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Management Fundamentals
Volume 1- Student Guide
D14149GC31
Edition 3.1
October 2005
D22272
Author
Amy Sonczalla
Technical Contributors and Reviewers
Mary Hartman
This book was published using:
oracletutor
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
Copyright Oracle Corporation, 2005. All rights reserved.
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
Copyright Oracle Corporation, 2005. All rights reserved.
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
Copyright Oracle Corporation, 2005. All rights reserved.
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
Copyright Oracle Corporation, 2005. All rights reserved.
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
Copyright Oracle Corporation, 2005. All rights reserved.
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