11i Enterprise Asset Management Fundamentals Volume 1- Student Guide

Transcription

1 11i Enterprise Asset Management Fundamentals Volume 1- Student Guide D14149GC31 Edition 3.1 October 2005 D22272

2 Copyright 2002, 2005, Oracle. All rights reserved. This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California USA. This document is not warranted to be error-free. If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Government s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Oracle, JD Edwards, and PeopleSoft are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. Author Amy Sonczalla Technical Contributors and Reviewers Mary Hartman This book was published using: oracletutor

3 Table of Contents 11i Enterprise Asset Management Overview i Enterprise Asset Management Overview Objectives Agenda Overview Capital Assets Rebuildable Inventory Asset Maintenance Goals Types of Maintenance eam Capabilities eam Functionality Managing Assets Hierarchy Managing Work Executing Work Maintenance Budgeting Planning in eam Web-Based User Interface Capital Asset/Rebuildable Inventory Performance and Forecasting Using eam for Plants and Facilities Complete Enterprise Integration for your Assets eam Business Flow Agenda User Roles Agenda Summary i Setting Up Oracle Enterprise Asset Management i Setting Up Oracle Enterprise Asset Management Objectives Agenda eam Setup Overview Agenda Organization Setup Practice - Creating an Employee Solution - Creating an Employee Setting Up Organizations Enabling Organizations for eam Guided Demonstration - Enabling eam Organizations Defining eam Parameters Practice - Setting Up Organization User Values Solution Setting Up Organization User Values Guided Demonstration - Defining eam Parameters Agenda Areas Practice - Defining Areas Solution - Defining Areas Resources Practice - Defining Resources Solution - Defining Resources Departments Practice - Defining Departments Solution - Defining Departments i

4 Department Approvers Practice - Defining Department Approvers Solution - Defining Department Approvers Miscellaneous Documents Agenda Lookups Practice - Defining Lookup Codes Solution - Defining Lookup Codes Agenda Category Codes and Sets Practice - Defining Category Codes and Sets Solution - Defining Category Codes and Sets Agenda Asset Groups Practice - Defining Asset Groups Solution - Defining Asset Groups Attributes Practice - Defining Attributes Solution - Defining Attributes Asset Numbers Practice - Defining Assets Solution - Defining Assets Asset Routes Asset Bills of Material Agenda Rebuildable Items and Serial Numbers Practice - Defining Rebuildable Items Solution - Defining Rebuildable Items Practice - Defining Rebuildable Serial Numbers Solution - Defining Rebuildable Serial Numbers Practice - Viewing Asset Details using the Maintenance Workbench Solution Viewing Asset Details using the Maintenance Workbench Agenda Non-Stock Direct Items Agenda Activities Practice - Defining Activities Solution - Defining Activities Activity Association Practice - Associating Assets with Activities Solution Associating Assets with Activities Maintenance Routes Practice - Defining Asset Routes Solution - Defining Asset Routes Practice - Defining Component Items Solution - Defining Component Items Practice - Purchase and Receive Component Items Solution Purchase and Receive Component Items Practice - Defining an Asset BOM Solution - Defining an Asset BOM Practice - Defining a Maintenance Route Solution - Defining a Maintenance Route Maintenance Bills of Material Practice - Defining a Maintenance BOM Solution - Defining a Maintenance BOM Activity Workbench Agenda ii

5 Summary i eam Collection Plans i eam Collection Plans Objectives Agenda Overview of eam Quality Agenda Collection Elements Agenda Quality Collection Plans Agenda Collection Plan Attachments Agenda Triggering Work Agenda Entering Quality Results Practice - Setting Up Collection Plans Solution - Setting Up Collection Plans Agenda Summary i eam Work Management i eam Work Management Objectives Agenda Overview of eam Work Management Agenda Work Requests Life Cycle of a Work Request Agenda Overview of eam Work Orders Work Order Status Lifecycle eam Work Orders Routine Work Orders Practice - Defining Meters Solution - Defining Meters Practice - Entering Routine Work Orders Solution - Entering Routine Work Orders Preventive Maintenance Work Orders Rebuild Work Orders Easy Work Orders Defining Work Order Documents Agenda Operations and Tasks Material Requirements Resource Requirements Agenda Work Order Relationships Practice - Using the Scheduler Workbench Solution Using the Scheduler Workbench Agenda Work Order Transactions Transacting Material Material Transaction Accounting Practice - Transacting Material Solution - Transacting Material Transacting Resources iii

6 Resource Transaction Accounting Practice - Transacting Resources Solution - Transacting Resources eam Work Completion Transactions Operation Completion Practice - Completing Operations Solution - Completing Operations Work Order Completion Practice - Completing Work Orders Solution - Completing Work Orders Closing Work Orders Agenda Using the Maintenance Workbench Practice - Using the Maintenance Workbench Solution - Using the Maintenance Workbench Agenda Summary i eam Preventive Maintenance i eam Preventive Maintenance Objectives Agenda Overview Agenda Meters Defining Meters Associating Meters with Capital Assets/Rebuildable Inventory Entering Meter Readings Agenda Preventive Maintenance (PM) Scheduling Defining Set Names Entering PM Scheduling Definitions Example: Schedule Based On Example Defining Suppression Activities Practice - Entering PM Scheduling Definitions Solution - Entering PM Scheduling Definitions Agenda Generating Work Orders Agenda Summary i eam Planning and Scheduling i eam Planning and Scheduling Objectives Agenda Overview of eam Planning and Scheduling Agenda eam Planning Material Requirements Planning Defining a Master Demand Schedule Name Defining MRP Names Defining Plan Options Launching the MRP Planning Process Viewing Suggested Demand Guided Demonstration - Setting Up Material Planning Parameters Guided Demonstration - Creating a Master Demand Schedule Practice - Performing MRP for eam Work Orders iv

7 Solution - Performing MRP for eam Work Orders Agenda eam Scheduling Defining Scheduling Rules for Work Order Relationships Using the Scheduler Workbench Agenda Summary i Direct Item Procurement for eam Work Orders i Direct Item Procurement for eam Work Orders Objectives Agenda Overview of Direct Item Procurement Demo - Enabling Direct Item Procurement Entering Requisitions for Direct Items Creating Purchase Orders Practice - Creating Purchase Orders Solution Creating Purchase Orders Practice - Entering Orders for Direct Items Solution Entering Orders for Direct Items Agenda Accounting Entries Created Summary i eam Cost Management i eam Cost Management Objectives Agenda Overview Agenda eam Costing Methods and Mappings Agenda Cost Management Setup Agenda eam Cost Estimation Lifecycle Agenda Viewing Cost Information Agenda Cost Rollups Agenda Transferring Invoice Variances to Maintenance Work Orders Agenda Summary i eam Contractor Services i eam Contractor Services Objectives Agenda eam Contractor Services Agenda Setting up Outside Service Processing Practice - Setting Up Outside Service Processing Solution Setting up Outside Service Processing Agenda Summary i eam Property Manager i eam Property Manager Objectives v

8 Agenda eam Property Manager Agenda Setting Up the Integration Agenda Property Manager Integration Guided Demonstration - Viewing the Property Manager Integration Agenda Summary i eam Service i eam Service Objectives Agenda Oracle Service Integration Overview Agenda Setting up eam Service Creating Maintenance Service Request Types Enabling Service Requests for Capital Assets and Rebuildable Inventory Agenda Creating Service Requests Enabling eam Specific Fields Practice - Setting Up eam Service Solution Setting up eam Service Agenda Service Requests and eam Work Orders Summary i eam Process and Discrete Manufacturing i eam Process and Discrete Manufacturing Objectives Agenda eam Process and Discrete Manufacturing Agenda Organization Setup Guided Demonstration - Associating a Process or Discrete Manufacturing Organization with an eam Organization Agenda Associating Assets with Production Equipment Guided Demonstration - Associating Assets with Production Equipment Agenda Viewing Resource Usage Guided Demonstration - Viewing Resource Usage Agenda Generating Production Equipment Downtime Agenda Summary i eam Project Manufacturing i eam Project Manufacturing Objectives Agenda eam Project Manufacturing Agenda Defining a Project Agenda Associating a Work Order with a Project Guided Demonstration - Associating a Work Order with a Project vi

9 Agenda Creating Requisitions or Purchase Orders Agenda Updating the Commitments for a Project Agenda Summary i eam Work Order Billing i eam Work Order Billing Objectives Agenda Work Order Billing Agenda Setting Up Parameters Setting Up Item Costs and Prices Service Attribute Setup Creating Billable Items Agenda Creating a Work Order Agenda Associating Items/Activities to a Price List Agenda Initiating Work Order Billing Agenda Creating an Invoice Practice - Creating Billable Items Solution Creating Billable Items Practice - Billing By Activity Solution Billing by Activity Agenda Summary i eam Oracle Time and Labor i eam Oracle Time and Labor Objectives Agenda Oracle Time and Labor Agenda Setting Up the Integration Agenda Time and Expenses Entering Timecard Information Extracting Information to eam Executing the Cost Manager Process Agenda Summary i Self-Service Work Requests i Self-Service Work Requests Objectives Agenda Overview of Work Requests Agenda Life Cycle of a Work Request Agenda Obtaining Work Request Information Practice - Obtaining Work Request Information Solution Obtaining Work Request Information vii

10 Agenda Creating Work Requests Practice - Creating Work Requests Solution - Creating Work Requests Updating Work Requests Summary i Maintenance User Workbench i Maintenance User Workbench Objectives Agenda Maintenance User Workbench Viewing and Managing Your Work Viewing Your Work Viewing Work Order Details Updating Resources Updating Collection Plans Requests Purchasing Work Relationships Summary i Maintenance Super User i Maintenance Super User Objectives Agenda Overview of Maintenance Super User Agenda Home Agenda Assets Capital Asset/Rebuildable Inventory Details Hierarchy Facility Example Asset Quality Information Configuration History Associated Work Requests Cost Information Meter Readings Demo - Navigating Maintenance Super User Agenda Work Requests Agenda Work Orders Work Order Details Resource Charging Handovers Operation Dependencies Accessing iprocurement Operation Completions Material Transactions Resource Transactions Quality Collection Plans Requests Purchasing Information Work Relationships Agenda Work Plan Agenda viii

11 Stores Summary i Stores i Stores Objectives Agenda Stores Agenda Stores Processes Practice - Material Issue Request and Verification Solution Material Issue Request and Verification Practice - Returning Material To Inventory Solution Returning Material to Inventory Agenda Summary i eam Reports and Processes i eam Reports and Processes Objectives Agenda eam Reports Agenda Summary ix

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