11i Enterprise Asset Management Fundamentals Volume 1- Student Guide D14149GC31 Edition 3.1 October 2005 D22272
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Table of Contents 11i Enterprise Asset Management Overview...1-1 11i Enterprise Asset Management Overview...1-2 Objectives...1-3 Agenda...1-4 Overview...1-5 Capital Assets...1-7 Rebuildable Inventory...1-8 Asset Maintenance Goals...1-9 Types of Maintenance...1-10 eam Capabilities...1-12 eam Functionality...1-13 Managing Assets...1-14 Hierarchy...1-16 Managing Work...1-17 Executing Work...1-19 Maintenance Budgeting...1-21 Planning in eam...1-22 Web-Based User Interface...1-23 Capital Asset/Rebuildable Inventory Performance and Forecasting...1-26 Using eam for Plants and Facilities...1-27 Complete Enterprise Integration for your Assets...1-29 eam Business Flow...1-31 Agenda...1-33 User Roles...1-34 Agenda...1-36 Summary...1-37 11i Setting Up Oracle Enterprise Asset Management...2-1 11i Setting Up Oracle Enterprise Asset Management...2-2 Objectives...2-3 Agenda...2-4 eam Setup Overview...2-5 Agenda...2-6 Organization Setup...2-7 Practice - Creating an Employee...2-8 Solution - Creating an Employee...2-10 Setting Up Organizations...2-15 Enabling Organizations for eam...2-16 Guided Demonstration - Enabling eam Organizations...2-18 Defining eam Parameters...2-20 Practice - Setting Up Organization User Values...2-23 Solution Setting Up Organization User Values...2-25 Guided Demonstration - Defining eam Parameters...2-29 Agenda...2-31 Areas...2-32 Practice - Defining Areas...2-33 Solution - Defining Areas...2-34 Resources...2-35 Practice - Defining Resources...2-36 Solution - Defining Resources...2-39 Departments...2-49 Practice - Defining Departments...2-50 Solution - Defining Departments...2-52 i
Department Approvers...2-56 Practice - Defining Department Approvers...2-57 Solution - Defining Department Approvers...2-58 Miscellaneous Documents...2-59 Agenda...2-60 Lookups...2-61 Practice - Defining Lookup Codes...2-64 Solution - Defining Lookup Codes...2-66 Agenda...2-68 Category Codes and Sets...2-69 Practice - Defining Category Codes and Sets...2-71 Solution - Defining Category Codes and Sets...2-73 Agenda...2-75 Asset Groups...2-76 Practice - Defining Asset Groups...2-78 Solution - Defining Asset Groups...2-79 Attributes...2-82 Practice - Defining Attributes...2-84 Solution - Defining Attributes...2-86 Asset Numbers...2-92 Practice - Defining Assets...2-96 Solution - Defining Assets...2-99 Asset Routes...2-106 Asset Bills of Material...2-108 Agenda...2-110 Rebuildable Items and Serial Numbers...2-111 Practice - Defining Rebuildable Items...2-115 Solution - Defining Rebuildable Items...2-116 Practice - Defining Rebuildable Serial Numbers...2-119 Solution - Defining Rebuildable Serial Numbers...2-122 Practice - Viewing Asset Details using the Maintenance Workbench...2-128 Solution Viewing Asset Details using the Maintenance Workbench...2-129 Agenda...2-132 Non-Stock Direct Items...2-133 Agenda...2-135 Activities...2-136 Practice - Defining Activities...2-138 Solution - Defining Activities...2-140 Activity Association...2-145 Practice - Associating Assets with Activities...2-149 Solution Associating Assets with Activities...2-152 Maintenance Routes...2-157 Practice - Defining Asset Routes...2-159 Solution - Defining Asset Routes...2-160 Practice - Defining Component Items...2-162 Solution - Defining Component Items...2-164 Practice - Purchase and Receive Component Items...2-168 Solution Purchase and Receive Component Items...2-170 Practice - Defining an Asset BOM...2-175 Solution - Defining an Asset BOM...2-176 Practice - Defining a Maintenance Route...2-178 Solution - Defining a Maintenance Route...2-181 Maintenance Bills of Material...2-190 Practice - Defining a Maintenance BOM...2-192 Solution - Defining a Maintenance BOM...2-193 Activity Workbench...2-195 Agenda...2-204 ii
Summary...2-205 11i eam Collection Plans...3-1 11i eam Collection Plans...3-2 Objectives...3-3 Agenda...3-4 Overview of eam Quality...3-5 Agenda...3-6 Collection Elements...3-7 Agenda...3-10 Quality Collection Plans...3-11 Agenda...3-14 Collection Plan Attachments...3-15 Agenda...3-17 Triggering Work...3-18 Agenda...3-21 Entering Quality Results...3-22 Practice - Setting Up Collection Plans...3-24 Solution - Setting Up Collection Plans...3-29 Agenda...3-39 Summary...3-40 11i eam Work Management...4-1 11i eam Work Management...4-2 Objectives...4-3 Agenda...4-4 Overview of eam Work Management...4-5 Agenda...4-7 Work Requests...4-8 Life Cycle of a Work Request...4-10 Agenda...4-12 Overview of eam Work Orders...4-13 Work Order Status Lifecycle...4-14 eam Work Orders...4-16 Routine Work Orders...4-17 Practice - Defining Meters...4-22 Solution - Defining Meters...4-24 Practice - Entering Routine Work Orders...4-26 Solution - Entering Routine Work Orders...4-29 Preventive Maintenance Work Orders...4-42 Rebuild Work Orders...4-44 Easy Work Orders...4-49 Defining Work Order Documents...4-50 Agenda...4-51 Operations and Tasks...4-52 Material Requirements...4-56 Resource Requirements...4-60 Agenda...4-65 Work Order Relationships...4-66 Practice - Using the Scheduler Workbench...4-68 Solution Using the Scheduler Workbench...4-70 Agenda...4-77 Work Order Transactions...4-78 Transacting Material...4-79 Material Transaction Accounting...4-80 Practice - Transacting Material...4-81 Solution - Transacting Material...4-83 Transacting Resources...4-91 iii
Resource Transaction Accounting...4-93 Practice - Transacting Resources...4-95 Solution - Transacting Resources...4-96 eam Work Completion Transactions...4-98 Operation Completion...4-99 Practice - Completing Operations...4-101 Solution - Completing Operations...4-103 Work Order Completion...4-110 Practice - Completing Work Orders...4-116 Solution - Completing Work Orders...4-118 Closing Work Orders...4-123 Agenda...4-125 Using the Maintenance Workbench...4-126 Practice - Using the Maintenance Workbench...4-130 Solution - Using the Maintenance Workbench...4-132 Agenda...4-136 Summary...4-137 11i eam Preventive Maintenance...5-1 11i eam Preventive Maintenance...5-2 Objectives...5-3 Agenda...5-4 Overview...5-5 Agenda...5-6 Meters...5-7 Defining Meters...5-8 Associating Meters with Capital Assets/Rebuildable Inventory...5-11 Entering Meter Readings...5-13 Agenda...5-15 Preventive Maintenance (PM) Scheduling...5-16 Defining Set Names...5-17 Entering PM Scheduling Definitions...5-19 Example: Schedule Based On...5-26 Example...5-27 Defining Suppression Activities...5-28 Practice - Entering PM Scheduling Definitions...5-30 Solution - Entering PM Scheduling Definitions...5-34 Agenda...5-45 Generating Work Orders...5-46 Agenda...5-48 Summary...5-49 11i eam Planning and Scheduling...6-1 11i eam Planning and Scheduling...6-2 Objectives...6-3 Agenda...6-4 Overview of eam Planning and Scheduling...6-5 Agenda...6-6 eam Planning...6-7 Material Requirements Planning...6-8 Defining a Master Demand Schedule Name...6-9 Defining MRP Names...6-10 Defining Plan Options...6-12 Launching the MRP Planning Process...6-14 Viewing Suggested Demand...6-16 Guided Demonstration - Setting Up Material Planning Parameters...6-18 Guided Demonstration - Creating a Master Demand Schedule...6-19 Practice - Performing MRP for eam Work Orders...6-20 iv
Solution - Performing MRP for eam Work Orders...6-22 Agenda...6-27 eam Scheduling...6-28 Defining Scheduling Rules for Work Order Relationships...6-30 Using the Scheduler Workbench...6-31 Agenda...6-33 Summary...6-34 11i Direct Item Procurement for eam Work Orders...7-1 11i Direct Item Procurement for eam Work Orders...7-2 Objectives...7-3 Agenda...7-4 Overview of Direct Item Procurement...7-5 Demo - Enabling Direct Item Procurement...7-9 Entering Requisitions for Direct Items...7-11 Creating Purchase Orders...7-17 Practice - Creating Purchase Orders...7-20 Solution Creating Purchase Orders...7-23 Practice - Entering Orders for Direct Items...7-29 Solution Entering Orders for Direct Items...7-31 Agenda...7-39 Accounting Entries Created...7-40 Summary...7-42 11i eam Cost Management...8-1 11i eam Cost Management...8-2 Objectives...8-3 Agenda...8-4 Overview...8-5 Agenda...8-6 eam Costing Methods and Mappings...8-7 Agenda...8-9 Cost Management Setup...8-10 Agenda...8-12 eam Cost Estimation Lifecycle...8-13 Agenda...8-15 Viewing Cost Information...8-16 Agenda...8-19 Cost Rollups...8-20 Agenda...8-22 Transferring Invoice Variances to Maintenance Work Orders...8-23 Agenda...8-25 Summary...8-26 11i eam Contractor Services...9-1 11i eam Contractor Services...9-2 Objectives...9-3 Agenda...9-4 eam Contractor Services...9-5 Agenda...9-7 Setting up Outside Service Processing...9-8 Practice - Setting Up Outside Service Processing...9-12 Solution Setting up Outside Service Processing...9-14 Agenda...9-21 Summary...9-22 11i eam Property Manager...10-1 11i eam Property Manager...10-2 Objectives...10-3 v
Agenda...10-4 eam Property Manager...10-5 Agenda...10-6 Setting Up the Integration...10-7 Agenda...10-9 Property Manager Integration...10-10 Guided Demonstration - Viewing the Property Manager Integration...10-13 Agenda...10-15 Summary...10-16 11i eam Service...11-1 11i eam Service...11-2 Objectives...11-3 Agenda...11-4 Oracle Service Integration Overview...11-5 Agenda...11-6 Setting up eam Service...11-7 Creating Maintenance Service Request Types...11-9 Enabling Service Requests for Capital Assets and Rebuildable Inventory...11-10 Agenda...11-11 Creating Service Requests...11-12 Enabling eam Specific Fields...11-14 Practice - Setting Up eam Service...11-16 Solution Setting up eam Service...11-18 Agenda...11-21 Service Requests and eam Work Orders...11-22 Summary...11-25 11i eam Process and Discrete Manufacturing...12-1 11i eam Process and Discrete Manufacturing...12-2 Objectives...12-3 Agenda...12-4 eam Process and Discrete Manufacturing...12-5 Agenda...12-6 Organization Setup...12-7 Guided Demonstration - Associating a Process or Discrete Manufacturing Organization with an eam Organization...12-8 Agenda...12-9 Associating Assets with Production Equipment...12-10 Guided Demonstration - Associating Assets with Production Equipment...12-12 Agenda...12-14 Viewing Resource Usage...12-15 Guided Demonstration - Viewing Resource Usage...12-17 Agenda...12-21 Generating Production Equipment Downtime...12-22 Agenda...12-24 Summary...12-25 11i eam Project Manufacturing...13-1 11i eam Project Manufacturing...13-2 Objectives...13-3 Agenda...13-4 eam Project Manufacturing...13-5 Agenda...13-7 Defining a Project...13-8 Agenda...13-10 Associating a Work Order with a Project...13-11 Guided Demonstration - Associating a Work Order with a Project...13-12 vi
Agenda...13-13 Creating Requisitions or Purchase Orders...13-14 Agenda...13-18 Updating the Commitments for a Project...13-19 Agenda...13-21 Summary...13-22 11i eam Work Order Billing...14-1 11i eam Work Order Billing...14-2 Objectives...14-3 Agenda...14-4 Work Order Billing...14-5 Agenda...14-6 Setting Up Parameters...14-7 Setting Up Item Costs and Prices...14-8 Service Attribute Setup...14-10 Creating Billable Items...14-11 Agenda...14-14 Creating a Work Order...14-15 Agenda...14-17 Associating Items/Activities to a Price List...14-18 Agenda...14-19 Initiating Work Order Billing...14-20 Agenda...14-23 Creating an Invoice...14-24 Practice - Creating Billable Items...14-26 Solution Creating Billable Items...14-30 Practice - Billing By Activity...14-40 Solution Billing by Activity...14-43 Agenda...14-52 Summary...14-53 11i eam Oracle Time and Labor...15-1 11i eam Oracle Time and Labor...15-2 Objectives...15-3 Agenda...15-4 Oracle Time and Labor...15-5 Agenda...15-6 Setting Up the Integration...15-7 Agenda...15-9 Time and Expenses...15-10 Entering Timecard Information...15-11 Extracting Information to eam...15-12 Executing the Cost Manager Process...15-14 Agenda...15-16 Summary...15-17 11i Self-Service Work Requests...16-1 11i Self-Service Work Requests...16-2 Objectives...16-3 Agenda...16-4 Overview of Work Requests...16-5 Agenda...16-7 Life Cycle of a Work Request...16-8 Agenda...16-10 Obtaining Work Request Information...16-11 Practice - Obtaining Work Request Information...16-13 Solution Obtaining Work Request Information...16-14 vii
Agenda...16-16 Creating Work Requests...16-17 Practice - Creating Work Requests...16-19 Solution - Creating Work Requests...16-20 Updating Work Requests...16-23 Summary...16-25 11i Maintenance User Workbench...17-1 11i Maintenance User Workbench...17-2 Objectives...17-3 Agenda...17-4 Maintenance User Workbench...17-5 Viewing and Managing Your Work...17-7 Viewing Your Work...17-8 Viewing Work Order Details...17-9 Updating Resources...17-11 Updating Collection Plans...17-13 Requests...17-14 Purchasing...17-15 Work Relationships...17-16 Summary...17-17 11i Maintenance Super User...18-1 11i Maintenance Super User...18-2 Objectives...18-3 Agenda...18-4 Overview of Maintenance Super User...18-5 Agenda...18-7 Home...18-8 Agenda...18-10 Assets...18-11 Capital Asset/Rebuildable Inventory Details...18-13 Hierarchy Facility Example...18-16 Asset Quality Information...18-18 Configuration History...18-20 Associated Work Requests...18-22 Cost Information...18-24 Meter Readings...18-27 Demo - Navigating Maintenance Super User...18-29 Agenda...18-31 Work Requests...18-32 Agenda...18-33 Work Orders...18-34 Work Order Details...18-35 Resource Charging...18-37 Handovers...18-39 Operation Dependencies...18-41 Accessing iprocurement...18-42 Operation Completions...18-43 Material Transactions...18-45 Resource Transactions...18-49 Quality Collection Plans...18-51 Requests...18-53 Purchasing Information...18-54 Work Relationships...18-55 Agenda...18-57 Work Plan...18-58 Agenda...18-62 viii
Stores...18-63 Summary...18-68 11i Stores...19-1 11i Stores...19-2 Objectives...19-3 Agenda...19-4 Stores...19-5 Agenda...19-6 Stores Processes...19-7 Practice - Material Issue Request and Verification...19-11 Solution Material Issue Request and Verification...19-13 Practice - Returning Material To Inventory...19-17 Solution Returning Material to Inventory...19-18 Agenda...19-20 Summary...19-21 11i eam Reports and Processes...20-1 11i eam Reports and Processes...20-2 Objectives...20-3 Agenda...20-4 eam Reports...20-5 Agenda...20-8 Summary...20-9 ix