Oracle EBS R12.1 eAMEntreprise Asset Management

Cédric Beltrame, PMP - 2014

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Performing Asset Setup Tasks

Agenda• This module covers the required setup tasks to use Oracle Enterprise Asset Management.

In addition, this module covers many of the core transactions and business processes you may perform while using Oracle Enterprise Asset Management.

• Upon completion of this module, you will be able to: – Set up Oracle Enterprise Asset Management.– Perform other asset setup tasks.– Use the Activity Workbench.– Perform other EAM setup transactions.– Set up non-stock direct items.– Set up preventive maintenance.– Set up work order billing.– Use eAM work management.– Use eAM work order planning.– Perform preventive maintenance transactions.– Use eAM Planning and Scheduling.– Use eAM Cost Management.– Generate eAM cost variance reports.– Enable direct item procurement for eAM work orders.– Use eAM Contractor Services.– Use eAM Project Manufacturing.– Use self-service transactions.– Use the Maintenance User Workbench.– Perform Maintenance Super User transactions.– Use stores.

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Performing Asset Setup Tasks

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Asset Setup enables you to define the category codes, asset numbers, asset groups, activities, activity associations, attributes, asset documents, asset routes, and asset bills of material.  Upon completion of this lesson, you will be able to: Set up category codes. Set Up category sets.   Define asset groups. Define activities. Associate assets with activities. Define activity association templates.  Set up attributes. Associate an attribute group with an asset group. Define asset documents. Define asset numbers. Add location information to asset numbers. Add fixed asset information to asset numbers. Add attribute, meter and activity association information to asset numbers. Copy asset numbers from existing assets. Deactivate an asset. Activate an asset. Define asset routes. Set up asset bills of material.

Setting Up Category Codes

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Category codes are used as naming conventions for assets by creating classes and subclasses. They are user defined, and are used to logically group assets, simplifying the search for asset numbers. 

For example, Cranes are classified by several different types, such as Overhead Cranes, Jib Cranes, and Mobile Cranes. You can query using the class CRANE, which displays 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, and are then added to the Enterprise Asset Management category set. After they belong to this category set, they are associated with asset groups, which are tied to individual assets.   In this topic, you will create a category code. 

Setting Up Category Codes

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Performing Asset Setup Tasks

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Asset Setup enables you to define the category codes, asset numbers, asset groups, activities, activity associations, attributes, asset documents, asset routes, and asset bills of material.  Upon completion of this lesson, you will be able to: Set up category codes. Set Up category sets.   Define asset groups. Define activities. Associate assets with activities. Define activity association templates.  Set up attributes. Associate an attribute group with an asset group. Define asset documents. Define asset numbers. Add location information to asset numbers. Add fixed asset information to asset numbers. Add attribute, meter and activity association information to asset numbers. Copy asset numbers from existing assets. Deactivate an asset. Activate an asset. Define asset routes. Set up asset bills of material.

Setting Up Category Sets

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Category sets enables you to associate Category Codes (TRUCK.FRKLFT) with an asset group. You have to first define the item category relationship using the Category Sets menu option.  In this topic, you will create a category set. 

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Performing Asset Setup Tasks

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Asset Setup enables you to define the category codes, asset numbers, asset groups, activities, activity associations, attributes, asset documents, asset routes, and asset bills of material.  Upon completion of this lesson, you will be able to: Set up category codes. Set Up category sets.   Define asset groups. Define activities. Associate assets with activities. Define activity association templates.  Set up attributes. Associate an attribute group with an asset group. Define asset documents. Define asset numbers. Add location information to asset numbers. Add fixed asset information to asset numbers. Add attribute, meter and activity association information to asset numbers. Copy asset numbers from existing assets. Deactivate an asset. Activate an asset. Define asset routes. Set up asset bills of material.

Defining Asset Groups

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During implementation, Asset Group (Asset Group or Rebuildable Item) names should be established. Asset groups represent groups of assets that are virtually identical. Generally, an asset group is defined for each manufacturer and model number combination (make, model, and year).   If you have assets in your organization that are virtually identical (for example, the same manufacturer and model), consider creating anasset group for those assets.  The Asset Groups page does not support electronic signatures. If you create an asset group, the record does not contain your electronic signature.  In this topic, you will define an asset group. 

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Performing Asset Setup Tasks

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Asset Setup enables you to define the category codes, asset numbers, asset groups, activities, activity associations, attributes, asset documents, asset routes, and asset bills of material.  Upon completion of this lesson, you will be able to: Set up category codes. Set Up category sets.   Define asset groups. Define activities. Associate assets with activities. Define activity association templates.  Set up attributes. Associate an attribute group with an asset group. Define asset documents. Define asset numbers. Add location information to asset numbers. Add fixed asset information to asset numbers. Add attribute, meter and activity association information to asset numbers. Copy asset numbers from existing assets. Deactivate an asset. Activate an asset. Define asset routes. Set up asset bills of material.

Defining Activities

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Activities provide you with a standard template of jobs, which are applied to work orders, such as routine or preventive maintenance. After these activity templates are created, they are associated with one or more asset numbers or rebuildables. They are also associated to a maintenance BOM and activity routing, containing the materials and resources needed for operations, respectively. When work orders are created for assets associated to the activity, the material and resources associated with the current activity automatically copy to the work orders created. 

There are three methods you can use to create an activity:Within the Master Activity (Master Item) window Using the Activity Workbench Within maintenance work orderIn this topic, you will define an activity using the Master Item window.

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Performing Asset Setup Tasks

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Asset Setup enables you to define the category codes, asset numbers, asset groups, activities, activity associations, attributes, asset documents, asset routes, and asset bills of material.  Upon completion of this lesson, you will be able to: Set up category codes. Set Up category sets.   Define asset groups. Define activities. Associate assets with activities. Define activity association templates.  Set up attributes. Associate an attribute group with an asset group. Define asset documents. Define asset numbers. Add location information to asset numbers. Add fixed asset information to asset numbers. Add attribute, meter and activity association information to asset numbers. Copy asset numbers from existing assets. Deactivate an asset. Activate an asset. Define asset routes. Set up asset bills of material.

Associating Assets with Activities

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After you have defined the asset groups, assets, and activities, you can associate the activities with assets and rebuildables. However, you can streamline the creation of activities and associations using an Activity Association Template. Assets are associated with activities before entering the activity into a preventive maintenance schedule. In this topic, you will associate an asset with an activity. 

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Performing Asset Setup Tasks

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Asset Setup enables you to define the category codes, asset numbers, asset groups, activities, activity associations, attributes, asset documents, asset routes, and asset bills of material.  Upon completion of this lesson, you will be able to: Set up category codes. Set Up category sets.   Define asset groups. Define activities. Associate assets with activities. Define activity association templates.  Set up attributes. Associate an attribute group with an asset group. Define asset documents. Define asset numbers. Add location information to asset numbers. Add fixed asset information to asset numbers. Add attribute, meter and activity association information to asset numbers. Copy asset numbers from existing assets. Deactivate an asset. Activate an asset. Define asset routes. Set up asset bills of material.

Creating Activity Association Templates

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Activities provide you with a standard template of jobs, which are applied to work orders, such as routine or preventive maintenance. After these activity templates are created, they are associated with one or more asset numbers or rebuildables. They are also associated to a maintenance BOM, and activity routing containing the materials and resources needed for operations, respectively. When work orders are created for assets associated to the activity, the material and resources associated with the current activity are automatically copied to the work orders.  You can streamline the creation of activity associations using an activity association template. For example, when you create an asset group, and then asset numbers within that group, you do not need to utilize the Association page to associate those asset numbers with an activity. If you create an activity association template, the activity that you associate with the current asset number's asset group automatically determines the activity that is associated with the current asset number.  In this topic, you will create an activity association template. 

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To be continued…

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