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Enterprise Asset
                 Management



Gaurav Dhiman
Features of eAM
     •   Asset Management.
     •   Preplanned / Preventive Maintenance.
     •   Work Management.
     •   Resource Management.
     •   Component Tracking.
     •   Maintenance Budgeting / Costing.
     •   Asset Performance Measurement.


Gaurav Dhiman
Benefits of eAM
   • Improves operation performance.
   • Increases safety with preventive, scheduled
     maintenance.
   • Optimize scheduling and resource efficiency.

   • Proactive strategy for asset maintenance across
     enterprise.
   • Integrates with oracle e-business suite for enterprise
     wide solutions.

Gaurav Dhiman
eAM Terminology
     •   Asset Number / Group / Route / Categories.
     •   Rebuildable.
     •   Work Request / Order.
     •   Resource – Equipment / Manpower
     •   Activity.
     •   Meters.
     •   Asset BOM.
     •   Maintenance BOM.
     •   Maintenance Routing.

Gaurav Dhiman
EAM Set Up Steps




Gaurav Dhiman
Setup Process Flow
            Setting Up Organizations     Setting Up Asset Attributes


        Enabling Organizations for EAM     Defining Asset Groups


           Defining EAM Parameters       Setting Up Category Codes
                                                  and Sets

                Setting Up Asset Areas
                                          Defining Asset Numbers

           Defining Departments and
                   Resources             Defining Asset Documents


        Defining Department Approvers     Defining Asset Activities


                Defining Miscellaneous      Asset/Asset Activity
                      Documents                 Association

                                           Defining Asset Routes
                  Defining Lookups

                                                                       A
Gaurav Dhiman
Setup Process Flow (Contd…)
                    A


         Setting Up Asset Bills of
                 Material
                                        Quality Integration Setup
       Defining Maintenance Routes
                                      Outside Processing Integration
       Setting Up Maintenance                     Setup

           Bills of Material
                                      Cost Management Integration
                                                Setup
        Defining Asset Statuses

                                         Process and Discrete
          Defining Rebuildable       Manufacturing Integration Setup
                 Spares
        Rebuildable Spare/Asset          Project Manufacturing
          Activity Association             Integration Setup



Gaurav Dhiman
Organization Set Up




Gaurav Dhiman
Setting Up Organizations

        Navigate to ‘Organizations’ window
        • Path: EAM/Inventory (Responsibility)
                Inventory
                     Setup
                        Organizations
                             Organizations



Gaurav Dhiman
Setting Up Organizations (Contd…)


                                        Type the Organization Name




       For Creating New Organizations       For searching existing Organizations




Gaurav Dhiman
Setting Up Organizations (Contd…)




                                     Click for enable




                                Click for addition of
       Select from LOVs
                              organizational parameters




Gaurav Dhiman
Adding Organizational parameters

                Add accounting Information




                                             Select Inventory
                                               Information




Gaurav Dhiman
Enabling Organizations for EAM
   Path: Setup  Organization Parameters


                                           Give 3-Character Organization Code

                                                        Select from LOVs

                                             Select from LOVs




                                               Enabling this will make the
                                               organization an EAM Org.




Gaurav Dhiman
Defining EAM Parameters
   Path: Setup  Parameters




Gaurav Dhiman
General EAM Set Ups




Gaurav Dhiman
Setup Asset Areas
   Path: Setup  Areas




Gaurav Dhiman
Defining Resources


                            Give Unique names




Gaurav Dhiman
Defining Resources (Contd…)


                                    Select from LOVs




Gaurav Dhiman
Defining Departments
   Path: Setup  Routing  Departments


                                                         Give Unique
                                                           Names




                                  Select from the LOVs




Gaurav Dhiman
Assigning Resources to Departments




                           Click here to goto Resources
                                     window.




Gaurav Dhiman
Assigning Resources to Departments




Gaurav Dhiman
Defining Department Approvers
     Path: Setup  Department Approvers



                                          Select from ‘Responsibility’ list of
                                                        values




           Add Department Names




Gaurav Dhiman
Defining Lookups
    • Lookup codes need to be decided upon and defined
      during the implementation process.
    • Lookup codes fall within 3 categories:
         – Extensible: The existing lookup codes cannot be modified,
           but new codes can be added to the table.
         – User defined: All codes can be modified.
         – System defined: The existing codes cannot be modified, and
           new codes cannot be added to the table.




Gaurav Dhiman
Defining Lookups
     Activity Type




Gaurav Dhiman
Defining Lookups
     Asset Activity Causes




Gaurav Dhiman
Defining Lookups
     Activity Source




Gaurav Dhiman
Defining Lookups
      Asset Criticality




Gaurav Dhiman
Defining Lookups
   Work Request Status




Gaurav Dhiman
Defining Lookups
      Work Request Type




Gaurav Dhiman
Defining Lookups
     Work Request Priority




Gaurav Dhiman
Defining Lookups
     Work Order Failure Code




Gaurav Dhiman
Defining Lookups
     Work Request Reconciliation Code




Gaurav Dhiman
Defining Lookups
     Work Order Type




Gaurav Dhiman
Defining Miscellaneous Documents
One can create text and files, such as spreadsheets, graphics, and OLE objects.
Path: Setup  Miscellaneous Documents



                                                                 Select Data Type
                                                                    from LOVs


                                                                  If Data type ‘File’ is
                                                                   selected, then this
                                                                 window will be opened




                       After File upload
                      completed, Click..




Gaurav Dhiman
Defining Miscellaneous Documents




Gaurav Dhiman
Asset Management




Gaurav Dhiman
Define Category Codes




Gaurav Dhiman
Setting Up Category Sets
       Path: Setup  Categories  Category Sets.




Gaurav Dhiman
Defining Asset Groups


                                            Give Unique
                                            Names




                                      Select from LOVS




                   Select from LOVS




Gaurav Dhiman
Defining Asset Groups   (Contd…)




                                     Select Tools
                                     Copy From
                                     @Asset Group
                                     Apply
                                     Done



Gaurav Dhiman
Defining Asset Groups   (Contd…)




                                        If you want to
                                        generate Asset
                                        serial no through
                                        System,

                                     Give the Prefix &
                                     Starting Serial No as
                                     you want.




Gaurav Dhiman
Defining Asset Groups   (Contd…)




                             Select ‘Asset Group’ from the list
                             in ‘Asset Management’ Tab
                             Region.




Gaurav Dhiman
Defining Asset Groups                (Contd…)




                Assigning Asset group
                to the Organizations




Gaurav Dhiman
Defining Asset Numbers
    Path: Assets Asset Numbers Asset Numbers



                                System generated pre-defined Asset Number




   Select from                                                              IMPORTANT:
   LOVs                                                                     Enable this to
                                                                            make the Asset
                                                                            maintainable




                           Select a WIP A/C Class



Gaurav Dhiman
Setting Up Asset Attributes
     Path: Setup  Flexfields  Descriptive  Segments




Gaurav Dhiman
Setting Up Asset Attributes
     Path: Setup  Flexfields  Descriptive  Segments




Gaurav Dhiman
Assign Attribute to Asset Group




Gaurav Dhiman
Enter Attribute Values for Asset Number




Gaurav Dhiman
Defining Activities
   Navigate to ‘Master Activities’ window for defining Activities at
     Master level.
   Path: Activities > Master Activities

   Navigate to ‘Organization Activities’ window for defining
     activities at organization level.
   Path: Activities > Organization activities




Gaurav Dhiman
Defining Activities (Contd..)


                                  Give Unique
                                  Names




                                  Select from LOVS




Gaurav Dhiman
Defining Activities (Contd…)




                                 Select Tools
                                 Copy From
                                 @Activity
                                 Apply
                                 Done



Gaurav Dhiman
Defining Activities (Contd..)




                                                         Select from LOVs




                              Select if Activity
           Select from LOVs   Notification is required




Gaurav Dhiman
Asset- Activity Association
       Asset- Activity Association can be done through:
       1) ‘Activity Association’ window.
           Path: Activities > Activity Association
       2) ‘Activity Workbench’ window.
           Path: Activities > Activity Workbench




Gaurav Dhiman
Asset- Activity Association
     ‘Activity Association’ window.




                             Select from Asset Groups
                                  already defined                      Set Effective Dates




    Select Item Type from   Select from Asset Groups    Set Priority
    LOVs                         already defined




Gaurav Dhiman
Asset- Activity Association (Contd..)
  Activity Workbench




                                                        Click for launching
                                                        Activity Workbench



                       Select from the list of Assets




Gaurav Dhiman
Asset- Activity Association (Contd..)
  Activity Workbench




                Select from the
                 list of assets


                                  For New Activity
                                      Creation




Gaurav Dhiman
Defining Asset Routes
   One may perform an asset activity on multiple assets. To
    eliminate the possibility of creating multiple work orders for
    the same activity, one can define Asset Routes.
   One can define a Preventive Maintenance Schedule for the
    asset route to specify when an asset activity should be
    scheduled for the asset route.
   Only day interval rules can be defined for asset routes.




Gaurav Dhiman
Defining Asset Routes
     Path: -Assets  Asset Routes



                                             Either use System generated
                                             No. OR give unique no to the
                                                     Asset Route




      Click for Adding Assets to the Asset
                     Route




Gaurav Dhiman
Defining Asset Routes (Contd..)
   Adding Asset Nos. to the Asset Route




     Select Asset Groups   Select required Asset Nos from the
          from LOVs                      LOVs




Gaurav Dhiman
Defining Asset Routes (Contd..)




Gaurav Dhiman
Defining Asset Routes (Contd..)
  Associate Activity with the Asset Route




Gaurav Dhiman
Defining Asset Routes (Contd..)
   Associate Activity with the Asset Route




                 Select from the
                 List of Activities




Gaurav Dhiman
Defining Asset BOM
     You can identify and select the required items that make
      up an asset.
     A bill of material (BOM) is used to list all items and
      components that make up a particular asset, and is
      defined for each Asset Group.
     The items defined on an asset BOM are standard
      inventory components




Gaurav Dhiman
Defining Asset BOM




Gaurav Dhiman
Defining Maintenance BOM
     A bill of material (BOM) can be used to list all items needed
      to perform a particular asset activity, and can be defined for
      each asset activity.

     For example, One may have an asset activity titled, Oil
      Change. The items necessary to perform this activity,
      include a filter, oil, etc.

     As Maintenance BOMs are created, they are associated to an
      Asset activity.



Gaurav Dhiman
Defining Maintenance BOM




Gaurav Dhiman
Defining Maintenance Routes
   Operations are the instructions or tasks to perform a
    repair. Because each operation is associated with a
    department, each operation contains assigned resources,
    for example, trades people, outside service providers, and
    equipment.
   A maintenance route is the set of operations or jobs
    necessary to perform an asset activity.
   When a work order is created for an asset activity, the
    maintenance route corresponding to the asset activity
    explodes to the work order.




Gaurav Dhiman
Defining Standard Operations




    Give a Unique Code                                       Click here to add
                                                             Resources to this
                         Add Departments
                                                                Operation
                           from LOVs
                                           Select whether
                                             Shutdown is
                                           required or not




Gaurav Dhiman
Defining Standard Operations (Contd..)
    Adding Resources to the operation




         Give                       Give usage rate / amount of
        Unique                      the resource for performing
       Sequence                            this operation
         Code

                   Add Resources
                  from predefined
                   resource LOVs




Gaurav Dhiman
Defining Maintenance Routes (Contd...)

                                   Select the activity for
                                   which Routing will be
                                          defined




                                   You can Add Standard
                                        Operations




       Add Operations for this
             Routing




Gaurav Dhiman
Defining Maintenance Routes (Contd...)




Gaurav Dhiman
Defining Rebuildables
   Items that are installed, removed, and refurbished are
    referred to as rebuildable spares.
   Examples of rebuildable spares include motors, control
    boxes, and computer boards.
   Rebuildable spares are not assets, however, they need to
    be associated with work orders for maintenance purposes.
   Rebuildable spares are inventory items; These items can be
    serialized.




Gaurav Dhiman
Defining Rebuildables
   Path: Rebuildable  Rebuildable Items


                                           Give Unique
                                             Names




Gaurav Dhiman
Defining Rebuildables (Contd..)




                                      Select Tools
                                      Copy From
                                      @Asset Group
                                      ApplyDone




Gaurav Dhiman
Defining Rebuildables (Contd..)




                                          Select
                                      ‘Predefined’ if
                                      want to control
                                     serial nos of the
                                     rebuildable Item




Gaurav Dhiman
Defining Rebuildables (Contd..)




                          Check this to allow BOM




Gaurav Dhiman
Defining Rebuildables
   Assigning Rebuildable spares to different Organizations




Gaurav Dhiman
Defining Rebuildable Serial Numbers
     Path: Rebuildables Rebuildable Serial Numbers




                                                   System generated pre-defined Rebuildable item
                                                   Number




                                         Select from LOVs




                Select a WIP A/C Class




Gaurav Dhiman
Defining Rebuildable Serial Number (Contd..)

   Instantiating Rebuildable Serial Numbers

   Prerequisites:
   i) Inventory Calendar must be Open for the period.
   ii) The Rebuildable Serial No must be assigned to a
       Sub-inventory.




Gaurav Dhiman
Defining Rebuildable Serial Numbers (Contd..)
     Instantiating Rebuildable Serial Numbers




                                      Status will get
           Click here to              changed from
           instantiate           ‘Defined but not used’
                                  to ‘Resides in stores’




Gaurav Dhiman
Opening of Inventory Accounting Periods
      Path: Inventory  Accounting Close Cycle  Inventory Accounting Periods




Gaurav Dhiman
Work Management




Gaurav Dhiman
Work Request Creation




Gaurav Dhiman
Work Request Approval




Gaurav Dhiman
Work Order Creation




Gaurav Dhiman
W – W Association
     O   R




Gaurav Dhiman
Work Order Operations




Gaurav Dhiman
Work Order Material Requirements




Gaurav Dhiman
Work Order Cost Details




Gaurav Dhiman
Asset Status




Gaurav Dhiman
Operation Completion




Gaurav Dhiman
Work Order Completion




Gaurav Dhiman
Closing Work Orders




Gaurav Dhiman
Quality Integration Setup
   When completing a maintenance work order, if the asset has
    associated, mandatory quality collection plans, One will need to
    enter quality results for the work order’s asset.
   A list of quality collection plans associated with the asset and
    requiring completion will display during the completion process.
   While creating a collection plan, One has the option of adding
    collection triggers to the plan.
   Triggers are restrictions that One defines for a collection plan.
   For example, only work orders for assets that belong to the
    ‘TRUCK’ asset group will require the entry of quality results for
    the collection plan.



Gaurav Dhiman
Quality Integration Setup (Contd…)
• Quality Setup tasks for Enterprise Asset Management
  include the following:
         – Creating Collection Elements
         – Creating eAM Quality Collection Plans




Gaurav Dhiman
Quality Integration Setup (Contd…)
       Creating Collection Elements




Gaurav Dhiman
Quality Integration Setup (Contd…)
     Creating EAM Quality Collection Plans




Gaurav Dhiman
Preventive Maintenance




Gaurav Dhiman
Defining Meters




Gaurav Dhiman
Associating Meters with Asset Numbers




Gaurav Dhiman
Enter Meter Readings




Gaurav Dhiman
Defining Schedule Sets




Gaurav Dhiman
Creating Preventive Maint. Schedule




Gaurav Dhiman
Maintenance Workbench




Gaurav Dhiman
Generating Work Orders




Gaurav Dhiman
Schedulers Workbench




Gaurav Dhiman
Outside Processing Integration Setup
     Contractor services are defined as work services provided by
      an organization or person who is not an employee of your
      company.
     Contractors are paid for their work based on an agreed upon
      contract or agreement.
     For example, a contractor service may be a painting service.
     It is also important to associate the purchasing transactions,
      such as the requisition and purchase order, to the work order.




Gaurav Dhiman
Thank You




Gaurav Dhiman

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8 eam training_new

  • 1. Enterprise Asset Management Gaurav Dhiman
  • 2. Features of eAM • Asset Management. • Preplanned / Preventive Maintenance. • Work Management. • Resource Management. • Component Tracking. • Maintenance Budgeting / Costing. • Asset Performance Measurement. Gaurav Dhiman
  • 3. Benefits of eAM • Improves operation performance. • Increases safety with preventive, scheduled maintenance. • Optimize scheduling and resource efficiency. • Proactive strategy for asset maintenance across enterprise. • Integrates with oracle e-business suite for enterprise wide solutions. Gaurav Dhiman
  • 4. eAM Terminology • Asset Number / Group / Route / Categories. • Rebuildable. • Work Request / Order. • Resource – Equipment / Manpower • Activity. • Meters. • Asset BOM. • Maintenance BOM. • Maintenance Routing. Gaurav Dhiman
  • 5. EAM Set Up Steps Gaurav Dhiman
  • 6. Setup Process Flow Setting Up Organizations Setting Up Asset Attributes Enabling Organizations for EAM Defining Asset Groups Defining EAM Parameters Setting Up Category Codes and Sets Setting Up Asset Areas Defining Asset Numbers Defining Departments and Resources Defining Asset Documents Defining Department Approvers Defining Asset Activities Defining Miscellaneous Asset/Asset Activity Documents Association Defining Asset Routes Defining Lookups A Gaurav Dhiman
  • 7. Setup Process Flow (Contd…) A Setting Up Asset Bills of Material Quality Integration Setup Defining Maintenance Routes Outside Processing Integration Setting Up Maintenance Setup Bills of Material Cost Management Integration Setup Defining Asset Statuses Process and Discrete Defining Rebuildable Manufacturing Integration Setup Spares Rebuildable Spare/Asset Project Manufacturing Activity Association Integration Setup Gaurav Dhiman
  • 9. Setting Up Organizations Navigate to ‘Organizations’ window • Path: EAM/Inventory (Responsibility) Inventory Setup Organizations Organizations Gaurav Dhiman
  • 10. Setting Up Organizations (Contd…) Type the Organization Name For Creating New Organizations For searching existing Organizations Gaurav Dhiman
  • 11. Setting Up Organizations (Contd…) Click for enable Click for addition of Select from LOVs organizational parameters Gaurav Dhiman
  • 12. Adding Organizational parameters Add accounting Information Select Inventory Information Gaurav Dhiman
  • 13. Enabling Organizations for EAM Path: Setup  Organization Parameters Give 3-Character Organization Code Select from LOVs Select from LOVs Enabling this will make the organization an EAM Org. Gaurav Dhiman
  • 14. Defining EAM Parameters Path: Setup  Parameters Gaurav Dhiman
  • 15. General EAM Set Ups Gaurav Dhiman
  • 16. Setup Asset Areas Path: Setup  Areas Gaurav Dhiman
  • 17. Defining Resources Give Unique names Gaurav Dhiman
  • 18. Defining Resources (Contd…) Select from LOVs Gaurav Dhiman
  • 19. Defining Departments Path: Setup  Routing  Departments Give Unique Names Select from the LOVs Gaurav Dhiman
  • 20. Assigning Resources to Departments Click here to goto Resources window. Gaurav Dhiman
  • 21. Assigning Resources to Departments Gaurav Dhiman
  • 22. Defining Department Approvers Path: Setup  Department Approvers Select from ‘Responsibility’ list of values Add Department Names Gaurav Dhiman
  • 23. Defining Lookups • Lookup codes need to be decided upon and defined during the implementation process. • Lookup codes fall within 3 categories: – Extensible: The existing lookup codes cannot be modified, but new codes can be added to the table. – User defined: All codes can be modified. – System defined: The existing codes cannot be modified, and new codes cannot be added to the table. Gaurav Dhiman
  • 24. Defining Lookups Activity Type Gaurav Dhiman
  • 25. Defining Lookups Asset Activity Causes Gaurav Dhiman
  • 26. Defining Lookups Activity Source Gaurav Dhiman
  • 27. Defining Lookups Asset Criticality Gaurav Dhiman
  • 28. Defining Lookups Work Request Status Gaurav Dhiman
  • 29. Defining Lookups Work Request Type Gaurav Dhiman
  • 30. Defining Lookups Work Request Priority Gaurav Dhiman
  • 31. Defining Lookups Work Order Failure Code Gaurav Dhiman
  • 32. Defining Lookups Work Request Reconciliation Code Gaurav Dhiman
  • 33. Defining Lookups Work Order Type Gaurav Dhiman
  • 34. Defining Miscellaneous Documents One can create text and files, such as spreadsheets, graphics, and OLE objects. Path: Setup  Miscellaneous Documents Select Data Type from LOVs If Data type ‘File’ is selected, then this window will be opened After File upload completed, Click.. Gaurav Dhiman
  • 38. Setting Up Category Sets Path: Setup  Categories  Category Sets. Gaurav Dhiman
  • 39. Defining Asset Groups Give Unique Names Select from LOVS Select from LOVS Gaurav Dhiman
  • 40. Defining Asset Groups (Contd…) Select Tools Copy From @Asset Group Apply Done Gaurav Dhiman
  • 41. Defining Asset Groups (Contd…) If you want to generate Asset serial no through System, Give the Prefix & Starting Serial No as you want. Gaurav Dhiman
  • 42. Defining Asset Groups (Contd…) Select ‘Asset Group’ from the list in ‘Asset Management’ Tab Region. Gaurav Dhiman
  • 43. Defining Asset Groups (Contd…) Assigning Asset group to the Organizations Gaurav Dhiman
  • 44. Defining Asset Numbers Path: Assets Asset Numbers Asset Numbers System generated pre-defined Asset Number Select from IMPORTANT: LOVs Enable this to make the Asset maintainable Select a WIP A/C Class Gaurav Dhiman
  • 45. Setting Up Asset Attributes Path: Setup  Flexfields  Descriptive  Segments Gaurav Dhiman
  • 46. Setting Up Asset Attributes Path: Setup  Flexfields  Descriptive  Segments Gaurav Dhiman
  • 47. Assign Attribute to Asset Group Gaurav Dhiman
  • 48. Enter Attribute Values for Asset Number Gaurav Dhiman
  • 49. Defining Activities Navigate to ‘Master Activities’ window for defining Activities at Master level. Path: Activities > Master Activities Navigate to ‘Organization Activities’ window for defining activities at organization level. Path: Activities > Organization activities Gaurav Dhiman
  • 50. Defining Activities (Contd..) Give Unique Names Select from LOVS Gaurav Dhiman
  • 51. Defining Activities (Contd…) Select Tools Copy From @Activity Apply Done Gaurav Dhiman
  • 52. Defining Activities (Contd..) Select from LOVs Select if Activity Select from LOVs Notification is required Gaurav Dhiman
  • 53. Asset- Activity Association Asset- Activity Association can be done through: 1) ‘Activity Association’ window. Path: Activities > Activity Association 2) ‘Activity Workbench’ window. Path: Activities > Activity Workbench Gaurav Dhiman
  • 54. Asset- Activity Association ‘Activity Association’ window. Select from Asset Groups already defined Set Effective Dates Select Item Type from Select from Asset Groups Set Priority LOVs already defined Gaurav Dhiman
  • 55. Asset- Activity Association (Contd..) Activity Workbench Click for launching Activity Workbench Select from the list of Assets Gaurav Dhiman
  • 56. Asset- Activity Association (Contd..) Activity Workbench Select from the list of assets For New Activity Creation Gaurav Dhiman
  • 57. Defining Asset Routes  One may perform an asset activity on multiple assets. To eliminate the possibility of creating multiple work orders for the same activity, one can define Asset Routes.  One can define a Preventive Maintenance Schedule for the asset route to specify when an asset activity should be scheduled for the asset route.  Only day interval rules can be defined for asset routes. Gaurav Dhiman
  • 58. Defining Asset Routes Path: -Assets  Asset Routes Either use System generated No. OR give unique no to the Asset Route Click for Adding Assets to the Asset Route Gaurav Dhiman
  • 59. Defining Asset Routes (Contd..) Adding Asset Nos. to the Asset Route Select Asset Groups Select required Asset Nos from the from LOVs LOVs Gaurav Dhiman
  • 60. Defining Asset Routes (Contd..) Gaurav Dhiman
  • 61. Defining Asset Routes (Contd..) Associate Activity with the Asset Route Gaurav Dhiman
  • 62. Defining Asset Routes (Contd..) Associate Activity with the Asset Route Select from the List of Activities Gaurav Dhiman
  • 63. Defining Asset BOM  You can identify and select the required items that make up an asset.  A bill of material (BOM) is used to list all items and components that make up a particular asset, and is defined for each Asset Group.  The items defined on an asset BOM are standard inventory components Gaurav Dhiman
  • 65. Defining Maintenance BOM  A bill of material (BOM) can be used to list all items needed to perform a particular asset activity, and can be defined for each asset activity.  For example, One may have an asset activity titled, Oil Change. The items necessary to perform this activity, include a filter, oil, etc.  As Maintenance BOMs are created, they are associated to an Asset activity. Gaurav Dhiman
  • 67. Defining Maintenance Routes  Operations are the instructions or tasks to perform a repair. Because each operation is associated with a department, each operation contains assigned resources, for example, trades people, outside service providers, and equipment.  A maintenance route is the set of operations or jobs necessary to perform an asset activity.  When a work order is created for an asset activity, the maintenance route corresponding to the asset activity explodes to the work order. Gaurav Dhiman
  • 68. Defining Standard Operations Give a Unique Code Click here to add Resources to this Add Departments Operation from LOVs Select whether Shutdown is required or not Gaurav Dhiman
  • 69. Defining Standard Operations (Contd..) Adding Resources to the operation Give Give usage rate / amount of Unique the resource for performing Sequence this operation Code Add Resources from predefined resource LOVs Gaurav Dhiman
  • 70. Defining Maintenance Routes (Contd...) Select the activity for which Routing will be defined You can Add Standard Operations Add Operations for this Routing Gaurav Dhiman
  • 71. Defining Maintenance Routes (Contd...) Gaurav Dhiman
  • 72. Defining Rebuildables  Items that are installed, removed, and refurbished are referred to as rebuildable spares.  Examples of rebuildable spares include motors, control boxes, and computer boards.  Rebuildable spares are not assets, however, they need to be associated with work orders for maintenance purposes.  Rebuildable spares are inventory items; These items can be serialized. Gaurav Dhiman
  • 73. Defining Rebuildables Path: Rebuildable  Rebuildable Items Give Unique Names Gaurav Dhiman
  • 74. Defining Rebuildables (Contd..) Select Tools Copy From @Asset Group ApplyDone Gaurav Dhiman
  • 75. Defining Rebuildables (Contd..) Select ‘Predefined’ if want to control serial nos of the rebuildable Item Gaurav Dhiman
  • 76. Defining Rebuildables (Contd..) Check this to allow BOM Gaurav Dhiman
  • 77. Defining Rebuildables Assigning Rebuildable spares to different Organizations Gaurav Dhiman
  • 78. Defining Rebuildable Serial Numbers Path: Rebuildables Rebuildable Serial Numbers System generated pre-defined Rebuildable item Number Select from LOVs Select a WIP A/C Class Gaurav Dhiman
  • 79. Defining Rebuildable Serial Number (Contd..) Instantiating Rebuildable Serial Numbers Prerequisites: i) Inventory Calendar must be Open for the period. ii) The Rebuildable Serial No must be assigned to a Sub-inventory. Gaurav Dhiman
  • 80. Defining Rebuildable Serial Numbers (Contd..) Instantiating Rebuildable Serial Numbers Status will get Click here to changed from instantiate ‘Defined but not used’ to ‘Resides in stores’ Gaurav Dhiman
  • 81. Opening of Inventory Accounting Periods Path: Inventory  Accounting Close Cycle  Inventory Accounting Periods Gaurav Dhiman
  • 86. W – W Association O R Gaurav Dhiman
  • 88. Work Order Material Requirements Gaurav Dhiman
  • 89. Work Order Cost Details Gaurav Dhiman
  • 94. Quality Integration Setup  When completing a maintenance work order, if the asset has associated, mandatory quality collection plans, One will need to enter quality results for the work order’s asset.  A list of quality collection plans associated with the asset and requiring completion will display during the completion process.  While creating a collection plan, One has the option of adding collection triggers to the plan.  Triggers are restrictions that One defines for a collection plan.  For example, only work orders for assets that belong to the ‘TRUCK’ asset group will require the entry of quality results for the collection plan. Gaurav Dhiman
  • 95. Quality Integration Setup (Contd…) • Quality Setup tasks for Enterprise Asset Management include the following: – Creating Collection Elements – Creating eAM Quality Collection Plans Gaurav Dhiman
  • 96. Quality Integration Setup (Contd…) Creating Collection Elements Gaurav Dhiman
  • 97. Quality Integration Setup (Contd…) Creating EAM Quality Collection Plans Gaurav Dhiman
  • 100. Associating Meters with Asset Numbers Gaurav Dhiman
  • 103. Creating Preventive Maint. Schedule Gaurav Dhiman
  • 107. Outside Processing Integration Setup  Contractor services are defined as work services provided by an organization or person who is not an employee of your company.  Contractors are paid for their work based on an agreed upon contract or agreement.  For example, a contractor service may be a painting service.  It is also important to associate the purchasing transactions, such as the requisition and purchase order, to the work order. Gaurav Dhiman