eAM DO-070 USER GUIDE KU V1.0 PDF

AIM for Business Flows
DO.070 USER GUIDE

(KEY USERS TRAINING)
Oracle Enterprise Asset Management

ARTAR Technology
Author
Abdel Rahman Samir
Creation Date:
2-Aug-15
Last Updated:
15-Dec-15
Document Ref:
Version:
1.0
Approvals:
<Approver 1>
<Approver 2>
Copy Number _____
DO.070 User Guide
Doc Ref:
Document Control
Change Record
2
Date
Author
Version
15-Dec-15
Abdel Rahman Samir
0.1
Change Reference
Reviewers
Name
Position
Distribution
Copy No.
Name
Location
1
2
3
4
Note To Holders:
If you receive an electronic copy of this document and print it out, please write
your name on the equivalent of the cover page, for document control purposes.
If you receive a hard copy of this document, please write your name on the front
cover, for document control purposes.

File Ref: ARTAR_Technology_eAM_DO-070_USER_GUIDE_KU_V1.0
Document Control
ii
DO.070 User Guide
Doc Ref:
Preface
This document will demonstrate & illustrate the full cycle for the Oracle
Enterprise Asset Management as per ARTAR Technology business
requirements.
Main Topics to be discussed:
Enterprise Asset Management Overview
EAM Master Data
eAM Work Management
Self-Service Work Requests
eAM Cost Management
N.B.:
It is important to review the project documentation RD.011 for all business areas
in order to have a full view on the process cycle and the integration points in details.

Document Control
1 of 37
DO.070 User Guide
Doc Ref:
Audience
This manual is prepared for ARTAR Maintenance Business Cycles, and the
concerned departments and users are the Maintenance Department with the
assistance of the Contracts, warehouse, Purchasing and Financials.
How to Use This Manual
Through the Contents, the user can search for all the covered topics and transactions
for the Enterprise Asset Management module.
As per the Solution Design document; the users will be focused only on certain
topics and transactions as per their role.
Related Documents
1. RD.011 Solution Document
Your Comments are Welcome
BT-BS values and appreciates your comments as a user and reader of this manual.
As we write, revise, and evaluate our documentation, your comments are the most
valuable input we receive. If you would like to contact us regarding comments and
suggestions, please use the following contacts:
Emails:
yasser.hassan@mubadra.net
ahammad@mubadra.net

Document Control
2 of 37
DO.070 User Guide
Doc Ref:
Contents
Document Control ............................................................................................. ii

Preface
1
Audience ......................................................................................................2
How to Use This Manual .............................................................................2
Related Documents ......................................................................................2
Your Comments are Welcome .....................................................................2
CHAPTER 1
eAM Overview ..................................................................................................4

Navigate through Oracle Forms Interface and Web Interface: (System Login) 7
CHAPTER 2
EAM Master Data ..........................................................................................17

2.1 View Asset in Workbench .........................................................................18
CHAPTER 3
eAM Work Management ...............................................................................20

3.1 Creating Routine Work Orders ..................................................................21
3.2 Release Work Order ...................................................................................23
3.3 Transacting Materials.................................................................................24
3.4 Transacting Resources ...............................................................................26
3.5 Completing Work order .............................................................................27
CHAPTER 4
Self-Service Work Requests ..........................................................................29

4.1 Creating Work Request ..............................................................................30
4.2 Obtaining Work Request Information .......................................................31
4.3 Creating Work Order from Work Request.................................................32
CHAPTER 5
eAM Cost Management .................................................................................34

5.1 eAM Cost Management ..........................................................................35
Open and Closed Issues ...................................................................................37
Open Issues ................................................................................................37
Closed Issues ..............................................................................................37

Document Control
3 of 37
DO.070 User Guide
Doc Ref:
CHAPTER
eAM Overview
This lesson is an overview on Oracle e-Business Suite landscape and focuses on
Oracle Enterprise Asset Management module. It then goes through a brief
navigation through the application interfaces, to learn the different components of
these interfaces.

Document Control
4 of 37
DO.070 User Guide
Doc Ref:
Oracle Applications Toolbar

You can invoke functions that are identical to specific menu items by choosing buttons from the toolbar.
The toolbar replicates many commonly used menu items so you can invoke their actions quickly without
having to search for them in the menu. The following table is representing the applications toolbar.
Save
Saves any pending changes.
Print
Prints the current screen.
Clear All
Clears all data in current window.
Find
Invokes the query mode.
New Record
Creates a new record.
Delete
Record
Deletes the current record from the database. (NOTE:

You must SAVE to complete delete.)
Clear
Record
Translation
Clears all data pertaining to current record in window.
Attachment
Opens the Attachments window.
Edit
Opens the Editor window for the current field.
Window
Help
Displays general help for the current application.
Opens the Translations window.

Document Control
5 of 37
DO.070 User Guide
Doc Ref:
Function
Copy Field from Above
Exit Active Window
Clear Record
Clear Block
Insert New Record
Delete Record
Save Date
Query Enter
Query Run
Clear Form
Print Screen
List of Values (Quick Pick)
Next Record
Previous Record
Next Field
Previous Field
Clear Field
Shortcut (Functions Keys)
Shift <F5>
<F4>
<F6>
<F7>
<F6>
<CTRL>+<UP>
<CTRL>+<S>
<F11>
<CTRL>+<11>
<F8>
<CTRL>+<P>
<CTRL>+<L>
or <Ctrl>+p
<Tab>
<Shift>+<Tab>
<F5>

Document Control
6 of 37
DO.070 User Guide
Doc Ref:
Navigate through Oracle Forms Interface and Web Interface: (System Login)
Access the Application URL through web browser

Enter your Username and Password, then press Login:
System will show below screen :Home Screen (Web Interface)

File Ref: ARTAR_Technology_eAM_DO070_USER_GUIDE_KU_V1.0
7 of 37
DO.070 User Guide
Doc Ref:
Click on Maintenance Super User (Wep Interface)
Click on Enterprise Asset Management (Asset Groups)
Enterprise Asset Management (Form Based Interface)

Note: Select EAM (ARTAR Construction Maintenance)

8 of 37
DO.070 User Guide

Doc Ref:
9 of 37
DO.070 User Guide

Doc Ref:
10 of 37
DO.070 User Guide
Doc Ref:
Switch Responsibilities

11 of 37
DO.070 User Guide

Doc Ref:
12 of 37
DO.070 User Guide

Doc Ref:
13 of 37
DO.070 User Guide
Doc Ref:
Search Types

14 of 37
DO.070 User Guide
Doc Ref:
Query Mode

15 of 37
DO.070 User Guide
Doc Ref:
Log Out Completely the Logout Iink on the PHP

16 of 37
DO.070 User Guide
Doc Ref:
CHAPTER
EAM Master Data

T his lesson is about learning how to view the different data objects of Oracle
eAM master data. These data objects are:
View Asset in Workbench

17 of 37
DO.070 User Guide
Doc Ref:
2.1 View Asset in Workbench

This topic will help you learn about how to view Asset workbench.
Navigation Instructions
Responsibility = Maintenance Super User
[Maintenance Super User [Web] > Asset [Tab]]
Home Page

18 of 37
DO.070 User Guide
Doc Ref:
Business Forms
-
At maintenance workbench home tab, select the organization.

From (T) Assets, search for Asset number

19 of 37
DO.070 User Guide
Doc Ref:
CHAPTER
eAM Work Management

This lesson is about learning how to deal with day to day work order and
handle their transactions. This includes:
Entering Routine Work Orders
Release Work Order
Transacting Materials
Transacting Resources
Completing Work Order

20 of 37
DO.070 User Guide
Doc Ref:
3.1 Creating Routine Work Orders

This topic will help you learn about how to create a routine work order.
[Maintenance Super User [Web] > Work Orders [Tab] > All [Sub-Tab] > Create Order
[Button]
Business Forms
Fields :
1. Work Order: Work Order Number And It Generate Automatic.
2. Asset Number: Choose The Asset Number From The LOV.
3. Description: Enter Description Of The Work Order.

21 of 37
DO.070 User Guide
Doc Ref:
Fields :
1.
2.
3.
4.
5.
6.
7.
Operation: Enter the operation seq.

Description: Enter description of the code.
Department: Choose department From the LOV.
Resource Seq: Enter the Resource Seq.
Resource: Choose Resource from the LOV.
Required: The required time for every operation.
Assigned Units: The number of resource for every operation.

22 of 37
DO.070 User Guide
Doc Ref:
3.2 Release Work Order

This topic will help you learn about how to Release work order.
Maintenance Super User [Web] > Work Orders [Tab] > All [Sub-Tab] > Find a Work
Order
-
Press<Update Work Order> button
Then Select Release From LOV And Press <Apply> button

3.2 Release Work Order
23 of 37
DO.070 User Guide
Doc Ref:
3.3 Transacting Materials

This topic will help you learn about how to consume materials on work orders.
Maintenance Super User [Web] > Work Orders [Tab] > All [Sub-Tab] > Find a
Work Order
The status of the Work Order must be released.

Business Forms
-
Open The Work Order

Press On "Material" Tab.
Press On "Request All" Button.
If The Quantity Is Not Allocated This Page Will Show Up

- Select The Material
- Press "Request" Button

24 of 37
DO.070 User Guide
Doc Ref:
After Requested Material, follow the Next Steps to Issue the Material from the Inventory
-
Go To "Store" Tab
Enter The Work Order Number
Press "Go" Button
Select The Material To Issue.

Press On "Issue" Button.

25 of 37
DO.070 User Guide
Doc Ref:
3.4 Transacting Resources

This topic will help you learn about how to charge resources on work orders.
Maintenance Super User [Web] > Work Orders [Tab] > All [Sub-Tab] > Find a Work Order
-
Select (T) Operations
Chose Charge Time
Press "Go" Button
Business Forms
Fields:
1.
2.
3.
4.
Resource: Choose Resource From The LOV

Qty: Enter Number Of Resource.
UOM: Choose The UOM From The LOV
Employee Or Equipment: Choose the Name Of The Employee From The LOV

3.4 Transacting Resources
26 of 37
DO.070 User Guide
Doc Ref:
3.5 Completing Work order

This topic will help you learn about how to complete work orders.
Maintenance Super User [Web] > Work Orders [Tab] > All [Sub-Tab] > Find a Work Order
-
Press On "Complete Work Order" Button.

Then press "Apply".

27 of 37
DO.070 User Guide

Doc Ref:
28 of 37
DO.070 User Guide
Doc Ref:
CHAPTER
Self-Service Work Requests

This lesson is about learning how to create work requests, how to retrieve
them and how to assign them to a work order.
Creating Work Request
Obtaining Work Request Information
Creating Work Order from Work Request

29 of 37
DO.070 User Guide
Doc Ref:
4.1 Creating Work Request

This topic will help you learn about how to create work requests.
[Maintenance Super User [Web] > Work Requests [Tab] > Create Work Request.
Business Forms
- Fields:
1. Asset Number: Enter Asset Number.
2. Priority: Choose the priority for this WR from the pop list.
3. Additional Description: Enter description for the WR.
4. Press On "Apply" Button.

4.1 Creating Work Request
30 of 37
DO.070 User Guide
Doc Ref:
4.2 Obtaining Work Request Information

This topic will help you learn about how to retrieve work requests.
[Maintenance Super User [Web] > Work Requests [Tab] > All [Button]
Business Forms
- Fields:
1. Request Number: Enter WR Number.
2. Press On "Go" Button.

4.2 Obtaining Work Request Information
31 of 37
DO.070 User Guide
Doc Ref:
4.3 Creating Work Order from Work Request

This topic will help you learn about how to create work order from work request.
[Maintenance Super User [Web] > Work Requests [Tab] > All
Search for your Work Request
If your work requests status is still Open, then you still need to approve the Work Request Notification.
[Maintenance Super User [Web] > Home [Tab]
Open the Notification of your Work Request
Press Awaiting Work Order to Approve the Work Request
From Maintenance Super User [Web] > Work Orders [Tab] > Requests [Sub-Tab]
Search and select Request number
Then Press<go>
Then press<Create work order>

32 of 37
DO.070 User Guide
Doc Ref:
Then press<Apply>

33 of 37
DO.070 User Guide
Doc Ref:
CHAPTER
eAM Cost Management

This lesson is about learning about the cost management in eAM, and how the
system estimates the work order planned cost and how it calculates its actual cost.
eAM Cost Management

34 of 37
DO.070 User Guide
Doc Ref:
5.1 eAM Cost Management

[Maintenance Super User [Web] > Assets [Tab] > All [Sub-Tab] > View Costs [Button]]
Business Forms
-
Press On "Estimate" Button.

eAM Cost Management
35 of 37
DO.070 User Guide
Press on "View Costs" Button
View Costs (Actual Cost and Estimated Cost)

Doc Ref:
eAM Cost Management
36 of 37
DO.070 User Guide
Doc Ref:
Open and Closed Issues

Open Issues
ID
Issue
Resolution
Responsibility
Target Date
Impact Date
1.
2.
3.
Closed Issues
ID
Issue
Resolution

Responsibility
Target Date
Impact Date
Open and Closed Issues
37 of 37

eAM DO-070 USER GUIDE KU V1.0 PDF

Hochgeladen von

Dokumentinformationen

Originaltitel

Copyright

Verfügbare Formate

Dieses Dokument teilen

Dokument teilen oder einbetten

Freigabeoptionen

Stufen Sie dieses Dokument als nützlich ein?

Sind diese Inhalte unangemessen?

Copyright:

Verfügbare Formate

eAM DO-070 USER GUIDE KU V1.0 PDF

Hochgeladen von

Copyright:

Verfügbare Formate

AIM for Business Flows

DO.070 USER GUIDE

Oracle Enterprise Asset Management

Abdel Rahman Samir

Copy Number _____

DO.070 User Guide

Abdel Rahman Samir

Oracle Enterprise Asset Management

DO.070 User Guide

Enterprise Asset Management Overview

EAM Master Data

eAM Work Management

Self-Service Work Requests

eAM Cost Management

Oracle Enterprise Asset Management

DO.070 User Guide

Oracle Enterprise Asset Management

DO.070 User Guide

Document Control ............................................................................................. ii

eAM Overview ..................................................................................................4

EAM Master Data ..........................................................................................17

eAM Work Management ...............................................................................20

Self-Service Work Requests ..........................................................................29

eAM Cost Management .................................................................................34

Oracle Enterprise Asset Management

DO.070 User Guide

Oracle Enterprise Asset Management

DO.070 User Guide

Oracle Applications Toolbar

Saves any pending changes.

Prints the current screen.

Clears all data in current window.

Invokes the query mode.

Creates a new record.

Deletes the current record from the database. (NOTE:

Clears all data pertaining to current record in window.

Opens the Attachments window.

Opens the Editor window for the current field.

Displays general help for the current application.

Opens the Translations window.

Oracle Enterprise Asset Management

DO.070 User Guide

Shortcut (Functions Keys)

Oracle Enterprise Asset Management

DO.070 User Guide

Access the Application URL through web browser

System will show below screen :Home Screen (Web Interface)

Oracle Enterprise Asset Management

DO.070 User Guide

Click on Maintenance Super User (Wep Interface)

Click on Enterprise Asset Management (Asset Groups)

Enterprise Asset Management (Form Based Interface)

Oracle Enterprise Asset Management

DO.070 User Guide

Oracle Enterprise Asset Management

DO.070 User Guide

Oracle Enterprise Asset Management

DO.070 User Guide

Oracle Enterprise Asset Management

DO.070 User Guide

Oracle Enterprise Asset Management

DO.070 User Guide

Oracle Enterprise Asset Management