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Maintenance Cloud
Safe Harbor statement
The following is intended to outline our general product direction. It is intended for information purposes
only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code,
or functionality, and should not be relied upon in making purchasing decisions. The development, release,
timing, and pricing of any features or functionality described for Oracle’s products may change and
remains at the sole discretion of Oracle Corporation.
Statements in this presentation relating to Oracle’s future plans, expectations, beliefs, intentions and
prospects are “forward-looking statements” and are subject to material risks and uncertainties. A detailed
discussion of these factors and other risks that affect our business is contained in Oracle’s Securities and
Exchange Commission (SEC) filings, including our most recent reports on Form 10-K and Form 10-Q under
the heading “Risk Factors.” These filings are available on the SEC’s website or on Oracle’s website
at http://www.oracle.com/investor. All information in this presentation is current as of September 2019
and Oracle undertakes no duty to update any statement in light of new information or future events.
2 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted
Agenda
• Maintenance Cloud Overview
• Configuration to enable Maintenance Org
• Business flows and Use cases
• Maintenance of an In-house Asset
- Data setup
◦ Define Item in PIM
◦ Define Asset
- Maintenance Process definition (Work Definition)
◦ Use Case - Oil change/Filters Change/Cleaning etc.,
- Work Order creation
- Work Order Execution
- Using Forecast Program (Preventive Maintenance)
• Tips and Tricks for implementing Maintenance forecast program
Implementation Consideration & Cut off Activities
• Data Migration using FBDI / ADFDi
• Cut off Activities
• Best Practices
3 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted
Process Flow: Plan to Prevent
Enable efficient and productive plant maintenance operations
Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted
4
Maintenance Cloud: Key Features
Maintenance Management
Plan, Account, Review
Maintenance Costs
Monitor and Manage
Maintenance Execution
• Dispatch List
• Parts and Materials List
• Material, Resource
Transactions
• Work Order Completion
• Transaction History
Set Up Maintenance
Organization Data
• Organization, Work Area, Work
Center, Resource, Calendar
Definition
• Work Definition with Social
Collaboration
• Organization, Work Area, Work Center
• Performance Monitoring
• Work Order Management with Social
Collaboration
Define Maintainable
Asset
• Asset Definition
• Spare Parts List
• Asset Location
• Asset Definition with Social
Collaboration
• Resource Rates
• Maintenance Cost Accounting
• Maintenance Cost Review
Execute Maintenance
Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted
5
Comprehensive Support for Maintainable Assets
Asset Definition
• Asset Identification
• Reference Information
• Parts Lists
• Location
• Asset History
Cost Management
• Cost by work order
• Configurable cost methods and
rules
• Flexible accounting
• Cost history and analysis
Work Orders
• Work definition
• Parts Lists
• Resource Requirements
• Work Dispatch list
• Material and resource
transactions
• Transaction history
Inventory Management
• Receiving
• Stock Management
• Replenishment
• Physical Inventory
Management
• Optional Lot and Serial Control
of Parts
Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted
6
Plant Security: Roles
Job roles are defined and inherit defined privileges.
• Maintenance Manager
• Maintenance Technician
7 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted
Maintenance - Setup
Plant Setup
• Enable
Organization as
Manufacturing
and
Maintenance
• Setup Plant
Parameters
• Provide Plant
Data Access
Manufacturing
Common Setups
• Profile Options
• Lookups
• Descriptive Flexi
fields
Manufacturing
Setups
• Work Areas
• Work Centers
• Resources &
Resource
Instances
• Standard
Operations
Conversion &
Other Setups
• Define Item
• Define Asset
• Work Definition
for the
Maintenance
activity
• Create Work
Order
8 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted
Top Implementation Tips for Setup
• Provide Separate Organizations for Maintenance and Manufacturing
- Maintenance and Manufacturing can share an organization but this may present some problems. For
example, the sharing of plant parameters, work areas, work centers and resources. We recommend a
separate Maintenance Organization.
• Use Average Cost for Inventory Evaluation
• Define an Item for each Manufacturer and Model Number combination for Assets
- When adding an asset, asset entry requires an Item. The Asset Item should be a combination of
Manufacturer and Model Number. You cannot update the Item once defined on an Asset; consequently,
the item definition is very important.
• Item Creation in Product Information Management (PIM) for Assets
- Item PIM attributes for an Item to be valid for asset creation
- Specification > Service > Enable Asset Tracking = Full Lifecycle
- Specification > Service > Allow Maintenance Asset = Yes
- Specification > Service > Serial >Generation>Dynamic entry at Inventory Receipt
- (Optional) Associate an image and set it as Primary
Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted
9
Item and Maintainable Asset
• An item is a foundational requirement for the
creation of an asset
• An item is used to create one or many Assets,
providing a common way to group like Assets
• Certain item attributes need to be set before
associating it with an asset
• Once associated, an item cannot be changed in
an asset
• Item association provides an asset with the
ability to perform logistics transactions
Asset Definition enables you to:
• Represent assets for maintenance purposes
• Create and update asset information
- Bulk upload
- Manual
- Automatic
• Search for asset information
• Collaborate using Oracle Social Network (OSN)
Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted
10
Types of Assets
Following are the types of assets:
• Customer Asset: An asset that a customer
owns or has use of. Customer asset can be sold,
leased, or loaned by an enterprise.
• Enterprise Asset: An asset that an enterprise
owns or has use of. Enterprise asset is used in
the operations of a business. It is neither for
sale nor leased to customers.
Note: You can manage and track both customer
assets and enterprise assets; however, the
application enables you to create the
maintenance assets only.
Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted
11
Overview of Meters for Assets
You can create, record, and manage multiple
meters for an asset.
Meters for assets:
• Track the accrued utilization of an asset
• Provide a historical record of an asset’s use or
condition
• Indicate an asset’s condition or requirement for
scheduled or unscheduled maintenance
Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted
12
Maintenance Cloud - Examples
13 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted
• Oil Change
• Filters
Change
• Cleaning
• Tire Change
• Filters
Change
• Battery
health
Checkup
• Winding
• Oil seal
change
• Cleaning
Generator Fork Lift Water Pump
Asset Maintenance (Oil Change) – Use Case
Use Case Scenario
Seattle Maintenance org(M001) is meant for
Maintenance of in-house Assets(Gensets etc.,).
The demo covers Oil change for the Genset asset.
Key Features for discussion & demo
 Enable Maintenance Plant
 Configure Work area, Work center,
Resources and standard operations
 Build Work definition for Maintenance
activity
Agenda for Discussion
 Different methods for creation of Work
Definitions and Work Orders
 Allocate material to Work order
 Perform Work order execution
 Review Inventory Transactions
 Close the Work order
 Transfer Production Txns. to Costing
14 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted
Remove Oil
Plugs
Drain Oil
Fill Oil
Replace Oil
Plugs
Clean & Test
Demo
Clean &
Test
Replace oil
Plugs
Fill Oil
Drain Oil
Remove Oil
Plugs
• Work Definition for Maintenance Activity
• Work Order creation and execution for Maintenance activity
Transfer
Mnt. Txns.
to Costing
Complete &
Close the
WO
Execute
Work Order
Release
and Pick
Material
Create WO
for Asset
using
above WD
15 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted
Maintenance Cloud Vision
16 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted
Overview of Manage Maintenance Programs
• Predefine the preventive maintenance activity
• Create a Maintenance Forecast into the future,
based on a time window
• Visualize the Forecast using a Gantt and
Calendar View
• Create Work Orders into the future, based on a
time window
• View metrics and auditing history
Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted
17
Demo
Run Generate
Forecast and
Create Work
Orders
Select
Appropriate
Work
definitions
Choose
Forecast Cycle-
Calendar
Pattern or
Meter interval
Create Work
Requirements
for Asset/Item
Create
Maintenance
Program
18 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted
Maintenance Program Implementation tips
19 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted
Documentation Resources
Oracle Supply Chain Management Cloud documentation, available in the Oracle Help Center
• Getting Started with Your Manufacturing and Supply Chain Materials Management Implementation
• Getting Started with Your Maintenance Implementation
• Using Maintenance
• Integrate Oracle Maintenance Cloud with Oracle IoT Asset Monitoring Cloud Service
Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted
20
Additional Resources
• Cloud Customer Connect Community
- The Maintenance Forum
- Supply Chain Management Idea Lab
- Supply Chain Management Events
• Customer Connect Training Replays
• Oracle Supply Chain Management Integration Overview
• Maintenance Release Readiness Material
Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted
21
Data Conversion & Cutoff activities
Below are the Cutover activities to be taken care at the time of Implementation.
• Users and appropriate Role association
• Organization definition for Manufacturing & Maintenance capabilities
• Data access to the Users
• Conversion of below entities
• Items
• Assets
• Standard Operations & Work Definitions
• Open Work Orders
REST APIs available for the below.
• Asset Groups & Rules
• Maintenable Assets
• Meters & Meter Readings
• Parts
• Maintenance Work Orders & Transactions
22 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted
Maintenance 20B & 20C - New features
The following new & upcoming features:
- Get Default Work Order Attributes
23 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted
Refer: Release Readiness page
New
25
Thank You
Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted

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Presentation Maintenance Cloud.pdf

  • 2. Safe Harbor statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, timing, and pricing of any features or functionality described for Oracle’s products may change and remains at the sole discretion of Oracle Corporation. Statements in this presentation relating to Oracle’s future plans, expectations, beliefs, intentions and prospects are “forward-looking statements” and are subject to material risks and uncertainties. A detailed discussion of these factors and other risks that affect our business is contained in Oracle’s Securities and Exchange Commission (SEC) filings, including our most recent reports on Form 10-K and Form 10-Q under the heading “Risk Factors.” These filings are available on the SEC’s website or on Oracle’s website at http://www.oracle.com/investor. All information in this presentation is current as of September 2019 and Oracle undertakes no duty to update any statement in light of new information or future events. 2 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted
  • 3. Agenda • Maintenance Cloud Overview • Configuration to enable Maintenance Org • Business flows and Use cases • Maintenance of an In-house Asset - Data setup ◦ Define Item in PIM ◦ Define Asset - Maintenance Process definition (Work Definition) ◦ Use Case - Oil change/Filters Change/Cleaning etc., - Work Order creation - Work Order Execution - Using Forecast Program (Preventive Maintenance) • Tips and Tricks for implementing Maintenance forecast program Implementation Consideration & Cut off Activities • Data Migration using FBDI / ADFDi • Cut off Activities • Best Practices 3 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted
  • 4. Process Flow: Plan to Prevent Enable efficient and productive plant maintenance operations Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted 4
  • 5. Maintenance Cloud: Key Features Maintenance Management Plan, Account, Review Maintenance Costs Monitor and Manage Maintenance Execution • Dispatch List • Parts and Materials List • Material, Resource Transactions • Work Order Completion • Transaction History Set Up Maintenance Organization Data • Organization, Work Area, Work Center, Resource, Calendar Definition • Work Definition with Social Collaboration • Organization, Work Area, Work Center • Performance Monitoring • Work Order Management with Social Collaboration Define Maintainable Asset • Asset Definition • Spare Parts List • Asset Location • Asset Definition with Social Collaboration • Resource Rates • Maintenance Cost Accounting • Maintenance Cost Review Execute Maintenance Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted 5
  • 6. Comprehensive Support for Maintainable Assets Asset Definition • Asset Identification • Reference Information • Parts Lists • Location • Asset History Cost Management • Cost by work order • Configurable cost methods and rules • Flexible accounting • Cost history and analysis Work Orders • Work definition • Parts Lists • Resource Requirements • Work Dispatch list • Material and resource transactions • Transaction history Inventory Management • Receiving • Stock Management • Replenishment • Physical Inventory Management • Optional Lot and Serial Control of Parts Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted 6
  • 7. Plant Security: Roles Job roles are defined and inherit defined privileges. • Maintenance Manager • Maintenance Technician 7 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted
  • 8. Maintenance - Setup Plant Setup • Enable Organization as Manufacturing and Maintenance • Setup Plant Parameters • Provide Plant Data Access Manufacturing Common Setups • Profile Options • Lookups • Descriptive Flexi fields Manufacturing Setups • Work Areas • Work Centers • Resources & Resource Instances • Standard Operations Conversion & Other Setups • Define Item • Define Asset • Work Definition for the Maintenance activity • Create Work Order 8 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted
  • 9. Top Implementation Tips for Setup • Provide Separate Organizations for Maintenance and Manufacturing - Maintenance and Manufacturing can share an organization but this may present some problems. For example, the sharing of plant parameters, work areas, work centers and resources. We recommend a separate Maintenance Organization. • Use Average Cost for Inventory Evaluation • Define an Item for each Manufacturer and Model Number combination for Assets - When adding an asset, asset entry requires an Item. The Asset Item should be a combination of Manufacturer and Model Number. You cannot update the Item once defined on an Asset; consequently, the item definition is very important. • Item Creation in Product Information Management (PIM) for Assets - Item PIM attributes for an Item to be valid for asset creation - Specification > Service > Enable Asset Tracking = Full Lifecycle - Specification > Service > Allow Maintenance Asset = Yes - Specification > Service > Serial >Generation>Dynamic entry at Inventory Receipt - (Optional) Associate an image and set it as Primary Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted 9
  • 10. Item and Maintainable Asset • An item is a foundational requirement for the creation of an asset • An item is used to create one or many Assets, providing a common way to group like Assets • Certain item attributes need to be set before associating it with an asset • Once associated, an item cannot be changed in an asset • Item association provides an asset with the ability to perform logistics transactions Asset Definition enables you to: • Represent assets for maintenance purposes • Create and update asset information - Bulk upload - Manual - Automatic • Search for asset information • Collaborate using Oracle Social Network (OSN) Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted 10
  • 11. Types of Assets Following are the types of assets: • Customer Asset: An asset that a customer owns or has use of. Customer asset can be sold, leased, or loaned by an enterprise. • Enterprise Asset: An asset that an enterprise owns or has use of. Enterprise asset is used in the operations of a business. It is neither for sale nor leased to customers. Note: You can manage and track both customer assets and enterprise assets; however, the application enables you to create the maintenance assets only. Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted 11
  • 12. Overview of Meters for Assets You can create, record, and manage multiple meters for an asset. Meters for assets: • Track the accrued utilization of an asset • Provide a historical record of an asset’s use or condition • Indicate an asset’s condition or requirement for scheduled or unscheduled maintenance Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted 12
  • 13. Maintenance Cloud - Examples 13 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted • Oil Change • Filters Change • Cleaning • Tire Change • Filters Change • Battery health Checkup • Winding • Oil seal change • Cleaning Generator Fork Lift Water Pump
  • 14. Asset Maintenance (Oil Change) – Use Case Use Case Scenario Seattle Maintenance org(M001) is meant for Maintenance of in-house Assets(Gensets etc.,). The demo covers Oil change for the Genset asset. Key Features for discussion & demo  Enable Maintenance Plant  Configure Work area, Work center, Resources and standard operations  Build Work definition for Maintenance activity Agenda for Discussion  Different methods for creation of Work Definitions and Work Orders  Allocate material to Work order  Perform Work order execution  Review Inventory Transactions  Close the Work order  Transfer Production Txns. to Costing 14 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted Remove Oil Plugs Drain Oil Fill Oil Replace Oil Plugs Clean & Test
  • 15. Demo Clean & Test Replace oil Plugs Fill Oil Drain Oil Remove Oil Plugs • Work Definition for Maintenance Activity • Work Order creation and execution for Maintenance activity Transfer Mnt. Txns. to Costing Complete & Close the WO Execute Work Order Release and Pick Material Create WO for Asset using above WD 15 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted
  • 16. Maintenance Cloud Vision 16 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted
  • 17. Overview of Manage Maintenance Programs • Predefine the preventive maintenance activity • Create a Maintenance Forecast into the future, based on a time window • Visualize the Forecast using a Gantt and Calendar View • Create Work Orders into the future, based on a time window • View metrics and auditing history Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted 17
  • 18. Demo Run Generate Forecast and Create Work Orders Select Appropriate Work definitions Choose Forecast Cycle- Calendar Pattern or Meter interval Create Work Requirements for Asset/Item Create Maintenance Program 18 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted
  • 19. Maintenance Program Implementation tips 19 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted
  • 20. Documentation Resources Oracle Supply Chain Management Cloud documentation, available in the Oracle Help Center • Getting Started with Your Manufacturing and Supply Chain Materials Management Implementation • Getting Started with Your Maintenance Implementation • Using Maintenance • Integrate Oracle Maintenance Cloud with Oracle IoT Asset Monitoring Cloud Service Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted 20
  • 21. Additional Resources • Cloud Customer Connect Community - The Maintenance Forum - Supply Chain Management Idea Lab - Supply Chain Management Events • Customer Connect Training Replays • Oracle Supply Chain Management Integration Overview • Maintenance Release Readiness Material Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted 21
  • 22. Data Conversion & Cutoff activities Below are the Cutover activities to be taken care at the time of Implementation. • Users and appropriate Role association • Organization definition for Manufacturing & Maintenance capabilities • Data access to the Users • Conversion of below entities • Items • Assets • Standard Operations & Work Definitions • Open Work Orders REST APIs available for the below. • Asset Groups & Rules • Maintenable Assets • Meters & Meter Readings • Parts • Maintenance Work Orders & Transactions 22 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted
  • 23. Maintenance 20B & 20C - New features The following new & upcoming features: - Get Default Work Order Attributes 23 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted Refer: Release Readiness page New
  • 24. 25 Thank You Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted