Oracle ebs E Business Suite EAM Entreprise Asset Management UPK part 2

1. Oracle EBS R12.1 eAM
Entreprise Asset Management
Performing Asset Setup Tasks
Cédric Beltrame, PMP - 2014
Oracle is a registered trademark of Oracle Corporation and/or its affiliates
1

2. 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.
2

3. Performing Asset Setup Tasks
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.
3

4. Setting Up Category Codes
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.
4

5. Setting Up Category Codes
5

6. Setting Up Category Codes
6

7. Setting Up Category Codes
7

8. Setting Up Category Codes
8

9. Setting Up Category Codes
9

10. Setting Up Category Codes
10

11. Setting Up Category Codes
11

12. Setting Up Category Codes
12

13. Setting Up Category Codes
13

14. Setting Up Category Codes
14

15. Setting Up Category Codes
15

16. Setting Up Category Codes
16

17. Performing Asset Setup Tasks
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.
17

18. Setting Up Category Sets
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.
18

19. Setting Up Category Sets
19

20. Setting Up Category Sets
20

21. Setting Up Category Sets
21

22. Setting Up Category Sets
22

23. Setting Up Category Sets
23

24. Setting Up Category Sets
24

25. Setting Up Category Sets
25

26. Setting Up Category Sets
26

27. Setting Up Category Sets
27

28. Setting Up Category Sets
28

29. Setting Up Category Sets
29

30. Setting Up Category Sets
30

31. Setting Up Category Sets
31

32. Setting Up Category Sets
32

33. Setting Up Category Sets
33

34. Setting Up Category Sets
34

35. Setting Up Category Sets
35

36. Setting Up Category Sets
36

37. Setting Up Category Sets
37

38. Performing Asset Setup Tasks
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.
38

39. Defining Asset Groups
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 an
asset 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.
39

40. Defining Asset Groups
40

41. Defining Asset Groups
41

42. Defining Asset Groups
42

43. Defining Asset Groups
43

44. Defining Asset Groups
44

45. Defining Asset Groups
45

46. Defining Asset Groups
46

47. Defining Asset Groups
47

48. Defining Asset Groups
48

49. Defining Asset Groups
49

50. Defining Asset Groups
50

51. Defining Asset Groups
51

52. Defining Asset Groups
52

53. Defining Asset Groups
53

54. Performing Asset Setup Tasks
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.
54

55. Defining Activities
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 order
In this topic, you will define an activity using the Master Item window.
55

56. Defining Activities
56

57. Defining Activities
57

58. Defining Activities
58

59. Defining Activities
59

60. Defining Activities
60

61. Defining Activities
61

62. Defining Activities
62

63. Defining Activities
63

64. Defining Activities
64

65. Defining Activities
65

66. Defining Activities
66

67. Defining Activities
67

68. Defining Activities
68

69. Defining Activities
69

70. Defining Activities
70

71. Defining Activities
71

72. Defining Activities
72

73. Defining Activities
73

74. Defining Activities
74

75. Defining Activities
75

76. Performing Asset Setup Tasks
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.
76

77. Associating Assets with Activities
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.
77

78. Associating Assets with Activities
78

79. Associating Assets with Activities
79

80. Associating Assets with Activities
80

81. Associating Assets with Activities
81

82. Associating Assets with Activities
82

83. Associating Assets with Activities
83

84. Associating Assets with Activities
84

85. Associating Assets with Activities
85

86. Associating Assets with Activities
86

87. Associating Assets with Activities
87

88. Associating Assets with Activities
88

89. Associating Assets with Activities
89

90. Associating Assets with Activities
90

91. Associating Assets with Activities
91

92. Associating Assets with Activities
92

93. Associating Assets with Activities
93

94. Associating Assets with Activities
94

95. Performing Asset Setup Tasks
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.
95

96. Creating Activity Association Templates
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.
96

97. Creating Activity Association Templates
97

98. Creating Activity Association Templates
98

99. Creating Activity Association Templates
99

100. Creating Activity Association Templates
100

101. Creating Activity Association Templates
101

102. Creating Activity Association Templates
102

103. Creating Activity Association Templates
103

104. Creating Activity Association Templates
104

105. Creating Activity Association Templates
105

106. Creating Activity Association Templates
106

107. Creating Activity Association Templates
107

108. Creating Activity Association Templates
108

109. Creating Activity Association Templates
109

110. Creating Activity Association Templates
110

111. Creating Activity Association Templates
111

112. Creating Activity Association Templates
112

113. Creating Activity Association Templates
113

114. Creating Activity Association Templates
114

115. Creating Activity Association Templates
115

116. Creating Activity Association Templates
116

117. Creating Activity Association Templates
117

118. Creating Activity Association Templates
118

119. To be continued…
119