Setup document for Oracle EAM

1. Umear
Sharif
Oracle
Functional
Consultant
Oracle
Applications:
12.1.3
Oracle
Enterprise
Asset
Management
Setup
Guide
+92 342 2122922
umear2k@yahoo.com

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Contents
Work in Process Parameters.......................................................................................................................................................................................... 3
WIP Accounting Class..................................................................................................................................................................................................... 5
Defining Cost Type......................................................................................................................................................................................................... 6
Org Assignment to EAM................................................................................................................................................................................................. 7
EAM Parameters Definition ........................................................................................................................................................................................... 9
Assigning License ......................................................................................................................................................................................................... 11
Assigning PJM Org Parameters .................................................................................................................................................................................... 17
Defining Category Codes for Asset Group ................................................................................................................................................................... 18
Defining Category Sets for Asset Group....................................................................................................................................................................... 19
Modifying Item Templates for Asset Group ................................................................................................................................................................ 20
Defining Area ............................................................................................................................................................................................................... 21
Defining Departments.................................................................................................................................................................................................. 22
Assigning Internal Customer........................................................................................................................................................................................ 23
Defining Asset Number................................................................................................................................................................................................ 24
Assigning Fixed Asset Details to Asset Number........................................................................................................................................................... 25
Creating Lookups ......................................................................................................................................................................................................... 26
Defining Department Approvers for Work Request .................................................................................................................................................... 31
Defining BOM Parameters ........................................................................................................................................................................................... 33
UOM Conversion for Hourly to Daily ........................................................................................................................................................................... 34
Setting Profile Options................................................................................................................................................................................................. 35
Disabling Business Event : Unexpected Error while completing Work Order ............................................................................................................. 36
Clear the cache after updating Business Event............................................................................................................................................................ 41
Work Order Capitalization ........................................................................................................................................................................................... 42
WIP Accounting Class for Capitalization .................................................................................................................................................................. 43
Maintenance Offset Account................................................................................................................................................................................... 44
Resources: Defining Employee .................................................................................................................................................................................... 45
Assigning Resource Rates......................................................................................................................................................................................... 47

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Assigning Resource Employees................................................................................................................................................................................ 48
Assigning Resources (Employees) to Departments ................................................................................................................................................. 49
Asset BOM.................................................................................................................................................................................................................... 51
Asset Activity................................................................................................................................................................................................................ 55
Defining Standard Operations ................................................................................................................................................................................. 55
Creating Item for Asset Activity............................................................................................................................................................................... 56
Defining Maintenance Routings............................................................................................................................................................................... 57
Defining Maintenance BOM .................................................................................................................................................................................... 58
Activity Association to Asset Group......................................................................................................................................................................... 59
Outside Processing Item .............................................................................................................................................................................................. 60
Create Outside Processing Item............................................................................................................................................................................... 60
Assigning OSP Item to Resources............................................................................................................................................................................. 62
Assigning OSP Resource to Department.................................................................................................................................................................. 63
Preventive Maintenance.............................................................................................................................................................................................. 64
Date Rules................................................................................................................................................................................................................ 64
Set Name Definition............................................................................................................................................................................................. 64
Schedule Definition.............................................................................................................................................................................................. 65
Forecast Work Orders.......................................................................................................................................................................................... 67
Meter Rules.............................................................................................................................................................................................................. 69
Meter ................................................................................................................................................................................................................... 69
Meter Association................................................................................................................................................................................................ 72
Set Name Definition............................................................................................................................................................................................. 73
Schedule Definition.............................................................................................................................................................................................. 74
Meter Readings.................................................................................................................................................................................................... 76
Forecast Work Orders.......................................................................................................................................................................................... 77

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Work in Process Parameters
Work in Process : Setup>Parameters

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WIP Accounting Class
Work in Process : Setup>WIP Accounting Class

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Defining Cost Type
Inventory Super User : Setup>Costs>Cost Types

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Org Assignment to EAM
Inventory Super User : Setup>Organization>Parameters

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EAM Parameters Definition
Enterprise Asset Management : Setup>Parameters

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Event Log Control

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Assigning License
System Administrator: Oracle Applications Manager>License Manager
License>Products

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Assigning PJM Org Parameters
Project Manufacturing Super User : Setup>PJM Organization Parameters
Open and just save it

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Defining Category Codes for Asset Group
Inventory Super User : Setup>Items>Categories>Category Codes

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Defining Category Sets for Asset Group
Inventory Super User : Setup>Items>Categories>Category Sets

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Modifying Item Templates for Asset Group
Inventory Super User : Setup>Items>Templates

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Defining Area
Enterprise Asset Management : Setup>Area

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Defining Departments
Enterprise Asset Management : Setup>Routing>Departments

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Assigning Internal Customer
Create internal customer first to assign in Install parameters
Oracle Installed Base Admin : Setups>Install Parameters

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Defining Asset Number
Enterprise Asset Management : Assets>Asset Numbers>Asset Numbers

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Assigning Fixed Asset Details to Asset Number
Enterprise Asset Management : Assets>Asset Numbers>Asset Numbers

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Creating Lookups
Enterprise Asset Management : Setup>Lookups
EAM Work Order Type
WIP_EAM_WORK_ORDER_TYPE

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Work Request Type
WIP_EAM_WORK_REQ_TYPE

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Asset Activity Priority
WIP_EAM_ACTIVITY_PRIORITY

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Asset Activity Cause
MTL_EAM_ACTIVITY_CAUSE

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Asset Activity Types
MTL_EAM_ACTIVITY_TYPE

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Defining Department Approvers for Work Request
Enterprise Asset Management : Setup>Department Approvers

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Defining BOM Parameters
Enterprise Asset Management : Setup>BOM Parameter

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UOM Conversion for Hourly to Daily
Inventory Super User : Setup>Units of Measure>Conversions

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Setting Profile Options
Profile Option Name : BOM: Hour UOM

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Disabling Business Event : Unexpected Error while completing Work Order
Disable the event>Login as SysAdmin
Workflow Administrator Web Applications : Administrator Workflow -> Business Events
Search for "oracle.apps.eam.wo.comp.ss%"
Press Update and put Status Disabled and Save

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Clear the cache after updating Business Event
Functional Administrator : Core Services>Caching Framework>Global Configuration>Clear All Cache

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Work Order Capitalization
The accounting reconciliation between maintenance expenses from a work order and capitalization of work order costs is largely a manual
effort.
However the same can be automated to some extent if the business process can accommodate a single asset clearing account for all
capitalization works initiated from a single EAM org. To do this,
1. Create a separate accounting class which will reference on capitalization work orders. This accounting class will have all its variance accounts
set as the Asset Clearing account.
2. Set the eAM parameters to have the offset account as the Asset clearing account.
3. As a procedure, ensure that work orders are closed (i.e. status of work order is changed to 'Closed') before capitalization is initiated. This will
ensure that value is transferred from valuation accounts to variance accounts
Now the accounting entries would be as follows:
Work Order transactions
Dr: EAM Valuation accounts
Cr: Mtl Valuation / Resource absorption
Work Order Close
Dr: Variance account = Asset Clearing account
Cr: EAM Valuation accounts
Post Mass additions
Dr: Asset Cost account
Cr: Asset Clearing account = Offset A/c = Variance account
As can be seen from above this approach can be adopted when there is a single asset clearing account which can be referenced as the Offset a/c
in EAM parameters and as the variance accounts in the accounting class. Unfortunately there are no other events apart from the above, which
can trigger accounting entries.

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WIP Accounting Class for Capitalization
Enterprise Asset Management : Setup>WIP>WIP Accounting Class
Set material variance account to Fixed Asset Clearing Account

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Maintenance Offset Account
Maintenance Offset Account must be set as Fixed Asset clearing account.
Enterprise Asset Management : Setup>Parameters

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Resources: Defining Employee
Enterprise Asset Management : Setup>Routing>Resources

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Assigning Resource Rates

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Assigning Resource Employees

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Assigning Resources (Employees) to Departments
Enterprise Asset Management : Setup>Routing>Departments

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Attaching employee in Instances

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Asset BOM
Enterprise Asset Management : Assets>Asset BOM
Error occurred while accessing Asset BOM.
Symptoms
On 12.0.4 in Production:
When attempting to access the Asset BOM form in Enterprise Asset Management Responsibility or Bills form in Bills of Materials responsibility,
the following error occurs:
ERROR
APP-BOM-28282: You do not have access to any of the item types. Bills of Material definition form
can be accessed only if you have at least one of the Model, Standard, Planning or Option Class item
types.
Action: Please contact your system Administrator to allow access to at least one of the item types
The issue can be reproduced at will with the following steps:
1. Enterprise Asset Management => Assets => Asset BOM
or
2 Bills of Materials responsibility => Bills => Bills
Cause
The following profiles were set to NO:
BOM: Model Item Access
BOM: Planning Item Access
BOM: Standard Item Access
BOM: Model Item Access
indicates whether a holder of this responsibility can define and update bills of material for
model and option class items.

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BOM: Planning Item Access
Indicates whether a holder of this responsibility can define and update bills of material for
planning items.
BOM: Standard Item Access
indicates whether a holder of this responsibility can define and update bills of material for
standard items.
Solution
1. Go into the responsibility: System Administrator
2. Navigate to Profiles => System.
3. Set the following profiles to YES either at site, application or user level
BOM: Model Item Access = YES
BOM: Planning Item Access = YES
BOM: Standard Item Access = YES
4. Retest the issue.
5. Migrate the solution as appropriate to other environments.

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Choose Asset Group at Item Field and list down all the components (Inventory Items)

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Specify the range of Asset Numbers lies in the Asset Group

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Asset Activity
Defining Standard Operations
Enterprise Asset Management : Setup>Routing>Standard Operations

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Creating Item for Asset Activity
Inventory Super User : Items>Master Items

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Defining Maintenance Routings
Enterprise Asset Management : Activities>Maintenance Routings
Assign Standard Operations in Routings to Asset Activity Item.

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Defining Maintenance BOM
Enterprise Asset Management : Activities>Maintenance BOM
Assign list of Inventory Items to Maintenance BOM

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Activity Association to Asset Group
Enterprise Asset Management : Activities>Activity Asociation

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Outside Processing Item
Create Outside Processing Item
Inventory Super User : Items>Master Items

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Assigning OSP Item to Resources
Enterprise Asset Management : Setup>Routing>Resources

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Assigning OSP Resource to Department
Enterprise Asset Management : Setup>Routing>Departments

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Preventive Maintenance
Date Rules
Set Name Definition
Enterprise Asset Management : Preventive Maintenance>Set Name Definition

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Schedule Definition
Enterprise Asset Management : Preventive Maintenance>Schedule Definition
0.04166666666666670 Days = 1 Hour

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Last Service Info

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Forecast Work Orders
Enterprise Asset Management : Work Order Planning>Maintenance Workbench

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Now you can select any/all Work Order(s) and implement

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Meter Rules
Meter
Enterprise Asset Management : Meters>Meters Definition

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Meter Association
Enterprise Asset Management : Meters>Meters Association

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Set Name Definition
Enterprise Asset Management : Preventive Maintenance>Set Name Definition

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Schedule Definition
Enterprise Asset Management : Preventive Maintenance>Schedule Definition

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Last Service Info

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Meter Readings
Maintenance Super User : Assets>Mass Meter Readings

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Forecast Work Orders
Enterprise Asset Management : Work Order Planning>Maintenance Workbench

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Enterprise Asset Management (eAM)
May 2013
Author: Umear Sharif
Contact: +92 342 2122922
E-mail: umear2k@yahoo.com