r12.x oracle enterprise asset management fundamentalsedu.fors.ru/toc/ebs/d59879gc10_toc.pdf ·...

R12.x Oracle Enterprise Asset Management Fundamentals

Volume 1 - Student Guide

D59879GC10

Edition 1.0

March 2010

D65960

Copyright © 2002, 2009, Oracle. All rights reserved This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not warranted to be error-free. If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Government’s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Oracle, JD Edwards, PeopleSoft, and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

Author

Eary Simmons

Technical Contributors and Reviewers

David Nelson, Anju Gupta, Amit Mondal

This book was published using: oracletutor

Copyright © Oracle Corporation, 2009. All rights reserved.

R12.x Oracle Enterprise Asset Management Fundamentals Ed 1 Table of Contents i

Table of Contents

Oracle Enterprise Asset Management Overview..........................................................................................1-1 Enterprise Asset Management Overview ......................................................................................................1-3 Objectives ......................................................................................................................................................1-4 Agenda...........................................................................................................................................................1-5 Overview .......................................................................................................................................................1-6 Quiz ...............................................................................................................................................................1-8 Capital Assets ................................................................................................................................................1-9 Rebuildable Inventory ...................................................................................................................................1-10 Quiz ...............................................................................................................................................................1-11 Asset Maintenance Goals ..............................................................................................................................1-12 Types of Maintenance ...................................................................................................................................1-13 eAM Capabilities...........................................................................................................................................1-15 eAM Functionality.........................................................................................................................................1-16 Managing Assets............................................................................................................................................1-17 Hierarchy .......................................................................................................................................................1-19 Managing Work.............................................................................................................................................1-20 Executing Work.............................................................................................................................................1-22 Maintenance Budgeting.................................................................................................................................1-24 Planning in eAM............................................................................................................................................1-25 Web-Based User Interface.............................................................................................................................1-26 Capital Asset or Rebuildable Inventory Performance and Forecasting .........................................................1-29 Using eAM for Plants and Facilities..............................................................................................................1-30 Complete Enterprise Integration for Your Assets..........................................................................................1-32 Quiz ...............................................................................................................................................................1-34 eAM Business Flow.......................................................................................................................................1-35 Agenda...........................................................................................................................................................1-37 User Roles .....................................................................................................................................................1-38 Quiz ...............................................................................................................................................................1-40 Support for 21 CFR Part 11 ...........................................................................................................................1-41 Agenda...........................................................................................................................................................1-42 Summary........................................................................................................................................................1-43

Setting Up Oracle Enterprise Asset Management ........................................................................................2-1 Setting Up Oracle Enterprise Asset Management .........................................................................................2-3 Objectives ......................................................................................................................................................2-4 Agenda...........................................................................................................................................................2-5 eAM Setup Overview ....................................................................................................................................2-6 Agenda...........................................................................................................................................................2-7 Organization Setup ........................................................................................................................................2-8 Setting Up Organizations...............................................................................................................................2-10 Enabling Organizations for eAM...................................................................................................................2-11 Defining eAM Parameters .............................................................................................................................2-13 Quiz ...............................................................................................................................................................2-16 Agenda...........................................................................................................................................................2-17 Event Logging ...............................................................................................................................................2-18 Areas..............................................................................................................................................................2-20 Resources.......................................................................................................................................................2-21 Departments...................................................................................................................................................2-22 Department Approvers ..................................................................................................................................2-23 Miscellaneous Documents .............................................................................................................................2-24 Agenda...........................................................................................................................................................2-25 Lookups .........................................................................................................................................................2-26 Quiz ...............................................................................................................................................................2-29


R12.x Oracle Enterprise Asset Management Fundamentals Ed 1 Table of Contents ii

Agenda...........................................................................................................................................................2-30 Category Codes and Sets ...............................................................................................................................2-31 User-Defined Work Order Status ..................................................................................................................2-33 Agenda...........................................................................................................................................................2-34 Asset Groups .................................................................................................................................................2-35 Attributes .......................................................................................................................................................2-37 Asset Numbers...............................................................................................................................................2-39 Asset Routes ..................................................................................................................................................2-44 Agenda...........................................................................................................................................................2-46 Rebuildable Items and Serial Numbers .........................................................................................................2-47 Agenda...........................................................................................................................................................2-52 Non-Stock Direct Items .................................................................................................................................2-53 Agenda...........................................................................................................................................................2-55 Activities........................................................................................................................................................2-56 Activity Association ......................................................................................................................................2-58 Activity Workbench ......................................................................................................................................2-62 Quiz ...............................................................................................................................................................2-71 Asset Bills of Material ...................................................................................................................................2-72 Maintenance Routes ......................................................................................................................................2-74 Maintenance Bills of Material .......................................................................................................................2-76 Agenda...........................................................................................................................................................2-78 Summary........................................................................................................................................................2-79

eAM Collection Plans ......................................................................................................................................3-1 eAM Collection Plans....................................................................................................................................3-3 Objectives ......................................................................................................................................................3-4 Agenda...........................................................................................................................................................3-5 Overview of eAM Quality .............................................................................................................................3-6 Quiz ...............................................................................................................................................................3-7 Agenda...........................................................................................................................................................3-8 Collection Elements.......................................................................................................................................3-9 Quiz ...............................................................................................................................................................3-12 Agenda...........................................................................................................................................................3-13 Quality Collection Plans................................................................................................................................3-14 Agenda...........................................................................................................................................................3-17 Collection Plan Attachments .........................................................................................................................3-18 Agenda...........................................................................................................................................................3-20 Triggering Work............................................................................................................................................3-21 Agenda...........................................................................................................................................................3-24 Entering Quality Results................................................................................................................................3-25 Quiz ...............................................................................................................................................................3-27 Agenda...........................................................................................................................................................3-28 Summary........................................................................................................................................................3-29

Failure Analysis ...............................................................................................................................................4-1 Failure Analysis.............................................................................................................................................4-3 Objectives ......................................................................................................................................................4-4 Agenda...........................................................................................................................................................4-5 Overview of Failure Analysis........................................................................................................................4-6 Quiz ...............................................................................................................................................................4-7 Agenda...........................................................................................................................................................4-8 Setting Up Failure Analysis Codes................................................................................................................4-9 Quiz ...............................................................................................................................................................4-11 Agenda...........................................................................................................................................................4-12 Collecting Failure Information ......................................................................................................................4-13 Agenda...........................................................................................................................................................4-14 Analyzing Failure Information ......................................................................................................................4-15 Agenda...........................................................................................................................................................4-18


R12.x Oracle Enterprise Asset Management Fundamentals Ed 1 Table of Contents iii

Summary........................................................................................................................................................4-19 eAM Work Management ................................................................................................................................5-1

eAM Work Management ...............................................................................................................................5-3 Objectives ......................................................................................................................................................5-4 Agenda...........................................................................................................................................................5-5 Overview of eAM Work Management ..........................................................................................................5-6 Agenda...........................................................................................................................................................5-8 Work Requests...............................................................................................................................................5-9 Life Cycle of a Work Request .......................................................................................................................5-11 Quiz ...............................................................................................................................................................5-13 Agenda...........................................................................................................................................................5-14 Meters ............................................................................................................................................................5-15 Defining Meters.............................................................................................................................................5-16 Using Meter Hierarchy ..................................................................................................................................5-20 Associating Meters with Capital Assets and Rebuildable Inventory .............................................................5-21 Entering Meter Readings ...............................................................................................................................5-23 Quiz ...............................................................................................................................................................5-25 Agenda...........................................................................................................................................................5-26 Overview of eAM Work Orders ....................................................................................................................5-27 Work Order Status Lifecycle .........................................................................................................................5-28 Release Approval Process..............................................................................................................................5-30 eAM Work Orders .........................................................................................................................................5-31 Routine Work Orders.....................................................................................................................................5-32 Express Work Orders.....................................................................................................................................5-36 Quiz ...............................................................................................................................................................5-38 Preventive Maintenance Work Orders...........................................................................................................5-39 Rebuild Work Orders.....................................................................................................................................5-41 Defining Work Order Documents .................................................................................................................5-47 Agenda...........................................................................................................................................................5-48 Operations and Tasks.....................................................................................................................................5-49 Material Requirements ..................................................................................................................................5-53 Resource Requirements .................................................................................................................................5-57 Agenda...........................................................................................................................................................5-62 Work Order Relationships .............................................................................................................................5-63 Agenda...........................................................................................................................................................5-65 Work Order Transactions ..............................................................................................................................5-66 Transacting Material......................................................................................................................................5-67 Material Transaction Accounting ..................................................................................................................5-68 Transacting Resources...................................................................................................................................5-69 Resource Transaction Accounting.................................................................................................................5-71 eAM Work Completion Transactions............................................................................................................5-73 Operation Completion ...................................................................................................................................5-74 Work Order Completion................................................................................................................................5-76 Closing Work Orders.....................................................................................................................................5-82 Quiz ...............................................................................................................................................................5-84 Agenda...........................................................................................................................................................5-85 Using the Maintenance Workbench...............................................................................................................5-86 Agenda...........................................................................................................................................................5-90 Summary........................................................................................................................................................5-91

eAM Preventive Maintenance ........................................................................................................................6-1 eAM Preventive Maintenance .......................................................................................................................6-3 Objectives ......................................................................................................................................................6-4 Agenda...........................................................................................................................................................6-5 Overview .......................................................................................................................................................6-6 Agenda...........................................................................................................................................................6-7 Preventive Maintenance (PM) Scheduling ....................................................................................................6-8


R12.x Oracle Enterprise Asset Management Fundamentals Ed 1 Table of Contents iv

Defining Set Names.......................................................................................................................................6-9 Quiz ...............................................................................................................................................................6-11 Scheduling Types of PM Sets........................................................................................................................6-12 Quiz ...............................................................................................................................................................6-14 Entering PM Scheduling Definitions.............................................................................................................6-15 Entering Major PM Scheduling Options .......................................................................................................6-23 Entering Base Date and Base Meter ..............................................................................................................6-25 Entering Multiple Activity PM......................................................................................................................6-27 Example: Schedule Based On........................................................................................................................6-28 Example.........................................................................................................................................................6-29 Defining Suppression Activities ....................................................................................................................6-30 Agenda...........................................................................................................................................................6-32 Generating Work Orders ...............................................................................................................................6-33 Agenda...........................................................................................................................................................6-35 Summary........................................................................................................................................................6-36

Asset Operation Management ........................................................................................................................7-1 Asset Operation Management........................................................................................................................7-3 Objectives ......................................................................................................................................................7-4 Agenda...........................................................................................................................................................7-5 Overview of Asset Operation Management...................................................................................................7-6 Agenda...........................................................................................................................................................7-7 Quiz ...............................................................................................................................................................7-8 Tracking Asset Operational Statuses .............................................................................................................7-9 Agenda...........................................................................................................................................................7-11 Setting Up Event and Operational Logging...................................................................................................7-12 Agenda...........................................................................................................................................................7-14 Checking In and Checking Out Assets ..........................................................................................................7-15 Quiz ...............................................................................................................................................................7-16 Agenda...........................................................................................................................................................7-17 Logging Asset Operations .............................................................................................................................7-18 Agenda...........................................................................................................................................................7-19 Viewing Asset Operations .............................................................................................................................7-20 Agenda...........................................................................................................................................................7-21 Purging Event Log.........................................................................................................................................7-22 Agenda...........................................................................................................................................................7-23 Summary........................................................................................................................................................7-24

eAM Planning and Scheduling .......................................................................................................................8-1 eAM Planning and Scheduling ......................................................................................................................8-3 Objectives ......................................................................................................................................................8-4 Agenda...........................................................................................................................................................8-5 Overview of eAM Planning and Scheduling .................................................................................................8-6 Agenda...........................................................................................................................................................8-7 eAM Planning................................................................................................................................................8-8 Material Requirements Planning ...................................................................................................................8-9 Defining a Master Demand Schedule Name..................................................................................................8-10 Defining MRP Names ...................................................................................................................................8-11 Defining Plan Options ...................................................................................................................................8-13 Launching the MRP Planning Process...........................................................................................................8-15 Viewing Suggested Demand..........................................................................................................................8-17 Agenda...........................................................................................................................................................8-19 eAM Scheduling............................................................................................................................................8-20 Defining Scheduling Rules for Work Order Relationships ...........................................................................8-22 Using the Scheduler Workbench ...................................................................................................................8-23 Quiz ...............................................................................................................................................................8-25 Agenda...........................................................................................................................................................8-26 Summary........................................................................................................................................................8-27


R12.x Oracle Enterprise Asset Management Fundamentals Ed 1 Table of Contents v

Direct Item Procurement for eAM Work Orders.........................................................................................9-1 Direct Item Procurement for eAM Work Orders...........................................................................................9-3 Objectives ......................................................................................................................................................9-4 Agenda...........................................................................................................................................................9-5 Overview of Direct Item Procurement...........................................................................................................9-6 Quiz ...............................................................................................................................................................9-10 Agenda...........................................................................................................................................................9-11 Entering Requisitions for Direct Items ..........................................................................................................9-12 Agenda...........................................................................................................................................................9-18 Entering Non-Stock Direct Items ..................................................................................................................9-19 Agenda...........................................................................................................................................................9-20 Creating Purchase Orders ..............................................................................................................................9-21 Quiz ...............................................................................................................................................................9-24 Agenda...........................................................................................................................................................9-25 Accounting Entries Created...........................................................................................................................9-26 Agenda...........................................................................................................................................................9-28 Summary........................................................................................................................................................9-29

eAM Cost Management...................................................................................................................................10-1 eAM Cost Management.................................................................................................................................10-3 Objectives ......................................................................................................................................................10-4 Agenda...........................................................................................................................................................10-5 Overview .......................................................................................................................................................10-6 Quiz ...............................................................................................................................................................10-7 Agenda...........................................................................................................................................................10-8 eAM Costing Methods and Mappings ...........................................................................................................10-9 Agenda...........................................................................................................................................................10-11 Cost Management Setup................................................................................................................................10-12 Quiz ...............................................................................................................................................................10-14 Agenda...........................................................................................................................................................10-15 eAM Cost Estimation Lifecycle ....................................................................................................................10-16 Agenda...........................................................................................................................................................10-18 Viewing Cost Information .............................................................................................................................10-19 Agenda...........................................................................................................................................................10-22 Cost Rollups ..................................................................................................................................................10-23 Agenda...........................................................................................................................................................10-25 Transferring Invoice Variances to Maintenance Work Orders ......................................................................10-26 Agenda...........................................................................................................................................................10-28 Summary........................................................................................................................................................10-29

eAM Contractor Services................................................................................................................................11-1 eAM Contractor Services ..............................................................................................................................11-3 Objectives ......................................................................................................................................................11-4 Agenda...........................................................................................................................................................11-5 eAM Contractor Services ..............................................................................................................................11-6 Quiz ...............................................................................................................................................................11-8 Agenda...........................................................................................................................................................11-9 Setting Up Outside Service Processing .........................................................................................................11-10 Quiz ...............................................................................................................................................................11-14 Agenda...........................................................................................................................................................11-15 Summary........................................................................................................................................................11-16

eAM Property Manager..................................................................................................................................12-1 eAM Property Manager .................................................................................................................................12-3 Objectives ......................................................................................................................................................12-4 Agenda...........................................................................................................................................................12-5 eAM Property Manager .................................................................................................................................12-6 Agenda...........................................................................................................................................................12-7


R12.x Oracle Enterprise Asset Management Fundamentals Ed 1 Table of Contents vi

Setting Up the Integration..............................................................................................................................12-8 Quiz ...............................................................................................................................................................12-10 Agenda...........................................................................................................................................................12-11 Property Manager Integration........................................................................................................................12-12 Quiz ...............................................................................................................................................................12-15 Agenda...........................................................................................................................................................12-16 Summary........................................................................................................................................................12-17

eAM Service .....................................................................................................................................................13-1 eAM Service..................................................................................................................................................13-3 Objectives ......................................................................................................................................................13-4 Agenda...........................................................................................................................................................13-5 Oracle Service Integration Overview ............................................................................................................13-6 Quiz ...............................................................................................................................................................13-7 Agenda...........................................................................................................................................................13-8 Setting up eAM Service.................................................................................................................................13-9 Quiz ...............................................................................................................................................................13-11 Creating Maintenance Service Request Types ..............................................................................................13-12 Enabling Service Requests for Capital Assets and Rebuildable Inventory....................................................13-13 Agenda...........................................................................................................................................................13-14 Creating Service Requests .............................................................................................................................13-15 Enabling eAM Specific Fields.......................................................................................................................13-17 Agenda...........................................................................................................................................................13-19 Service Requests and eAM Work Orders ......................................................................................................13-20 Summary........................................................................................................................................................13-23

eAM Process and Discrete Manufacturing....................................................................................................14-1 eAM Process and Discrete Manufacturing ....................................................................................................14-3 Objectives ......................................................................................................................................................14-4 Agenda...........................................................................................................................................................14-5 eAM Process and Discrete Manufacturing ....................................................................................................14-6 Agenda...........................................................................................................................................................14-7 Organization Setup ........................................................................................................................................14-8 Agenda...........................................................................................................................................................14-9 Associating Assets with Production Equipment ............................................................................................14-10 Agenda...........................................................................................................................................................14-12 Viewing Resource Usage...............................................................................................................................14-13 Quiz ...............................................................................................................................................................14-15 Agenda...........................................................................................................................................................14-16 Generating Production Equipment Downtime...............................................................................................14-17 Agenda...........................................................................................................................................................14-19 Summary........................................................................................................................................................14-20

eAM Project Manufacturing ..........................................................................................................................15-1 eAM Project Manufacturing ..........................................................................................................................15-3 Objectives ......................................................................................................................................................15-4 Agenda...........................................................................................................................................................15-5 eAM Project Manufacturing ..........................................................................................................................15-6 Agenda...........................................................................................................................................................15-8 Defining a Project..........................................................................................................................................15-9 Quiz ...............................................................................................................................................................15-11 Agenda...........................................................................................................................................................15-12 Associating a Work Order with a Project ......................................................................................................15-13 Quiz ...............................................................................................................................................................15-14 Agenda...........................................................................................................................................................15-15 Creating Requisitions or Purchase Orders .....................................................................................................15-16 Agenda...........................................................................................................................................................15-20 Updating the Commitments for a Project ......................................................................................................15-21


R12.x Oracle Enterprise Asset Management Fundamentals Ed 1 Table of Contents vii

Agenda...........................................................................................................................................................15-23 Summary........................................................................................................................................................15-24

Work Order Billing and Capitalization.........................................................................................................16-1 eAM Work Order Billing and Capitalization.................................................................................................16-3 Objectives ......................................................................................................................................................16-4 Agenda...........................................................................................................................................................16-5 Work Order Billing........................................................................................................................................16-6 Agenda...........................................................................................................................................................16-7 Setting Up Parameters ...................................................................................................................................16-8 Setting Up Item Costs and Prices ..................................................................................................................16-9 Service Attribute Setup..................................................................................................................................16-11 Creating Billable Items..................................................................................................................................16-12 Agenda...........................................................................................................................................................16-15 Creating a Work Order ..................................................................................................................................16-16 Quiz ...............................................................................................................................................................16-18 Agenda...........................................................................................................................................................16-19 Associating Items and Activities to a Price List ............................................................................................16-20 Agenda...........................................................................................................................................................16-21 Initiating Work Order Billing ........................................................................................................................16-22 Agenda...........................................................................................................................................................16-25 Creating an Invoice........................................................................................................................................16-26 Agenda...........................................................................................................................................................16-28 Capitalizing Work Order ...............................................................................................................................16-29 Agenda...........................................................................................................................................................16-31 Summary........................................................................................................................................................16-32

eAM and Oracle Time and Labor..................................................................................................................17-1 eAM Oracle Time and Labor.........................................................................................................................17-3 Objectives ......................................................................................................................................................17-4 Agenda...........................................................................................................................................................17-5 Oracle Time and Labor..................................................................................................................................17-6 Agenda...........................................................................................................................................................17-8 Setting Up the Integration..............................................................................................................................17-9 Quiz ...............................................................................................................................................................17-11 Agenda...........................................................................................................................................................17-12 Time and Expenses........................................................................................................................................17-13 Entering Timecard Information .....................................................................................................................17-14 Extracting Information to eAM .....................................................................................................................17-15 Executing the Cost Manager Process.............................................................................................................17-17 Agenda...........................................................................................................................................................17-19 Summary........................................................................................................................................................17-20

Self-Service Work Requests............................................................................................................................18-1 Self-Service Work Requests ..........................................................................................................................18-3 Objectives ......................................................................................................................................................18-4 Agenda...........................................................................................................................................................18-5 Overview of Work Requests..........................................................................................................................18-6 Agenda...........................................................................................................................................................18-8 Life Cycle of a Work Request .......................................................................................................................18-9 Quiz ...............................................................................................................................................................18-11 Agenda...........................................................................................................................................................18-12 Obtaining Work Request Information ...........................................................................................................18-13 Agenda...........................................................................................................................................................18-15 Creating Work Requests ................................................................................................................................18-16 Updating Work Requests...............................................................................................................................18-18 Agenda...........................................................................................................................................................18-20 Summary........................................................................................................................................................18-21


R12.x Oracle Enterprise Asset Management Fundamentals Ed 1 Table of Contents viii

Maintenance User Workbench.......................................................................................................................19-1 Maintenance User Workbench ......................................................................................................................19-3 Objectives ......................................................................................................................................................19-4 Agenda...........................................................................................................................................................19-5 Maintenance User Workbench ......................................................................................................................19-6 Quiz ...............................................................................................................................................................19-7 Agenda...........................................................................................................................................................19-9 Maintenance Supervisor Workbench.............................................................................................................19-10 Viewing and Managing Your Work ..............................................................................................................19-11 Viewing Your Work ......................................................................................................................................19-12 Viewing Work Order Details.........................................................................................................................19-13 Updating Resources.......................................................................................................................................19-15 Updating Collection Plans .............................................................................................................................19-17 Quiz ...............................................................................................................................................................19-18 Requests.........................................................................................................................................................19-19 Purchasing .....................................................................................................................................................19-20 Work Relationships .......................................................................................................................................19-21 Agenda...........................................................................................................................................................19-22 Summary........................................................................................................................................................19-23

Maintenance Super User.................................................................................................................................20-1 Maintenance Super User................................................................................................................................20-3 Objectives ......................................................................................................................................................20-4 Agenda...........................................................................................................................................................20-5 Overview of Maintenance Super User...........................................................................................................20-6 Quiz ...............................................................................................................................................................20-8 Agenda...........................................................................................................................................................20-9 Home .............................................................................................................................................................20-10 Agenda...........................................................................................................................................................20-12 Assets.............................................................................................................................................................20-13 Capital Asset/Rebuildable Inventory Details.................................................................................................20-15 Hierarchy Facility Example...........................................................................................................................20-18 Asset Quality Information .............................................................................................................................20-19 Quiz ...............................................................................................................................................................20-21 Configuration History....................................................................................................................................20-22 Associated Work Requests ............................................................................................................................20-24 Cost Information............................................................................................................................................20-26 Meter Readings..............................................................................................................................................20-29 Asset Move Workbench ................................................................................................................................20-31 Graphical Display of Asset Relationship.......................................................................................................20-33 Google Maps Integration ...............................................................................................................................20-34 Quiz ...............................................................................................................................................................20-36 Agenda...........................................................................................................................................................20-38 Work Requests...............................................................................................................................................20-39 Agenda...........................................................................................................................................................20-40 Work Orders ..................................................................................................................................................20-41 Work Order Details .......................................................................................................................................20-42 Managing Operations ....................................................................................................................................20-45 Resource Charging ........................................................................................................................................20-47 Handovers......................................................................................................................................................20-49 Operation Dependencies................................................................................................................................20-51 Microsoft Project Integration with Work Orders...........................................................................................20-52 Accessing iProcurement ................................................................................................................................20-53 Operation Completions..................................................................................................................................20-54 Material Transactions ....................................................................................................................................20-56 Resource Transactions...................................................................................................................................20-60 Quality Collection Plans................................................................................................................................20-62


R12.x Oracle Enterprise Asset Management Fundamentals Ed 1 Table of Contents ix

Requests.........................................................................................................................................................20-64 Purchasing Information .................................................................................................................................20-65 Work Relationships .......................................................................................................................................20-66 Agenda...........................................................................................................................................................20-68 Construction Units.........................................................................................................................................20-69 Difficulty Codes ............................................................................................................................................20-71 Construction Estimates ..................................................................................................................................20-72 Agenda...........................................................................................................................................................20-73 Stores .............................................................................................................................................................20-74 Agenda...........................................................................................................................................................20-80 Budget Forecasts ...........................................................................................................................................20-81 Agenda...........................................................................................................................................................20-84 Summary........................................................................................................................................................20-85

Stores ................................................................................................................................................................21-1 Stores .............................................................................................................................................................21-3 Objectives ......................................................................................................................................................21-4 Agenda...........................................................................................................................................................21-5 Stores .............................................................................................................................................................21-6 Quiz ...............................................................................................................................................................21-8 Agenda...........................................................................................................................................................21-10 Stores Processes.............................................................................................................................................21-11 Agenda...........................................................................................................................................................21-16 Summary........................................................................................................................................................21-17

Generating eAM Reports and Processes .......................................................................................................22-1 eAM Reports and Processes ..........................................................................................................................22-3 Objectives ......................................................................................................................................................22-4 Agenda...........................................................................................................................................................22-5 eAM Reports .................................................................................................................................................22-6 Agenda...........................................................................................................................................................22-9 Summary........................................................................................................................................................22-10


R12.x Oracle Enterprise Asset Management Fundamentals Ed 1 Table of Contents xi

Preface

Profile

Before You Begin This Course

• Thorough knowledge of Oracle Inventory

• Working experience with Oracle Bills of Material

• Working experience with Oracle Engineering

• Working experience with Oracle Cost Management

• Working experience with Oracle Work in Process

• Working experience with Oracle Planning and Scheduling

• Working experience with Oracle Quality

Prerequisites

• Oracle E-Business Suite Essentials for Implementers

• Oracle Inventory Management Fundamentals

How This Course Is Organized

This is an instructor-led course featuring lecture and hands-on exercises. Online demonstrations and written practice sessions reinforce the concepts and skills introduced.


R12.x Oracle Enterprise Asset Management Fundamentals Ed 1 Table of Contents xii

Related Publications

Oracle Publications Title Part Number

Additional Publications

• System release bulletins

• Installation and user’s guides

• Read-me files

• International Oracle User’s Group (IOUG) articles

• Oracle Magazine


R12.x Oracle Enterprise Asset Management Fundamentals Ed 1 Table of Contents xiii

Typographic Conventions

Typographic Conventions in Text Convention Element Example Bold italic Glossary term (if

there is a glossary) The algorithm inserts the new key.

Caps and lowercase

Buttons, check boxes, triggers, windows

Click the Executable button. Select the Can’t Delete Card check box. Assign a When-Validate-Item trigger to the ORD block. Open the Master Schedule window.

Courier new, case sensitive (default is lowercase)

Code output, directory names, filenames, passwords, pathnames, URLs, user input, usernames

Code output: debug.set (‘I”, 300); Directory: bin (DOS), $FMHOME (UNIX) Filename: Locate the init.ora file. Password: User tiger as your password. Pathname: Open c:\my_docs\projects URL: Go to http://www.oracle.com User input: Enter 300 Username: Log on as scott

Initial cap Graphics labels (unless the term is a proper noun)

Customer address (but Oracle Payables)

Italic Emphasized words and phrases, titles of books and courses, variables

Do not save changes to the database. For further information, see Oracle7 Server SQL Language Reference Manual. Enter [email protected], where user_id is the name of the user.

Quotation marks

Interface elements with long names that have only initial caps; lesson and chapter titles in cross-references

Select “Include a reusable module component” and click Finish. This subject is covered in Unit II, Lesson 3, “Working with Objects.”

Uppercase SQL column names, commands, functions, schemas, table names

Use the SELECT command to view information stored in the LAST_NAME column of the EMP table.

Arrow Menu paths Select File > Save. Brackets Key names Press [Enter]. Commas Key sequences Press and release keys one at a time:

[Alternate], [F], [D] Plus signs Key combinations Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del]


R12.x Oracle Enterprise Asset Management Fundamentals Ed 1 Table of Contents xiv

Typographic Conventions in Code Convention Element Example Caps and lowercase

Oracle Forms triggers

When-Validate-Item

Lowercase Column names, table names

SELECT last_name FROM s_emp;

Passwords DROP USER scott IDENTIFIED BY tiger;

PL/SQL objects OG_ACTIVATE_LAYER (OG_GET_LAYER (‘prod_pie_layer’))

Lowercase italic

Syntax variables CREATE ROLE role

Uppercase SQL commands and functions

SELECT userid FROM emp;

Typographic Conventions in Oracle Application Navigation Paths

This course uses simplified navigation paths, such as the following example, to direct you through Oracle Applications.

(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve

This simplified path translates to the following:

1. (N) From the Navigator window, select Invoice then Entry then Invoice Batches Summary.

2. (M) From the menu, select Query then Find.

3. (B) Click the Approve button.

Notations:

(N) = Navigator

(M) = Menu

(T) = Tab

(B) = Button

(I) = Icon

(H) = Hyperlink

(ST) = Sub Tab


R12.x Oracle Enterprise Asset Management Fundamentals Ed 1 Table of Contents xv

Typographical Conventions in Oracle Application Help System Paths

This course uses a “navigation path” convention to represent actions you perform to find pertinent information in the Oracle Applications Help System.

The following help navigation path, for example—

(Help) General Ledger > Journals > Enter Journals

—represents the following sequence of actions:

1. In the navigation frame of the help system window, expand the General Ledger entry.

2. Under the General Ledger entry, expand Journals.

3. Under Journals, select Enter Journals.

4. Review the Enter Journals topic that appears in the document frame of the help system window.


R12.x Oracle Enterprise Asset Management Fundamentals Ed 1 Table of Contents xvi