R12.2.9 Oracle Enterprise Asset Management Fundamentals

R12.2.9 Oracle Enterprise Asset Management Overview

• Objectives
• Agenda
• Overview
• Quiz
• Capital Assets
• Rebuildable Inventory
• Quiz
• Asset Maintenance Goals
• Types of Maintenance
• eAM Capabilities
• eAM Functionality
• Managing Assets
• Managing Work
• Executing Work
• Maintenance Budgeting
• Planning in eAM
• Capital Asset or Rebuildable Inventory Performance and Forecasting
• Using eAM for Plants and Facilities
• Complete Enterprise Integration for Your Assets
• Quiz
• Cost Information
• Meter Readings
• eAM Business Flow
• User Roles
• Quiz
• Maintenance User Workbench
• Quiz
• Maintenance Workbench
• Viewing and Managing Your Work
• Viewing Your Work
• Viewing Work Order Details
• Updating Resources
• Collection Plan Details
• Quiz
• Requests
• Purchasing
• Work Relationships
• Overview of Maintenance Super User
• Web-Based User Interface
• Quiz
• Maintenance Home
• Assets
• Assets
• Asset Move Workbench
• Assets
• Capital Asset/Rebuildable Inventory Details
• Hierarchy: Facility Example
• Asset Quality Information
• Quiz
• Configuration History
• Work Requests
• Overview of Work Requests
• Life Cycle of a Work Request
• Quiz
• Creating Work Requests
• Updating Work Requests
• Associated Work Requests
• Work Orders
• Work Order Details
• Managing Operations
• Resource Charging
• Handovers
• Creation of New Operation
• Operation Dependencies
• Complete/Uncomplete Operations
• Material Transactions
• Resource Transactions
• Quality Collection Plans
• Requests
• Purchasing Information
• Work Relationships
• Stores
• Budget Forecasts
• Budget Forecast Details
• Failure Analysis
• Failure Analysis Detail
• Construction Units
• Difficulty Codes
• Construction Estimate
• Construction Estimates
• Safety Management: Isolations
• Safety Management: Work Clearances
• Safety Management: Permits
• Summary

R12.2.9 Oracle Enterprise Asset Management eAM Process and Discrete

• Manufacturing
• Objectives
• Agenda
• eAM Process and Discrete Manufacturing
• Organization Setup
• Associating Assets with Production Equipment
• Viewing Resource Usage
• Quiz
• Generating Production Equipment Downtime
• Summary

R12.2.9 Oracle Enterprise Asset Management Setting Up eAM

• Objectives
• Agenda
• eAM Setup Overview
• Organization Setup
• Setting Up Organizations
• Enabling Organizations for eAM
• Defining eAM Parameters
• Quiz
• Event Logging
• Areas
• Resources
• Departments
• Department Approvers
• Miscellaneous Documents
• Lookups
• Quiz
• Category Codes and Sets
• User-Defined Work Order Status
• Asset Groups
• Attributes
• Asset Numbers
• Asset Routes
• Rebuildable Items and Serial Numbers
• Summary

R12.2.9 Oracle Enterprise Asset Management eAM Quality Collection Plans

• Objectives
• Agenda
• Overview of eAM Quality
• Quiz
• Collection Elements
• Quiz
• Quality Collection Plans
• Collection Plan Attachments
• Triggering Work
• Entering Quality Results
• Quiz
• Summary

R12.2.9 Oracle Enterprise Asset Management Failure Analysis

• Objectives
• Agenda
• Overview of Failure Analysis
• Quiz
• Setting Up Failure Analysis Codes
• Quiz
• Collecting Failure Information
• Analyzing Failure Information
• Summary

R12.2.9 Oracle Enterprise Asset Management Asset Operation Management

• Objectives
• Agenda
• Overview of Asset Operation Management
• Quiz
• Tracking Asset Operational Statuses
• Setting Up Event and Operational Logging
• Checking In and Checking Out Assets
• Quiz
• Logging Asset Operations
• Viewing Asset Operations
• Purging Event Log
• Summary

R12.2.9 Oracle Enterprise Asset Management eAM Work Management

• Objectives
• Agenda
• Overview of eAM Work Management
• Work Requests
• Life Cycle of a Work Request
• Quiz
• Overview of eAM Work Orders
• Work Order Status Lifecycle
• Release Approval Process
• eAM Work Orders
• Routine Work Orders
• Express Work Orders
• Quiz
• Preventive Maintenance Work Orders
• Rebuild Work Orders
• Maintenance Bills of Material
• Operations and Tasks
• Material Requirements
• Resource Requirements
• Defining Work Order Documents
• Asset Bills of Material
• Activities
• Activity Association
• Activity Workbench
• Quiz
• Maintenance Routes
• Work Order Relationships
• Quiz
• Using the Maintenance Workbench
• Summary

R12.2.9 Oracle Enterprise Asset Management Stores

• Objectives
• Work Order Transactions
• Transacting Material
• Material Transaction Accounting
• Stores
• Quiz
• Stores Processes
• Summary

R12.2.9 Oracle Enterprise Asset Management Direct Item Procurement

• Objectives
• Agenda
• Direct Items
• Overview of Direct Item Procurement
• Direct Item Procurement Flow
• Quiz
• Entering Requisitions for Direct Items
• Entering Non-Stock Direct Items
• Creating Purchase Orders
• Quiz
• Accounting Entries Created
• Summary

R12.2.9 Oracle Enterprise Asset Management Charging Time, Operation, and

• Work Order Completion
• Objectives
• Work Order Transactions
• Transacting Resources
• Resource Transaction Accounting
• eAM Work Completion Transactions
• Operation Completion
• Work Order Completion
• Closing Work Orders
• Summary

R12.2.9 Oracle Enterprise Asset Management eAM Cost Management

• Objectives
• Agenda
• Overview
• Quiz
• eAM Costing Methods and Mappings
• Cost Management Setup
• Quiz
• eAM Cost Estimation Lifecycle
• Viewing Cost Information
• Cost Rollups
• Transferring Invoice Variances to Maintenance Work Orders
• Summary

R12.2.9 Oracle Enterprise Asset Management eAM Contractor Services

• Objectives
• Agenda
• eAM Contractor Services
• Quiz
• Setting Up Outside Service Processing
• Quiz
• Summary

R12.2.9 Oracle Enterprise Asset Management eAM Preventive Maintenance

• Objectives
• Agenda
• Overview
• Meters
• Defining Meters
• Using Meter Hierarchy
• Associating Meters with Capital Assets and Rebuildable Inventory
• Entering Meter Readings
• Quiz
• Preventive Maintenance (PM) Scheduling
• Defining Set Names
• Quiz
• Scheduling Types of PM Sets
• Quiz
• Entering PM Scheduling Definitions
• Entering Major PM Scheduling Options
• Entering Base Date and Base Meter
• Entering Multiple Activity PM
• Example: Schedule Based On
• Example
• Defining Suppression Activities
• Generating Work Orders
• Summary

R12.2.9 Oracle Enterprise Asset Management eAM Planning and Scheduling

• Objectives
• Agenda
• Overview of eAM Planning and Scheduling
• eAM Scheduling
• Defining Scheduling Rules for Work Order Relationships
• Using the Scheduler Workbench
• Quiz
• 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
• Advanced Supply Chain Planning
• Collections
• Collections: Collections Process
• Collections: Data Collection
• Collections: Parameters
• Collections: Planning Data Pull Parameters
• Collections: Planning ODS Load Parameters
• Collections: Workbench
• ASCP Planning: Load directly into ASCP
• ASCP Planning: Planner Workbench
• Viewing Suggested Demand
• Summary

R12.2.9 Oracle Enterprise Asset Management eAM Reports and Processes

• Objectives
• Agenda
• eAM Reports
• Activity Cause Report
• Activity Cause Report: Output
• Department Actual Cost
• Department Actual Cost: Output
• Work Order Cost
• Work Order Cost Details: Output
• EAM Weekly Schedule
• EAM Weekly Schedule: Output
• Load Production Equipment Maintenance Downtime
• Maintenance Work Order Detail
• Maintenance Work Order Detail: Output
• Material Issue Request Pick List
• Material Issue Request Pick List: Output
• Retrieve Timecard Data from OTL to EAM
• Summary

R12.2.9 Oracle Enterprise Asset Management Safety Management

• Objectives
• Safety Management During Maintenance Activities
• Key Values of Safety Management
• Key Terminology
• Positional Asset
• Permit or Work Permit
• Creating Work Permits
• Work Permits: Business Value
• Isolation
• LOTO – Lock Out and Tag Out
• Work Clearance
• Summary

R12.2.9 Oracle Enterprise Asset Management Budgets and Forecasting

• Objectives
• Budget Forecasts
• Summary

R12.2.9 Oracle Enterprise Asset Management Construction Units

• Objectives
• Construction Units
• Difficulty Codes
• Construction Estimates
• Summary

R12.2.9 Oracle Enterprise Asset Management eAM Work Order Billing and

• Capitalization
• Objectives
• Agenda
• Work Order Billing
• Setting Up Parameters
• Setting Up Item Costs and Prices
• Service Attribute Setup
• Creating Billable Items
• Creating a Work Order
• Quiz
• Associating Items and Activities to a Price List
• Initiating Work Order Billing
• Creating an Invoice
• Capitalizing Work Order
• Summary

R12.2.9 Oracle Enterprise Asset Management Asset Move Workbench

• Objectives
• Agenda
• Asset Move Workbench
• Asset Entities Moved
• Asset Entities Not Moved
• Setup and Pre-requisites
• Summary

R12.2.9 Oracle Enterprise Asset Management eAM Oracle Time and Labor

• Objectives
• Agenda
• Oracle Time and Labor
• Setting Up the Integration
• Quiz
• Time and Expenses
• Entering Timecard Information
• Extracting Information to eAM
• Executing the Cost Manager Process
• Summary

R12.2.9 Oracle Enterprise Asset Management eAM Property Management

• Objectives
• Agenda
• eAM Property Manager
• Setting Up the Integration
• Quiz
• Property Manager Integration
• Quiz
• Summary

R12.2.9 Oracle Enterprise Asset Management eAM Service

• Objectives
• Agenda
• Oracle Service Integration Overview
• Quiz
• Setting Up eAM Service
• Quiz
• Creating Maintenance Service Request Types
• Enabling Service Requests for Capital Assets and Rebuildable Inventory
• Creating Service Requests
• Enabling eAM Specific Fields
• Service Requests and eAM Work Orders
• Summary

R12.2.9 Oracle Enterprise Asset Management eAM Project Manufacturing

• Objectives
• Agenda
• eAM Project Manufacturing
• Defining a Project
• Quiz
• Associating a Work Order with a Project
• Quiz
• Creating Requisitions or Purchase Orders
• Updating the Commitments for a Project
• Summary

R12.2.9 Oracle Enterprise Asset Management Linear Assets

• Objectives
• Non Linear and Linear Assets
• Enable Linear Functionality Profiles
• Linear Asset Creation
• Properties, Elements and relationships
• Map Workbench
• Summary