Workorder Execution

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Work Execution in eAM

Zar Ahmed
Oracle Principal Support Consultant
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Work Execution in eAM

Zar Ahmed
Oracle Principal Support Consultant
AGENDA
Introduction
Work Request functionality purpose , creation,
update of work requests
Work Order Types (Routine, Planned Maintenance,
Rebuild, Express)
Work Order statuses and other important setups
Work Order Planning
Operations and Tasks
Relationships
Work Order Transactions/Progressing Work Orders
Introduction
Work Execution in EAM :
- WORK REQUESTS
- WORK ORDERS
WORK REQUESTS :
A request for maintenance work on an asset (capital
or rebuildable).
Business Process is as follows :
1. A user reports a problem with an asset by
raising a work request.
2. The work request is approved.
3. Create a work order and link to the WR.
4. The work order is processed.
5. The work request is completed automatically
when the order is completed.
WORK REQUESTS - SETUP :

EAM PARAMETERS - Work Requests Zone:
1. Auto-Approve : WRs are automatically approved on
creation.
2. Default Asset from Employee Location : defaults
applicable if using Oracle Property Manager.
3. Extended Log : If selected, system keeps an audit
trail of records when creating, updating WRs.
4. Asset number mandatory : Asset number has to be
entered when creating WR.
WORK REQUESTS - LIFECYCLE:

A WR goes through the following stages:
1. Open Status : On creation
1a. Additional Information (if approval req)
Approver requires more info
1b. Rejected (by Approver)
1c. Awaiting Work Order (if auto-approval
or if approver approves).
2. On Work Order. After WR linked to WO.
3. Complete. WO is complete. WR also
completes.
10
WORK REQUESTS - CREATE AND

UPDATE:
1. CREATE WR :
Work Requests Tab>Create WR Button.
Required Details :
- Asset Number (if parameter defined)
- Department
- Priority
- Work Request Type (emergency etc)
- Requested by date, Requested for.
- additional info text, attachments.
2. UPDATE WR : Search for WR, select update icon.
11
WORK REQUEST INFORMATION :

Maintenance Super User>WR tab
12
WORK ORDER TYPES :

Four Types of Work Order:
1. Routine Work Orders
2. Preventative Maintenance Work Orders
3. Rebuild Work Orders
4. Express Work Orders (Easy Work Order).
13
ROUTINE WORK ORDERS:

- Mainly created manually.
- Orders generated by the user for a breakdown.
Created via:
- Using the Forms Option
- Self Service Option using Maintenance
Super User Responsibility
- Material and Resource Planning used at each status
of the Work Order
14
ROUTINE WORK ORDER - Form:
15
ROUTINE WORK ORDERS:Form

-
WO Num auto-generated but updateable.

WIP Class defaults from Asset.
Asset Number, dates, status are all required.
Activity is optional. If provided, the WO inherits the
activities Maintenance BOM (materials), Route
(operations), Attachments, Quality Plans.
- Status can be :
- Unreleased
- Released
- On-Hold
- Draft
16
ROUTINE WORK ORDERS:Forms

- EAM Parameter Enable Workflow for Workorders.
Determines if approvals required for Work Order.
- Pending Checkbox is checked if awaiting the above
workflow.
- Operation Dependencies can be specified.
- Relationship Section valid relationships are : (these
are discussed later)
- Parent/Child
- End-to-Start Dependency
- Cost
- Follow-Up
17
ROUTINE WORK ORDERS:Form

- Check Shortage Checks material shortages (both
Direct and Stocked).
- Firm Checkbox when checked, planning and
scheduling will not automatically adjust the schedule
regardless of material or resource availability.
- Approval History : Can see approvers if the WO
workflow is being used.
- If Failure Entry Required Checkbox selected, then
need to enter Failure Codes for Failure Analysis.
- Costs can see the following costs : Actual,
Estimates, Variances, Material, Labour, Equipment.
18
ROUTINE WORK ORDERS: Form and

Self Serv
- Create Work Order Option is available only if
EAM_WO_DETAILS_MODE function added to the
responsibilities menu.
- Without this function can only view work orders.
- Same inputs required to create Work Orders in Self
Service as in Forms.
19
ROUTINE WORK ORDER Self Serv:
20
PREVENTATIVE MAINTENANCE
WORK ORDERS:
- Work Orders which are generated automatically
based on meter readings, and date rules (to specify
runtime interval rules, calendar day rules)
- Advantage of Preventative Maintenance reduce the
possibility of asset breakdown and degradation by
ensuring proactive maintenance/servicing of asset.
- Steps required for PM Work Orders :
A. Create asset activities (e.g 1000 mile service)
B. Create Set Name : A Pm Schedule for an
Activity and asset number or asset group must
uniquely belong to a set.
C. Create PM Schedule Definition :
21
WORK ORDERS: PM Schedule Defn
22
WORK ORDERS:
- Two ways to generate the PM Work Orders :
1. Run Generate Preventive Maintenance Work Orders.
This concurrent program triggers Wip Mass Load
process execution in background. This created
forecasted work orders in unreleased status.
2. Run the Forecast Work Orders option from the
Maintenance Workbench. From here, you can launch
the Preventive Maintenance Scheduler to implement
the work orders.
23
WORK ORDERS: Generate PM WOs
24
PM WORK ORDERS Maint WB:
25
PM WORK ORDERS: MWB

- Select Forecast Work Tab
- Enter Start Date and Cutoff Date this is the period
(or Horizon) over which the work orders will be
created.
- Choose Run to create work order suggestions.
- Select the checkboxes for the orders you wish to
release (or select all).
- Click Implement to release the Forecasted Work
Orders. This runs the Preventive Maintenance
Scheduler.
26
REBUILD WORK ORDERS:

- Created as Child Work Orders (linked to Parent WO)
- Two Business Processes :
A. Process 1 :
- For example, create WO for servicing car engine.
- During the service, note that battery damaged.
- The Battery is a rebuildable item.
- Replace the battery using Material Issue from
Inventory process.
- This creates a new child rebuild work order for the
replaced rebuild item. Battery sent to subinv on
completion of rebuild WO. Asset Genealogy is
updated to reflect the new rebuild item.
27

B. Process 2 :
- For example, create WO for servicing car engine.
- During the service, note that battery damaged.
- The Battery is a rebuildable item.
- Decide to repair and then replace the battery.
- Manually create a new child rebuild work order for
the repair of the battery (rebuild item).
- On completion of the child work order, the battery is
replaced into the engine and not sent to a
subinventory.
- Asset Genealogy is not therefore updated.
28
29
30
EXPRESS WORK ORDERS:

- Unplanned Work Orders
- No Operation or Resource Planning
- Created from Maintenance Super User>Work Order
Tab>Express Work
- It enables quick entry of a work order
- Automatically created at a Released status - enabling
you to execute work immediately.
- You can do this by request Material and Charging
labour.
31
EXPRESS WORK ORDERS:
32
WORK ORDER STATUSES:
33

1. Draft : Cannot Charge Labour or Request
Materials.
2. Unreleased : Cannot Charge Labour or Request
Materials. Scheduling can take place.
3. Pending Scheduling : The status shown when
Oracle Manufacturing Scheduling application
concurrent program calculates dates/durations
when status is changed to released. The status then
changes to Released on completion.
34

4. Released Status :
Can execute a WO. Can charge labour. Can
request materials.
Scheduling takes places (calculation of start and
end date).
WO transactions must be >= WO Release Date
Start date in future : Release date is the sysdate
(current date).
Start date in past : Release date is scheduled start
date. Can post transactions after this date even in
past if period is open.
35

5. Complete :Does not require completed ops. Can still
charge labour. Can Uncomplete a complete WO
back to Released status.
6. Complete No Charges : Does not require
completed ops. Cannot charge labour or update
materials, resources, costs, asset/wo hierarchy.
7. Closed : Cannot charge any accounts at all.
Cannot charge labour or update materials,
resources, costs, asset/wo hierarchy.
Unclosing orders closed at released or complete
takes WO back to previous status unclosing any
other orders takes WO back to unreleased status.
36
PLANNING OF WORK ORDERS :

EAM uses MRP to calculate net
material requirements for WOs from
gross material requirements. Evaluates
MDS, BOM, Incoming Receipts, OnHand balances, Lead times.
37
SCHEDULING OF WORK ORDERS:

Oracle Manufacturing Scheduling : This application
calculates WO/Operation duration and dates based
on Forward or Backward Scheduling. Example enter
a start date and the end date will be calculated. This
is Forward Scheduling.
The concurrent program schedules work orders and
operations.
It is triggered when work order is released. Status is
moved to Pending Scheduling until program
completes then moves back to Released
38
MISCELLANEOUS SETUPS :
Some Setup Steps for Work Orders in following slides:
- EAM Parameters Work Order Options
- Defining documents for Work Order Attachments
- Defining Asset Shutdown Statuses (for shutdown of
asset whilst performing work on the asset)
39
MISCELLANEOUS SETUPS 1:
40
41
42
OPERATIONS :
- Operations (or tasks) are instructions to perform
maintenance activities.
- Each Operation is assigned to a Department.
- Each Operations has assigned resource(s).
- Resources are the people, third party suppliers,
equipment who will carry out the operation.
- When operations are assigned to a work order (see
next slide), you can view and update these operations
from the work order.
- There may be a need to update these operations for a
particular job to prepare the operations. See below.
- Options exist to update and view operation details.
43
MAINTENANCE ROUTE AND

OPERATIONS:
44
OPERATIONS : PREPARATION.
EAM>Work Order Details>Operations
Connect
Drag Operation Icons
45
Create Dependencies
46
Specify Material Requirements
47
Specify Resource Requirements
48
WORK ORDER RELATIONSHIPS:

- Enable users to manage a group of related WOs.
- WOs for different assets link to each other in a
hierarchy.
- Useful for managing complex projects.
- Types of Relationships :
- Parent-Child
- End-to-Start Dependency
- Cost Relationship
- Follow-Up Work
49
PARENT-CHILD RELATIONSHIPS:
-
Create Parent WO
Query the Work Order
Go to Work Relationship Tab
Select Update Work Hierarchy
A Gantt Chart displays work order schedules and
summary of details.
- One top level parent WO one or more child Wos
- The parent WO defines the timeline for the work of
the child WOs
50
PARENT-CHILD RELATIONSHIPS:
51
END-TO-START DEPENDENCYScheduling Dependency Relationship:

Prior WO has to complete before next one starts
this can be done for siblings WOs with common
parent. (or for a parent-child). Use Work
Relationships tab>Update Dependencies
52
COST RELATIONSHIP:
Used for rolling a Child WOs cost into the Parent
WO. (can be independent of scheduling
relationships).
Use Work Relationships tab>Alternate Cost
Hierarchy.
53
FOLLOW-UP RELATIONSHIP:
- Suppose a 2nd problem is found during a WO.
- You can create a Follow Up Work Order.
- This is linked to the Parent WO.
54
PROGRESSING A WORK ORDER:

- The following activities progress a WO. These will be
discussed in detail in the next slides :
1. Resource Transactions.
2. Material Transactions
3. Operation Completion
4. Work Order Completion
5. Closing Work Orders
6. Capitalizing Work Orders
55
WORK ORDER TRANSACTIONS:

- Two types of transactions for Work Orders :
1. Resource Transactions
- This is when you charge resources to a work order
e.g to indicate how much time a resource spent on an
operation.
- Resources can be people or machines
- 2. Material Transactions
- This is when you issue material from inventory to the
WO.
56
RESOURCE TRANSACTIONS:
- Resources are charged in 4 ways (the values in
Charge Type field in Resource Setup Screen) :
1. Manual : The resource charge is entered manually
(see next slide)
2. PO Receipt : When a PO is receipted for an Outside
processing item, the resource is charged.
3. PO Move : When a PO is receipted for an Outside
processing item, the resource is charged and
assembly is moved to queue step of next operation
4. WIP Move : Resource is charged when an operation
is completed.
57
RESOURCE TRANSACTION: MANUAL
58
RESOURCE TRANSACTIONS: VIEW
59
DEFINE MATERIAL REQUIREMENTS :

How does Material get added to the WO
1. Create an Asset BOM. Then select Copy from
Asset BOM option on WO.
2. Create Maintenance BOM for activity. Then
associate activity to WO. This copies material
across.
3. Create Material Requirements manually on WO.
What types of Material are there? :
1. Stocked stocked in Inventory
2. Direct Items one-off items purchased from supplier
for the WO. Usually non-stocked.
3. Services outside processing services
60
DEFINE MATERIAL REQUIREMENTS 1:

Work Order > Material Requirements> Copy from
BOM
61

Create Maintenance BOM for activity.
62

Work Order > Material Requirements
63
TRANSACTING MATERIALS - SETUPS:

1. Auto Request Material Checkbox on
WO. Also defaults from Asset or
Maintenance BOM. Creates
Requisition/PO automatically for
material on release of WO.
2. EAM Parameter : Enable Material
Issue Request. If selected, material is
automatically allocated to the WO.
64
HOW TO TRANSACT MATERIAL :

A. Two-Step Material Issue Stores
1. Material Issue Request (auto-allocation)
Automate via EAM Parameter :
Enable Material Issue Request.
2. Material Issue Verification (stores tab)
B One-Step Material Issue Stores
1. Issue Material from stores tab. EAM
Parameter Enable Material Issue Request
disabled.
C. Material Transaction Form Issue Transactions
(Disable Enable Material Issue Request.)
65
TWO-STEP MATERIAL ISSUE:

After material is allocated, issue material from
Stores tab step 2.
66
ONE -STEP MATERIAL ISSUE:

Select one-step material issue from Stores Tab.
67
OPERATION COMPLETION:
An optional step
You can complete and uncomplete operations
This specifies how much time was spent on
the operation and sets the operation as
completed.
If the resource linked to the operation is WIP
MOVE, then a resource transaction is created.
Navigation : Maintenance Super User>Select
WO> Select Operation>Complete/Uncomplete
68
OPERATION COMPLETION:
69
WORK ORDER COMPLETION:
Operations do not need to be complete

Providing completion information for a WO.
You can complete and uncomplete WOs
In Complete Status>can select Complete or
Complete-No Charges (see statuses section)
Oracle Quality Integration :Collection Plans requiring
update at completion appear in Quality Plans.
Meters Section : Meter readings are mandatory at
WO Completion for PM WOs if a meter is associated
with the asset. For non-PM WOs, meter readings can
be optional.
70
WORK ORDER COMPLETION:
71
REBUILD WORK ORDER

COMPLETION:
Rebuild Work Orders created in 2 ways :
1. New Rebuildable Item issued from Inventory to be
placed into asset. Rebuild WO is created
automatically for the rebuildable that is replaced. In
this situation, the child WO can complete
independent of parent.
2. Rebuildable item is removed, repaired and installed.
Manual rebuild WO created for repair. In this
situation, child WOs must complete first before
parent WO is completed.
72
REBUILD WORK ORDER

COMPLETION:
73
CLOSING WORK ORDERS:

Status must be Complete or Complete No Charges
On closing WO, cost variances are posted to the WIP
Account codes for the job.
If the asset is linked to asset route (for example when
same maintenance done to several assets), all the
assets in the route will have variances posted.
You can unclose closed work orders.
You can close one WO or several WOs at one time.
Close and Unclose options are available from :
Discrete Jobs>Close Work Orders> Tools
74
CLOSE WORK ORDER :

Work Orders> Close Work Orders>Tools>Close WO
75
MAINTENANCE WORKBENCH USES :
Execute Forecasts based on PM Schedule Definitions

Generate Work Orders based on Forecasts
Can update WO material requirements from MWB
Can create requisitions for direct items from MWB
Used for Mass Release of WOs
Used for Mass Complete of WOs (unless mandatory
meter readings or quality plans attached to WO).
76
MAINTENANCE WORKBENCH:
FORECAST WOs
77
MAINTENANCE WORKBENCH: MASS

RELEASE
78
MAINTENANCE WORKBENCH: MASS

COMPLETE
79
CAPITALIZING OF WORK ORDERS:

Can capitalize all or part of the cost of maintaining an
asset.
This increases the assets books value in Fixed Assets
Also increases Useful Life value in Fixed Assets.
Can only capitalise WOs in Complete No Charges
or Closed status.
Enter Capitalization % and enter calculate amounts to
see the costs capitalized.
Then click Initiate Capitalization to run concuurent
program to update Fixed Assets with the capitalized
amounts.
80
CAPITALIZE WORK ORDERS :
81
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2009 Oracle Corporation Proprietary and Confidential

Enterprise Asset Management (eAM)

Upcoming eAM Community Webcasts:

August 2, 2011: Coming Soon in Doc Id 1167439.1

September 6, 2011: Coming Soon in Doc Id 1167439.1

October 4, 2011: Integration between EAM and Install

Dial In: (866) 627-3315

Conf ID: Oracle EAM

For complete details on EAM Webcast Events, please see

2009 Oracle Corporation Proprietary and Confidential

<Insert Picture Here>

Work Execution in eAM

Safe Harbor Statement

2010 Oracle Corporation Proprietary and Confidential

<Insert Picture Here>

Work Execution in eAM

2010 Oracle Corporation Proprietary and Confidential

WORK REQUESTS - SETUP :

2010 Oracle Corporation Proprietary and Confidential

WORK REQUESTS - LIFECYCLE:

2010 Oracle Corporation Proprietary and Confidential

WORK REQUESTS - CREATE AND

WORK REQUEST INFORMATION :

2010 Oracle Corporation Proprietary and Confidential

WORK ORDER TYPES :

2010 Oracle Corporation Proprietary and Confidential

ROUTINE WORK ORDERS:

2010 Oracle Corporation Proprietary and Confidential

ROUTINE WORK ORDER - Form:

2010 Oracle Corporation Proprietary and Confidential

ROUTINE WORK ORDERS:Form

WO Num auto-generated but updateable.

ROUTINE WORK ORDERS:Forms

ROUTINE WORK ORDERS:Form

2010 Oracle Corporation Proprietary and Confidential

ROUTINE WORK ORDERS: Form and

2010 Oracle Corporation Proprietary and Confidential

ROUTINE WORK ORDER Self Serv:

2010 Oracle Corporation Proprietary and Confidential

2010 Oracle Corporation Proprietary and Confidential

2010 Oracle Corporation Proprietary and Confidential

PM WORK ORDERS Maint WB:

2010 Oracle Corporation Proprietary and Confidential

PM WORK ORDERS: MWB

2010 Oracle Corporation Proprietary and Confidential

REBUILD WORK ORDERS:

REBUILD WORK ORDERS:

REBUILD WORK ORDERS:

2010 Oracle Corporation Proprietary and Confidential

REBUILD WORK ORDERS:

2010 Oracle Corporation Proprietary and Confidential

EXPRESS WORK ORDERS:

2010 Oracle Corporation Proprietary and Confidential

EXPRESS WORK ORDERS:

2010 Oracle Corporation Proprietary and Confidential

WORK ORDER STATUSES:

2010 Oracle Corporation Proprietary and Confidential

WORK ORDER STATUSES:

2010 Oracle Corporation Proprietary and Confidential

WORK ORDER STATUSES:

2010 Oracle Corporation Proprietary and Confidential

WORK ORDER STATUSES:

PLANNING OF WORK ORDERS :

2010 Oracle Corporation Proprietary and Confidential