run the Transfer Shop Floor Invoice Variance process:

1. Navigate to the Shop Floor Invoice Variance window.
2. Select Transfer Shop Floor Invoice Variance from the Name list of values.
Report Parameters
Transfer Description
Optionally, enter a description for the invoice transfer.
Specific Work Order

You can view the variance transfer details for a specific work order by selecting a
work order from the list of values. Maintenance work orders with statuses of
Cancelled, Closed, and Complete - No Charges will not be available within the list
of available values.
IPV Item Type

You can transfer invoice variances for:

Direct Shop Floor Delivery items only
Outside Processing and Direct Shop Floor Delivery items
Outside Processing items only
Item Range
If you chose Outside Processing items only as the value for the IPV Item Type
parameter, you can specify an item range for your transfer.
Specific Item
parameter, you can specify an item for your transfer.
Category Set
parameter, you can specify a Category Set for your transfer.
Specific Category
parameter and a value in the Category Set parameter, you can specify a specific
category from the previously chosen category set.
Specific Project
You can choose to transfer invoice variances only for items associated to a specific
project.
Adjustment Account
You can enter an adjustment account from which the invoice variance is transferred.
Invoice Cutoff Date

Enter a date. Approved and posted invoices through this date will be included in
your transfer.
3. Choose OK.
4. Choose Submit.

See Also:


7
Direct Item Procurement for eAM Work
Orders
eAM Direct Item Procurement enables you to order items directly to your
maintenance organization. This chapter contains the following topics:
Overview of Direct Item Procurement for eAM Work Orders on page 7-2
Enabling Direct Item Procurement on page 7-4
Entering Requisitions for Direct Items on page 7-5
Creating Purchase Orders from Requisitions on page 7-11
Entering Purchase Orders for Direct Items on page 7-18
eAM Direct Procurement Accounting on page 7-22
Direct Item Procurement for eAM Work Orders 7-1

Overview of Direct Item Procurement for eAM Work Orders

One of the most important features included in eAM is Work Management (See:
Overview of eAM Work Management on page 3-3). It enables you to service
requests when an asset is problematic. Once 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 an asset. Material requirements
for a work order (See: Defining Material Requirements on page 3-27) may include
both 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 has been made to not maintain an inventory
balance. These items are not transactable, but they can be procured. 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 (See: Inventory Attribute Group, Oracle Inventory Users Guide). 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 (See: Using
the Maintenance Workbench on page 3-59) 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 in a
status of Released. There is a need for a direct item. Arequisition 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.

Figure 71 Direct Item Procurement for eAM Work Orders Process

Enabling Direct Item Procurement on page 7-4
Entering Requisitions for Direct Items on page 7-5
Creating Purchase Orders from Requisitions on page 7-11
Entering Purchase Orders for Direct Items on page 7-18
eAM Direct Procurement Accounting on page 7-22

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
destination of Shop Floor.
To enable direct item procurement:

1. Navigate to the Personal Profile Values window.
Figure 72 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 User Value list of values.
4. Save your work.
See Also:
Purchasing Profile Options, Oracle Purchasing Users Guide

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 information is created as you proceed to checkout.
You can access a link to direct items using the Maintenance Workbench (See: Using
the Maintenance Workbench on page 3-59), 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 (See: eAM Work Order Statuses on
page 3-18) from the Work Order list of values.
3. Choose Find.
4. Choose Materials to view or update the material requirements for this purchase
order (See: Defining Material Requirements on page 3-27). 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 display in the Direct Items region.

Figure 74 iProcurement
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 and self service applications.
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 Self Service
Maintenance. See: Work Orders. on page 13-22
1. Navigate to the Requisitions window.

Figure 75 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, select an Item to purchase from the list of values. Items that are
defined in Inventory, with the Stockable check box un-selected, are available
for selection. See: Inventory Attribute Group, Oracle Inventory Users Guide
6. Select the purchasing Category of the item you want to purchase. See: Defining
Categories, Oracle Inventory Users Guide.
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

unto 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 (See: Defining Items, Oracle Inventory Users Guide).
When you select a destination type of Shop Floor, eAM recognizes this as a
requirement 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.
Note: For information on all remaining fields on this window, See:

Entering Requisition Lines, Oracle Procurement Users Guide.
13. Choose Outside Services. You can access this window from the Requisition,
Purchase Order, and Release windows. This is only enabled if the Destination
Type previously specified is Shop Floor.

Figure 76 Outside Services Window
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
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.
Note: For information on all remaining fields on the Outside

Processing window, See: Entering Outside Processing Information,
Oracle Purchasing Users Guide.
17. Save your work.
18. The requisition needs to be approved (See: Creating Process Definitions in

Oracle Workflow Builder, Oracle Workflow Guide). Once the requisition is
approved, it will appear on the eAM work order, and can be viewed in
Purchasing.

See Also:
Entering Requisition Headers, Oracle Purchasing Users Guide
For information on remaining fields in the Requisitions window, See: Entering
Requisition Lines, Oracle Purchasing Users Guide
Entering Requisition Distributions, Oracle Purchasing Users Guide
Creating Purchase Orders from Requisitions

Once a requisition has been created and approved, you can run an AutoCreate
process to create purchase orders.
To create purchase orders:

1. Navigate to the Find Requisition Lines window.
Figure 77 Find Requisition Lines Window

2. Choose Clear.
3. Enter the Requisition number. This requisition will be created into a purchase
order.
4. Choose Find.
Figure 78 AutoCreate Documents Window
5. Select the requisition, then choose Automatic.

Figure 79 New Document Window
6. Select a Supplier from the list of values.

7. Choose Create, then make a note of the purchase order number created.
8. Choose OK. Verify that the item is of Type Goods.

Figure 710 AutoCreate To Purchase Orders Window
9. Choose Shipments.

Figure 711 Shipments Window
10. Choose Receiving Controls.

Figure 712 Receiving Controls Window
11. Select a value from the Receipt Routing list of values. This is the receipt routing
to which you are assigning the procured items: Direct Delivery, Standard
Receipt, or Inspection Required. See: Receiving Controls, Options, and Profiles,
12. Choose OK.
13. From the Shipments window, choose Distributions. Verify that the destination
Type field is populated with Shop Floor, and the Subinventory is blank.

Figure 713 Distributions Window
14. Choose Outside Services. Within the Outside Services window, verify the Job
and Operation Sequence.
Note: For information on all remaining fields within the Outside

Processing window, See: Entering Outside Processing Information,
See: Entering Outside Processing Information, Oracle Purchasing
Users Guide.
15. Choose Done.
16. Save your work.
17. Choose Approve.
18. Within the Approve Document window, choose OK. Once the purchase order is
approved, the purchase order can be received within Purchasing.

See Also:
Entering Purchase Order Distributions, Oracle Procurement Users Guide.
Entering Purchase Orders for Direct Items

Purchase Orders for direct items can be created within Purchasing. The work order
must be at a status of Released.
To enter purchase orders for direct items via Oracle Purchasing:
1. Navigate to the Purchase Orders window.
Figure 714 Purchase Orders Window
2. If you did not choose automatic purchase order generation in the purchasing
options (Numbering tabbed region), enter a unique PO (purchase order)
number. Otherwise, the number is generated when you save your work. See:
Defining Purchasing Options, Oracle Purchasing Users Guide. The Rev (revision)
is displayed to the right of the number.

3. Select Standard Purchase Order from the Type list of values. The names of the
document types can be modified in the Document Types window (See: Defining
Document Types, Oracle Purchasing Users Guide).
4. Optionally, select a Supplier from the list of values. A supplier must be
provided in order for the purchase order to be approved.
5. Select the supplier Site from the list of values. A site must be provided in order
for the purchase order to be approved. Once the purchase order is approved,
you can change the supplier site if the PO: Change Supplier Site profile option
is set to Yes (See: Purchasing Profile Options, Oracle Purchasing Users Guide).
6. Optionally, select the Contact name from the list of values. This is the name of
the contact at the supplier site.
7. Optionally, enter the Ship-To and Bill-To locations for the purchase order. If you
entered a supplier site, the location values you assigned to the supplier or
supplier site default into these fields. See: Purchase Order Defaulting Rules,
8. If the Enforce Buyer Name option in the Purchasing Options is set to yes, your
name is displayed as the Buyer. Otherwise, you can enter the name of any
buyer. See: Defining Control Options, Oracle Purchasing Users Guide.
9. Enter a Description for the purchase order. This description does not print on
the purchase order, and is for internal use only. If you want to add unlimited
notes, use the attachments feature (See: Attaching Notes to Purchasing
Documents, Oracle Purchasing Users Guide).
10. Select the Items tabbed region. For new purchase order lines, Purchasing
displays the next sequential line Num (number) available. You can accept this
number or enter any line number that does not already exist. This number is
used for all tabbed regions in this window.
11. Select the Goods line Type from the list of values. Purchasing automatically
copies the corresponding defaults based on the selected line type. See: Defining
Line Types, Oracle Purchasing Users Guide.
12. Optionally, select an Item to purchase from the list of values. Items that are
defined in Inventory, with the Stockable check box un-selected, are available
for selection. See: Inventory Attribute Group, Oracle Inventory Users Guide.
13. Select the purchasing Category of the item you want to purchase. See: Defining
Categories, Oracle Inventory Users Guide.

14. 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.
15. Enter the Quantity you are purchasing.
16. 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
unto 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.
17. Enter the unit Price for the item.
18. Choose Shipments to enter multiple shipments for standard and planned
purchase order lines and to edit shipments Purchasing automatically created for
you (See: Entering Purchase Order Shipments, Oracle Purchasing Users Guide).
a. Select the More tabbed region.
Figure 715 Shipments Window
b. Select the Accrue at Receipt check box. This indicates that the items on this
purchase order line will accrue at receipt.

19. Choose Distributions to enter distribution information for purchase order

shipments or to view distributions that Purchasing automatically created for
you. You can enter multiple distributions per shipment line, and enter
information regarding paper requisitions (See: Entering Purchase Order
Distributions, Oracle Procurement Users Guide).
20. Choose Outside Services to associate this purchase order with a maintenance
work order.
Figure 716 Outside Services Window
21. Select a maintenance 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 requisitions or purchase order Distributions window.
22. 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.
23. Choose Done.
24. Save your work.
25. The purchase order needs to be approved (See: Creating Process Definitions in
Oracle Workflow Builder, Oracle Workflow Guide). Once the purchase order is

approved, it will appear on the eAM work order, and can be viewed in
Purchasing.
See Also:
For information on all remaining fields within the Outside Processing window,
Entering Outside Processing Information, Oracle Purchasing Users Guide
Entering Purchase Order Headers, Oracle Purchasing Users Guide
For information on all remaining fields within the Purchase Orders window, See:
Entering Purchase Order Lines, Oracle Purchasing Users Guide
eAM Direct Procurement Accounting

For all requisition or purchase order distribution lines with a destination type of
Shop Floor (not related to outside processing), the amount (quantity * purchase
price * exchange rate) is charged to the eAM Work Order Material account. The
receiving process will create the following accounting entries:
Table 71 Receiving Process Entries

Receiving Inspection XXX -
Accounts Payable Accrual - XXX
The material delivery process will create the following entries:
Table 72 Delivery Process Entries

Work Order Material XXX -
Receiving Inspection - XXX

8
Contractor Services
eAM integrates with Outside Service Processing, enabling your maintenance

environment to track outside service purchasing transaction and costing
information for maintenance work orders. This chapter contains the following
topics:
Overview of eAM Contractor Services on page 8-2
Contractor Services 8-1

Overview of eAM Contractor Services

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
eAM.
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.
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 confirmed price. This is set up within the Resources window, and may vary
for each resource.
To set up purchasing information:

1. Navigate to the Financials Options window.

2. Select the Supplier-Purchasing tabbed region.
Figure 81 Financials Options Window
The options you define in this region, except for Inventory organization, are
used as default values for the Purchasing region of the Suppliers window (See:
Suppliers, Oracle Payables Users Guide). The supplier values default to new
supplier sites for the supplier, which default to new purchasing documents for
the supplier site.
3. Select Ship-To and Bill-To Locations from the lists of values. These are the
names of the ship-to/bill-to location for the system default values. If the name
you want does not appear in the list of values, use the Location window to
select a new location (See: Setting Up Locations, Using Oracle HRMS - The
Fundamentals).
4. Select an Inventory Organization from the list of values. You can associate each
of your purchasing operating units with one inventory item master
organization. When you associate your purchasing operating unit with an
inventory organization, items you define in this organization become available
in Purchasing. You can only choose an inventory organization that uses the
same set of books as your Purchasing operating unit. Do not change the
inventory organization after you have already assigned on to Purchasing.

5. Optionally, select a Ship Via code from the list of values. This is the freight
carrier you use with suppliers. If the type of freight carrier you want does not
appear in the list of values, use the Freight Carriers window to define a new
shipping method. The value you enter here is the value in the Description field
of the Freight Carriers window in Purchasing.
6. Select an FOB from the list of values. If the type of FOB you want is not in the
list of values, use the Oracle Purchasing Lookups window to define a new FOB.
7. Select a Freight Terms code from the list of values. The fright terms for a
supplier identify whether you or your supplier pays for freight charges on
goods you receive. You can define new freight terms in the Oracle Purchasing
Lookups window.
8. Save your work.
See Also:
Supplier - Purchasing Financials Options, Oracle Payables Users Guide
To set up outside services as items:

Create an item for each outside service, such as landscaping services.
9. Navigate to the Master Item window.

10. Enter the item Name for the contractor service. For example, Landscape Service.
11. Select Copy From within the Tools menu.
12. Select @Outside Processing Item from the Template list of values.
13. Choose Apply.

14. Choose Done.
15. Within the Purchasing tabbed region, select the Unit Type.
Assembly: Costs reflect the list price set up in the Master Item.
Resource: Costs are based on the resource standard rate.
16. Enter a list price for this contractor service.
17. Select Each for the Unit of Issue. This is the unit of measure you use to issue the
item from inventory.

18. You use units of issue to round order quantities, minimizing shipping,
warehousing, and handling costs. The unit of issue must be the same for all
units of measure belonging to the same unit of measure class as the primary
unit of measure. See: Defining Unit of Measure Classes, Oracle Inventory Users
Guide.
19. Save your work.
To link outside service items to resources:

You must define outside resources and link them to outside processing items in
order to automatically generate purchase requisitions for outside processing. When
you assign outside resources to a department, you also specify a usage rate or
amount that determines the quantity you are requisitioning and/or charging to
eAM work orders.
20. Navigate to the Resources window.

21. Select Miscellaneous from the Type list of values.
22. Select the PO Receipt Charge Type.
23. Select the Enabled check box to enable this resource for outside processing.
24. Select the outside services Item to associate with this resource.
25. Select the Costed check box to include this outside resource in your cost rollup.
When you define a resource with a charge type of PO Receipt, Cost
Management automatically defaults Outside Processing as the cost element.
26. Enter an Absorption Account. You must define an absorption account for each
outside resource. The absorption account defaults from the organizations
receiving account, which is debited when an outside processing item is received
and which is subsequently credited when the item is delivered to eAM. The
debit goes to the outside processing account associated with the accounting
class of the work order when the item is delivered to eAM.
27. Optionally, enter a Variance Account. You must define a purchase price
variance account for each outside resource you define. This account defaults
from the organizations purchase price variance account.
28. Select the Standard Rate check box to charge the standard, non-purchase order
amount to the work order. Choose Standard Rate Clear to charge the work
order the actual purchase order amount.
29. Save your work.
To link the outside service resource to a department:


31. Select the Department to associate with the outside service resource from the
list of values.
32. Select a valid Location from the list of values.
33. Choose Resources.

34. Select the outside service resource from the Service list of values.
35. Optionally, indicate whether this resource is Available 24 Hours a day. You
cannot assign shifts to a resource that is available 24 hours a day.
36. Optionally, indicate whether this department can share this resource and
capacity with other departments.
37. Enter the number of capacity Units (resource units) available for this
department.
38. Save your work.
See Also:
For information on all remaining fields, See: Defining a Resource, Oracle Bills of

To define WIP parameters:

39. Navigate to the Work in Process Parameters window.
Figure 86 Work in Process Parameters Window
40. Select a value for Requisition Creation Time.

At Job/Schedule Release - This enables automatic creation of a purchase order
requisition, for contractor services, when the work order is Released.
Manual - Choose Manual to manually create requisitions.
At Operation - Within eAM, At Operation is equivalent to At Job/Schedule
Release.
41. Save your work.

9
eAM Property Manager
The eAM and Property Manager integration enables properties defined in Property
Manager as the creation of eAM assets. This chapter contains the following topics:
Overview of eAM Property Manager on page 9-2
Setting Up eAM Prerequisites on page 9-2
Running the Export Process on page 9-2
Property Manager Integration on page 9-5
eAM Property Manager 9-1

Overview of eAM Property Manager

The eAM and Property Manager integration enables eAM assets to correspond with
locations defined in Property Manager. The information transferred from Property
Manager are the three-level land or building hierarchies, and the associated
Location Codes within Property Manager. eAM also provides user-defined Area
codes, enabling you to logically sort assets by where they are physically located.
However, Area codes in eAM do not equal locations in Property Manager. See:
Setting Up Asset Areas on page 2-12.
A concurrent request process transfers locations defined in Property Manager into
eAM assets, associating eAM assets with locations. During this process, the
Organization ID, Asset Group, and the Owning Department parameters are
specified. Thee entities need to be set up before the process can be executed.
This seamless, one-way integration from Property Manager into eAM is invoked
within the Property Manager concurrent process. This section includes the
following topics:
Setting Up eAM Prerequisites on page 9-2
Running the Export Process on page 9-2
Property Manager Integration on page 9-5
Setting Up eAM Prerequisites

The following need to be defined within eAM before the Export Locations to
Enterprise Asset Management concurrent request process can export locations into
eAM:
asset group (See: Defining Asset Groups on page 2-39)
organization (See: Organization Setup on page 2-5)
owning department (See: Defining Departments and Resources on page 2-13)
Running the Export Process

Locations from Property Manager will always be exported in the form of a
hierarchy. The first time running the process, the starting node of the hierarchy
must be specified as the top level of building or land hierarchies. Thereafter, any
level within the building or land hierarchy can be specified. However, child
locations can only be exported it the parent location already exists.

Once the process has run, any changes within Property Managers building or land
hierarchies will automatically change within eAMs corresponding asset
hierarchies.
The Export Locations to Enterprise Asset Management process can be invoked from
the Property Manager responsibility. This process can run in both create and update
modes.
To run the Export Locations to Enterprise Asset Management process:

1. Navigate to the Submit Request window.
Figure 91 Submit Request Window
2. Select Export Locations to Enterprise Asset Management from the list of values.
Batch ID: This is a user-defined parameter that is used to identify each export
process by a unique identifier.

Location Code From: Enter the Location Code From. This code, defined in
Property Manager, is the starting node of the building or land hierarchies. This
code will reflect as the Enterprise Asset Management Asset, and is entered into
only one Enterprise Asset Management Asset Group per transfer.
Location Code To: Enter the Location Code To. This code, defined in Property
Manager, is the ending node of the building or land hierarchies. This code will
reflect as the Enterprise Asset Management Asset, and is entered into only one
eAM Asset Group per transfer.
Organization Code: Select the eAM enabled organization code from the list of
values. This code is defined within eAM. See: Organization Setup on page 2-5.
Inventory Item ID: Select the asset group (defined within eAM) from the list of
values. The eAM assets will be created in this asset group. See: Defining Asset
Groups on page 2-39.
Owning Department ID: Select the Owning Department ID from the list of
values. This will be the designated maintenance department to associate with
the exported asset/location, within eAM.
4. Choose OK.
5. Choose Submit.
See Also:

Property Manager Integration

Property Manager has the capability to store three-level land or building
hierarchies, providing a parent/child location hierarchy. eAM provides a
parent/child asset hierarchy. The integration enables locations defined in Property
Manager to import into eAM as non-maintainable assets. The process also imports
the land or building hierarchy, while respecting its current structure.
You can view this integration when viewing assets. Location information imports
into fields within the Define Asset Number window.
To view and update assets:

1. Navigate to the Find Asset Number window.
2. Optionally, associate this asset to an Asset Category. This is the Class and
Subclass code, such as CRANE.OVERHEAD or BUILDING.FLOOR. See: Setting
Up Category Codes and Sets on page 2-36.
3. Optionally, select an Asset Criticality code from the list of values, indicating the
importance of the asset to the organization. This field is for information only.
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.
5. Optionally, enter the area where this asset resides. This is a user defined listing
of logical areas of work. For example, North Plant, East Wing, or Area 1 (See:
Setting Up Asset Areas on page 2-12).
6. Select a Location Code from the list of values. This location code was exported
from Property Manager into eAM.
7. Choose Find. The Define Asset Number window displays. Notice that the asset
is the same as the location code.

8. Indicate whether this asset is maintainable. If the Maintainable check box is

selected, you can create work requests and work orders for this asset.
Note: Locations import into eAM as non-maintainable assets; this

check box is not selected. You will need to select this check box if
you want the asset location to be maintainable.
9. Optionally, enter the Fixed Asset region information if Oracle Fixed Assets is
installed. This is eAMs integration with Fixed Assets.
To associate the asset/location with a fixed asset, select a Category, which is a
grouping of fixed assets, defined within Oracle Fixed Assets. This category is
tied to a set of books, and must be the same set of books that is assigned to the
current eAM organization. See: Setting Up Asset Categories, Oracle Assets Users
Guide.

10. Optionally, enter the Number if Oracle Fixed Assets is installed. This represents
a fixed asset number that belongs to a fixed asset category, associated with the
asset.
11. The Property Management fields, Location Name, and Location Code, will
default from a Property Manager export process (Export Locations to Enterprise
Asset Management) if Oracle Property Management is installed. These fields
are not updateable. The Location Code and Asset Number fields reflect as the
same number, and cannot be changed.
Note: Before the above information can be passed from Property

Manager into eAM, Asset Groups need to first be established. See:
Defining Asset Groups on page 2-39, and Setting Up eAM
Prerequisites on page 9-2.
12. You can select Resource Usage only if the fields in the Production Equipment
region are populated. This enables you to view production work orders and
resources associated with this equipment.
13. Optionally, select Attributes to directly apply an asset attribute group template
to this asset. See: Setting Up Asset Attributes on page 2-42.
Only existing, enabled asset attribute groups will display (See: Setting Up Asset
Attributes on page 2-42). These asset attribute templates are optional; you do
not need to enter values for all existing asset attribute groups. From this
window, you cannot generate attribute groups.
14. Optionally, select Associate Activity to directly associate this Asset with an
Asset Activity. See: Asset/Asset Activity Association on page 2-56.
15. Optionally, create file, URL, or text attachments to this asset by selection the
paperclip Attachments icon.
16. Save your work.
Note: If a location is de-activated within Property Manager,

provided there are no open work orders for the asset, the eAM asset
associated with the location will also automatically de-activate.
See Also:
For information on all remaining fields, See: Defining Asset Numbers on page 2-46

Properties Overview, Oracle Property Manager Users Guide

Setting Up Oracle Property Manager, Oracle Property Manager Users Guide

10
eAM Process and Discrete Manufacturing
eAM integrates with process and discrete manufacturing, enabling your

maintenance environment to identify eAM asset relationships with production
equipment. This chapter contains the following topics:
Overview of eAM Process and Discrete Manufacturing on page 10-2
Viewing Resource Usage on page 10-6
eAM Process and Discrete Manufacturing 10-1

Overview of eAM Process and Discrete Manufacturing

eAM integrates with Process and Discrete Manufacturing, enabling your
maintenance environment to identify eAM asset relationships with production
equipment. This feature associates an asset or many assets to the production
equipment located in an Outside Processing or Discrete organization. Once
established, you can view the resource usage (discrete work orders, batches, or
FPOs) emanating from production, associated with a maintainable asset.
Viewing Resource Usage on page 10-6
Organization Setups
In order for eAM to integrate with process or discrete manufacturing, you need to
determine which process or discrete manufacturing organization is associated with
your eAM organization, respectively.
Process Manufacturing organizations are never the same as eAM organizations;
they are mutually exclusive. Although it is possible, Oracle does not recommend
commingling eAM and discrete manufacturing organizations. They should have
separate organization codes.
To associate a process or discrete manufacturing organization with an eAM

organization:
1. Navigate to the Organization Parameters window, and select a valid process
enabled or discrete manufacturing organization from the Organization Code list
of values.

Figure 101 Organization Parameters Window
2. Enter an EAM Organization to associate with the current Organization Code.

This eAM organization is now linked to the organization code you selected
above.
See Also:
Creating an Organization, Oracle Human Resources Users Guide
Organization Setup on page 2-5

Associating Assets with Production Equipment

You can link an asset to production equipment defined within a process or discete
organization, as well as asset equipment defined within an eAM organization. This
relationship is defined while defining or updating assets within eAM.
To associate an asset with production equipment:

2. Select an Asset Number from the list of values that you would like to link to
production equipment.
3. In the Production Equipment region, select a valid Production Org from the list
of values.

The list of values will display only those process and discrete organizations that
have the current eAM organization selected as their maintenance organization
(See: Organization Setups on page 10-2).
4. Select an Item from the list of values. This is mandatory if you populated the
Production Organization field. Only items that were defined with an equipment
template (See: Item Templates, Oracle Inventory Users Guide), or with the
Equipment item attribute enabled (See: Physical Attributes, Oracle Inventory
Users Guide), will be available.
5. This is the equipment type associated with the equipment that corresponds to
the asset. If the asset group associated with the current asset is of type
Equipment (See: Defining Asset Groups on page 2-39), then the fields in the
Production Equipment region will default, and will not be updateable; the Item
will default as the current asset group.
6. Enter a Serial Number. This is mandatory if you populated the Production
Organization field. This is the specific name of the component within the
Equipment Type, defined above.
See Also:
For information on all remaining fields, See: Defining Asset Numbers on page 2-46

Viewing Resource Usage

You can view the resource usage, associated with a specific asset, created by discrete
work orders, batches, or FPOs. You can view resource usage in both forms and self
service maintenance applications.
To view resource usage from the forms application:

2. Choose the flashlight icon (Find) to display the Find Asset Number window.
Figure 103 Find Asset Number Window
3. Find an Asset Number to view that has associated production equipment.

4. Choose Find to display the Define Asset Number window.

5. Choose Resource Usage.

Figure 105 Resource Usage Window
This window enables you to view resource demand (discrete work orders,
batches, or FPOs) associated with the current asset. All work orders created
against the current asset display.
6. Choose OK to return to the Define Asset Number window.
To view resource usage from the Assets page:

You can view resource demand within the self service maintenance application.

2. Select the asset to view.

3. Choose Asset Details in the Asset Results region to view associated Asset
Details, Asset Attributes, and Asset Activities.
Figure 106 Assets Page
4. Optionally, select View Equipment Details if the current asset has associated
equipment details. This link is next to the Equipment Serial Number field, and
is only available if there are associated equipment details. You can view all
equipment details in the production organization to which this asset is linked.
You can also view resource demand (work orders) associated with the asset.
This information is the integration with Process and Discrete Manufacturing.

Example 101 Equipment Details
5. Optionally, select the View Resource Usage glasses icon to view all work orders
created against the current asset for the current equipment resource. This
enables you to view resource demand (discrete work orders, batches, or FPOs)
associated with the asset. This information is eAMs integration with Process
and Discrete Manufacturing.

Figure 107 Resource Usage
See Also:
Viewing Resource Usage, Oracle Bills of Material Users Guide


11
eAM Project Manufacturing
Enterprise Asset Management integrates with Project Manufacturing, enabling a

seamless, integrated business solution for program management, configuration
management, financial project management and reporting, project supply chain
management and execution, and business intelligence. This chapter contains the
following topics:
Overview of eAM Project Manufacturing on page 11-2
Associating a Work Order with a Project on page 11-7
Creating Requisitions or Purchase Orders on page 11-8
Viewing the Requisition within the Maintenance Work Order on page 11-15
Updating the Commitments for a Project on page 11-16
Viewing Commitments on page 11-18
eAM Project Manufacturing 11-1

Overview of eAM Project Manufacturing

Enterprise Asset Management supports a variety of ways to define work
breakdown structures, as commonly needed for program management, using third
party project management systems (with on-line integration), project templates,
Seiban number wizard, copy, and manual entry. To support financial project
management and reporting, the combination of Oracle Projects and Oracle Project
Manufacturing enables budgeting, project costing and tracking, project billing,
project revenue recognition, project cash forecasting, and project cost collection,
including multi-currency and tax regulations.
To support project supply chain management and execution, Project Manufacturing
provides functionality for project sales management, project advanced supply chain
planning, project procurement, project execution, and project quality management.
The following diagram illustrates the eAM Project Manufacturing process. First, a
maintenance work order is linked to a project or task. If a requisition or purchase
order is created for that work order, the commitments for the work orders
associated project or task will be updated. The Project Cost Collector process (See:
Project Cost Collector, Oracle Cost Management Users Guide) then passes the costs to
the work orders associated project WIP accounting class accounts, rather than the
WIP accounting class associated with the eAM asset or eAM organization.
Figure 111 eAM Project Manufacturing

Associating a Work Order with a Project on page 11-7
Creating Requisitions or Purchase Orders on page 11-8
Viewing the Requisition within the Maintenance Work Order on page 11-15
Updating the Commitments for a Project on page 11-16
Viewing Commitments on page 11-18

Project Definition
You can inquire on an existing, or copy a new project from a template or existing
project. To create a new project, See: Project Definition (Assigning Project
Parameters), Oracle Project Manufacturing Users Guide. You need to associate this
project number with a planning group, a cost group, and a default WIP accounting
class.
To inquire on an existing project:

1. Navigate to the Find Projects window.
Figure 112 Find Projects Window
2. Select a project from the Number list of values.

3. Choose Find.
4. Choose Open.

Figure 113 Projects, Templates Window
5. Optionally, you can view detailed task information by choosing Detail (See:
Viewing Project Details, Oracle Project Manufacturing Users Guide).
To assign project parameters:

1. Navigate to the Project Parameters window.

Figure 114 Project Parameters Window
2. Select a valid Project Number from the list of values.

3. Select a Cost Group from the list of values.
If the current organization has selected Average as its primary costing method
in the Organization Parameters window, the Cost Group field is required. The
list of values includes the Common Cost Group and the user defined cost
groups. The list of user defined cost groups includes only those cost groups
with valid accounts and with Project selected in the Cost Group window (See:
Project Cost Groups, Oracle Cost Management Users Guide). You must assign the
project to its own Cost Group to keep weighted average costing at the project
level.
If the current organization has selected Standard as its primary costing method
in the Organization Parameters window, the Cost Group field is disabled.
4. Optionally, enter a WIP Accounting Class.
If the current organization is a Standard costing organization, you can choose
any discrete WIP accounting class from the list of values.

If the current organization is an Average costing organization, you can choose

any WIP accounting class that has been associated with the selected cost group
in the WIP Accounting Classes for Cost Groups window within Cost
Management (See: Defining Project Cost Groups, Oracle Cost Management Users
Guide).
When you create maintenance work orders for a project, this WIP accounting
class is defaulted. It can be overridden, but only with another accounting class
that is assigned to the cost group.
5. Optionally, select the name of the Planning Group with which you want to
associate your project.
If you plan material requirements by a group of projects, rather than by each
individual project, you need to define a planning group and to assign all the
projects to this planning group. If you paln material requirements only by a
single project, you do not need to associate the project with any planning group
(See: Defining Planning Group Lookups, Oracle Master Scheduling/MRP and
Oracle Supply Chain Planning Users Guide).
6. Select the Other tabbed region.
7. Select maintenance from the Direct Item Expenditure Type list of values. This
expenditure type enables the Cost Collector process to pass costs for direct
items to project maintenance work orders.
8. Save your work.
See Also:
Project Definition, Oracle Project Manufacturing Users Guide
Assigning Project Parameters, Oracle Project Manufacturing Users Guide
Project Cost Groups, Oracle Cost Management Users Guide
Defining Project Cost Groups, Oracle Cost Management Users Guide
WIP Accounting Classes, Oracle Work In Process Users Guide
Project Manufacturing Parameters, Oracle Project Manufacturing Users Guide

Associating a Work Order with a Project

You can create a maintenance work order for a project. The project number enables
the correct cost group and default WIP accounting class to associate with the work
order.
Creating a project maintenance work order:

1. Navigate to the Work Order window.
2. Enter necessary work order information. See: eAM Work Orders on page 3-5.
3. Select the Project tabbed region.
4. Select a Project from the list of values. You can associate a work order to a
project at any status of the work order (See: eAM Work Order Statuses on
page 3-18).

5. Optionally, select a specific Task from the list of values.

6. Save your work.
Creating Requisitions or Purchase Orders

A requisition or purchase order can be created for a project, maintenance work
order. The commitments for the work orders associated project or task can then be
updated. You can create requisitions and purchase orders using either Oracle
iProcurement, if you have it installed, or Oracle Purchasing.
To create a requisition using Oracle Purchasing:

1. Navigate to the Requisitions window.
Figure 116 Requisitions Window

2. If automatic requisition number generation is active, you will not need to enter
a requisition Number. See: Defining Numbering Options, Oracle Purchasing
Users Guide. Otherwise, enter a unique requisition Number.
3. The Type will default as Purchase Requisition. The requisition lines are usually
satisfied from an outside supplier by means of a purchase order.
4. Select the Items tabbed region.
5. Select the line Type of Goods for the requisition line. Line types help you to
define how you want to categorize your items. The default for this field is the
Line Type from the Purchasing Options window (See: Defining Default
Options, Oracle Purchasing Users Guide). If you change this field, defaults from
the Line Types window appear in the Category, UOM, and Price fields (See also:
Defining Line Types, Oracle Purchasing Users Guide).
6. Select the purchasing Category from the list of values.
7. Enter the item Description. This description should be detailed because this is
how someone in your organization will know what is being requested.
8. Enter the Quantity you want to request for the item. You can enter decimal
quantities, but you must enter a value greater than zero.
9. Enter the UOM you want to use for your requisition line. If you change this
value, the quantity is rounded again if appropriate, and the price is
recalculated. If you enter a line type that is amount based, Purchasing uses the
unit of measure that you assign to that line type in the Line Types window (See
also: Defining Line Types, Oracle Purchasing Users Guide).
10. Enter the unit Price for the item. You can enter the price in decimal format. You
must enter a value greater than or equal to zero. Unit prices are in functional
currency.
11. Enter the Need By date for the requested item. this is required only for planned
items. You must enter a date greater than or equal to the requisition creation
date.
12. The Charge Account is rolled up from a single distribution after the distribution
is created. If more than one distribution is created for the line, Multiple is
displayed.
13. 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 (See also: Defining Items, Oracle Inventory Users Guide).

When you select a destination type of Shop Floor, eAM recognizes this as a
requirement to deliver the direct item to the maintenance work order.
14. Enter the name Requestor (employee) who is requesting the item. You must
provide a Requestor before the requisition can be approved. The default is the
requisition creator.
15. Enter the Organization.
16. Enter the delivery Location for the requested items. Purchasing defaults the
deliver-to location that you assign to the employee.
17. Enter the Source type. The source type determines the source of the
requisitioned items. The choices you have for this field is dependent on the PO:
Legal Requisition Type profile option (See: Purchasing Profile Options, Oracle
Purchasing Users Guide).
For the Supplier source type, enter the suggested Supplier, Supplier Site,
Contact, and Phone.
18. Choose Outside Services to select the work order you previously created.
Figure 117 Outside Processing Window
a. Select the maintenance project work order, you previously created, from the
Job list of values.
b. Select a specific Operation Sequence from the Sequence list of values. This
enables you to procure directly to the operation on the maintenance work

order. The Department will default from the department associated with
the work order selected.
c. Choose Done.
19. Select a requisition line number, then choose Distributions to associate project
and task information with that requisition line. You can charge the cost of this
requisition line to multiple Accounting Flexfields or update the default values
you provided in the Requisition Preferences window (See also: Entering
Requisition Preferences and Entering Requisition Distributions, Oracle
Purchasing Users Guide).
a. Select the Accounts tabbed region.
Figure 118 Distributions (Accounts tabbed region) Window
Enter the Quantity you want to distribute. Purchasing displays the

quantity you have not yet assigned to an Accounting Flexfield. Multiple
distribution quantities must total to the requisition line quantity.
The Charge Account will default from the WIP accounting class of the
cost group, associated with the project. Purchasing uses the Account
Generator to create the following accounts for each distribution:
Accrual: AP accrual account

Variance: invoice price variance account

If you are using encumbrance control (See: Financials Options, Oracle
Payables Users Guide), Purchasing also creates the following account for
each distribution:
Budget: encumbrance budget account
Change or accept the default Recovery Rate for taxable items. The
recovery rate is the percentage of tax your organization can reclaim for
credit. This rate defaults in based on the Tax Code on the line in the
Requisitions window and the setup in the Financial Options window
(See also: Recoverable Tax, Oracle Payables Users Guide).
If you are using encumbrance control for requisitions (See: Financials
Options, Oracle Payables Users Guide), enter the GL Date that you want
to use to reserve funds.
Save your work.
b. Select the Project tabbed region. Oracle Project Manufacturing must be
installed with the Enable Project References check box selected in the
Project Manufacturing Parameters window (See also: Project Manufacturing
Parameters, Oracle Project Manufacturing Users Guide).
Figure 119 Distributions (Project tabbed region) Window

c. Select the Project from the list of values.

d. Select a Task from the list of values.
20. Save your work.
21. Choose Approve to submit the requisition for approval.
Figure 1110 Approve Document Window
22. Choose OK.

23. Choose OK.
See Also:
Entering Requisition Headers, Oracle Purchasing Users Guide
Entering Requisition Lines, Oracle Purchasing Users Guide
Requisitions, Oracle iProcurement Implementation Guide
Setting Up Project Manufacturing Costing, Oracle Cost Management Users Guide

Project Budgeting, Oracle Project Manufacturing Users Guide

Viewing the Requisition within the Maintenance Work Order

Once the purchase requisition has been created and associated with a maintenance
work order, the requisition will display on the maintenance work order.
To view purchase requisition information on a maintenance work order:

1. Navigate to the Find Work Orders window, and select the project, maintenance
Work Order number, you previously created, from the list of values.
2. Choose Find.
Figure 1111 Work Orders Window
3. Choose Materials to display the requisition created in the Material

Requirements window.

The requisition number displays in the Direct Items region. Once a purchase
order is created from this requisition, the PO Number field will populate with
that related purchase order number.
Updating the Commitments for a Project

Once the requisition is created and approved, the projects accounting commitments
can be updated. This is done by running the Refresh Project Summary Amounts
concurrent process. This process is normally set to automatically run periodically.
To update project commitments:

1. Navigate to the Find Requests window using the Project Manufacturing
responsibility. Choose Submit a New Request.
2. Choose OK to run a Single Request.

Figure 1113 Submit Request Window
3. Select PRC: Refresh Project Summary Amounts from the Name list of values.
a. Optionally, enter a From and To Project Number to only run the process
over a range of projects.
b. Optionally, enter a Through Date to narrow the data selection based on a
specific end date.
5. Choose OK.
6. Choose Submit.
See Also:

Viewing Commitments
You can view commitments for specific projects. Once the Refresh Project Summary
Amounts process has run (See: Updating the Commitments for a Project on
page 11-16), the commitment amounts for your project will have increased.
To view commitments for a project:

1. Navigate to the Find Project Status window.
Figure 1114 Find Project Status Window
2. Select your project Number from the list of values.

3. Choose Find.

Figure 1115 Project Status Window
This window shows the commitments by a specific project number. The

Commit Amt (commitment amount) field has increased in value in comparison
to before you entered the requisition.
4. Optionally, choose Totals to add up commitment totals for multiple projects.
5. Choose Commitments, and then choose Find to view commitment details for
the current project. All requisitions and purchase orders associated with the
current project will display.

Figure 1116 Commitment Details Window
The Commitment Number is the requisition or purchase order number.

Once a purchase order has been created from a requisition, the
Commitment Number field value will change from the requistion number
to the purchase order number.
The Project Raw Cost is the cost of the individual requisition or purchase
order. The Project Raw Costs are added together to obtain the total
commitment amount for the project.
6. Close this window, and then choose Task Status to display commitment
information at the task level. All tasks associated with the current project
display.

Figure 1117 Task Status Window
7. Select a Task, then choose Commitments, and then Find to view the
commitment details for the specific task.

Figure 1118 Commitment Details Window
See Also:
Viewing Project Details, Oracle Project Manufacturing Users Guide
Setting Up Project Manufacturing Costing, Oracle Cost Management Users Guide
Project Cost Collector, Oracle Cost Management Users Guide

12
eAM Quality
eAM integrates with Quality, enabling you to collect quality results on your assets.
If an asset is not up to the required standards, a work request can automatically be
created. This chapter contains the following topics:
Quality Setup on page 12-2
Adding Collection Plan Attachments on page 12-13
Triggering a Work Request on page 12-15
eAM Quality 12-1

Quality Setup
Quality Setup
An eAM work order goes through various steps in its lifecycle (See: eAM Work
Order Statuses on page 3-18). One of the steps in the lifecycle is Completion. When
completing an eAM work order, if the asset has associated, mandatory quality
collection plans, you will need to enter quality results for the work orders 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, you have the option of adding collection triggers to
the plan. Triggers are restrictions that you define 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. Data collection is initiated only if all
collection trigger conditions are satisfied.
Quality Setup tasks for eAM include the following:
Adding Collection Plan Attachments on page 12-13
Triggering a Work Request on page 12-15
Creating Collection Elements

Collection elements are the basic building blocks of collection plans, the data
structures that you use to collect Quality results. Before you can collect quality data
with Quality, you must first create a collection plan. You begin by creating collection
elements, which define the characteristics of the product or process that you want to
monitor, record, and analyze. See: Overview of Collection Elements, Oracle Quality
Users Guide.
When you define collection elements, you are creating data fields that you can use
in collection plans to collect quality results. Once you create a collection element, it
becomes available as a selection on a list of values that you can choose from when
you set up collection plans. You can create an unlimited number of user-defined
collection elements, or you can use any of Qualitys predefined collection elements
(See: Predefined Collection Elements, Oracle Quality Users Guide) in your collection
plans; for example, Asset, Asset Group, Asset Activity, and Work Order. You can
also create collection elements by copying them from one collection plan into
another.
Refer to the Setting Up chapter for details regarding Creating Collection Elements

Quality Setup
To define collection elements:

1. Navigate to the Collection Elements window.
Figure 121 Collection Elements Window
Note: The steps listed below describe how to define collection

elements one-at-a-time in the Collection Elements window. You can
also define several collection elements simultaneously using the
Collection Elements Summary window. See: Combination Blocks,
Oracle Applications Users Guide.
2. Select the Collection Element name from the list of values.

The collection element can contain alphanumeric characters, spaces,
underscores, and single quotation marks. You cannot use words that are
reserved for column names, such as NAME, OCCURRENCE, and
ORGANIZATION_ID. See: Reserved Words, Oracle Quality Users Guide.
eAM Quality 12-3

Quality Setup
3. Select the Enabled check box to enable the collection element. You can only add
enabled collection elements to collection plans.
4. Select its collection Element Type. See: Collection Element Types, Oracle Quality
Users Guide.
5. Enter text for the data entry Prompt.
The prompt is the label for the collection element field displayed in the Results
region of the Enter Quality Results window. Prompts also become the column
headings on reports and online inquiries. The default prompt is the name of the
collection element, but you can overwrite it.
6. Optionally, enter a Hint.
Hints are additional text that appears in the message line, as you enter quality
results, to guide you during data entry. See: Message Line, Oracle Applications
Users Guide.
7. Select the collection elements Data Type.
You can select any data type, however, you cannot change it once you define the
collection element. The available data types are Character, Number, Date,
Comment, and Sequence.
8. Optionally, select the Mandatory check box to indicate that a value must always
be entered for this collection element, when entering quality results. A
mandatory collection element can be redefined as non-mandatory when added
to a collection plan.
9. Enter the Reporting Length.
The reporting length specifies how much space is allocated for this collection
elements quality results values on reports, inquiries, and in the Enter Quality
Results window.
Note: The reporting length does not determine the amount of space
used to store quality results values in the quality data repository.
Results values can be up to 150 characters in length.
10. If the Data Type is Number, enter the Decimal Precision.

If you define specification limits for this collection element, entering the
decimal precision (refers to the number of places after the decimal point) here

Quality Setup
controls the decimal precision of the specification limit values that you can
define.
11. Optionally, select a UOM from the list of values. See: Overview of Units of
Measure, Oracle Inventory Users Guide. Units of measure can be entered for any
collection element, regardless of data type.
12. Optionally, enter a Default Value for the collection element.
When you set a default value for the collection element (generally, the most
commonly used value for the collection element), it is automatically entered
when you enter quality results. You can overwrite this value. See: Default Value
Assignment Rules, Oracle Quality Users Guide.
13. Optionally, enter the SQL Validation Statement.
This statement is used for validation when you enter quality data. You can base
a collection elements data validation on any table in the Oracle database. To do
this, you can define a SQL validation statement that Quality uses for validation
when you collect quality data. This SQL statement must be a SELECT statement
in which you select two columns. For example, if you have entered machine
numbers in the database table, you can cross-validate machine numbers entered
as you collect quality results against the numbers. See: SQL*Plus Users Guide
and Reference.
For example, to validate machine numbers from a table called machine_
numbers stored in the database, enter the following SQL validation statement:
SELECT machine_number, machine_description
FROM machine_numbers
WHERE NVL(disable_date, SYSDATE+1) > SYSDATE
AND organization_id=:parameter.org_id
ORDER BY custom_machine_number
Note: To constrain the SQL Statement to the current organization,

you can use the variable, :parameter.org_id for the current
organization id. To constrain the SQL Statement to the current
users id, you can use the variable, :parameter.user_id for the
current users id.
If you define both a SQL validation statement and a list of collection element
values, only the list of values is used for validation; the SQL validation
statement is ignored.
eAM Quality 12-5

Quality Setup
To enter specification limits:

Specification limits establish the acceptable values and tolerances for collection
elements. You can set specification limits for collection elements of any collection
element or datatype; however, they normally are associated with variable collection
elements that represent numeric measurements such as length, weight and
temperature. Specification limits include a target value (the preferred value) and
three sets of upper an lower range limits, which can be changed without restriction.
You create specification elements by adding collection elements to your
specifications. Collection element specification limits are defaulted to these
specification elements. See: Defining Collection Element Specification Limits, Oracle
Quality Users Guide.
14. Optionally, choose Spec Limits to enter collection element specification limits.
Figure 122 Specification Limits Window
a. Enter the Target Value. This represents the preferred value.

b. Enter the lower and upper User-Defined Range limits.
The lower and upper user-defined range limits can be used to represent a
process control limit. Your user-defined limits can be inside of, outside of,
or overlapping your specification range limits. The upper limits must
exceed the lower limits.
c. Enter the upper and lower Specification Range limits.
The lower and upper specification range limits can represent engineering
tolerances. The upper limits must exceed the lower limits.

Quality Setup
d. Enter the upper and lower Reasonable Range limits.

The lower and upper reasonable range limit ensures that you collect values
that make sense. The upper limits must exceed the lower limits.
e. Save your work.
15. Save your work.
See Also:
Overview of Collection Elements, Oracle Quality Users Guide
Collection Element Types, Oracle Quality Users Guide
Predefined Collection Elements, Oracle Quality Users Guide
Defining Collection Element Specification Limits, Oracle Quality Users Guide
Collection Element Values, Oracle Quality Users Guide
Defining Collection Element Actions, Oracle Quality Users Guide
Defining Collection Element Alert Actions, Oracle Quality Users Guide
Viewing Collection Elements, Oracle Quality Users Guide
eAM Quality 12-7

Quality Setup
Creating eAM Quality Collection Plans

You create collection plans to determine the data that you want to collect, and what
actions you want to take based on the quality results that you collect. You can use
collection plans to model your test or inspection plans, and you can create an
unlimited number of plans to support your enterprise-wide quality data collection
and analysis needs. Collection plans can be invoked manually for direct results
entry, or automatically as you complete a work order. You can also import data
through Qualitys Collection Import feature, as well as through Oracle Applications
Open Interface. See: Collection Import, Oracle Applications Open Interface Manual.
You can create collection plans for assets, asset groups, asset activities, work orders,
0or for specific purposes, such as collection plans that enable you to record the
following information: equipment breakdowns, root causes and resolutions for
discrepant material, and repair codes and quantities for rework.
In order to collect quality data, you must set up a data collection structure called a
collection plan. Collection plans are composed of collection elements, their values
and specifications, and any actions that you want to initiate in response to quality
results. There are some considerations that you must make before you set up
collection plans. You first must create collection element types, then the individual
collection elements that comprise the plan.
You can attach illustrative or explanatory files to collection plans, in the form of text,
images, word processing documents, spreadsheets, or video. Attachments can be
used to document instructions and corrective action procedures. They can be
viewed by operations personnel during quality data collection. See: Attachments for
Collection Plans, Specifications, and Result Lines, Oracle Quality Users Guide, and
Viewing Attachments Associated with Quality Results, Oracle Quality Users Guide.
To review a collection plan:

1. Navigate to the Collection Plans window.

Quality Setup
Figure 123 Collection Plans Window
Note: To assist you as you create collection plans, you can select the
Summary/Detail option from the View Menu, and run a query to
view existing collection plans in summary format. See:
Combination Blocks, Oracle Applications Users Guide.
2. Select a valid Collection Plan from the list of values. To create a new collection
plan, See: Creating Collection Plans, Oracle Quality Users Guide.
3. Choose Transactions. You can create collection plans that are specifically used to
collect quality data during transactions performed in other applications (See:
Collection Plans for Transactions, Oracle Quality Users Guide).
eAM Quality 12-9

Quality Setup
Figure 124 Collection Transactions Window
4. Select EAM Work Order Completion from the Transaction Description list of
values.
5. Optionally, indicate whether this collection plan will require the entry of quality
results at work order completion. If you select the Mandatory check box, you
must save at least one quality data record before saving the work order
completion transaction.
6. Optionally, select the Background check box.
If you select this check box, you can collect quality results for context reference
elements (See: Reference Information Collection Element Type, Oracle Quality
Users Guide) .
without invoking the Enter Quality Results window. Background data
collection is initiated when you save the work order completion transaction.
The system then finds, selects, and initiates the appropriate collection plan or
plans.
If collection triggers are defined for background data collection, data collection
is initiated only if all collection trigger conditions are satisfied (you define
triggers for transactional data collection in the Collection Transactions window).

Quality Setup
Several collection plans can collect data in the background during the same
transaction. When this is the case, the results for context elements on all of these
collection plans are automatically saved when the parent transaction is saved.
7. Select the Enabled check box.
8. Optionally, select a Trigger Name from the list of values. Valid trigger values are
Asset Activity, Asset Group, Asset, and Work Order. Triggers are restrictions
that you define for this collection plan. In the above example, only work orders
for the JP1 asset will require the entry of quality results for the collection plan.
Note: If a trigger is not defined, every work order requires quality

collection results; the collection plan is applicable to all assets.
9. If you selected a Trigger Name, select a Condition from the list of values.
10. Select a From value from the list of values. For example, if you selected Asset
Group as the Trigger Name, only asset groups will be available in the list of
values. Optionally, you can enter a To value to create a range condition. For
example, if the trigger is Work Order, you could enter a range of work order
numbers.
11. Save your work.
See Also:
For information on all remaining fields, See: Collection Plans for Transactions,
Oracle Quality Users Guide
Overview of Collection Plans, Oracle Quality Users Guide
Overview of Quality Self-Service, Oracle Quality Users Guide
Collection Plan Types, Oracle Quality Users Guide
Collection Plan and Import Results Database Views, Oracle Quality Users Guide
Collection Elements in Collection Plans, Oracle Quality Users Guide
Defining Collection Plan Element Values, Oracle Quality Users Guide
Associating Specification Types with Collection Plans, Oracle Quality Users Guide
Defining Collection Plan Element Actions, Oracle Quality Users Guide
Updating and Deleting Collection Plans, Oracle Quality Users Guide
eAM Quality 12-11

Quality Setup
Viewing Collection Plans, Oracle Quality Users Guide

Quality Setup
Adding Collection Plan Attachments

You can attach illustrative or explanatory files in the form of text, images, word
processing documents, spreadsheets, video, graphics, OLE objects, and so on, to
collection plans and specifications. You can also attach files to quality results as you
enter them.
You can view collection plan attachments as you enter, view, and update quality
results. You can only view specification attachments as you enter quality results.
You can view quality results line attachments as you update and view quality
results. See Viewing Attachments Associated with Quality Results, Oracle Quality
Users Guide.
To add collection plan attachments:

1. Navigate to the Collection Plans or Specifications (See: Overview of
Specifications, Oracle Quality Users Guide) window. See: Creating eAM Quality
Collection Plans on page 12-8 and Defining Specifications, Oracle Quality Users
Guide.
Note: You must save the collection plan or specification before you
can add an attachment to it.
2. Choose the Attachments icon or choose attachments from the Edit menu. The
Attachments window appears.
eAM Quality 12-13

Quality Setup
Figure 125 Attachments Window
To add attachments to quality results lines:

1. Navigate to the Enter Quality Results window. See: Entering Quality Results
Directly, Oracle Quality Users Guide.
2. Select a quality results line.
3. Choose the Attachments icon or choose attachments from the Edit menu. The
Attachments window appears.
See Also:
Attachments for Collection Plans, Specifications, and Results Lines, Oracle Quality
Users Guide
Working With Attachments, Oracle Applications Users Guide

Quality Setup
Triggering a Work Request

For each collection element, you can specify that Quality initiates an action based on
the quality data that you collect. The condition that you specify and the resulting
action comprise what is called an Action Rule. Action rules are evaluated and
executed during the quality data collection process. For example, eAM enables you
to specify that a work request is created automatically, based on certain conditions
of the asset, determined by the quality data collected. The action rule is defined
within the collection plan definition.
A work request is used to request work on an asset. A work request is not a work
order, but is referenced by the work order ultimately created because of the work
request.
To set up work request triggers:

1. Navigate to the Collection Plans window.
Figure 126 Collection Plans Window
eAM Quality 12-15

Quality Setup
2. Select a valid Collection Plan from the list of values. To create a new collection
plan, See: Creating Collection Plans, Oracle Quality Users Guide.
3. In the Quality Collection Elements region, select the collection element to create
an action rule for. Choose Actions.
Figure 127 Quality Actions Window
4. In the Action Rules region, enter the Sequence number for the action rule. See:
Action Rule Sequencing, Oracle Quality Users Guide.
The sequence number establishes the order in which action rules are evaluated
as data is collected. The sequence number can be from 0 to 99999.
5. Select the Condition that must be met to invoke the action. For example, when
the brake pad thickness wears to less than .2, a work request is automatically
created. See: Query Operators, Oracle Quality Users Guide.
6. Choose either Value or Spec Limit to specify the evaluation method.

Quality Setup
Value: If you choose Value, as quality data is collected the action rule is
evaluated using the results value and the value entered here. If you have
defined a list of values for the collection element, you must choose a value from
this list. If you have not defined a list of values for the collection element, you
can enter any value.
Spec Limit: If you choose Spec Limit, as quality data is collected the action rule is
evaluated using the quality results value and either the specification limit (See:
Entering Specification Limits on page 12-6)target value (collection element
level), the upper or lower user-defined range limits, or the upper or lower
specification range limits. Specification limits are defined at the collection
element level.
Spec Limits can be used to define action rules that evaluate numeric results.
7. If the selected Condition requires a range of values, enter both the From and To
value. If the selected Condition requires only a single value, enter only the From
value.
Note: Some conditions (for example, is entered and is empty) do

not require values.
If you have chosen the Values, and a list of values has been defined for the
collection element, you can only select values from this list. If you have not
defined a list of collection element values, you can enter any value. See:
Defining Collection Element Values, Oracle Quality Users Guide.
8. In the Actions this Rule Invokes region, select Create a work request from the
list of values.
9. In the Action Details region, enter a Message to Display or Log for this Action.
See: Message Actions, Oracle Quality Users Guide.
If the selected action requires a status code, enter the status code in the Action
Details region. See: Application Specific Actions, Oracle Quality Users Guide.
10. Save your work.
See Also:
Quality Actions, Oracle Quality Users Guide
Defining Collection Element Actions, Oracle Quality Users Guide
Defining Collection Plan Element Alert Actions, Oracle Quality Users Guide
eAM Quality 12-17

Quality Setup
Defining a Launch a Workflow Action, Oracle Quality Users Guide

Associating Output Variables with Actions, Oracle Quality Users Guide

13
eAM Self Service Maintenance
This chapter discusses eAMs Self Service Maintenance, and its web based
user-interface. The following topics are discussed in this chapter:
Overview of eAM Self Service Maintenance on page 13-2
Assets on page 13-5
eAM Self Service Maintenance 13-1

Overview of eAM Self Service Maintenance
Overview of eAM Self Service Maintenance

eAM Self Service Maintenance is an internet based user-interface for both
maintenance and operations personnel. It introduces you to an easier approach of
entering and searching for information from any browser. Its step by step process
requires minimal training and is intuitive enough for you to find and update
information.
Self Service Maintenance is designed for the casual maintenance user (for example,
trades people, such as fitters, mechanics, and electricians), in a plant or facility.
Responsibilities can be assigned by employee or by role. This determines what
information you can view and update.
Assets on page 13-5
Obtaining Asset Information
Viewing Asset Details
Displaying the Asset Hierarchy
Viewing and Updating the Configuration History
Viewing Associated Work Requests
Viewing Quality Information
Obtaining Work Request Information
Creating and Updating Work Requests
Viewing Work Orders
Creating Easy Work Orders
Viewing Asset and Rebuildable Work Orders
Managing Operations

Home Page
Home Page
The Home Page of Self Service Maintenance (SSM) enables you to change
organizations, as well as the ability to view and transact purchase order and work
request notifications.
You can indicate whether work order requests are automatically approved upon
creation. Within the eAM Parameters, If the Auto Approve check box is selected,
work requests are created with a status of Awaiting Work Order (approved) (See:
Defining eAM Parameters on page 2-9). Otherwise, if the check box is not selected,
work requests are created with a status of Open. If an organization has selected
Work Request Approval through Oracle Workflow Management, the system will
notify all users that belong to that approval group to take action on the work
request created (See: Defining Department Approvers on page 2-17). Once an
individual has taken action, the notification will be removed from the notification
list of other approvers belonging to that same approval group.
From the Home Page tab of Oracle eAM SSM, an approver can select a work request
and view its details. You can see any notification routed for your responsibility (See:
Defining Department Approvers on page 2-17).
To select an organization to view notifications:

1. Navigate to the Home tab.

Home Page
Figure 131 Home Page
2. Under the Subject column, select the work request or purchase order to open
and view its details.
3. You can approve, request additional information from the originator, or reject
the work request. You can approve it by choosing Update Work Order.
4. Choose Reassign to reassign the work request approval to another approval
group.
5. Close the Work Request by choosing Close.
Note: You must first choose an eAM organization before you can
select additional tabs. See: Organization Setup on page 2-5.

Assets
Assets
The Assets tab provides information that enables you to identify assets through an
Asset Navigator that displays appropriate asset details. By drilling down through
an asset the user can either view details or launch pages to view current/historical
configurations of the asset. As rebuildable spares are installed and removed from a
particular asset, the genealogy will be updated automatically. This sections tasks
include:
Obtaining Asset Information on page 13-5
Viewing Asset Details on page 13-7
Viewing Associated Work Requests on page 13-13
Viewing Quality Information on page 13-14
Obtaining Asset Information

You can query on assets that you would like to view associated details, hierarchal
information, cost information, associated work requests, and quality information.
You can use a Simple or Advanced Search to obtain your desired assets.
To obtain Asset Information:

1. Navigate to the Assets tab.

Assets
Figure 132 Assets Page
2. Enter an Asset to search for assets by name.

Optionally, enter a portion of an asset name, appending a % (wildcard), as
illustrated above, to display multiple assets with similar names.
3. Optionally, enter an Asset Category from the list of values to narrow your
selection criteria.
4. Optionally, to further narrow your selection criteria, select whether to display
Assets with associated Asset Routes (tasks). Valid values are Yes and No. See:
Asset Routes.
5. Optionally, choose Advanced Search to further narrow your selection criteria.
Note: For details on how the following information is associated

with an Asset, See: Defining Asset Numbers on page 2-46.

Assets
a. Optionally, select an Asset Group from the list of values, representing the
classification of an asset.
b. Optionally, select an Area from the list of values. An area is where an asset
resides. This is a user defined listing of logical areas of work. For example,
North Plant, East Wing, or Area 1.
c. Optionally, select an Owning Department from the list of values. An
owning department represents the department (crew) responsible for
maintaining an asset.
d. Optionally, select a Fixed Asset Number from the list of values. The fixed
asset number belongs to a fixed asset category, defined on an eAM asset.
e. Optionally, select an Accounting Class from the list of values, indicating the
WIP accounting class. This identifies the expense accounts associated with
the work performed, such as materials, labor, and resources.
f. Optionally, select an Asset Criticality from the list of values. This code
indicates the importance of the asset to the organization.
g. Optionally, select whether to narrow your search to only Maintainable
assets. Valid values are Null, Yes, and No.
6. Choose Go.
Viewing Asset Details

You can display specific details about an asset, such as the associated asset group,
parent asset, parent asset group, asset category, owning department, area,
accounting class, asset criticality, maintainability, the associated equipment serial
number, attachments, associated asset activities, and asset attributes.
To display asset details:

2. Select the asset to view.
3. Choose Asset Details in the Asset Results region to view associated Asset
Details, Asset Attributes, and Asset Activities.
4. Optionally, choose View Equipment Details if the current asset has associated
equipment details. This link is next to the Equipment Serial Number field, and
is only available if there are associated equipment details. You can view all
equipment details in the production organization.

Assets
Optionally, choose the View Resource Usage glasses icon to view all work
orders created against the asset for the current equipment resource. This
enables you to view resource demand (work orders) associated with the
asset. This information is eAMs integration with Process Manufacturing.
See Also:
For more information on resource usage, See: Viewing Resource Usage on
page 10-6.
Displaying the Asset Hierarchy

You can view asset hierarchy information, enabling you to identify assets using an
Asset Navigator and the asset details of each asset belonging to the hierarchy.
As rebuildable spares are added and removed from a particular asset hierarchy, the
asset genealogy is dynamically updated.
To display the asset hierarchy:

2. Select the asset, then choose Hierarchy. The associated hierarchy for the current
asset is displayed in the shaded region.

Assets
Figure 133 Asset Hierarchy Example
Optionally, click any asset in the hierarchy to view its details in the Asset
Hierarchy region.
3. Optionally, click the Parent Asset Number to view the complete asset hierarchy
from the parent level.
See Also:
Defining Asset Numbers on page 2-46 to review how asset hierarchies are created.
Viewing and Updating the Configuration History

You can view specified parent and child information in a tabular format, as well as
dynamically add parents and children to the hierarchy.
To display or update the configuration history:


Assets
2. Select the asset, then choose Configuration History.

3. In the Configuration History View Options, select whether to show the current
assets Parents or Children information.
4. Optionally, you can narrow your selection criteria by selecting a date range.
5. Optionally, choose Associate Child or Associate Parent (depending on whether
you are showing Parent or Children information) to dynamically add a Child or
Parent to the current assets hierarchy.
a. Enter an Asset Number.
b. Enter a Start Date that this new asset configuration will be effective. The
system date will default.
c. Optionally, enter an End Date.
d. Choose Apply to save your work.
e. Choose Cancel to return to the Configuration History window.
6. Optionally, you can save or export your configuration results to a spreadsheet
by selecting Export Configuration Results.

eAM integrates with Oracle Cost Management, honoring all costing rules set at the
organization level, for example, the costing method used. You can view the costs of
Material, Labor, and Equipment for maintenance work orders associated with the
current asset. You can view different types of transactional cost information,
including actual, estimated, variance, and summary. eAM maintains the integrity of
the asset hierarchy. For example, when viewing the parent asset, you can view just
the parent assets costs, or the costs of the parent including all child costs rolled up
to the parent level.
To view asset costs:

2. Select the asset, then choose Costs.

Assets
Figure 134 Costs Page
3. In the Cost View Options region, you can narrow your selection criteria.
a. From the View drop down list, select the type of cost information to view. Valid
values are Actual Costs, Estimated Costs, Variance Costs, and Cost Summary.
transactions for associated maintenance work orders, based on a specified period,
or any specified selection criteria you entered in the Cost View Options region.
When you select the Actual Costs type from the list of values, the actual cost
information for your specified criteria is provided. The Cost Manager process runs
in the background to provide updated, actual cost information at user defined,
periodic intervals, and/or when it is launched from the menu.
associated with a work order. When you select Estimated Costs type from the list of
values, the estimated costs of all materials and resources associated with a work
order display, enabling you to budget costs. The Work Order Cost process runs in

Assets
the background to provide updated, estimated cost information at user defined,

periodic intervals, and/or when it is launched from the menu. Estimated and actual
costs may differ because all materials or resources associated with a work order
may not actually be used when the work order is executed.
Variance Costs: When you select Variance Cost type from the list of values, the
difference between the actual costs recorded and estimated costs.
Cost Summary: When you select Cost Summary type from the list of values, the
cost information from all work orders associated with the current asset will display.
b. From the View Cost By drop down list, select how you would like to view your
cost information. Valid values are Period and Cost Category.
If you selected Cost Category, you can view cost information by defined
categories, such as Maintenance, Contract, or Operations.
Labor: All employee resource and resource overhead transaction costs will dis-
play.
Equipment: All material resource and resource overhead transaction
costs will display.
If you selected Period, optionally enter the Period From and Period To.
Accounting Periods are defined within Oracle Inventory (See:
Maintaining Accounting Periods, Oracle Inventory Users Guide).
4. Select the Include Child Assets check box to roll up all costs for the current asset
and its children. See: Defining Asset Numbers on page 2-46 to review how asset
hierarchies are created.
5. Choose Go to view cost element information. The information is broken down
into nine eAM specific cost classifications. You will also see summary totals
(summarizing Contract, Maintenance, and Equipment) of all material, labor,
and equipment costs.
6. Optionally, you can save or export your cost information to a spreadsheet by
selecting Export.
See Also:
Overview of Cost Management, Oracle Cost Management Users Guide

Assets
Viewing Associated Work Requests

You can view an assets associated work requests and create new work requests or
update existing work requests for the current asset.
To view or create work requests for the current asset:

2. Select the asset within the Asset Results region, then choose Work Requests.
Figure 135 Work Requests Page
3. In the Work Request Results region, optionally select the work request Number
to view details of the work request, such as the log explaining the issue being
reported, priority code, etc.

Assets
4. Optionally, update a work request by selecting Update if you are within the
details of the work request, or you can choose the Update pencil icon from the
Work Request Results region.
a. Update fields as needed.
b. Choose Apply to save your work.
c. Choose Cancel to return to the Work Requests for Asset page without
creating the work request.
5. Optionally, create a new work request by selecting Create Work Request from
the Work Request Results region, or Create if viewing request details of an
existing request.
a. Select a Priority from the list of values, for example High, Medium, or Low.
b. Optionally, select a Work Request Type from the list of values.
c. Select a Request By Date. The system date will default.
d. Enter the detailed information about the work requested in the
Request/Approval Log field.
e. Choose Apply to save your work.
f. Choose Cancel to return to the Work Requests for Asset page without
creating the work request.
6. Optionally, you can save or export your work request information to a
spreadsheet by selecting Export All Work Requests.
7. In the Work Order Results region, only work orders linked to a work request are
displayed. Optionally select the work order Number to view information
associated with the work order.
Choose Existing Work Requests to return to the previous page.
8. Optionally, you can save or export your work order information to a

spreadsheet by selecting Export All Work Orders.
Viewing Quality Information

You can view a list of Oracle Quality collection plans and enter quality results for
the current asset.

Assets
To view collection plans:

2. Select the asset, then choose Quality.
Figure 136 Viewing Quality Information
A list of collection plans associated with the current asset and requiring
completion display (See: Creating eAM Quality Collection Plans on page 12-8).
When the collection plan was created, it was specified whether the collection
plan required completion. Also, during the eAM collection plan creation
process, triggers can be specified to make only certain assets eligible for the
collection plan (See: Creating eAM Quality Collection Plans on page 12-8). See:
Quality Setup on page 12-2
3. Optionally, enter quality results by selecting the Enter Quality Results pencil
icon. You can enter quality results for a collection plan or update a collection
plans quality results multiple times.

Assets
a. Required fields are dependent on the Collection Plans collection element

specifications (See: Creating eAM Quality Collection Plans on page 12-8).
b. Choose Submit to save your work or Cancel to return to the Quality List of
Plans page.
4. Choose the View Quality Results glasses icon to view or update any results
entered for the current collection plan.
a. Optionally, specify parameters and values to filter the data displayed in
your results set. The parameters are the collection elements defined for the
current collection plan. See: Creating eAM Quality Collection Plans on
page 12-8.
b. Choose Go to view the entered parameters results in the results set table.
Optionally, choose Clear to enter new parameters.
c. Optionally, select a column from the Add column list of values to add to the
results set table, if the column is not currently displayed. Choose Add.
d. Optionally, choose the Attachment paperclip icon to view or add file, URL,
or text attachments to collection elements, within the results table set.
e. Optionally, you can Update the quality results by selecting the pencil icon.
Required fields are dependent on the Collection Plans collection
element specifications. See: Creating eAM Quality Collection Plans on
page 12-8.
Choose Submit to save your work or Cancel to return to the Quality
List of Plans page.
5. Choose Return To List Of Plans Page at the bottom of the page to return to the
list of quality collection plans.
6. Choose the Attachments paperclip icon to attach any necessary files, URLs, or
text to the chosen collection element (result entry). Each collection element in
the collection plan can have its own attachments, and can have an unlimited
number of attachments.
7. If you have updated this collection plan, the Visited column will be populated
with a check mark.
Note: You will have to enter quality results at work order

completion for all required collection plans for an asset.

Assets
See Also:
Overview of Quality Self-Service, Oracle Quality Users Guide

Work Requests
Work Requests
A work request is not a work order. It is a request for maintenance on an asset. eAM
enables operations and maintenance staff to report any problems with an asset. A
supervisor can approve, place on hold, or reject a work request. A work order
requires approval before it can be generated into a work order. The Work Requests
tab enables you to query existing, and create new work requests for an asset. This
sections tasks include:
Work Request Statuses on page 13-18
Obtaining Work Request Information on page 13-19
Creating and Updating Work Requests on page 13-21

A work request will transition through several statuses during its lifecycle. The
work request lifecycle is as follows:
Figure 137 Work Request Lifecycle
Open - A work request is created in the status of Open.

Awaiting Work Order - If the Auto-Approve Work Request functionality is enabled
for the current organization, the status will change to Awaiting Work Order (See:

Work Requests
Defining eAM Parameters on page 2-9). If the functionality is not enabled for the
current organization, a workflow notification will be sent to the appropriate
individual in the approval route. The individual will respond by approving,
rejecting, or requesting additional information, and the status will change to one of
the following statuses. Once the status becomes Awaiting Work Order, an Easy
work order can be created from the work request within Self Service Maintenance.
The work requests status then changes to On Work Order.
On Work Order - Once a work request is linked to a work order, the status changes
to On Work Order.
Rejected - The individual on the approval route rejected to work request.
Additional Information - If the work requests status becomes Additional
Information, the originator needs to add the requested information.
Complete - The work request status transitions to Complete when the work order
associated with the request is completed.
Obtaining Work Request Information

Using the simple search mode, you can query on existing requests associated to a
specific asset, to view, update, or create new work requests. A simple search enables
you to query on work requests associated with a specific asset. Work orders that are
associated with a work request, and at a status of Released, Unreleased, or Hold
will display, as well. You also have the option of querying on work requests and
work orders using an advanced search mode. The advanced search enables you to
narrow the query on work requests and orders to more than an asset, for example,
you can query on all work requests associated with a specific priority code. Using
the advanced search, you can view and update work requests, but cannot create
them.
To obtain Work Request Information using the simple search:

1. Navigate to the Work Requests tab. When you first enter the screen, the system
is in a simple search mode.
2. Select an Asset from the list of values to search for related work requests and
work orders. Work Order Results will display only those work orders linked to
a work request with a status of Released, Unreleased, and Hold.

Work Requests
Figure 138 Related Work Request Search
3. Choose Go.
To obtain Work Request Information using the advanced search:

1. Navigate to the Work Requests tab. When you first enter the screen, the system
is in a simple search mode.
2. Choose Advanced Search to narrow your selection criteria.
a. Optionally, select an Asset Group from the list of values. An asset group is
a grouping of similar assets.
b. Optionally, select an Asset Category from the list of values. This is the Class
and Subclass code, such as CRANE.OVERHEAD or BUILDING.FLOOR.
See: Setting Up Category Codes and Sets on page 2-36.
c. Optionally, select an Area from the list of values. This is a user defined
listing of logical areas of work, and areas are where the assets reside. For

Work Requests
example, North Plant, East Wing, or Area 1. See: Setting Up Asset Areas on
page 2-12.
d. Optionally, select a Work Order Number to display all work requests
associated with that work order number. An unlimited number of work
requests can be associated with a work order.
e. Optionally, select a From Date to narrow your selection of work requests to
a specific time period.
f. Optionally, select a specific Request Number.
g. Optionally, select a work request Status from the list of values to view all
work requests at a specific status.
h. Optionally, select a Current Owning Department from the list of values to
see all work requests associated with a specific owning department.
i. Optionally, select Originator from the list of values to display all work
requests that a specific person created.
j. Optionally, select a To Date to narrow your selection of work requests to a
specific time period.
k. Optionally, select the Include children from hierarchy checkbox. If Asset
Number is populated and this checkbox is selected, then work requests for
the asset and all of its children will display. If Asset Number is not
populated and this checkbox is selected, all work requests in the system
will display. If Asset Number is not populated, this checkbox is selected,
and additional criteria are entered, this additional criteria is ignored; all
work requests in the system will display.
3. Choose Go.
Creating and Updating Work Requests

Creation of a work request can only be accomplished from the simple search page.
See: Simple Search on page 13-19. The remainder of this page enables you to create
and update work requests. For instructions, See steps 4 - 8: Viewing Associated
Work Requests on page 13-13.

Work Orders
Work Orders
The Work Orders tab enables you to query and create work orders for a specified
asset. You can view work order details, such as status, activity type, and the activity
cause. You can also create an Easy Work Order, enabling a supervisor immediate
access to establishing appropriate charge accounts for issuing items, recording time,
and creating requisitions. This sections tasks include:
Viewing Work Orders on page 13-22
Creating Easy Work Orders on page 13-23
Viewing Work Orders

You might need to create an easy (unplanned) work order for an asset. See: Creating
Easy Work Orders. To avoid duplication of work orders, you can first view all work
orders associated with the asset, before creating a new one.
To obtain a list of Asset Work Orders:

1. Navigate to the Work Orders tab.
2. Enter a valid Asset to search for related work orders. You can either enter a
known asset, or select a valid asset from the list of values.
3. Select the Include Rebuild Work Order check box to include child rebuild work
order details associated to the parent asset.
4. Choose Go to display all work orders associated with the chosen asset.

Work Orders
Figure 139 Work Orders Page
5. Select a Work Order number to view details of a work order listed.
Creating Easy Work Orders

Easy Work Orders are unplanned work orders, and enable you to avoid operation
and resource planning. When created, the current assets associated asset activity
(See: Asset/Asset Activity Association on page 2-56) will not attach or associate to
the new work order, as with planned work orders. Once created, the work order is
automatically at a Released status, enabling you to execute the work order. For
example, request materials, charge labor, etc.
To create an Easy Work Order:

6. Choose Create Easy Work Order to create an easy work order associated with
the current asset.
a. Optionally, select a Work Request Number from the list of values to
reference a work request generated by another user. All approved work
requests for the current asset, that have not already been associated with a

Work Orders
work order, will be available. The work requests available for selection are
at an Awaiting Work Order status. The description of the work request will
become the description of the work order created.
Note: Routine work orders can be associated to an unlimited

number of work requests. However, an easy work order can be
associated with only one work request. A work request can be
associated with only one work order. You can associate multiple
work requests to a work order within the forms application.
b. Optionally, select a Work Order Type from the list of values.

c. Enter a Description. This will default from the first work request number
associated to this work order.
d. Optionally, select an Activity Type from the list of values to indicate the
type of maintenance activity needed for the current asset. It should remain
generic, for example, Inspection, Overhaul, Lubrication, Repair, Servicing,
or Cleaning.
e. Optionally, select an Activity Cause from the list of values to specify the
situation causing the needed maintenance. For example, Breakdown,
Vandalism, Normal Wear, or Settings.
f. Enter a Scheduled Start Date and Time. The system date and time will
default.
g. Enter a Scheduled Duration in hours to identify the number of hours it
would take to finish the work order, once it has been started.
h. The Owning Department will default as the owning department of the
operation created. Operation 10 is created automatically when creating an
easy work order.
i. Optionally, select a Priority code. This will default from the work request if
you selected a work request number.
7. Choose Apply to save your work, or Cancel to exit the page. Once you choose
Apply, the system will return a confirmation notice with the new work order
number.

Work Orders
Note: After you choose Apply, you have automatically created an

Easy Work Order. A Planner may wish to build additional
operations and resources to the work order after the issue has been
addressed. Further edits to the newly created work order can be
accomplished via the forms application, See: Easy Work Orders, or
the Work Plan tab. See: Work Plans on page 13-26.
See Also:
eAM Work Orders on page 3-5

Work Plans
Work Plans
The Work Plan tab is designed for users, such as Crew Supervisors, that execute
work plans generated by the Planner. The Work Plan tab enables you to manage the
operations of a work order. You can skill search across departments, assign
employees to a work order, adjust crew schedules, complete operations, hand over
work to another department, complete a work order, and enter quality plan
information such as inspection data. This sections tasks include:
Viewing Asset and Rebuildable Work Orders on page 13-26
Managing Operations on page 13-29
Viewing Asset and Rebuildable Work Orders

Using the simple or advanced search modes, a supervisor can query on existing
work orders assigned to a department or employee, to view, update, or manage
operations. Managing Operations enables you to search on skills, assign employees
to work orders, hand over work to other departments, charge resources, and
complete or uncomplete an operation.
To view work orders:

1. Navigate to the Work Plan tab.
2. Optionally, narrow your search criteria by entering an Assigned Department
from the list of values.
3. Optionally, narrow your search criteria by entering an Employee Number from
the list of values.
4. Optionally, narrow your search criteria by selecting a date range.
5. Optionally, further narrow your search criteria by selecting Advanced Search.
This search method enables you to enter specific Asset information, Work Order
information, and Operation information.
6. Choose Go to display all work orders associated with the chosen data selection.

Work Plans
Figure 1310 Work Plans Page
7. Select a Work Order to view details of a work order listed.

8. To Complete or Uncomplete (re-open) a work order, choose the
Complete/Uncomplete pencil icon (See: eAM Work Order Statuses). Planners
or Crew Supervisors can complete or uncomplete work orders using the
Maintenance workbench (See: Using the Maintenance Workbench on
page 3-59), or via the Work Plan tab. Uncompleting a work order will bring the
work order back to a Released status. 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.
a. Optionally, change the Actual Start Date and Time, Actual Duration,
Shutdown Start Date and Time, and Shutdown Duration.

Work Plans
automatically calculated as the difference between the Estimated Start
Date and Estimated End Date.
Changing the times and duration affects resource usage for employees
and equipment.
b. Optionally, enter a Reconciliation Code. This is a simple description of why
you are completing this work order. For example, Cancelled, or Completed.
c. At work order completion, meter readings are mandatory for work orders
generated by the Preventive Maintenance scheduling engine. Once a work
order is completed, meter readings are required for all runtime interval
meters associated with the asset in the Preventive Maintenance scheduling
definition. See: Entering Preventive Maintenance Scheduling Definitions on
page 4-11 and Work Order Completion on page 3-41. If there is a meter
associated with this asset, you will be prompted to enter a Current Reading
or a Reading Change. If you enter a Current Reading, the Reading Change
will default. If you enter a Reading Change, the Current Reading will
default.
Indicate whether you would like to Reset the Current Reading to zero
by selecting the Reset check box.
d. Oracle Quality collection plans associated with the current work orders
associated asset and requiring completion display. When the collection plan
was created, it was specified whether the collection plan required
completion. Also, during the eAM collection plan creation process, triggers
can be specified to make only certain assets elible for the collection plan See:
Creating eAM Quality Collection Plans on page 12-8.
Required fields are dependent on the Collection Plans collection
element specifications.See: Creating eAM Quality Collection Plans on
page 12-8.
9. Choose Apply to Complete the Work Order, or Cancel to exit.
See Also:

Work Plans
Managing Operations
Managing Operations enables a supervisor manage all activities related to an
operation. The supervisor can search on skills, assign employees to operations and
resources, hand over work to other departments, charge resources, and complete or
uncomplete an operation.
To manage operations:
1. Navigate to the Work Plan tab.
Figure 1311 Work Plan Page
2. Search for Work Orders. See: Viewing Asset and Rebuildable Work Orders on
page 13-26.
3. Choose Manage Operations after selecting a work order.

Work Plans
Figure 1312 Managing Operations
To charge resources:
It is important in asset management to capture both estimated and actual time spent
on an each operation of a work order. When resources are identified on a work
order, there is a time estimate of how long it will take to perform the work. In many
cases, the extent of the work load is unknown until the work starts. Resource
Charging enables you to post actual usage time for employees, equipment, and
miscellaneous materials for specific operations on a work order.
a. Select an Operation, then choose Charge Resource.

Work Plans
Figure 1313 Charging Resources
b. Select a Resouce Sequence from the list of values. The Resource, Unit of
Measure, and Quantity (reflects the number charged, normally in hours)
will default, based on the selected resource sequence, and the resources
associated with the work order.
For information on Resource Sequence, Resource, and Unit of Measure,
See: Defining Resource Requirements on page 3-32
c. Optionally, identity the Employee that performed the work, from the list of
values.
d. Optionally, identify the Equipment used to perform the work, from the list
of values.
e. Optionally, select the Charge Department from the list of values to choose
the department that the employee or equipment will be charged to.

Work Plans
You can display the list of values if the Employee name or Equipment serial
number fields have been entered. The list of values will display all
departments that the person or equipment has been assigned to (See:
Defining Departments and Resources on page 2-13).
If you do not select a Charge Department from the list of values, entering a
Charge Department manually, the system validates that the department
matches the assigned department of the operation. If it does not, you will
receive an error.
f. Optionally, select a Reason code from the list of values. This is an
informational field that can be used to indicate the reason a resource was
used, or the accounting for time was taken.
g. Optionally, enter a Reference.
h. Choose Apply to save your work, or Cancel to return to the Operations
page.
To re-assign work to another department:

Often, operations are started and not finished by the assigned crew. A Handover
enables a supervisor to re-assign the task to another supervisor for the continuation
of work. This transaction adds an additional line of operations to the work order.
When the operation is handed over, the current operation is automatically
completed, and a new operation is created.
a. Select an Operation, then choose Handover.

Work Plans
Figure 1314 Handover Operations
b. Optionally, enter a Description of this new handover operation.

c. Enter a newly Assigned Department from the list of values. You cannot
select the same department that the current operation exists in. Only those
departments, having all the resources used for the current operation, are
available from the list of values.
d. Optionally, update the Start Date and Time for the new operation. The
current system date and time will default.
e. Optionally, enter an estimated duration in hours that the new operation
requires.
f. Optionally, choose a Shutdown Type from the drop down list. This
indicates whether a shutdown is necessary to perform this maintenance
activity. For example, Required and Not Required.

Work Plans
g. Optionally, add file, URL, or text attachments as necessary by selecting

View List.
Choose Add Attachment. For example, you can add notes, such as
"This work order could not be completed due to a delay in delivered
items.
Choose Return to display the Handover page.
h. Indicate whether to carry over resource usage information by selecting the
Select check box for associated resource.
Optionally, enter the Duration of resource usage in hours.
i. Select the resources you want to handover to another department. Select
specific resources by selecting the Select check box next to the desired
resources, or you can handover all resources by choosing Select All. This
selects all Select check boxes for all resources.
j. Choose Apply to save your work, or cancel to return to the Operations
page.
To assign employees to a task:

Work Orders are typically planned and scheduled by a planner. The assignment of
work is normally executed by a supervisor. It is common that work is not assigned
at the employee level. If the supervisor intends to assign each task to an employee,
the system can display whether employees are currently assigned to an operation,
and the supervisor can assign additional personnel if needed. If a supervisor is
required to find another resource from another crew, he can do that with a skill
search, leveraging Oracle Human Resources competencies.
a. Select an Operation, then choose Assign Employee.
b. In the Resources region, choose the View Employees icon to view currently
assigned employees.
c. Optionally, choose Search Skills to search for employees by competency
classifications.
Optionally, select a Competency Type from the list of values.
Optionally, select a Competency from the list of values.
Choose Go to display a list of competent employees.
Choose Assign Employee to return to the Employees page. This
populates the Employee Name field.

Work Plans
d. Select an Employee Name from the list of values, or allow the system to
populate this field based on a skill search.
e. Choose Assign.
Figure 1315 Employee Assignment
f. Optionally, choose the Remove Employee icon to un-assign an employee

from a task.
g. Choose Operations.
To complete or uncomplete an operation:

Operations can be at complete or uncomplete statuses. When completing an
operation, operation dependencies are considered. For example, if operation 20 is
dependent on operation 10s completion, you cannot uncomplete 10 if operation 20
is already completed.
a. Select an Operation, then choose Complete/Uncomplete Operation.

Work Plans
Figure 1316 Operation Completion
b. Enter an Actual Start Date and Time that the operation started.
c. Enter the Actual Duration in hours that it took to complete the operation. It
is automatically calculated as the difference between the Estimated Start
d. Optionally, select a Reconciliation code from the list of values describing
how the operation was completed. For example Completed, Handover, or
Partially Completed. These codes enable you to evaluate jobs by percentage
completed or delayed. For example, if the operation was delayed, this code
can provide the reason. A code such as Handover suggests that an
operation was not finished within a shift and was assigned to another crew.
e. Optionally, add necessary attachments by selecting View List.
Choose Add Attachment to add file, URL, or text attachments.
Choose Return to return to the Operation Completion/Uncompletion
page.
f. Choose Apply to save your work, or Cancel to exit.

14
Reports and Processes
This chapter describes each Oracle Enterprise Asset Management report, including
the following topics:
Overview of Reports on page 14-2
Maintenance Work Order Detail Report on page 14-2
Simulate Transfer Shop Floor Invoice Variance on page 14-5
Shop Floor Invoice Variance Report on page 14-7
Reports and Processes 14-1

Overview of Reports
Overview of Reports
Oracle Enterprise Asset Management provides you with reports, intended for
different business needs. Detailed information on submitting and analyzing Oracle
eAM reports is provided in the following topics:
Maintenance Work Order Detail Report on page 14-2
Simulate Transfer Shop Floor Invoice Variance on page 14-5
Shop Floor Invoice Variance Report on page 14-7
Maintenance Work Order Detail Report

Use the Maintenance Work Order Detail Report to view and analyze all information
related to a maintenance work order. You can create a report that displays
user-defined values. For example, you can view all unreleased work orders for a
specified date range, or see material requirements for work orders in a specified
area. You can filter reporting information according to work orders, start and end
dates, assigned department, work statuses, asset area, and asset. You can display
details on the report, including operations, resources, employees, materials, direct
items, work requests, meters, and attachments.
Report Submission
1. In the Submit Requests window, select Maintenance Work Order Detail Report
from the Name list of values.
Report Parameters
All report parameters are optional.
Work Order From

Enter the starting work order number to display a range of work orders.
To
Enter the ending work order number to display a range of work orders.
Scheduled Start Dates From

Enter the beginning scheduled date for a data range. This is the starting point to
calculate the scheduled end date and duration for allocated resources and materials.

Overview of Reports
To
Enter the ending date for a date range. 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 materials.
Work Order Status

Enter the status of the work order. Only work orders at this status will display on
the report.
Assigned Department
Enter the assigned department (crew). This is the department associated with the
asset on the work order.
Asset Area from

Enter the beginning asset area for a range of areas.
Asset Area to
Enter the ending asset area for a range of areas.
Asset Number
Enter an asset if you want to view only work order information associated with a
specific asset.
Operations to be displayed
No - Operation level information will not display.
Yes - Operation level information will display
Resources to be displayed
No - Resource level information will not display.
Yes - Resource level information will display
Employee to be displayed
No - Employee specific information will not display.
Yes - Employee specific information will display.

Overview of Reports
Materials to be displayed
No - Material level information will not display.
Yes - Material level information will display.
Direct Items to be displayed

No - Material level information will not display.
Yes - Material level information will display.
Work Request to be displayed

No - Work orders associated work requests will not display.
Yes - Work orders associated work requests will display.
Meters to be displayed
No - Assets associated meters will not display.
Yes - Assets associated meters will display.
Attachments to be displayed
No - Attachments will not display.
Yes - Attachments will display.
2. Choose OK.
3. Choose Submit.
See Also:

Overview of Reports
Simulate Transfer Shop Floor Invoice Variance

You can transfer variances between purchase order price and invoice price, back to
a maintenance work order, from your user-defined, adjustment account. This
enables you to value your maintenance costs at the actual costs.
You can generate the Simulate Transfer Shop Floor Invoice Variance report to
display the details of each invoice variance and a summary total of the variance
amount that may transfer. The report format is similar to the Shop Floor Invoice
Variance Report. You can view this report to determine whether or not you will go
ahead with the variance transfer. You should complete this task before you run the
Shop Floor Invoice Variance Report (See: Shop Floor Invoice Variance Report on
page 14-7).
Report Submission
2. Select Simulate Transfer Shop Floor Invoice Variance from the Name list of
values.
Report Parameters
Transfer Description
Optionally, enter a description for the invoice transfer.
Specific Work Order

You can view the variance transfer details for a specific work order by selecting a
work order from the list of values. Maintenance work orders with statuses of
Cancelled, Closed, and Complete - No Charges will not be available within the list
of available values.
IPV Item Type

You can transfer invoice variances for:
Direct Shop Floor Delivery items only
Outside Processing and Direct Shop Floor Delivery items
Outside Processing items only
Item Range

Overview of Reports
parameter, you can specify an item range for your transfer.
Specific Item
parameter, you can specify an item for your transfer.
Category Set
parameter, you can specify a Category Set for your transfer.
Specific Category
parameter and a value in the Category Set parameter, you can specify a specific
category from the previously chosen category set.
Specific Project
You can choose to transfer invoice variances only for items associated to a specific
project.
Adjustment Account
You can enter an adjustment account from which the invoice variance is transferred.
Invoice Cutoff Date

Enter a date. Approved and posted invoices through this date will be included in
your transfer.
3. Choose OK.
4. Choose Submit.
See Also:

Overview of Reports
Shop Floor Invoice Variance Report

You can transfer invoice variances from your specific adjustment account to
maintenance work orders (See: Transferring Invoice Variances on page 6-21). For
each invoice variance transfer processed successfully, you can use the Shop Floor
Invoice Variance Report to view the invoice variance transferred into your
maintenance work orders. This report displays the adjustment account and the
summary total amount transferred. It also displays the detail information for each
work order, item, purchase order line, and invoice included in the transfer.
Report Submission
2. Select Simulate Transfer Shop Floor Invoice Variance from the Name list of
values.
Report Parameters
Batch Date
Enter a date to filter out batches that you do not want to select. Only batches
processed on or after this date will be included in the Batch Id parameters list of
values.
Batch Id
Enter the identifier for the batch you would like to report on. The list of values
displays the parameters entered when you run your transfer process, such as
description, work order number, item number, etc.
3. Choose OK.
4. Choose Submit.
See Also:

Overview of Reports

A
Windows and Navigation Paths

This appendix provides the default navigator paths for the windows used in the
Oracle Enterprise Asset Managment. The following table provides the default
navigation paths. Brackets [ ] indicate a button.
Default Navigation Paths for Standard Application Windows

ImF
Table 141 eAM-Related Windows and Navigation Paths

Window Name Navigation Path
Activity and Asset Enterprise Asset Manager: Asset Activities > Asset Activity
Number/Rebuildable Association
Association
Area Enterprise Asset Manager: Setup > Area
Asset Genealogy Import Interfaces > Import Asset Genealogy
Asset Meter Enterprise Asset Manager: Meters > Asset Meter Association
Asset Number Import Interfaces > Import Asset Number
Asset Status Enterprise Asset Manager: Assets > Asset Numbers > Asset
Statuses
Bills of Material (Activity Enterprise Asset Manager: Asset Activities > Maintenance
BOM) BOM
Bills of Material (Asset Enterprise Asset Manager: Assets > Asset BOM
BOM)
Categories Enterprise Asset Manager: Setup > Category > Category Codes
Category Sets Enterprise Asset Manager: Setup > Category > Category Sets
Windows and Navigation Paths A-1


Close Rebuild Work Order Enterprise Asset Manager: Work Orders > Close Rebuild Work
Orders
Close Work Order Enterprise Asset Manager: Work Orders > Close Work Orders
Collection Elements Quality Manager: Setup > Collection Elements
Collection Plans Quality Manager: Setup > Collection Plans
Define Asset Number Enterprise Asset Manager: Assets > Asset Numbers
Define Asset Route Enterprise Asset Manager: Assets > Asset Route
Departments Bills of Material Manager: Bills of Materials > Routings >
Departments
Department Approvers Enterprise Asset Manager: Setup > Department Approvers
Descriptive Flexfield Enterprise Asset Manager: Setup > Flexfields > Descriptive >
Segments Segments
EAM Asset Documents Enterprise Asset Manager: Assets > Asset Numbers >
Documents
EAM Work Order Enterprise Asset Manager: Work Orders > Documents
Documents
Enter Quality Results Quality Manager: Results > Entry > Enter Quality Results
Enterprise Asset Enterprise Asset Manager: Setup > Parameters
Managment Parameters
Financials Options Purchasing Manager: Setup > Organizations > Financial
Options
Find Asset Number Assets > Asset Numbers > Asset Number field > [Find] icon
Find Meter Readings Interfaces > Pending Meter Readings
Find Pending Work Orders Interfaces > Pending Work Orders
Find Projects Project Manufacturing Manager: Projects > Project
Manufacturing > Projects
Find Project Status Project Manufacturing Manager: Project Status > Project Status
Inquiry
Find Rebuild Work Orders Enterprise Asset Manager: Work Orders > Rebuild Work
Orders
A-2 Oracle Enterprise Asset Management Users Guide


Find Requests (PRC: Project Manufacturing Manager: Other > Requests > Run OR
Refresh Project Summary View menu > Requests
Amounts)
Find Work Orders Enterprise Asset Manager: Work Orders > Work Orders
Generate Preventive Enterprise Asset Manager: Preventive Maintenance > Generate
Maintenance Work Orders Work Orders
Import Items Interfaces > Import Items
Import Jobs and Schedules Interfaces > Import Work Orders or Import Meter Readings
Launch MRP Manufacturing Manager: Material Planning > MRP > Launch
Maintenance Workbench Enterprise Asset Manager: Work Order Planning >
Maintenance Workbench
Maintenance Work Order Enterprise Asset Manager: Work Orders > Work Orders >
Value Summary [Costs] > [Value Summary]
Master Item Enterprise Asset Manager: Assets > Asset Groups or Asset
Activities
Material Transactions Enterprise Asset Manager: Work Order Transactions > Material
Transactions
Meters Enterprise Asset Manager: Meters > Meter Definition
Meter Reading Enterprise Asset Manager: Meters > Meter Readings > Asset
Meter Reading
Miscellaneous Documents Enterprise Asset Manager: Setup > Miscellaneous Documents
MRP Names Material Planner: MDS > Names
Operation Completion Enterprise Asset Manager: Work Completion > Operation
Completion
Organization Inventory Manager: Setup > Organizations > Organizations >
[New]
Organization Parameters Enterprise Asset Manager: Setup > Parameters
Oracle Manufacturing Enterprise Asset Manager: Setup > Lookups
Lookups
Pending Meter Reading Enterprise Asset Manager: Meters > Meter Readings > Pending
Meter Reading
Personal Profile Values Enterprise Asset Manager: Setup > Profiles > Personal


Purchase Orders Purchasing Manager: Purchase Orders > Purchase Orders
Preventive Maintenance Enterprise Asset Manager: Preventive Maintenance > Schedule
Schedules Definition
Project Parameters Project Manufacturing Manager: Projects > Project
Manufacturing > Project Parameters
Rebuild Completion Enterprise Asset Manager: Work Completion > Rebuild Work
Order Completion
Requisitions Purchasing: Requisitions > Requisitions
Resource Usage Enterprise Asset Manager: Assets > Asset Numbers > Asset
Numbers
Resource Transactions Enterprise Asset Manager: Work Order Transactions >
Resource Transactions
Routings Enterprise Asset Manager: Asset Activities > Maintenance
Routings
Select Work Order Enterprise Asset Manager: Work Order Details > Operations,
Material Requirements, or Resource Requirements
Scheduler Workbench Enterprise Asset Manager: Work Order Planning > Scheduler
Workbench
Shop Floor Invoice Enterprise Asset Manager: Cost > Work Order Shop Floor
Variance Invoice Variance
Supply/Demand Enterprise Asset Manager: Manufacturing > Material Planning
> MRP > Workbench > [Supply/Demand] > [Find]
View Operations Enterprise Asset Manager: Work Order Details > View
Operations
View Material Enterprise Asset Manager: Work Order Details > View Material
Requirements Requirements
View Resource Enterprise Asset Manager: Work Order Details > View
Requirements Resource Requirements
View Resource Enterprise Asset Manager: Work Order Transactions > View
Transactions Resource Transactions > [Find]
Work In Process WIP Manager: Setup > Parameters
Parameters
Work Order Completion Enterprise Asset Manager: Work Completion > Work Order
Completion


Work Order Enterprise Asset Manager: Work Orders > Work Orders


B
eAM Open Interfaces and APIs
This appendix details the integration tools used to integrate eAM with your existing
non-Oracle systems. The following topics are covered:
eAM Interfaces and APIs on page B-2
eAM Item Open Interface on page B-2
eAM Asset Number Open Interface on page B-9
eAM Asset Genealogy Open Interface on page B-16
eAM Work Order Open Interface on page B-19
eAM Meter Reading Open Interface on page B-23
eAM Open Interfaces and APIs B-1

eAM Interfaces and APIs

Oracle Enterprise Asset Management provides a number of open interfaces and
APIs, enabling you to link with non-Oracle applications, applications you build,
and applications on other computers.
eAM Item Open Interface on page B-2
eAM Asset Number Open Interface on page B-9
eAM Asset Genealogy Open Interface on page B-16
eAM Work Order Open Interface on page B-19
eAM Meter Reading Open Interface on page B-23
eAM Item Open Interface

The eAM Item Open Interface enables you to import asset groups, asset activities,
and rebuildable items into the eAM application in a batch process. You can create
them as new items or update existing items (asset groups, asset activities, or
rebuildable items). The Item Open Interface validates your data, insuring that your
imported items contain the same item detail as items you enter manually in the
Master Item window.
You can also import item category assignments. This can be done simultaneously
with a process of importing items, or as a separate task of importing item category
assignments only.
When importing items through the Item Open Interface, you create new items in
your item master organization, update existing items, or assign existing items to
additional organizations. You can specify values for all the item attributes, or you
can specify just a few attributes and let the remainder default or remain null. The
Item Open Interface also enables import revision details, including past and future
revisions and effectivity dates. Validation of imported items is done using the same
rules as the item definition windows, so you are insured of valid items. See:
Overview of Engineering Prototype Environment, Oracle Engineering Users Guide
and Defining Items, Oracle Inventory Users Guide.
The Item Open Interface reads data from three tables for importing items and item
details. Use the MTL_SYSTEM_ITEMS_INTERFACE table for new item numbers
and all item attributes. This is the main item interface table, and may be the only
table you choose to use. When importing revision details for new items, use the
MTL_ITEM_REVISIONS_INTERFACE table. This table is used for revision
B-2 Oracle Enterprise Asset Management Users Guide

information, and is not required. When importing item category assignments, use
the MTL_ITEM_CATEGORIES_INTERFACE table to store data about item
assignments to category sets, and categories to be imported into the Oracle
Inventory MTL_ITEM_CATEGORIES table. A fourth table, MTL_INTERFACE_
ERRORS, is used for error tracking of all items that the Item Interface fails.
Before using the Item Open Interface, you must write and run a custom program
that extracts item information from your source system and inserts the records into
the MTL_SYSTEM_ITEMS_INTERFACE table, and (if revision detail is included)
the MTL_ITEMS_REVISIONS_INTERFACE table, as well as the MTL_ITEM_
CATEGORIES_INTERFACE table. After you load item, revision, and item category
assignment records into these interface tables, you run the Item Open Interface to
import the data. The Item Open Interface assigns defaults, validates included data,
and then imports the new items.
Note: You must import items into a master organization before

you import items into additional organizations. You can accomplish
this by specifying only your master organization on a first pass run
of the Item Open Interface. Once this has completed, you can run
the Item Open Interface again, this time specifying an additional or
all organizations.
Setting Up the Item Open Interface

1. Create Indexes for Performance. Create the following indexes to improve the
Item Open Interface performance.
First, determine which segments are enabled for the System Items flexfield.
Then, for example, if you have a two-segment flexfield, with SEGMENT8 and
SEGMENT12 enabled, you would do the following:
SQL> create unique index MTL_SYSTEM_ITEMS_B_UC1 on MTL_SYSTEM_ITEMS_B (ORGANIZATION_ID,
SEGMENT8, SEGMENT12);
SQL> create unique index MTL_SYSTEM_ITEMS_INTERFACE_UC1 on mtl_system_items_interface
(organization_id, segment8, segment12);
If you plan to populate the ITEM_NUMBER column in mtl_system_items_

interface instead of the item segment columns, do not create the MTL_
SYSTEM_ITEMS_INTERFACE_UC1 unique index. Instead, create MTL_
SYSTEM_ITEMS_INTERFACE_NC1 non-unique index on the same columns.
Create the following indexes for optimum performance:

MTL_SYSTEM_ITEMS_B
Non-Unique Index on organization_id, segmentn
You need at least one indexed, mandatory segment.
MTL_SYSTEM_ITEMS_INTERFACE
Non Unique Index on inventory_item_id, organization_id
Non Unique Index on Item _number
Unique Index on Transaction_id
Unique Index on organization_id, segmentn
Note: This Index will have to be recreated as Non Unique if you are
populating organization_code, instead of organization_id. It should
include the segment (s) having been enabled for the System Item
Key Flexfield. You are enabled to use the created default index if
you are using segment1.
MTL_ITEM_REVISIONS_INTERFACE
Non Unique Index on set_process_id
Non Unique Index on Transaction_id
Non Unique Index on Organization_id, Inventory_item_id, Revision
MTL_ITEM_CATEGORIES_INTERFACE
Non Unique Index no inventory_item_id, category_id
Non Unique Index on set_process_id
Unique Index on transaction_id
Suggestion: Populate _id fields whenever possible. Populating

inventory_item_id instead of segment (n) for Update Mode will
significantly improve performance. Populating organization_id
instead of organization_code for both Create and Update modes,
will also reduce processing time.
2. Start the Concurrent Manager.

Because the Item Open Interface process is launched and managed via the
concurrent manager, you must ensure that the concurrent manager is running
before you can import any items.
3. Set Profile Option Defaults.
Some columns use profile options as default values. You must set these profiles
if you want them to default. See: Inventory Profile Options, Oracle Inventory
Users Guide and Overview of Inventory Setup, Oracle Inventory Users Guide.
Execution Steps
1. Populate the interface tables.
The item interface table MTL_SYSTEM_ITEMS_INTERFACE contains every
column in the Oracle Inventory item master table, MTL_SYSTEM_ITEMS. The
columns in the item interface correspond directly to those in the item master
table. Except for ITEM_NUMBER or SEGMENTn columns, ORGANIZATION_
CODE or ORGANIZATION_ID, DESCRIPTION, PROCESS_FLAG, and
TRANSACTION_TYPE, all of these columns are optional, either because they
have defaults that can be derived, or because the corresponding attributes are
optional and may be left null.
You may put in details about other interface tables not used by the Item Open
Interface.
Currently, the interface does not support the MTL_CROSS_REFERENCE_
INTERFACE or MTL_SECONDARY_LOCS_INTERFACE.
The MTL_ITEM_CATEGORIES_INTERFACE is used by the Item Open
Interface for both internal processing of default category assignments, and to
retrieve data populated by the user to be imported into the Oracle Inventory
MTL_ITEM_CATEGORIES table.
Table 142 MTL_SYSTEM_ITEMS_INTERFACE

Column Names (partial
list of columns) Instruction
PROCESS_FLAG Enter 1 for pending data to be imported.
After running the import procss, the PROCESS_FLAG of the
corresponding rows will be set to different values, indicating
the results of the import (1 = Pending, 2 = Assign complete, 3 =
Assign/validation failed, 4 = Validation succeeded; import
failed, 5 = Import in process, 6 = Import succeeded)

Table 142 MTL_SYSTEM_ITEMS_INTERFACE

Column Names (partial
list of columns) Instruction
TRANSACTION_TYPE Enter CREATE to create a new item, or UPDATE to update
existing items.
SET_PROCESS_ID Enter an arbitrary number. Rows designated with the same
value for SET_PROCESS_ID will process together.
ORGANIZATION_CODE Enter the organization that the new item will import into.
SEGMENT1~20 Corresponds to the item name (for example, the name of the
Asset Group, Asset Activity, or Rebuildable Item)
DESCRIPTION Enter the description of the item.
EAM_ITEM_TYPE Enter 1 for Asset Group, 2 for Asset Activity, or 3 for
Rebuildable Item.
INVENTORY_ITEM_ Enter Y for eAM items.
FLAG
MTL_TRANSACTIONS_ Enter N for eAM items.
ENABLED_FLAG
EFFECTIVITY_ Enter 2 for Unit Effectivity Control for eAM Asset Groups.
CONTROL
SERIAL_NUMBER_ Enter 2 (Predefined) for Asset Groups; this should be NULL for
CONTROL_CODE Asset Activities.
AUTO_SERIAL_ALPHA_ Serial Number Prefix
PREFIX
START_AUTO_SERIAL_ Start Serial Number
NUMBER
Note: For information about columns not discussed, see Table and
View Definitions, Oracle Inventory Technical Reference Manual.
2. Launch the Item Import process.

a. Navigate to the Import Items window.
Choose an organization if you have not specified one already. You must
import items into the master organization before importing them to
additional children organization.

b. Enter parameters:
Table 143 Report Parameters

Parameter Description
All Organizations Select Yes to run the interface for all organization codes within
the item interface table.
Select No to run the interface for only interface rows within the
current organization.
Validate Items Select Yes to validate all items, and their information residing
in the interface table, that have not yet been validated. If items
are not validated, they will not be imported into eAM.
Select No to not validate items within the interface table. Use
this option if you have previously run the Item Open interface
and responded Yes in the Validate Items parameter, and No in
the Process Items parameter, and now need to process your
items.
Process Items Select Yes to import all qualifying items in the interface table
into eAM.
Select No to not import items into eAM. Use this option, along
with Yes in the Delete Processed Rows parameter, to remove
successfully processed rows from the interface table, without
performing any other processing. You can also use this option,
with Yes in the Validate Items parameter, to validate items
without any processing.
Delete Processed Rows Select Yes to delete successfully processed rows from the item
interface tables.
Select No to leave all rows in the item interface tables.
Process Set Enter a set id number for the set of rows in the interface table
to process. The interface process will process rows having that
id in the SET_PROCESS_ID column. If you leave this
parameter blank, all rows are picked up for processing,
regardless of the SET_PROCESS_ID column value.
Create or Update Items Select 1 to create new items.
Select 2 to update existing items. You can create or update
items via separate executions of the Import Items process.
c. Choose OK.

d. Choose Submit to launch the Asset Number Import process. You can view
its progress by choosing View from the tool bar, and then selecting
Requests.
See Also:
Oracle Manufacturing APIs and Open Interfaces Manual, Release 11i

eAM Asset Number Open Interface

The eAM Asset Number Open Interface enables you to import asset numbers into
eAM, using a batch process. You can optionally import asset number attributes. You
can create new asset numbers and attributes, or update existing asset numbers and
attributes.
Execution Steps
1. Populate the interface tables with the import information.
The two item interface tables to be populated are MTL_EAM_ASSET_NUM_
INTERFACE (MEANI), and the MTL_EAM_ATTR_VAL_INTERFACE (MEAVI).
The MTL_EAM_ASSET_NUM_INTERFACE table stores relevant asset number
information. If the assets attributes are also imported; that information is stored
in the MTL_EAM_ATTR_VAL_INTERFACE.
Table 144 MTL_EAM_ASSET_NUM_INTERFACE (MEANI)

Column Name (partial list
of columns) Instruction
BATCH_ID Enter an arbitrary number. Rows designated with the same
BATCH_ID will process together.
PROCESS_FLAG Enter a P for pending. This value will change to S if the import
is successful, or E if the row contains an error.
IMPORT_MODE Enter 0 to create new rows (asset numbers), or 1 to update
existing rows.
IMPORT_SCOPE Enter 0 to import both Asset Numbers and Attributes, 1 to
import Asset Numbers only, or 2 to import Attributes only.
INVENTORY_ITEM_ID Enter the Asset Group to associate with the imported Asset
Number(s).
SERIAL_NUMBER Enter the name of the Asset Number.
ORGANIZATION_CODE Enter the current organization.
OWNING_ Enter the Owning Department of the asset number(s).
DEPARTMENT_CODE
ERROR_CODE This column will update by the Import process if an error
occurs.
ERROR_MESSAGE This column will update by the Import process if an error
occurs.

Table 144 MTL_EAM_ASSET_NUM_INTERFACE (MEANI)

INTERFACE_HEADER_ This is used with the identically named column in the MEAVI
ID table, to relate the Attributes associated with an Asset Number.
Table 145 MTL_EAM_ATTR_VAL_INTERFACE (MEAVI)

PROCESS_STATUS Enter P (Pending). This value will change to S if the import is
successful, or E if the row contains an error.
INTERFACE_HEADER_ Foreign key of the identically named column in the MEANI
ID table to relate to the Asset Number an Attribute is associated
with.
INTERFACE_LINE_ID A unique key
END_USER_COLUMN_ Corresponds with the Attribute Name
NAME
ATTRIBUTE_ Corresponds with the Attribute Group
CATEGORY
LINE_TYPE Enter 1 if the Attribute is of type VARCHAR2, 2 if it is of type
NUMBER, or 3 if it is of type DATE.
ATTRIBUTE_ Value of the Attribute; used with LINE_TYPE = 1
VARCHAR2_VALUE
ATTRIBUTE_NUMBER_ Value of the Attribute; used with LINE_TYPE = 2
VALUE
ATTRIBUTE_DATE_ Value of the Attribute; used with LINE_TYPE = 3
VALUE
ERROR_NUMBER This column will update by the Import process if an error
occurs.
occurs.
View Definitions, Oracle Enterprise Asset Management Technical
Reference Manual.

2. Launch the Asset Number Import process to import interface information into
the MTL_SERIAL_NUMBERS production table.
a. Navigate to the Asset Number Import window.
Choose an organization if you have not specified one already. You have to
import asset numbers into the master organization before importing them
into additional children organizations.

Batch ID This is the same value that is populated in the BATCH_ID
column within the MEANI table.
Purge Option Select Yes to delete rows in the interface tables after they have
successfully imported into the production tables.
Select No to keep all rows in the interface tables after they have
successfully imported into the production tables. Any failed
rows with error messages will not delete.
c. Choose OK.
d. Choose Submit to launch the Asset Number Import process. You can view
Requests.
Create and Update Asset Number API

The MTL_EAM_ASSET_NUMBER_PUB public API is used to create and update
asset numbers in the MTL_SERIAL_NUMBERS table, and is called from the Asset
Number Open Interface process.
Table 147 MTL_EAM_ASSET_NUMBER_PUB

Column Name Type Required Optional Default
P_API_VERSION Number Yes - -
P_INIT_MSG_LIST Varchar2 - Yes FND_API.G_
FALSE
P_COMMIT Varchar2 - Yes FND_API.G_
FALSE


P_VALIDATION_LEVEL Number - Yes FND_API.G_
VALID_
LEVEL_FULL
P_INVENTORY_ITEM_ID Number - - -
P_SERIAL_NUMBER Varchar2(30) - - -
P_INITIALIZATION_DATE Date - - -
P_DESCRIPTIVE_TEXT Varchar2(240) - - -
P_CURRENT_ Number - - -
ORGANIZATION_ID
P_ATTRIBUTE CATEGORY Varchar2(30) - - -
P_ATTRIBUTE1~15 Varchar2(150) - - -
P_GEN_OBJECT_ID Number - - -
P_CATEGORY_ID Number - - -
P_WIP_ACCOUNTING_ Varchar2(10) - - -
CLASS_CODE
P_MAINTAINABLE_FLAG Varchar2(1) - - -
P_OWNING_ Number - - -
DEPARTMENT_ID
P_DEPENDENT_ASSET_ Varchar2(1) - - -
FLAG
P_NETWORK_ASSET_ Varchar2(1) - - -
FLAG
P_FA_ASSET_ID Number - - -
P_PN_LOCATION_ID Number - - -
P_EAM_LOCATION_ID Number - - -
P_ASSET_STATUS_CODE Varchar2(30) - - -
P_ASSET_CRITICALITY_ Varchar2(30) - - -
CODE
P_LAST_UPDATE_DATE Date Yes - -
P_LAST_UPDATED_BY Number Yes - -


P_CREATION_DATE Date Yes - -
P_CREATED_BY Number Yes - -
P_LAST_UPDATE_LOGIN Number Yes - -
P_REQUEST_ID Number - Yes -
P_PROGRAM_ Number - Yes -
APPLICATION_ID
P_PROGRAM_ID Number - Yes -
P_PROGRAM_UPDATE_ Date - Yes -
DATE
Create and Update Extensible Asset Attribute Values API

The MTL_EAM_ASSET_ATTR_VALUES_PUB public API is used to create and
update asset extensible attribute values, and is called from the Asset Extensible
Attributes Open Interface process. This interface process is used when the
IMPORT_SCOPE column is set to 0 or 2 within the MTL_EAM_ASSET_NUM_
INTERFACE table.
Table 148 MTL_EAM_ASSET_ATTR_VALUES_PUB

FALSE
FALSE
VALID_
LEVEL_FULL
P_ATTRIBUTE CATEGORY Varchar2(30) - - -
P_C_ATTRIBUTE1~20 Varchar2(150) - - -
P_N_ATTRIBUTE1~10 Number - - -
P_D_ATTRIBUTE1~10 Date - - -

Table 148 MTL_EAM_ASSET_ATTR_VALUES_PUB

APPLICATION_ID
DATE
Create and Update Asset Genealogy and Hierarchy API

The INV_SERIAL_NUMBER_PUB public API is used to create and update asset
genealogy and hierarchy information in the MTL_OBJECT_GENEALOGY table,
and is called from the Asset Number Open Interface process.
Table 149 INV_SERIAL_NUMBER_PUB

FALSE
FALSE
VALID_
LEVEL_FULL
P_OBJECT_TYPE Number - - -
P_PARENT_OBJECT_TYPE Number - - -
P_OBJECT_ID Number - - -
P_OBJECT_NUMBER Varchar2 - - -
P_INVENTORY_ITEM_ID Number Yes - -

Table 149 INV_SERIAL_NUMBER_PUB

P_ORG_ID Number - - -
P_PARENT_OBJECT_ID Number - - -
P_PARENT_OBJECT_ Varchar2 - - -
NUMBER
P_PARENT_INVENTORY_ Number - - -
ITEM_ID
P_PARENT_ORG_ID Number - - -
P_GENEALOGY_ORIGIN Number - - -
P_GENEALOGY_TYPE Number - - -
P_START_DATE_ACTIVE Date - - -
P_END_DATE_ACTIVE Date - - -
P_ORIGIN_TXN_ID Number - - -
P_UPDATE_TXN_ID Number - - -
APPLICATION_ID
DATE
See Also:

eAM Asset Genealogy Open Interface

The eAM Asset Genealogy Open Interface enables you to import asset genealogy
(configuration history) into eAM, using a batch process. You can create new
parent/child relationships, or update existing relationships.
Execution Steps
1. Populate the interface tables with the import information.
The Asset Genealogy Import process reads information within the MTL_
OBJECT_GENEALOGY_INTERFACE (MOGI) table, then imports that
information into the production tables.
Table 1410 MTL_OBJECT_GENEALOGY_INTERFACE (MOGI)

BATCH_ID Enter an arbitrary number. Rows designated with the same
BATCH_ID will process together.
INTERFACE_HEADER_ Unique key
ID
IMPORT_MODE Enter 0 to create new rows (configuration histories), or 1 to
update existing rows.
OBJECT_TYPE Enter 2 for eAM.
PARENT_OBJECT_TYPE Enter 2 for eAM.
GENEALOGY_ORIGIN Enter 3 (Manual) for eAM.
GENEALOGY_TYPE Enter 5 for eAM.
INVENTORY_ITEM_ID Corresponds to Asset Group
SERIAL_NUMBER Corresponds to Asset Number
PARENT_INVENTORY_ Corresponds to Parent Asset Group
ITEM_ID
PARENT_SERIAL_ Corresponds to Parent Asset Number
NUMBER
START_DATE_ACTIVE Enter the Parent/Child relationship start date.
END_DATE_ACTIVE Enter the Parent/Child relationship end date.

Table 1410 MTL_OBJECT_GENEALOGY_INTERFACE (MOGI)

occurs.
occurs.
Reference Manual.
2. Launch the Asset Genealogy Import process.

a. Navigate to the Asset Genealogy Import window.
Choose an organization if you have not specified one already. You have to
import asset genealogies into the master organization before importing
them into additional children organizations.

Batch ID This is the same value that is populated in the BATCH_ID
column within the MOGI table.
Purge Option Select Yes to delete rows in the interface tables after they have
successfully imported into the production tables.
Select No to keep all rows in the interface tables after they have
successfully imported into the production tables. Any failed
rows with error messages will not delete.
c. Choose OK.
d. Choose Submit to launch the Asset Genealogy Import process. You can
view its progress by choosing View from the tool bar, and then selecting
Requests.

See Also:

eAM Work Order Open Interface

The eAM Work Order Interface is a process used to import work orders into eAM.
This interface is also known as the Wip Mass Load process. This interface will
import Routine, Rebuild, and Preventive Maintenance work orders (work orders
generated by the PM Scheduling process).
Execution Steps
1. Populate the interface table with the import information.
The Work Order Import process reads information within the WIP_JOB_
SCHEDULE_INTERFACE table, then imports that information into the
production table, WIP_DISCRETE_JOBS.
Table 1412 WIP_JOB_SCHEDULE_INTERFACE

LOAD_TYPE Enter 7 to create new eAM work order(s), or enter 8 to update
existing eAM work order(s).
GROUP_ID Enter an arbitrary number. Rows designated with the same
GROUP_ID will process together.
occurs.
occurs.
View Definitions, Oracle Work In Process Technical Reference Manual.
2. Launch the Work Order Import process.

a. Navigate to the Import Jobs and Schedules window.
import work orders into the master organization before importing them


Group ID Corresponds to the GROUP_ID in the WIP_JOB_SCHEDULE_
INTERFACE table. The import process will only process those
work orders that have a GROUP_ID in the interface table
matching the value entered in this parameter.
Print Report Select Yes to print a report after the process has run.
Select No to not generate a report output after executing the
process.
c. Choose OK.
d. Choose Submit to launch the Work Order Import process. You can view its
progress by choosing View from the tool bar, and then selecting Requests.
To view pending work orders:

You can display the rows within the interface table that failed to import into eAM.
1. Navigate to the Find Pending Work Orders window. This window enables you
to query rows using search criteria, such as Group ID, Work Order name, or
Organization code, to narrow your search.
2. Choose Find. The rows that display failed to import into the WIP_DISCRETE_
JOBS table.

Figure 141 Pending Work Orders Window
The Process tab displays general information about the work order rows in
error. The Header tabbed region displays information regarding the work order
and its organization. The Quantities, Bill, Routing, Description, and More
tabbed regions display their respective relevant information about the work
orders that failed to import into eAM.
3. Optionally, select a specific work order, and then choose Errors. Information
regarding the type and cause of failure will display.

Figure 142 Pending Job and Schedule Errors Window
4. Optionally, choose Submit1 from the Pending Work Orders window to import
work orders, again, after correcting errors.
See Also:

eAM Meter Reading Open Interface

Import Meter Reading is an interface process used to import meter readings into
eAM.
Execution Steps
1. Populate the interface table with the import information.
The Meter Reading Import process reads information within the EAM_METER_
READING_INTERFACE table, then imports that information into the eAM
production table.
Table 1414 EAM_METER_READING_INTERFACE

GROUP_ID Enter an arbitrary number. Rows designated with the same
GROUP_ID will process together.
PROCESS_PHASE Enter 2 for rows to be processed.
METER_ID Unique key
METER_NAME Enter the name of the meter to process. This is not mandatory
if you entered a METER_ID.
RESET_FLAG Enter Yes to reset the meter reading. If there is an already
existing meter reading for the given meter that occurs after this
reset reading, the processor will error.
Enter No to not reset the meter reading.
LIFE_TO_DATE Enter a value for LIFE_TO_DATE or a value in the READING_
VALUE column. If both columns are populated, then the
READING_VALUE value is used to enter a reading, and the
LIFE_TO_DATE_READING value is calculated from this
current reading.
ORGANIZATION_ID If you enter an organizatin ID, the organization provided must
be enabled for eAM.
ORGANIZATION_CODE If you enter an organizatin code, the organization provided
must be enabled for eAM.
READING_DATE Date the reading is entered
READING_VALUE Reading value at the reading date

Table 1414 EAM_METER_READING_INTERFACE

WIP_ENTITY_ID Enter the work order id that the reading is associated with. If
the column is populated, then the ORGANIZATION_ID or
ORGANIZATION_CODE columns are mandatory.
WORK_ORDER_NAME Enter the work order name that the reading is associated with.
If this column is populated, then the ORGANIZATION_ID or
ORGANIZATION_CODE columns are mandatory.
DESCRIPTION Description of meter reading
occurs.
occurs.
Reference Manual.
2. Launch the Meter Reading Import process.

a. Navigate to the Import Jobs and Schedules window.
import work orders into the master organization before importing them

Group ID Corresponds to the GROUP_ID in the EAM_METER_
READING_INTERFACE table. The import process will only
process those meter readings that have a GROUP_ID in the
interface table matching the value entered in this parameter.
c. Choose OK.

d. Choose Submit to launch the Meter Reading Import process. You can view
Requests.
To view pending meter readings:

You can display the rows within the interface table that failed to import into eAM.
1. Navigate to the Find Meter Readings window. This window enables you to
query rows using search criteria, such as Group ID, Reading Date, or
Organization code, to narrow your search.
2. Choose Find. The rows that display failed to import into eAM.
Figure 143
3. Optionally, select the Process tab to display general information about the
errored meter readings.
4. Optionally, select the Readings tab to display meter reading information, such
as meter name, reading date, and reading value.

5. Optionally, select the More tab to display information about the meter reading,
such as Organization, Work order, Description, and Created By.
6. Optionally, select Errors to view additional detailed information regarding the
type and cause of the failure.
7. Optionally, choose Submit1 to import work orders, again, after correcting
errors.
See Also:

Glossary
area code
User-defined lookup that can be utilized to logically sort assets by where they are
physically located.
asset activity
Identifies a maintenance activity for an asset, such as preventive maintenance.
asset attributes
Unique information that describes the characteristics of an asset. Each asset can
have unlimited asset attributes with associated attribute groups.
asset bills of material

A "parts list" of items and rebuildable spares that make up a particular asset item,
and can be defined for each asset group. The items defined on an asset BOM are
standard inventory items (set up in the Master Item window).
asset category
A standard naming convention that defines assets with familiar terms and
establishes how to classify assets for reporting and analysis.
asset group
Represent the classification of equipment. Examples include Trucks, Pumps,
Towers, Buildings, Storage Tanks, and Turbines. It is used in eAM as a template to
identify asset attribute groups.
Glossary-1
asset hierarchy
A single structure that depicts assets and their constituent elements in parent/child
relationships. It provides information that enables a user to quickly identify plant
and facilities through an Asset Navigator that displays appropriate asset details.
asset maintenance bill of material

BOM used to list all items and rebuildable spares needed to perform a particular
asset activity, and can be defined for each asset activity. For example, you 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.
asset number
A unique number that represents an asset or piece of equipment on which
maintenance will be performed. An example of an asset number would be a
Pump-101, or Toyota Truck 01.
asset route
A "virtual asset" that enables multiple assets to be associated to a single work order.
It eliminates the need for creating multiple work orders for the same activity.
breach based maintenance

Work generated by violating established tolerances, based on asset specifications.
This can include changes to pressure, flow rates, or temperature. These violated
tolerances can automatically generate work requests for further service.
CMMS (computerized maintenance management system)

A computerized system to assist with the effective and efficient management of
maintenance activities through the application of computer technology. It generally
includes elements, such as a computerized Work Order system, as well as facilities
for scheduling Routine Maintenance Tasks, recording and storing Work Orders, Bill
of Material and Application parts Lists, as well as other numerous features.
Glossary-2
craft
Personnel performing maintenance tasks, such as "hands on tools". Personnel may
include mechanics, electricians, instrumentation technicians, machinists, utilities
and facilities workers, etc. For personnel performing both operation and
maintenance functions (for example, roll grinder, boiler room, or air compressors)
include in the numbers that percentage of time spent maintaining. Contract
employees that are on-site, full time are included.
crew
A group of employees that work together, usually under one supervisor. Sometimes
a crew is in charge of a specific area and may have the same craft, such as general
mechanics or they may have mixed crafts, such as electricians, and instrumentation
technicians.
component (See: rebuildable spare)

A section, piece, or part of an asset that is removable, can be rebuilt or repaired, and
interchangeable with other standard components (for example, engine).
condition based maintenance

The result of an assetss meter readings that may reflect the current condition of an
asset. The results of such readings will affect the sequence of preventive
maintenance work orders.
dependent steps
Operations can be dependent upon another operation; you cannot uncomplete the
operations dependency if the current operation is complete. For example, operation
20 is dependent on operation 10 completing. You cannot uncomplete operation 10
once operation 20 has been completed.
direct items
Represent items with infrequent use or criticality; they are not included in the
internal catalog as stocked items. These items are contrived as "one off", bought
directly from a vendor.
downtime
Specifies the time the asset was unavailable to production due to maintenance.
Glossary-3
duration (hours)
Identifies the total elapsed time of the Work Order. It has a unit of measure in hours.
It is manually entered, or is calculated as the difference between the Estimated Start
easy work order

Referred to as an unplanned work order, it enables quick entry of a work order; it is
automatically created at a Released status, enabling you to execute work
immediately.
equipment
All items of a durable nature, capable or continuing or repetitive utilization by an
individual or organization, defined to the level at which maintenance is to be
managed.
fixed asset
Identifies Accountings Asset ID for reporting.
forecast
Projected work that is or will be required within a user defined period of time.
handover
Enables a supervisor to re-assign an operation to another supervisor, for the
continuation of incomplete work.
labor
Assignment of work to repair, inspect, or resolve a problem. It is expressed in hours,
and can be divided by crafts or skills.
Glossary-4
M
maintenance schedule
A list of planned maintenance tasks to be performed during a given period of time,
together with the expected start times and duration of each of these tasks. Schedules
can apply to different time periods (for example, Daily Schedule, Weekly Schedule,
etc.).
meters
Used to measure any asset that needs to be measured and periodically serviced,
based on the measurement. For example, an odometer. Another example is a pipe
may start out at 12 millimeters, but when it wears to only four millimeters, it needs
to be replaced.
non-stock items
These items are included in the internal catalog, but the decision has been made to
not maintain them in an inventory balance or ordering policy, other than to
purchase or make them as required.
operation completion
The completion of tasks/steps within a work order.
organization
A distinct entity in a company. It may include separate manufacturing facilities,
warehouse distribution centers, and branch offices. Organizations often define
boundaries within information sharing.
owning department
Identifies the role responsible for owning the work outlined within a Work Order.
planned worked
Maintenance work for which a detailed work order has been written. All materials
have been made available before the work order starts. The equipment to be
Glossary-5
maintained has been taken out of service, cleaned, and prepared, before the work
starts, if required. Special tools, equipment, resources, and services have been
scheduled for this work order. The work order must appear on a plan before the
start of the period in which the work is to be carried out.
preventive maintenance
Maintenance carried out periodically, or by usage (throughput), or based on
condition, that is intended to reduce the probability of failure or degradation of
physical condition of an asset. This can be based on a meter, time, or condition.
preventive maintenance (PM) work order

A work order referencing a maintenance activity, sometimes referred to as a PM
work order, and is created by the PM Scheduling process.
RCM (reliability centered maintenance)

The predictive approach to maintenance that trends an assets performance and
captures data. This data will help the maintenance organization to better strategize
their Preventive Maintenance programs.
rebuildable spares (See: component)

Items that are installed, removed, and refurbished. Examples of rebuildables
include, motors, control boxes, and computer boards. These items are not assets,
however, they need to be associated with work orders for maintenance purposes.
They are inventory items, and can be serialized. They are also referenced as
portables or "components".
routine maintenance work order

These are the work orders that result from inspection, requests, etc. There are type
types: work orders referencing a maintenance activity but created manually, and
work orders created manually and not referencing a maintenance activity.
self service maintenance

An internet-based user interface for both maintenance and operations personnel. It
provides an easy approach to entering and searching for information from any
browser, and designated for the casual user (for example, tradespeople, such as
fitters, mechanics, and electricians), in a plant or facility.
Glossary-6
scheduled start date
This date is manually entered and is used to communicate to the system the
scheduled date for the current work order. If associated with an asset activity, it will
inherit the value from the asset activity.
serialized items
Typically tracked, and are often times rebuilt and issued properly. They are tracked
with a history of failure and repair data, that is maintained for each serialized
instance, regardless of their location.
shutdown type
Indicates if a shutdown is required of the asset when performing the work order. If
it is associated with an asset activity, it will inherit the value from the asset activity.
stock items
Items for which either the frequency of use or equipment criticality/lead time to
obtain replacement parts, mandates that they be stocked in Inventory. Therefore,
they utilize planning parameters to generate replenishment orders.
tagout required
Indicates that the asset needs to be secured before carrying out the work order,
usually for safety reasons. Tags are generally printed and placed on an asset,
warning workers that the asset is shutdown and should not be started.
work in process (WIP) accounting class
A set of accounts that you use to charge the production of an assembly. You assign
accounting classes to discrete jobs, and repetitive schedules. Each accounting class
includes distribution accounts and variance accounts, and they are used in cost
reporting.
work order
A plan that defines the resources and material equipment needed to conduct work,
and then associated start and end dates.
Glossary-7
work order closure
A work order that is unavailable for charges or any type of transaction. Closing a
work order calculates final costs and variances, creating history for the work order.
work order completion

The completion of the entire work order. The operations within a work order do not
need to be complete in order to complete the work order.
work order duration

The duration of the work order. The difference between completion date and start
date.
work order operation

Operations (also known as tasks/steps) that prepare the instructions to perform a
single activity, within the context of the work order.
work request
A request to have work performed on a maintainable asset.
Glossary-8
Index
A Completion
operation, 3-38
Accounting rebuild work order, 3-44
direct item procurement, 7-22
work order, 3-41
Asset Activities
Contractor Services, 8-2
association Cost Estimation, 6-8
asset, 2-56
Cost Management
rebuildable spare, 2-75
estimation, 6-8
definition, 2-54 integration, 6-2
Asset Areas
methods and mappings, 6-2
setup, 2-12
Asset Attributes
setup, 2-42 D
Asset Bill of Material Defining
setup, 2-60 asset activities, 2-54
Asset Groups asset documents, 2-53
definition, 2-39 asset groups, 2-39
Asset Hierarchy, 13-8 asset routes, 2-58
Asset Numbers asset statuses, 2-70
associating with meters, 4-5 assets, 2-46
associating with production equipment, 10-4 department approvers, 2-17
definition, 2-46 departments, 2-13
setup, 2-36 eAM parameters, 2-9
Asset Routes lookups, 2-20
definition, 2-58 maintenance routes, 2-64
AT AppendixTitle master demand schedule name, 5-4
paragraph tags material requirements, 3-27
AT AppendixTitle, A-1, B-1 material requirements plan name, 5-5
meters, 4-3
C miscellaneous documents, 2-18
plan options, 5-6
Category Codes and Sets preventive maintenance schedules, 4-11
setup, 2-36
project manufacturing integration, 11-3
Collection Elements, 12-2
rebuildable spares, 2-72
Index-1
resource requirements, 3-32 work order types, 2-33
resources, 2-13 work request priority codes, 2-28
Department Approvers work request statuses, 2-25
definition, 2-17 work request types, 2-27
Departments
definition, 2-13
M
Direct Item Procurement, 7-2
enabling, 7-4 Maintenance Bill of Material
Documents setup, 2-68
asset, 2-53 Maintenance Routes
miscellaneous, 2-18 definition, 2-64
work order, 3-20 Material
transactions, 3-47
Material Requirements
E definition, 3-27
eAM Quality Collection Plans, 12-8 viewing, 3-30
Enabling Material Requirements Planning
eAM for organizations, 2-7 launching process, 5-10
Meters
association with assets, 4-5
H
definition, 4-3
Handovers, 13-32 enter readings, 4-7
I O
Integrations Operations, 3-22
cost management, 2-79, 6-2 completion, 3-38, 13-35
outside processing, 2-78 management, 13-29
process and discrete manufacturing, 2-80 preparing, 3-22
project manufacturing, 2-81 uncompletion, 3-40
property manager, 9-5 viewing, 3-26
quality, 2-77, 12-2 Organization
Item Interface enabling for eAM, 2-7
setting up, B-3 setup, 2-5
L P
Lookups Planning, 5-2
asset activity causes, 2-22 maintenance workbench, 3-59
asset activity types, 2-20 work order, 3-59
asset criticality codes, 2-23 Preparing Operations, 3-22
definition, 2-20 Preventive Maintenance, 4-2
work order failure codes, 2-30 meters, 4-3
work order priority codes, 2-28 scheduling, 4-11
work order reconciliation codes, 2-31 suppression activities, 4-16
Index-2
Process and Discrete Manufacturing asset attributes, 2-42
integration, 10-2 asset bill of material, 2-60
organization setup, 10-2 assets, 2-36
Project Manufacturing category codes and sets, 2-36
commitments, 11-16 cost management integration, 6-5
integration, 11-2 general, 2-12
Property Manager maintenance bill of material, 2-68
prerequisites, 9-2 organizations, 2-5
Property Manger, 9-2 outside service processing, 8-2
Purchase Orders, 7-11, 11-8 overview, 2-3
property manager, 9-2
rebuildable spares, 2-72
R
Statuses
Rebuildable Spares asset, 2-70
asset activity association, 2-75 work order, 3-18
definition, 2-72 work request, 13-18
setup, 2-72
Reports, 14-2
maintenance work order detail, 14-2 T
shop floor invoice variance report, 14-7 Tasks, 3-22
simulate transfer shop floor invoice Transactions
variance, 14-5 material, 3-47
Requisitions, 7-11, 11-8 resource, 3-50
Resource Requirements viewing resource, 3-52
definition, 3-32 work order, 3-38
viewing, 3-36
Resources
U
definition, 2-13
transactions, 3-50 Uncompletions
view transactions, 3-52 operation, 3-40
rebuild work order, 3-46
S
V
Scheduler Workbench, 5-17
Scheduling, 5-2, 5-14 Viewing
enabling eAM scheduling, 5-14 asset and rebuildable work orders, 13-26
preventive maintenance, 4-11 asset details, 13-7
Self Service Maintenance, 13-2 associated work requests, 13-13
assets, 13-5 configuration history, 13-9
home page, 13-3 cost information, 6-11, 13-10
work orders, 13-22 material requirements, 3-30
work plans, 13-26 operations, 3-26
work requests, 13-18 project manufacturing commitments, 11-18
Setting Up quality information, 13-14
asset areas, 2-12 requisitions, 11-15
Index-3
resource requirements, 3-36
resource transactions, 3-52
resource usage, 10-6
suggested demand, 5-11
work orders, 13-22
W
Work Orders, 3-5
associating work orders with a project, 11-7
closing, 3-54, 3-57
completion, 3-41
easy, 3-18, 13-23
generation, 4-20
planning, 3-59
preventive maintenance, 3-11
rebuild, 3-12
completion, 3-44
uncompletion, 3-46
routine, 3-5
transactions, 3-38
unclosing, 3-56, 3-58
Index-4

Oracle Enterprise Asset Management: User's Guide

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Oracle Enterprise Asset Management

Part No. A95930-02

Copyright 2002, Oracle Corporation. All rights reserved.

Primary Author: Amy Sonczalla

Send Us Your Comments ................................................................................................................... xi

1 Oracle Enterprise Asset Management Overview

3 eAM Work Management

5 eAM Planning and Scheduling

6 eAM Cost Management

9 eAM Property Manager

10 eAM Process and Discrete Manufacturing

11 eAM Project Manufacturing

13 eAM Self Service Maintenance

14 Reports and Processes

B eAM Open Interfaces and APIs

Audience for This Guide

How To Use This Guide

Other Information Sources

Related Users Guides

Guides Related to All Products

User Guides Related to This Product

Installation and System Administration

Installing Oracle Applications

Upgrading Oracle Applications

Oracle Applications System Administrators Guide

Oracle Alert Users Guide

Oracle Applications Developers Guide

Oracle Applications User Interface Standards for Forms-Based Products

Other Implementation Documentation

Multiple Organizations in Oracle Applications

Oracle Workflow Guide

Oracle Applications Flexfields Guide

Oracle eTechnical Reference Manuals

Oracle Manufacturing APIs and Open Interfaces Manual

Oracle Applications Message Reference Manual

Training and Support

Do Not Use Database Tools to Modify Oracle Applications Data

Oracle Enterprise Asset Management Overview 1-1

Overview of Oracle Enterprise Asset Management

1-2 Oracle Enterprise Asset Management Users Guide

Oracle Enterprise Asset Management Overview 1-3

eAM Work Management

1-4 Oracle Enterprise Asset Management Users Guide

Rebuildable Spare Tracking

Self Service Maintenance

Oracle Enterprise Asset Management Overview 1-5

1-6 Oracle Enterprise Asset Management Users Guide

2-2 Oracle Enterprise Asset Managment Users Guide

Oracle Enterprise Asset Management Setup Overview

Setting Up Category Codes and Sets

2-4 Oracle Enterprise Asset Managment Users Guide

Figure 21 Organization Window

2. Enter an organization Name.

2-6 Oracle Enterprise Asset Managment Users Guide

Enabling Organizations for Enterprise Asset Management

To define an Enterprise Asset Management enabled organization:

Figure 22 Organization Parameters Window

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

2-8 Oracle Enterprise Asset Managment Users Guide