Oracleâ Enterprise Asset Management
`
`User’s Guide
`
`Release 11i
`
`July, 2002
`
`Part No. A95930-02
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`CiM Ex. 1035 Page 1
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`

`
`Oracle Enterprise Asset Management User’s 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
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`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 User’s 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
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`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
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`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
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`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
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`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
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`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
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`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
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`8 Contractor Services
`Overview of eAM Contractor Services ........................................................................................... 8-2
`Setting Up Outside Service Processing ..................................................................................... 8-2
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`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
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`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
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`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
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`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
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`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
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`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
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`Glossary
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`Index
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`Send Us Your Comments
`
`Oracle Enterprise Asset Management User’s 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.
`I Did you find any errors?
`Is the information clearly presented?
`I Do you need more information? If so, where?
`I Are the examples correct? Do you need more examples?
`I What features did you like most?
`
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`If you find any errors or have any other suggestions for improvement, please indicate the document
`title and part number, and the chapter, section, and page number (if available). You can send com-
`ments to us in the following ways:
`Electronic mail: mfgdoccomments_us@oracle.com
`FAX: 1-650-506-7200 Attn: Oracle Enterprise Asset Management
`Postal service:
`Oracle Corporation
`Manufacturing Applications Documentation and Curriculum
`500 Oracle Parkway
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`If you would like a reply, please give your name, address, telephone number, and (optionally) elec-
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`Preface
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`Audience for This Guide
`Welcome to Release 11i of the Oracle Enterprise Asset Management User’s Guide.
`This guide assumes you have a working knowledge of the following:
`The principles and customary practices of your business area.
`I 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 User’s Guide.
`See Other Information Sources for more information about Oracle Applications
`product information.
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`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 Management’s Preventive Maintenance
`solution.
`Chapter 5 presents Enterprise Asset Management’s 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 eAM’s 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 Management’s Direct Item Procurement
`method, used to enable you to order items directly to your maintenance
`organization.
`Chapter 8 explains eAM’s 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 eAM’s integration with Property Manager. You will learn
`how to integrate Property Manager locations with eAM assets.
`Chapter 10 presents eAM’s 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 eAM’s 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 Management’s self service
`maintenance capabilities.
`Chapter 14 describes each Oracle Enterprise Asset Management report.
`I Appendix A provides a list of navigation paths used to access programs in
`Oracle’s Forms application.
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`I 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
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`Meaning
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` .
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` .
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`. . .
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`Vertical ellipsis points in an example mean that information not
`directly related to the example has been omitted.
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`Horizontal ellipsis points in statements or commands mean that
`parts of the statement or command not directly related to the
`example have been omitted
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`boldface text
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`Boldface type in text indicates a term defined in the text, the glossary,
`or in both locations.
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`< >
`[ ]
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`Angle brackets enclose user-supplied names.
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`Brackets enclose optional