1. BR-100
ENTERPRISE ASSET MANAGEMENT
APPLICATION SETUP DOCUMENT
Thermax Chemicals
Author: Mr. Thirubalamurugan
Creation Date: November 20, 2014
Last Updated: June 23, 2017
Document Ref:
Version: Ver 1.0
Approvals:
Mr. Nitin Bartakke
Mr. Amit Sawai
Copy Number _____
2. BR-100 Document
Document Control
Change Record
4
Date Author Version Change Reference
19-Nov-14 Mr. Thirubalamurugan Initial
Reviewers
Name Position
Mr. Mukund Desire QA Manager, Thermax Chemicals
Mr. Milind Bhope Maintenance Manager, Thermax Chemicals, Paudh
Mr. Jay Shah Maintenance Super User , Thermax Chemicals ,
Jhagadia
Mr. Praveen Financial Super user, Thermax Chemicals, Bhosari
Distribution
Copy No. Name Location
1 Library Master Project Library
2 Project Manager
3
4
Note To Holders:
If you receive an electronic copy of this document and print it out, please write
your name on the equivalent of the cover page, for document control purposes.
If you receive a hard copy of this document, please write your name on the front
cover, for document control purposes.
Thermax Chemicals
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
June 23, 2017
3. BR-100 Document
Contents
Document Control..............................................................................................ii
Application Set up Control Sheet – Enterprise Asset Management...................5
EAM Integration Setup with SCM and OPM Modules.....................................7
Integration with iProcurement/Shop floor Crib (Request to Receive)...............9
Integration with Order Management................................................................11
EAM: Define System Profiles.........................................................................12
EAM: Define WIP Parameters........................................................................15
EAM: Define BOM Parameters......................................................................17
EAM: Define WIP Accounting Class..............................................................18
EAM: Define eAM Organization Parameters .................................................21
EAM: Define eAM Lookup............................................................................23
EAM: Define Area..........................................................................................26
EAM: Define Department...............................................................................27
EAM: Define Department Approvers.............................................................29
EAM: Define Standard Operations.................................................................30
EAM: Define Asset Group..............................................................................33
EAM: Define Rebuildables Item......................................................................34
EAM: Define Maintenance Activity................................................................35
EAM: Define Asset Number...........................................................................36
EAM: Define Rebuildable Number.................................................................37
EAM: Define Asset BOM...............................................................................38
Thermax Chemicals
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
June 23, 2017
4. BR-100 Document
EAM: Define Activity Association..................................................................39
EAM: Define Maintenance Routing ...............................................................40
EAM: Define Maintenance BOM (Activity BOM).........................................42
EAM: Define Rebuildable BOM ....................................................................43
EAM: Define Asset Genealogy.......................................................................44
EAM: Define Set Name Definition..................................................................45
EAM: Define Schedule Definition...................................................................46
EAM: Define Last Service Info.......................................................................48
EAM: Define Work Order Statuses ...............................................................49
EAM: Define Work Permit Statuses ..............................................................50
EAM: Define Failure Analysis Set..................................................................51
EAM: Define Failure Codes............................................................................52
CST: Define Cost Types ..............................................................................53
CST: Define Cost Sub Elements ..................................................................54
CST: Define Interface Managers ...................................................................55
QM: Define Collection Plan Types ...............................................................56
QM: Define Collection Elements ...................................................................57
QM: Define Collection Plan ...........................................................................58
QM: Define User Groups ...............................................................................59
QM: Define Grant Privileges ..........................................................................60
System Setup: Chart of Accounts ...................................................................61
Open and Closed Issues....................................................................................62
Open Issues................................................................................................62
Closed Issues..............................................................................................62
Thermax Chemicals
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
June 23, 2017
5. Document
Application Set up Control Sheet – Enterprise Asset Management
Environment Name:
UAT (Clone from R12UAT), 12.1.3
Machine:
r12crpimp
Type (definition, execution, or both):
Both
Workflow
SubWorkflow Name
Setup Task Responsibility Due Date QA Responsibility QA Due Date Signature Approval
System Administrator Define System profles System Administrator
Enterprise Asset Management Define WIP Parameters Chemical Enterprise Asset Management
Super User
Enterprise Asset Management Define WIP Accounting Class Chemical Enterprise Asset Management
Super User
Enterprise Asset Management Define eAM Organization Parameters Chemical Enterprise Asset Management
Super User
Enterprise Asset Management Define eAM Lookup Chemical Enterprise Asset Management
Super User
Enterprise Asset Management Define Area Chemical Enterprise Asset Management
Super User
Enterprise Asset Management Define Department Chemical Enterprise Asset Management
Super User
Enterprise Asset Management Define Standard Operations Chemical Enterprise Asset Management
Super User
Enterprise Asset Management Define Asset Group Chemical Enterprise Asset Management
Super User
Enterprise Asset Management Define Rebuildable Item Chemical Enterprise Asset Management
Super User
Enterprise Asset Management Define Maintenance Activity Chemical Enterprise Asset Management
Super User
Enterprise Asset Management Define Asset Number Chemical Enterprise Asset Management
Super User
Enterprise Asset Management Define Rebuildable Number Chemical Enterprise Asset Management
Super User
Enterprise Asset Management Define Asset BOM Chemical Enterprise Asset Management
Super User
Enterprise Asset Management Define Activity Association Chemical Enterprise Asset Management
Super User
Enterprise Asset Management Define Maintenance Routing Chemical Enterprise Asset Management
Super User
Enterprise Asset Management Define Maintenance BOM Chemical Enterprise Asset Management
Super User
Enterprise Asset Management Define Set Name Definition Chemical Enterprise Asset Management
Super User
Enterprise Asset Management Define Schedule Definition Chemical Enterprise Asset Management
Super User
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
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6. Document
Workflow
SubWorkflow Name
Setup Task Responsibility Due Date QA Responsibility QA Due Date Signature Approval
Enterprise Asset Management Define Last Service Info Chemical Enterprise Asset Management
Super User
Inventory Define Pick Rules Chemical Ind Inventory
Inventory Define Pick Slip Grouping Rule Chemical Ind Inventory
Inventory Define Shipping Network Chemical Ind Inventory
Inventory Define Shortage parameters Chemical Ind Inventory
Cost Management (Discrete) Interface Manager Chemical Cost Management
(Discrete)
Order Management Define Transfer Price List Chemical Ind Order Management
Cost Management (Discrete) Define Cost Type Chemical Cost Management
(Discrete)
Cost Management (Discrete) Define Cost Elements Chemical Cost Management
(Discrete)
Inventory Enabling Organizations for Enterprise
Asset Management.
Chemical Ind Inventory
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
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7. Document
EAM Integration Setup with SCM and OPM Modules
EAM Integration with Inventory
• Inventory Parameter Setup
o EAM parameter – EAM Enabled ( Single Maintenance Organization seperate from Production)
o Costing Method – Average Costing
o Item Master - TMX_Item_Master
o Locator Control - Prespecified Only (Jhagadia Plant Stores Engineering)
o Lot Control - Generation at Item level (RM Transfer from OPM to ODM Maintenance under Lot Control)
o Serial Control - Within Organization (Serial Number is unique to the Engineering Organization , Asset
Number, Rebuildable Number etc) ; Generation at Item level (Instance Level)
o Pick Rules - eAM Component Pick List Report is based on the FIFO pick Rules definition (Lot, Serial,
Locator)
o Inter Org Transfer - Transfer Pricing is Supported for Inter Organization Transfer between OPM to ODM
o Inventory Periods Accounting Open
• Subinventory Setup
Insisted Locator Control for Certain Subinventories . Subinventory defintiiions include Expense Subinventory ,
Asset Subinventory based on the type of engineering material it is stored
Shipping Network
Used to transfer the RM from OPM to Maintenance Organization for which Transfer Price is supported at shipping network
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
8. Document
Integration With Purchasing
Setup Position Hierarchy as per the approval groups and approval limits given for Engineering Materials .
Thermax chemical uses Custom Approval Path as per the Quality Collection Plan.
All users to be given privilege to access to the Quality Collection Approval plan as and when there is a New position
hierarchy changes- Change References
Approval matrix given or Engineering Work order
Thermax custom application uses the below custom setups for PO Approvals
1. PO Types – Engineering
2. Region – Jhagadia Expenses
3. User Privilege for the QC Collection Plan (Thermax customization
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
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9. Document
Integration with iProcurement/Shop floor Crib (Request to Receive)
Oracle Enterprise Asset Management (EAM) identifies, schedules, and tracks all work activity and costs that
relate to assets throughout an organization. Oracle iProcurement requisitions update EAM work orders.
You can use Oracle iProcurement to create requisitions for requester-initiated inventory replenishment
requests, such as stocking a shop floor crib. Alternatively, you can specify delivery of requested items to an
expense destination.
Maintenance Supplies, Tools and Services
Run: Rquisition Import with a parameter Source : EAM, Initiate Approval after import as Yes
MO: Operating Unit profile value is not set for the EAM Responsibility, and this causes EAM to use the SITE level
value for MO: Operating Unit. However, the site level value is not the intended operating unit. As a result, EAM
Purchase Materials link causes the wrong iProcurement responsibility to be opened. The iProcurement responsibility is
launched for the operating unit per the MO: Operating Unit profile used by the EAM responsibility (site level value,
which is for the other operating unit).
Master FAQ Note On iProcurement - Frequent NAB Issues (Doc ID 1344274.1)
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
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10. Document
MOAC Issues:
* IProcurement doesn't support MOAC.
Profile "MO: Security Profile" should NULL at the all level for iProcurement.
For iProcurement set MO:Operating Unit and MO:Default Operating Unit profiles at the user or responsibility level.
1. MO:Security Profile - This should be NULLED OUT AT ALL LEVELS(SITE, USER AND RESPONSIBILITY)
MANDATORY.
2. MO:Operating Unit - Should be set to valid value at the iProcurement responsibility level.
3. MO:Default Operating Unit - Should be set to valid value at the iProcurement responsibility level.
2. Verify their "HR:Cross Business Group" profile is set to NO at all levels
3. To show up express receiving, the profile option POR: Support Review for Express Receive must be evaluated when
implementing this feature.
- set profile "POR: Support Review for Express Receive" to "Yes" on the level per your business requirement.
4. PO: Allow Retroactive Pricing of POs : Price changes for non-catalog request items are not allowed for Partially
Invoiced,Received, or Accrue on Receipt purchase orders, if the profile option PO: Allow Retroactive Pricing of POs is
set to NEVER or OPEN RELEASES. If the profile option is set to ALL RELEASES, then the price changes are
allowed, even for Partially Invoiced, Received, or Accrue on Receipt purchase orders.
5. LOV:- LOV throws error or does not work with Profile Option "Self Service Accessibility Features" set to 'Screen
Reader Optimized' mode
6.
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
11. Document
Integration with Order Management
Setup Transfer Price List as per the identified RM used in Production. The Price of the Item is equal to the
Cost of the RM Item
From the OPM Financials, RM Cost is referred from the Item Costs window.
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
12. Document
EAM: Define System Profiles
Navigation System Administrator > Setup > Profiles > System Profiles
Form
Name
Enter Form Name Here System Profiles
Process:
System Administrator
Business Area:
System profiles
Date:
06-OCT-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Milind Narayan Bhope
Description:
The below profile values are set up at System Administrator Level.
Profile Option Name Site Application Responsibility User
Chem Enterprise Asset
Management SU
HR:Business Group Thermax Group
HR:Cross Business Group No No
HR:Security Profile Thermax Group
HR:User Type HR with Payroll User
MO: Operating Unit C&W-Chemical(Jhagadia)
MO: Default Operating Unit C&W-Chemical(Jhagadia)
MO: Security Profile Thermax Group** (NULL)
GL Ledger Name Thermax Limited
GL Ledger ID 1
INV: Minmax Reorder Approval Pre-approved
INV: Advanced Pricing for Inter-Org Transfers Yes
INV: Allow Expense to Asset Transfer Yes
INV: Restrict Receipt of Serials Yes
INV: Enable Bulk Serial Validation No
INV:Validate Returned Serial
INV: Allow Backdated receipts for new lots having system defined
shelf life control
Yes
INV: Transaction Date Validation Do not allow past date
BOM: Component Item Sequence Increment 1
BOM: Default Bill of Material Levels 40
BOM: Hour UOM HR
BOM: Perform Lead time calculations Yes
BOM: Routing Operation Sequence Increment 10
BOM: Standard Item Access Yes
BOM: Time Unit of Measure Class Time
BOM: Update Resource UOM Yes
BOM: Week and Period Start Day Monday
Bom or Engineering Bom
CST: Transfer Pricing Option
Yes, Price As Incoming
Cost
CST: Period Summary Automatic
CST: Exchange rate type Average rate
CST: Cost update- Gather Statistics Yes
CST: Cost Rollup - wait for table locks Yes
CST: Cost Rollup - Include Phantom's This Level Material/MOH
Costs
Yes
CST: Category Accounts Definition Level Subinventory
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
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13. Document
CST: Allow Early Inventory Period Close No
CST: Accrual Age In Days Last Activity Date
QP: Pricing Transaction Entity Order Fulfillment
QP: Source System Code Oracle Pricing
QP: Item Validation Organization TMX_ITEM_MASTER
QA:PO Inspection Oracle Quality Oracle Purchasing
PO: Allow Requisition Approval Forward Action Yes
PO: Allow Retroactive Pricing of POs ALL RELEASES
PO: Default Need-By Time 00:00
PO: Notification Lines Display Limit 20
PO: Validate Need-by Time For Requisition Submit Yes
PO:Validate GL Period Yes*
PO:Workflow Processing Mode Online
PO: Enable Direct Delivery To Shop Floor Yes Yes*
Self Service Accessibility Features None Standard Accessibility
POR: Enable Automatic Debit Memo Creation for Returns No
POR: Apply Expense Account Rules to Favorite Charge Accounts No
POR: My Favorite Store No Preference
POR: Autocreate Shopping Category and Mapping No
POR: Cache Time To Live Minutes 15
POR: Days Needed By 2
POR: Display Graphical Approval List Yes
POR: Display Shopping Category Count No
POR: Enable Advanced Search Yes
POR: Enable Req Distribution Customization
POR: Enable Req Header Customization
POR: Generate and Display Account at Checkout No
POR: Enable Requisition Line Customization Yes
POR: Override Location Flag Yes
POR: Override Requester No
POR: Purge Jobs Older Than (days) 30
POR: Require Blind Receiving No
POR: Result Set Size 10
POR: SSP4 Installed Yes
POR: Select Internal Requisition for Confirm Receipt Yes
POR: Select Inventory Replenishment Lines For Confirm Receipts Yes
POR: Show Thumbnail Images Yes
POR: Support review for Express Receive Yes Yes
POR: Transparent Punchout Timeout Limit 60
POR:Allow Manual Selection of Source Yes
ICX: Preferred Currency Indian Rupee
EAM: Activity API Debug File (full path) /usr/tmp/eam_abo.log
EAM: Activity API Debug File Name EAM_ABO_debug.log
EAM: Activity API Debug Option No
EAM: Actual work completion date preference
Scheduled Completion
Date
EAM: Asset hierarchy description length 240
EAM: Debug PM Scheduling Yes
EAM: Include Non-Nettable Quantity Yes
EAM: Maintenance Supervisor No
EAM: Object Instantiation API Log File (full path) /usr/tmp/eam_moi.log
EAM: Object Instantiation API Log File Name EAM_MOI.log
EAM: Object Instantiation API Log Option No
EAM: PM Debug File (including complete file path) /usr/tmpeampmeng.log
AME:Installed Yes Yes
AME:Installation Level 2
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
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14. Document
JH India EAM SS Asset
Work Management
WIP: Display Scrap and Reject Quantity in Discrete Workstation -
WIP: Enable MRP Net for Non-standard Job Requirements No
WIP: MES for Discrete Manufacturing Install No
WIP: Round Off Resource Usage to Minutes in Lead Time
Calculations
WIP:Configuration Reservation Level Item/Subinventory
WIP:Default Job Start Date Yes
WIP:Define Discrete Job Form Concurrent definition
WIP:Discrete Job Prefix TMX#
WIP:Enable Outside Processing Workflows Yes
WIP:Exclude ECOs Open
WIP:Job Name Updatable Yes
WIP:Move Completion Default No
WIP:Requirement Nettable Option
View only nettable
subinventories
WIP:See Engineering Items No
Optional Profiles
JH India EAM SS Asset
Work Management
Personalize Self-Service Defn No Yes
FND: Personalization Region Link Enabled No Yes
FND: OA:Enable Defaults
FND: Personalization Seeding Mode
• Self Service Page Personalization is applicable for certain users
o Work Request Notification by default Yes
SNO Product Code Description
1 ICX Oracle iProcurement
2 EAM Enterprise Asset Management
3 PO Purchasing
4 QA Quality
5 QP Advanced Pricing
6 AME Approvals Management
7 FND Application Object Library
8 CST Cost Management
9 BOM Bills of Material
10 INV Inventory
11 GL General Ledger (Period definitions)
12 FA Fixed Assets
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
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15. Document
EAM: Define WIP Parameters
Navigation Chemical Enterprise Asset Management SU > Setup > WIP > WIP Parameters
Chemical Enterprise Asset Management SU > Change organization
Form
Name
Enter Form Name Here Work in Process Parameters
Process:
Enterprise Asset Management
Business Area:
WIP Parameter
Date:
06-OCT-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Milind Narayan Bhope
Description: WIP parameters define modes of operation and default values that affect Work in Process.
Remarks: Choose your Maintenance Organization,
Example ‘JEG’- Engineering Maintenance –JHAGADIA from the Choose Organization window
Parameter Value
Discrete (T)
Default Discrete Class
Default Lot number Type* Job Name
Respond to Sales order Changes* Always
Costing (T)
Default Completion Cost Source* System Calculated
System Option* Use Actual Resources
Cost Type
Auto Compute Final Completion
Move Transaction (T)
Require Scrap Account
Allow Creation of New Operations
Allow Moves over No Move Shop Floor Statuses * Yes
Material (T)
Include Component Yield * Yes
Back lush Controls – Supply Sub inventory JEG1
- Supply Locator ENG.1.1.
- Lot Selection Method Expiration Date
Alternate Lot Selection Method
Lot Verification * All
Release Back flush Components * Yes
Allow Quantity Changes during Back flush * Yes
Intra Operation (T)
Queue Yes
Run Yes
To Move Yes
Scrap Yes
Reject Yes
Outside Processing (T)
Shop Floor Status for PO Move Resources
Requisition Creation Time * At Job/Schedule Release
Job Roles and Notifications
Propagate Job Change to Purchasing * Automatic
Need By Date Tolerance – Days Early 1000
-Days Late 1000
Scheduling (T) Not Applicable
Serial (T)
Default Serialization Start Operation Yes
Auto Associate Serial Numbers on Job Creation From Interface (K) Yes
Default Intra Operation Step for Assembly Moves
Other(T)
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
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16. Document
Component ATP Rule
Default Over completion Tolerance %
Default Pick Slip Grouping Rule JEG-PICK SLIP GROUP RULE (eAM)
• Oracle eAM utilizes the Outside Processing parameters from WIP to initiate iProcurement Purchase Requisitions to
Receipt cycle for all Non-Stockable Direct items used in the Maintenance Work Order.
• Run Requisition Import with a Source as EAM from Oracle Purchasing Manually
Meta link Reference: Doc ID 182342.1
The WIP profile option WIP: Requisition Creation Time determines if OSP requisitions are AUTOMATICALLY created or
created MANUALLY.
If these are auto-created, when you run Req import in purchasing the requisition will be validated and created as Approved.
The only way to control the approval process is to manually create the requisitions and run requisition import setting parameter,
initiate approval after Req Import to NO, so that reqs are not created as approved.
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
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17. Document
EAM: Define BOM Parameters
Navigation Chemical Enterprise Asset Management SU > Setup > BOM Parameters
Form
Name
Enter Form Name Here BOM Parameters
Process:
Enterprise Asset Management
Business Area:
BOM Parameter
Date:
06-OCT-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Milind Narayan Bhope
Description: BOM parameters define modes of operation and default values that affect Work in Process.
Remarks: Choose your Maintenance Organization,
Example ‘JEG’- Engineering Maintenance –JHAGADIA from the Choose Organization window
Parameter Value
Max Bill levels 60
Configuration options NOT APPLICABLE
Inactive Status
Numbering Segment
Numbering Method
Create Lower Level Supply
Config BOM Allowed
Use Phantom Routings
Inherit Phantom Op Seq
Include Model/ Option Class items in Lead Time
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
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18. Document
EAM: Define WIP Accounting Class
Navigation Chemical Enterprise Asset Management SU > Setup > WIP > WIP Accounting Class
Form
Name
Enter Form Name Here WIP Accounting Classes
Process:
Enterprise Asset Management
Business Area:
WIP Accounting Class
Date:
06-OCT-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Milind Narayan Bhope
Description: Accounting classes are assigned and used when jobs, work orders, and repetitive assemblies associated with
production lines are defined.
Natural Accounts for Jhagadia
WIP Accounting Class JEG-CIVIL JEG-COMPU JEG-Elect JEG-FURNI JEG-R&M
Natural Account 81020 81240 81210 81220 81110
Remarks: Choose your maintenance organization – Example, JEG (Jhagadia Plant)
Parameter Value Value
Class* JEG-CIVIL JEG-1011
Description Civil Maintenance Accounting Class QA Lab Instruments Accounting Class (Work Order)
Type* Maintenance Maintenance
Accounts (RB)
Valuation -
Material 20-216000-1030-81020-110001-000000-000000 20-216000-7010-81110-110001-000000-000000
Material Overhead 20-216000-1030-81020-110001-000000-000000 20-216000-7010-81110-110001-000000-000000
Resource 20-216000-1030-81020-110001-000000-000000 20-216000-7010-81110-110001-000000-000000
Outside Processing 20-216000-1030-81020-110001-000000-000000 20-216000-7010-81110-110001-000000-000000
Overhead 20-216000-1030-81020-110001-000000-000000 20-216000-7010-81110-110001-000000-000000
Variance(RB)
Material 20-216000-1030-81020-110001-000000-000000 20-216000-1010-81110-110001-000000-000000
Material Overhead NA NA
Resource 20-216000-1030-81020-110001-000000-000000 20-216000-1010-81110-110001-000000-000000
Outside Processing 20-216000-1030-81020-110001-000000-000000 20-216000-1010-81110-110001-000000-000000
Overhead 20-216000-1030-81020-110001-000000-000000 20-216000-1010-81110-110001-000000-000000
Standard Cost NA NA
Bridging NA NA
Expense NA NA
Estimated Scrap NA NA
Encumbrance NA NA
Costing (RB)
Completion Cost Source NA NA
System Option NA NA
Cost Type NA NA
Parameter Value Value
Class* JEG-COMPU JEG-Elect
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
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Description Computer Maintenance Accounting Class Electrical Maintenance Accounting Class
Type* Maintenance Maintenance
Accounts (RB)
Valuation -
Material 20-216000-1030-81240-110001-000000-000000 20-216000-1030-81210-110001-000000-000000
Material Overhead 20-216000-1030-81240-110001-000000-000000 20-216000-1030-81210-110001-000000-000000
Resource 20-216000-1030-81240-110001-000000-000000 20-216000-1030-81210-110001-000000-000000
Outside Processing 20-216000-1030-81240-110001-000000-000000 20-216000-1030-81210-110001-000000-000000
Overhead 20-216000-1030-81240-110001-000000-000000 20-216000-1030-81210-110001-000000-000000
Variance(RB)
Material 20-216000-1030-81240-110001-000000-000000 20-216000-1030-81210-110001-000000-000000
Material Overhead NA NA
Resource 20-216000-1030-81240-110001-000000-000000 20-216000-1030-81210-110001-000000-000000
Outside Processing 20-216000-1030-81240-110001-000000-000000 20-216000-1030-81210-110001-000000-000000
Overhead 20-216000-1030-81240-110001-000000-000000 20-216000-1030-81240-110001-000000-000000
Standard Cost NA NA
Bridging NA NA
Expense NA NA
Estimated Scrap NA NA
Encumbrance NA NA
Costing (RB)
Completion Cost Source NA NA
System Option NA NA
Cost Type NA NA
Parameter Value Value
Class* JEG-FURNI JEG-R&M
Description Furniture Maintenance Accounting Class Repair & Maintenance (R&M) Accounting Class
Type* Maintenance Maintenance
Accounts (RB)
Valuation -
Material 20-216000-1030-81220-110001-000000-000000 20-216000-1030-81110-110001-000000-000000
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Material Overhead 20-216000-1030-81220-110001-000000-000000 20-216000-1030-81110-110001-000000-000000
Resource 20-216000-1030-81220-110001-000000-000000 20-216000-1030-81110-110001-000000-000000
Outside Processing 20-216000-1030-81220-110001-000000-000000 20-216000-1030-81110-110001-000000-000000
Overhead 20-216000-1030-81220-110001-000000-000000 20-216000-1030-81110-110001-000000-000000
Variance(RB)
Material 20-216000-1030-81220-110001-000000-000000 20-216000-1030-81110-110001-000000-000000
Material Overhead NA NA
Resource 20-216000-1030-81220-110001-000000-000000 20-216000-1030-81110-110001-000000-000000
Outside Processing 20-216000-1030-81220-110001-000000-000000 20-216000-1030-81110-110001-000000-000000
Overhead 20-216000-1030-81220-110001-000000-000000 20-216000-1030-81110-110001-000000-000000
Standard Cost NA NA
Bridging NA NA
Expense NA NA
Estimated Scrap NA NA
Encumbrance NA NA
Costing (RB)
Completion Cost Source NA NA
System Option NA NA
Cost Type NA NA
SANITY CHECK LIST
1. Calendar Period Opening
a. General Ledger, GL Period Open – Forecasted Work orders released from Maintenance Work bench
b. Purchasing, Purchase Period Open – I Procurement Shopping Purchase
c. Purchasing, Purchase Control Period Open – I Procurement Shopping Purchase
d. Inventory, Inventory Period Open – Inventory Period Open for Work Execution
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
21. Document
EAM: Define eAM Organization Parameters
Navigation Chemical Enterprise Asset Management SU > Setup > eAM Parameters
Form
Name
Enter Form Name Here Enterprise Asset Management Parameters
Process:
Enterprise Asset Management
Business Area:
eAM Parameters
Date:
06-OCT-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Milind Narayan Bhope
Description: After you have established an Enterprise Asset Management enabled organization, set up specific Enterprise
Asset Management parameters that determine organization level defaults for individual transactions. Setup information such as
asset number defaults, cost defaults, work request information, and work order defaults.
Remarks: Choose your maintenance organization – Example, JEG (Jhagadia Plant)
* Enable workflow for work orders
This will be enabled to utilize safety permit under safety management for the maintenance super user responsibility. All
Work orders and safety permit will go through the respective approvals during Release of the document (work order, safety
permit).
Kindly refer the AME Setup document for the approval rules for work orders and safety permit
Parameter Value
Asset Number Defaults – Asset Serial Number
Auto Generation
No
Cost Defaults
Cost Element * Material
Cost Category * Maintenance
Preventive Maintenance
Implement From Horizon Start Date Yes
Work Request
Auto Approve No
Extended Log Yes
Default Asset from Employee Location
Asset Number Mandatory Yes
Work Order Defaults
WIP Accounting Class * JEG-ENGG
Work Order Prefix JEG-
Default Department
Enable Workflow for Work Orders Yes
Enable Material Issue Yes*
Value Rebuildables at Zero Cost Yes
Invoice Billable Items Only
Auto Firm on Release Yes
Auto Firm On Create
Account Defaults
Maintenance Offset Account 20-216000-7010-81110-110001-000000-000000
Asset Move Defaults
Intermediate Sub inventory
Intermediate Locator
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
22. Document
Event Log Controls
Event Name Log Enabled
Asset Activated *
Asset Checked In *
Asset Checked Out *
Asset Deactivated *
Child Added *
Child Removed *
Collection Results Entered *
Location Transferred *
Meter Reading Entered *
Parent Added *
Parent Removed *
Work Order Completed *
Work Order Created *
Work Order Released *
Work Order Uncompleted *
Work Order Unreleased *
Work Request Created *
• Rebuildable Items are Zero Costed, hence Accounting Events are expensed. – Value Rebuildable Items at
Zero Cost
EAM Work Order costing supports both WIP Component Issues and the return of rebuildables from/to expense
subinventories at their current or zero cost. You can issue rebuildable components from the Expense
Subinventory to the maintenance Work Order at zero cost and/or return rebuildable components to the Expense
Subinventory at zero cost
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
23. Document
EAM: Define eAM Lookup
Navigation Chemical Enterprise Asset Management SU > Setup > eAM Parameters
Form
Name
Enter Form Name Here Manufacturing Lookups
Process:
Enterprise Asset Management
Business Area:
eAM Lookups
Date:
06-OCT-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Milind Narayan Bhope
Description: Maintain existing and define additional Lookups for your shared Lookup types. You can define up to 250
Lookups for each Lookup type. Each Lookup has a code and a meaning. For example, Lookup type YES_NO has a code Y with
meaning Yes, and a code N with a meaning No.
Remarks:
Application Description
Access
Level
Code* Meaning* Description Tag
Effective
Dates
From
Effective
Dates To
Enabled
Inventory Asset Activity Cause Extensible 10 Preventive Preventive
12-May-
07
*
Inventory Asset Activity Cause Extensible 20 Normal Wear Normal Wear
12-May-
07
*
Inventory Asset Activity Cause Extensible 30 Rework Rework
12-May-
07
*
Inventory Asset Activity Cause Extensible 40 Breakdown Breakdown
12-May-
07
*
Inventory Asset Activity Cause Extensible 50 Calibration Calibration
12-May-
07
*
Inventory Asset Activity Source Extensible 10
Warranty
Compliance
Warranty
Compliance
12-May-
07
*
Inventory Asset Activity Source Extensible 20
Operation
Failure
Operation
Failure
12-May-
07
*
Inventory Asset Activity Source Extensible 30 Schedule Schedule
12-May-
07
*
Inventory Asset Activity Source Extensible 40 Calibration Calibration
12-May-
07
*
Inventory Asset Activity Types Extensible 10 Inspections Inspections
12-May-
07
*
Inventory Asset Activity Types Extensible 20 Lubrications Lubrications
12-May-
07
*
Inventory Asset Activity Types Extensible 30 Overhauls Overhauls
12-May-
07
*
Inventory Asset Activity Types Extensible 40 Calibration Calibration
12-May-
07
*
Inventory Asset Activity Types Extensible 50 Repetitive Repetitive
12-May-
07
*
Inventory Asset Activity Types Extensible 60 Repair Repair
25-Nov-
09
*
Inventory Asset Activity Types Extensible 70 Corrective Corrective
25-Nov-
09
*
Inventory Asset Criticality Extensible 10 High High
12-May-
07
*
Inventory Asset Criticality Extensible 20 Low Low
12-May-
07
*
Inventory Asset Criticality Extensible 30 Medium Medium
12-May-
07
*
Enterprise Asset
Management
User 1 Work Order Work Order
27-Mar-
06
*
Enterprise Asset
Management
EAM Asset Number import scope User 0
With
Attributes
With Attributes
22-Apr-
04
*
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
24. Document
Enterprise Asset
Management
EAM Asset Number import scope User 1
Without
Attribute
Without
Attribute
17-Oct-
03
*
Enterprise Asset
Management
EAM Asset Number import scope User 2
Only
Attributes
Only Attributes
17-Oct-
03
*
Enterprise Asset
Management
User 0 Pending
17-Oct-
03
*
Enterprise Asset
Management
User 1 Running
17-Oct-
03
*
Enterprise Asset
Management
User 2 Error
17-Oct-
03
*
Enterprise Asset
Management
User 3 Success
17-Oct-
03
*
Enterprise Asset
Management
EAM Direct Item Types User 1
Description
Based Item
Description
Based Item
25-Sep-
03
*
Enterprise Asset
Management
EAM Direct Item Types User 2
Non Stock
Item
Non Stock Item
25-Sep-
03
*
Enterprise Asset
Management
Failure Analysis View By Parameter
Control
Extensible 1 Asset Number Asset Number
17-Mar-
06
*
Enterprise Asset
Management
Failure Analysis View By Parameter
Control
Extensible 2 Asset Group Asset Group
17-Mar-
06
*
Enterprise Asset
Management
Failure Analysis View By Parameter
Control
Extensible 3
Asset
Category
Asset Category
17-Mar-
06
*
Enterprise Asset
Management
Failure Analysis View By Parameter
Control
Extensible 4 Failure Code Failure Code
17-Mar-
06
*
Enterprise Asset
Management
Failure Code Type Extensible 10 Failure Code Failure Code
17-Mar-
06
*
Enterprise Asset
Management
Failure Code Type Extensible 20 Cause Code Cause Code
17-Mar-
06
*
Enterprise Asset
Management
Failure Code Type Extensible 30
Resolution
Code
Resolution
Code
17-Mar-
06
*
Enterprise Asset
Management
Asset Log User Reason Code User
Enterprise Asset
Management
User 1 Yes
Material
shortage is Yes
24-May-
05
*
Enterprise Asset
Management
User 2 No
Material
shortage is No
24-May-
05
*
Enterprise Asset
Management
User
Enterprise Asset
Management
Work Permit Types User 1 High Work
HIGH WORK
PERMIT
24-May-
05
*
Enterprise Asset
Management
Work Permit Types User 2
Hazardous
Work
HAZARDOUS
WORK
PERMIT
24-May-
05
*
Enterprise Asset
Management
Work Permit Types User 3 Hot Work
HOT WORK
PERMIT
24-May-
05
*
Enterprise Asset
Management
Work Permit Types User 4
Confined
Space
CONFINED
SPACE
24-May-
05
*
Enterprise Asset
Management
Work Permit Types User 5 Normal Normal
24-May-
05
*
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
25. Document
Enterprise Asset
Management
Work Permit Types User 100
High Voltage
Transfer Line
High Voltage
Transfer Line
24-May-
05
Work in Process WIP_EAM_WORK_ORDER_TYPE Extensible 10
Corrective
Maintenance
Corrective
Maintenance
*
Work in Process WIP_EAM_WORK_ORDER_TYPE Extensible 20
Opportunity
Based
maintenance
Opportunity
Based
maintenance
*
Work in Process WIP_EAM_WORK_ORDER_TYPE Extensible 30
Preventive
maintenance
Preventive
maintenance
*
Work in Process WIP_EAM_WORK_ORDER_TYPE Extensible 40
Breakdown
maintenance
Breakdown
maintenance
*
Work in Process WIP_EAM_WORK_ORDER_TYPE Extensible 50
Pnumatic and
Hand Tools
Maintenance
Pnumatic and
Hand Tools
Maintenance
*
Work in Process WIP_EAM_WORK_ORDER_TYPE Extensible 10
Emergency
Workorder
Emergency
Workorder
*
Work in Process WIP_EAM_WORK_ORDER_TYPE Extensible 20
Routine
Maintenance
Routine
Maintenance
*
Work in Process WIP_EAM_WORK_ORDER_TYPE Extensible 30 Service AMC Service AMC *
Work in process WIP_EAM_ACTIVITY_PRIORITY Extensible 10 High High *
Work in process WIP_EAM_ACTIVITY_PRIORITY Extensible 20 Medium Medium *
Work in process WIP_EAM_ACTIVITY_PRIORITY Extensible 30 Low Low *
Work in process WIP_EAM_WORK_REQ_TYPE Extensible 10
Corrective
maintenance
Corrective
maintenance
*
Work in process WIP_EAM_WORK_REQ_TYPE Extensible 20
Opportunity
Based
maintenance
Opportunity
Based
maintenance
*
Work in process WIP_EAM_WORK_REQ_TYPE Extensible 30
Preventive
maintenance
Preventive
maintenance
*
Work in process WIP_EAM_WORK_REQ_TYPE Extensible 40
Breakdown
maintenance
Breakdown
maintenance
*
Work in process WIP_EAM_WORK_REQ_TYPE Extensible 50
Pneumatic
and Hand
Tools
maintenance
Pneumatic and
Hand Tools
maintenance
*
Work in process WIP_EAM_WORK_REQ_TYPE Extensible 60
Emergency
Request
Emergency
Request
*
Work in process WIP_EAM_WORK_REQ_TYPE Extensible 70 Service AMC Service AMC *
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
26. Document
EAM: Define Area
Navigation Chemical Enterprise Asset Management SU > Setup > Area
Form
Name
Enter Form Name Here Area
Process:
Enterprise Asset Management
Business Area:
Area
Date:
06-OCT-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Milind Narayan Bhope
Description: Use areas to logically sort assets by the zones in which they reside. Areas divide the maintenance plant or
facility into zones, which help to track and account for assets. Areas are later associated with assets.
Remarks: Choose your maintenance organization – Example, JEG (Jhagadia Plant)
AREA DESCRIPTION
EFFECTIVE DATE
FROM EFFECTIVE DATE TO
ANION Anion House 17-Oct-14
BOILER HOUSE Boiler House 30-Sep-14
CATION Cation 17-Oct-14
DEFAULT Default Maintenance Area 30-Sep-14
ETP ETP Plant 17-Oct-14
PANEL PANEL ROOM 11-Nov-14
PILOT Pilot Plant 17-Oct-14
POLYMER Polymer 17-Oct-14
PPG PPG Plant 17-Oct-14
QA LAB Quality Assurance Laboratory (Instruments -ALL) 30-Sep-14
UTILITY Utility 17-Oct-14
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
27. Document
EAM: Define Department
Navigation Chemical Enterprise Asset Management SU > Setup > Routing > Departments
Form
Name
Enter Form Name Here Departments
Process:
Enterprise Asset Management
Business Area:
Department
Date:
06-OCT-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Milind Narayan Bhope
Description: A department is an area within your organization that consists of one or more people, machines, or suppliers,
where you want to collect costs, apply overhead, and compare load to capacity. You assign a department to each operation in a
routing, and assign resources that are available for that department.
Remarks: Choose your maintenance organization – Example, JEG (Jhagadia Plant)
Parameter Value
Department* ELECTRICAL
Description Electrical Maintenance
Cost Category Maintenance
Class -
Location JEG
Project Expenditure Org -
Inactive On -
RATES (B) NA
RESOURCES (B)
Resource* ELECTRICIA
Available 24 hrs Yes
Share -
UOM HR
Units* 3
Planning (T) NA
DEPARTMENT DESCRIPTION
MAINT_COST_
CATEGORY
LOCATION RESOURCE UOM
AVAILABLE
_24_HRS
UNITS
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
28. Document
MECHANICAL
Mechanical
Maintenance
Maintenance
JEG WELDER HR YES 6
MECHANICAL
Mechanical
Maintenance
Maintenance
JEG WELD MC HR
YES
6
MECHANICAL
Mechanical
Maintenance
Maintenance
JEG DRILL MC HR
YES
2
MECHANICAL
Mechanical
Maintenance
Maintenance
JEG VOLTMETER HR
YES
3
MECHANICAL
Mechanical
Maintenance
Maintenance
JEG TESTER HR
YES
3
MECHANICAL
Mechanical
Maintenance
Maintenance
JEG SPANNERS HR
YES
11
MECHANICAL
Mechanical
Maintenance
Maintenance
JEG PLUMBER HR
YES
3
ELECTRICAL
Electrical
Maintenance
Maintenance
JEG HELPER HR
YES
3
ELECTRICAL
Electrical
Maintenance
Maintenance
JEG ELECTRICIA HR
YES
3
SAFETY
SAFETY
DEPARTMENT -
MAINTENANCE
Maintenance
JEG SAFETY(O) HR
YES
2
MECHANICAL
Mechanical
Maintenance
Maintenance
JEG BOILER ATE HR
YES
4
MECHANICAL
Mechanical
Maintenance
Maintenance
JEG HELPER HR
YES
28
MECHANICAL
Mechanical
Maintenance
Maintenance
JEG FITTER HR
YES
11
• Location refers Maintenance Organization Location, Example JEG for Jhagadia Location (Inventory Setup). This is
essential to generate OSP/ Non Stockable Direct Item Purchase Requisition to get imported from eAM Work Orders.
(Ship-To-Location will be defaulted to the Imported Purchase Requisitions)
• Cost Category is used for eAM work order cost estimation
• Resource as per your Resource Setup
• Units as per Total Number of Resources available in the department
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
29. Document
EAM: Define Department Approvers
Navigation Chemical Enterprise Asset Management SU > Setup > Departments Approvers
Form
Name
Enter Form Name Here Departments Approvers
Process:
Enterprise Asset Management
Business Area:
Department Approvers
Date:
06-OCT-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Milind Narayan Bhope
Description: A Department Approver is responsible for approving the work requests
With a responsibility assigned to the current asset's owing department, you can set up department approvers so that Work
Request notifications are sent to each approver, via Oracle Workflow (Approvers can view these notifications on the Enterprise
Asset Management Self Service Maintenance Home Page. Everyone who receives the notification can access the Work Request
to change its status, or add additional information to the Work Request log. After one user approves the Work Request, the
notification is removed from the users' notification lists, and the Work Request status transitions from Open to Awaiting Work
Order.
A Work Request can be rejected. If an approver rejects a Work Request, the notification is removed from that approver's
notification list
Remarks: Choose your maintenance organization – Example, JEG (Jhagadia Plant)
Parameter Value Value
Responsibility Name * Chem Engg Maintenance Super User (Production) Chem Engg Maintenance Super User (Safety)
Application Name Enterprise Asset Management Enterprise Asset Management
DEPARTMENTS (T)
Department * PRODUCTION SAFETY
Description Production Department (Initiator) SAFETY DEPARTMENT - MAINTENANCE
Primary Approver - -
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
30. Document
EAM: Define Standard Operations
Navigation Chemical Enterprise Asset Management SU > Setup > Routing > Standard Operations
Form
Name
Enter Form Name Here Standard Operations
Process:
Enterprise Asset Management
Business Area:
Standard Operations
Date:
06-OCT-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Milind Narayan Bhope
Description: Standard operations are commonly used operations you can define as a template for use in defining future
routing operations. If you assign the operation code of standard operation in a routing, the standard operation information is
copied into the operation you are currently defining. You can then modify the operation information in your new operation.
Parameter Value
Operation Code* AC01
Description Check for Noise Level
Department * MECHANICAL
Shutdown Required Not Required
Remarks:
Choose your maintenance organization – Example, JEG (Jhagadia Plant)
Use the following attached excel file as a master data set up for Standard Operations.
Standard Operations refer to your Daily Routine Maintenance Check Sheet Operational activities, like PM Check sheets for
Plant, Equipment, utilities, Instruments.
OPERATION DEPARTMENT OPERATION_DESCRIPTION SHUTDOWN_REQD
EE01 ELECTRICAL Noise from Motor Not Required
EE02 ELECTRICAL Vibration Level Not Required
EE03 ELECTRICAL Bearings Not Required
EE04 ELECTRICAL Cooling Fan Not Required
EE10 ELECTRICAL Indication Lamps Not Required
EE06 ELECTRICAL Paint Not Required
EE07 ELECTRICAL Running Current Not Required
EE08 ELECTRICAL Starter & OL Relay Not Required
EE09 ELECTRICAL Fuses Not Required
EE05 ELECTRICAL Cleanliness Not Required
BR01 MECHANICAL Burner Gun Cleaning Not Required
BR02 MECHANICAL Burner Nozzle Cleaning Not Required
BR03 MECHANICAL Diffuser Plate Cleaning & Setting Not Required
BR04 MECHANICAL Ignition Electrode Cleaning & Setting Not Required
BR05 MECHANICAL Photo Cell Cleaning & Setting Not Required
BR06 MECHANICAL Funace Cleaning Not Required
BR07 MECHANICAL Duplex Filter Cleaning Not Required
BR08 MECHANICAL Bucket Filter Cleaning Not Required
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
31. Document
BR09 MECHANICAL Smoke Box Cleaning Not Required
BR10 MECHANICAL Fuel Line Strainer Cleaning Not Required
BR11 MECHANICAL Service Tank Strainer Cleaning Not Required
BR12 MECHANICAL Check for any System Leakage Not Required
CP01 MECHANICAL Check for Foundation Bolts Circulation Pump Not Required
CP02 MECHANICAL Check for Coupling and Spider Circulation Pump Not Required
CP03 MECHANICAL Check for Lubrication Circulation Pump Not Required
CP04 MECHANICAL Check for Leakage Mech Seal Circulation Pump Not Required
CP05 MECHANICAL Check Flow Rate Circulation Pump Not Required
CP06 MECHANICAL Check Vibration Circulation Pump Not Required
CP07 MECHANICAL Check Coupling Alignment Circulation Pump Not Required
CP08 MECHANICAL Check cleanliness Circulation Pump Not Required
0000 MECHANICAL Default Operation Not Required
RT01 MECHANICAL Gear Box Oil level Not Required
RT02 MECHANICAL Gear Box Oil Change Not Required
RT03 MECHANICAL Belt Tension Not Required
RT04 MECHANICAL Lantern/ Coupling Nuts Bolts Tightening Not Required
RT05 MECHANICAL Reactor Inside Inspection Not Required
RT06 MECHANICAL Thermo Syphon Cylinder Oil Level Not Required
RT07 MECHANICAL Mechanical Oil Seal Connection Not Required
RT08 MECHANICAL Check for Oil Leakager Not Required
RT09 MECHANICAL Leakge Stuffing Box Not Required
RT10 MECHANICAL Man Hole Clamps / Gasket Conidtion Not Required
RT11 MECHANICAL Belt Guard Condition Not Required
RT12 MECHANICAL Reactor paint Condition Not Required
RT13 MECHANICAL Thermo Pocket Oil Level Not Required
RT14 MECHANICAL Fleixble Coupling Spider Conidtion Not Required
RT15 MECHANICAL Check Noise Level for Transmission Not Required
RT16 MECHANICAL Check for Cleanliness Not Required
CH50 MECHANICAL Operation of Water Chilled Water Temperature Indicator Not Required
CH51 MECHANICAL Operation of Control Valve Not Required
CH52 MECHANICAL Operation of Chilled Water Flow Switch Not Required
CH53 MECHANICAL Operation of Generator Temperature Controller Not Required
CH54 MECHANICAL Operation of Refrigerant Pump Not Required
CH55 MECHANICAL Operation of ANti Freeze ThermoStat Not Required
CH56 MECHANICAL Bubble Test for Vaccum Not Required
CH57 MECHANICAL Setting of Timers Not Required
CH58 MECHANICAL
Draw out Sample of LiBR for Testing Octyl, Alchohol, and Corrosion
Inhibitor Not Required
CH59 MECHANICAL Any Visual Check Not Required
CH60 MECHANICAL REplacement of defective Components Not Required
CH61 MECHANICAL Operation of CHilled Water Switch Not Required
CH62 MECHANICAL Chilled Water Pump InterLock Not Required
CH63 MECHANICAL Cooling Water Pump Interlock Not Required
CH64 MECHANICAL Chilling Water to Cooling Water Interlock Not Required
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
32. Document
CH65 MECHANICAL Check Concentration of a Refrigerant Solution . Absorben Solution Not Required
CH66 MECHANICAL Check (a) Refrigerant Pump (b) Absorpent Pump Not Required
AC01 MECHANICAL Check for Noise LEvel Not Required
AC02 MECHANICAL Check for Vibration Not Required
AC03 MECHANICAL Check for Belt Tension and Belt Condition Not Required
AC04 MECHANICAL Check for Foundation Bolts Tightening Not Required
AC05 MECHANICAL Check for Coupling Pulley Alignment Not Required
AC06 MECHANICAL Check for Lubrication level Not Required
AC07 MECHANICAL Check for Leakage through Mechanical Seal Not Required
AC08 MECHANICAL Check for Flexible coupling spider Not Required
AC09 MECHANICAL Check for Belt Guard Condition Not Required
AC10 MECHANICAL Check for Cleanliness Not Required
• Operation Code can be an alphanumeric 4 letter code that describes your maintenance activity
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
33. Document
EAM: Define Asset Group
Navigation Chemical Enterprise Asset Management SU > Assets > Asset Group
Or Chemical Ind Inv Superuser > Items > Master Items
Form
Name
Enter Form Name Here Master Items
Process:
Enterprise Asset Management
Business Area:
Asset Group
Date:
06-OCT-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Milind Narayan Bhope
Description:
During implementation, Asset Group (Asset Group or Rebuildables Item) names should be established.
Asset Groups represent groups of assets that are virtually identical.
Generally, an Asset Group is defined for each Manufacturer and Model Number combination (Make, Model, and Year).
Examples include Acme Model 123 Pump and Ford F150 2002 Truck.
Note: If you have assets in your organization that are virtually identical (for example, the same manufacturer and model),
consider creating an Asset Group for those assets.
Parameter Value
Item * PDENGBR001
Description * BOILER
Template * PUR-ENG-EAM-ASSETGROUP-SERIAL
Long Description
Item Status Active
Serial Generation * At Receipt
Make or Buy Buy
Asset Category
Expense Account
Remarks:
Choose your maintenance organization – Example, JEG (Jhagadia Plant)
• Asset Group is an Item code contains a max length of 10 digits, could be alphanumeric combination.
Use the following attached excel file as a master data set up for Asset Group.
Error! Not a valid link.
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
34. Document
EAM: Define Rebuildables Item
Navigation Chemical Enterprise Asset Management SU > Rebuildables > Rebuildables Items
Or Chemical Ind Inv Superuser > Items > Master Items
Form
Name
Enter Form Name Here Master Items
Process:
Enterprise Asset Management
Business Area:
Rebuildables Item Group
Date:
06-OCT-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Milind Narayan Bhope
Description:
Items that are installed, removed, and refurbished are referred to as Rebuildable Items. Examples of Rebuildable Items include
motors, control boxes, and computer boards. Rebuildable Items might need to be removed or refurbished while a parent Asset is
maintained. Rebuildable Items are inventory items; you have the option to serialize them
Parameter Value
Item * PDRBDAD001
Description * Acid dosing
Template * PUR-ENG-EAM-RBGROUP-SERIAL
Long Description
Item Status Active
Serial Generation * At Receipt
Make or Buy Buy
Asset Category
Expense Account
Remarks:
Choose your maintenance organization – Example, JEG (Jhagadia Plant)
Rebuildables Group is an Item code contains a max length of 10 digits, could be alphanumeric combination
Use the following attached excel file as a master data set up for Rebuildable Item.
Error! Not a valid link.
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
35. Document
EAM: Define Maintenance Activity
Navigation Chemical Enterprise Asset Management SU > Activities > Master Activities
Or Chemical Ind Inv Superuser > Items > Master Items
Form
Name
Enter Form Name Here Master Items
Process:
Enterprise Asset Management
Business Area:
Activity
Date:
06-OCT-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Milind Narayan Bhope
Description:
Activities provide you with a standard template of jobs, which are applied to Work Orders, such as Routine or
Preventive Maintenance. After these Activity Templates are created, they are associated with one or more Asset
Numbers or Rebuildables
There are three methods you can use to create an Activity. You can create an Activity within the Master Activity
(Master Item) window, create Activities from the Activity Workbench, and create Activities from within a Maintenance
Work Order
Parameter Value
Item * PDBDMBR001
Description * Breakdown maintenance of Boiler
Template * @Activity
Long Description
Item Status Active
Remarks:
Choose your maintenance organization – Example, JEG (Jhagadia Plant)
Activity is an Item code contains a max length of 10 digits, could be alphanumeric combination
Use the following attached excel file as a master data set up for Rebuildable Item.
Error! Not a valid link.
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
36. Document
EAM: Define Asset Number
Navigation Chemical Enterprise Asset Management SU > Assets > Asset Number
Form
Name
Enter Form Name Here Define Asset Number
Process:
Enterprise Asset Management
Business Area:
Asset Number
Date:
06-OCT-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Milind Narayan Bhope
Description: Enterprise Asset Management provides three methods in which you can enter a new asset. You can create them
individually, by copying information from an existing asset, utilize the multiple asset entry method, or use the Import Asset
Number interface.
Parameter Value
Asset Number * PMN2940001
Description BOILER NO.1
Asset Group * PDENGBR001
Asset Serial Number * BRM601
Asset Category NA
Organization JEG
Asset Type Capital
MAIN (T)
Owning Department MECHANICAL
Criticality High
WIP Accounting Class JEG-ENGG
Area BOILER HOUSE
Maintainable Yes
Active Yes
Operation log Enabled Yes
Parent Asset Type Capital
Asset Number -
Asset Group -
Warranty Expiration -
Check Out -
OTHERS (T)
Fixed Asset Category -
Fixed Asset Number -
Remarks:
Choose your maintenance organization – Example, JEG (Jhagadia Plant) , Asset Number is your Financial Book Number same
as Fixed Number , Asset Serial Number is your Equipment Tag number.
Error! Not a valid link.
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
37. Document
EAM: Define Rebuildable Number
Navigation Chemical Enterprise Asset Management SU > Rebuildables > Rebuildable Numbers
Form
Name
Enter Form Name Here Define Rebuildable Serial Number
Process:
Enterprise Asset Management
Business Area:
Rebuildable Number
Date:
06-OCT-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Milind Narayan Bhope
Description:
Enterprise Asset Management provides three methods in which you can enter a new asset. You can create them individually, by
copying information from an existing asset, utilize the multiple asset entry method, or use the Import Asset Number interface.
RB Items also be created via Inventory Receipt.
Parameter Value
Asset Number * PMN294T001
Description FC1 TEMP.INDICATOR
Asset Group * PDRBDTI001
Asset Serial Number * ITI 001
Asset Category NA
Organization JEG
Asset Type Rebuildable Inventory
MAIN (T)
Owning Department ELECTRICAL
Criticality Medium
WIP Accounting Class JEG-ENGG
Area ANION
Maintainable Yes
Active Yes
Operation log Enabled Yes
Parent Asset Type Capital
Asset Number -
Asset Group -
Warranty Expiration -
Check Out -
OTHERS (T)
Fixed Asset Category -
Fixed Asset Number -
Remarks:
Choose your maintenance organization – Example, JEG (Jhagadia Plant). Use the following attached excel file as a master data
set up Rebuildable Number.
Error! Not a valid link.
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
38. Document
EAM: Define Asset BOM
Navigation Chemical Enterprise Asset Management SU > Assets > Asset BOM
Form
Name
Enter Form Name Here Asset BOM
Process:
Enterprise Asset Management
Business Area:
Asset BOM
Date:
06-OCT-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Milind Narayan Bhope
Description: A bill of material contains information on the parent item, components, attachments, and descriptive elements.
Each standard component on a bill can have multiple reference designators and substitute components.
Asset BOM can be updated as and when during the work order release by dynamically adding the work order material to the
Asset BOM. By Copy Functionality.
Parameter Value
Item * PDENGBR001
Description BOILER
MAIN (T)
Item Seq 1
Operation Seq 10
Component J2C0100100
Basis Item
Quantity 1
Inverse Usage 1
Auto Request Material Yes
SERIAL EFFECTIVITY (T)
From EAD502
To
COMPONENT DETAILS (T)
Yield 1
MATERIAL CONTROL (T)
Supply Type Push
Sub Inventory
Locator
PURCHASING (T)
Vendor
Price
Remarks:
Use the following attached excel file as a master data set up for Asset BOM.
Choose your maintenance organization – Example, JEG (Jhagadia Plant).
Error! Not a valid link.
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
39. Document
EAM: Define Activity Association
Navigation Chemical Enterprise Asset Management SU > Activities > Activity Association
Form
Name
Enter Form Name Here Activity Association
Process:
Enterprise Asset Management
Business Area:
Activity Association
Date:
06-OCT-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Milind Narayan Bhope
Description: After you have defined Rebuildable Items and Activities, you can associate Activities to the Rebuildable Items.
For example, you may have a Rebuild Engine Activity, and an Engine Rebuildable Item. After you create a Rebuild Work Order
for the engine, the associated Rebuild Engine Activity attaches its associated maintenance BOM (material) and maintenance
routing (resources) to the Work Order
Parameter Value
Activity PDENGBR001
Description Breakdown maintenance of Boiler
MAIN (T)
Asset Type * Capital
Asset Group * PDENGBR001
Asset Number * PMN2940001
Priority Medium
Effective Date From 1-Apr-14
Effective Date To
WORK ORDER DETAILS (T)
Activity Cause Preventive
Activity Type Inspections
Activity Source Calibration
Tagging Required Yes
Owning Department
Shutdown required Not Required
WIP Accounting Class JEG-ENGG
Remarks:
Choose your maintenance organization – Example, JEG (Jhagadia Plant).
Use the following attached excel file as a master data set up Activity Association.
Error! Not a valid link.
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
40. Document
EAM: Define Maintenance Routing
Navigation Chemical Enterprise Asset Management SU > Activities > Maintenance Routing
Form
Name
Enter Form Name Here Maintenance Routing
Process:
Enterprise Asset Management
Business Area:
Maintenance Routing
Date:
06-OCT-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Milind Narayan Bhope
Description: For each routing, define the operations, the sequence to perform them, and the resources required at each
operation. You can define either a primary or an alternate routing.
Parameter Value
Activity* PDPMBR001
Description Preventive maintenance of BOILER NO.1
MAIN (T)
Seq* 10
Code* BR01
Department * MECHANICAL
DATE EFFECTIVITY (T)
Effective Date From 06-NOV-2014 15:16:22
Disable Date
WIP (T)
Shutdown Type Not Required
DESCRIPTION (T)
Description Burner Gun Cleaning
Long Description
OPERATION RESOURCES (T)
Seq
Resource
UOM HR
Basis Item
Rate or Amount – Usage
Rate or Amount – Inverse
SCHEDULING (T)
Schedule Yes
Assigned Units 1
Available 24 HRS Yes
COSTING (T)
Charge Type Manual
Remarks:
Choose your maintenance organization – Example, JEG (Jhagadia Plant).
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
41. Document
Activity Code is defined in the Item Master
Effective Date From system defaults to current date.
Use the following attached excel file as a master data set up
Error! Not a valid link.
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
42. Document
EAM: Define Maintenance BOM (Activity BOM)
Navigation Chemical Enterprise Asset Management SU > Activities > Maintenance BOM
Form
Name
Enter Form Name Here Maintenance BOM
Process:
Enterprise Asset Management
Business Area:
Maintenance BOM
Date:
06-OCT-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Milind Narayan Bhope
Description: A bill of material contains information on the parent item, components, attachments, and descriptive elements.
Each standard component on a bill can have multiple reference designators and substitute components.
Parameter Value
Item * PDENGBR001
Description Breakdown maintenance of Boiler
MAIN (T)
Item Seq* 1
Operation Seq* 10
Component* J2C0100100
Description M S PIPES-1" C CLASS ERW
Basis* Item
Quantity* 1
Inverse Usage 1
Auto Request Material Yes
DATE EFFECTIVITY (T)
From* 05-NOV-2014 14:43:13
To
COMPONENT DETAILS (T)
Yield* 1
MATERIAL CONTROL (T)
Supply Type Push
Sub Inventory
Locator
Remarks:
Choose your maintenance organization – Example, JEG (Jhagadia Plant).
Use the following attached excel file as a master data set up for Maintenance BOM.
Error! Not a valid link.
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
43. Document
EAM: Define Rebuildable BOM
Navigation Chemical Enterprise Asset Management SU > Rebuildables > Rebuildable BOM
Form
Name
Enter Form Name Here Rebuildable BOM
Process:
Enterprise Asset Management
Business Area:
Maintenance BOM
Date:
06-OCT-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Milind Narayan Bhope
Description: A bill of material contains information on the parent item, components, attachments, and descriptive elements.
Each standard component on a bill can have multiple reference designators and substitute components. Rebuildable BOM Parent
Item can be a component of a Asset BOM, thus RB Items are linked to the Asset Capital items thus work order relationship is
maintained so as asset genealogy.
Parameter Value
Item * PDRBDFE001
Description FEED PUMP
MAIN (T)
Item Seq* 1
Operation Seq* 10
Component* J2C0100100
Description M S PIPES-1" C CLASS ERW
Basis* Item
Quantity* 1
Inverse Usage 1
Auto Request Material Yes
DATE EFFECTIVITY (T)
From* 05-NOV-2014 14:43:13
To
COMPONENT DETAILS (T)
Yield* 1
MATERIAL CONTROL (T)
Supply Type Push
Sub Inventory
Locator
Remarks:
Choose your maintenance organization – Example, JEG (Jhagadia Plant).
Use the following attached excel file as a master data set up for Rebuildable BOM.
Error! Not a valid link.
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
44. Document
EAM: Define Asset Genealogy
Navigation Chemical Enterprise Asset Management SU > Rebuildables > Rebuildable Numbers
Form
Name
Enter Form Name Here Define Rebuildable Serial Number
Process:
Enterprise Asset Management
Business Area:
Rebuildable Number
Date:
06-OCT-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Milind Narayan Bhope
Description:
Rebuildable Serial Numbers are associated with the Capital Asset Numbers to form a Asset Hierarchy (Genealogy).
When there is a need to repair and replace the existing RB Item, the new item is issued and the Genealogy is updated.
Example, Pump Replaced in the Boiler and the New Pump item is updated replacing the Old Pump
Parameter Value
Asset Number * PMN294T001
Description FC1 TEMP.INDICATOR
Asset Group * PDRBDTI001
Asset Serial Number * ITI 001
Asset Category NA
Organization JEG
Asset Type Rebuildable Inventory
MAIN (T)
Owning Department ELECTRICAL
Criticality Medium
WIP Accounting Class JEG-ENGG
Area ANION
Maintainable Yes
Active Yes
Operation log Enabled Yes
Parent Asset Type Capital
Asset Number PMN2940001
Asset Group PDENGBR001
Warranty Expiration -
Check Out -
OTHERS (T)
Fixed Asset Category -
Fixed Asset Number -
Remarks:
Choose your maintenance organization – Example, JEG (Jhagadia Plant). Use the following attached excel file as a master data
set up Rebuildable Number.
Error! Not a valid link.
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
45. Document
EAM: Define Set Name Definition
Navigation Chemical Enterprise Asset Management SU > Preventive Maintenance > Set Name Definition
Form
Name
Enter Form Name Here Set Name
Process:
Enterprise Asset Management
Business Area:
PM Set
Date:
06-OCT-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Milind Narayan Bhope
Description:
A PM schedule for an Activity and an Asset Number or Asset Group must uniquely belong to a Set Name. Multiple PM
Schedules for the same Asset Number or Asset Group and Activity combination are created across Sets. However, out of those
PM Schedules, one can be identified as the Default and used for generating Work Orders.
Other PM Schedules in other Sets can be used for simulation purposes. Every Set Name has an end date. Every PM schedule
that belongs to the Set Name must have its effective-to date before the end date of the PM Schedule's Set Name
Parameter Value
Set Name * PD-PM-BRH
End Date
Description PREVENTIVE MAINTENANCE SCHEDULE OF BOILER
Remarks:
Use the following attached excel file as a master data set up for Set Name.
Choose your maintenance organization – Example, JEG (Jhagadia Plant)
Error! Not a valid link.
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
46. Document
EAM: Define Schedule Definition
Navigation Chemical Enterprise Asset Management SU > Preventive Maintenance > Schedule Definition
Form
Name
Enter Form Name Here PM Schedules
Process:
Enterprise Asset Management
Business Area:
PM Schedule
Date:
06-OCT-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Milind Narayan Bhope
Description: eAM can generate Work Orders automatically based on meter readings, runtime and/or calendar days.
Date Based Schedules are used for Plants, Equipment, Insturments preventive maintenance scheduling and release forecasted
work orders as per the frequency levels.
Parameter Value
Schedule Name * PM -BOILER NO.1
Default Yes
Set Name* PD-PM-BRH
Description PREVENTIVE MAINTENANCE SCHEDULE OF BOILER
Run to Failure No
Asset Type* Capital
Asset Number* PMN2940001
Asset Group PDENGBR001
Schedule Type* Rule Based
Effective From 01-APR-2014
Effective To
Scheduling Option* Actual End Date
To suggest Next Service* Start Date
Lead Time in Days
Work Order Status* Draft
For Multiple Rules – use Date that comes First
Next WO Status* Yes
Intervals Per Cycle* 1
Current Cycle 1
Current Interval Count 1
ACTIVITY (T)
Activity PDPMBR001
Interval Multiple 1
Repeat in Cycle Yes
Tolerance in Days
Last Date
Date Rules (T)
Effective Date From 14-OCT-2014
Effective Date To
Base interval in Days 15
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
47. Document
Remarks:
Use the following attached excel file as a master data set up for Schedule Definition.
Choose your maintenance organization – Example, JEG (Jhagadia Plant)
Error! Not a valid link.
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
48. Document
EAM: Define Last Service Info
Navigation Chemical Enterprise Asset Management SU > Preventive Maintenance > Last Service info
Form
Name
Enter Form Name Here Last Service Information
Dorf Process:
Enterprise Asset Management
Business Area:
Enterprise Asset Management
Date:
31/03/2014
Control Number:
<Control Number>
Priority (H, M, L):
H
Process Owner:
Sunil More/Solly
Description:
Choose Last Service Info to enter last service information for the current Asset Number/Activity association. Enter Last Service
start and end dates. These dates are used by the Preventive Maintenance Scheduler as a starting point for calculating the next
due date for a suggested Work Order. After the Preventive Maintenance Scheduler suggests a Work Order, and that Work Order
is completed,
This date resets to the completion date. Last service information is always regarding the Asset Number/Activity association, and
independent of the association's PM schedule definition.
In the Scheduling Options region, indicate how the PM Scheduler process calculates Work Order dates. The Use field works in
conjunction with the to suggest Next Service field. The date field indicates the Last Service date.
• Actual Start Date to Start Date: The PM Scheduler process uses the Last Service Actual Start Date, and calculates scheduled
start dates. This is a forward scheduling method.
Parameter Value
Asset Type* Capital
Asset Number * PMN2940001
Description BOILER NO.1
Asset Group PDENGBR001
Description BOILER
Activity* PDPMBR001
Description Preventive maintenance of BOILER NO.1
LAST SERVICE DATES
Actual Start Date * 10-NOV-2014 17:35:41
Actual End Date* 11-NOV-2014 17:53:05
Scheduled Start Date * 11-NOV-2014 17:35:41
Scheduled End Date * 11-NOV-2014 19:47:41
Remarks:
Use the following attached excel file as a master data set up for Asset/Rebuildable Number Last service Information.
Choose your maintenance organization – Example, JEG (Jhagadia Plant)
Error! Not a valid link.
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
49. Document
EAM: Define Work Order Statuses
Navigation Chemical Enterprise Asset Management SU > Set up > Work order Statuses
Form
Name
Enter Form Name Here Define Work Order Statuses
Process:
Enterprise Asset Management
Business Area:
Work Order Statuses
Date:
06-OCT-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Milind Narayan Bhope
Description:
An Enterprise Asset Management Work Order may progress through several statuses, throughout its lifecycle duration. The
diagram below illustrates how Enterprise Asset Management Work Orders might start at a Draft status, then move to Released,
Complete, and finally closed. These statuses can vary, depending on the type of Work Order that is created. For example, easy
Work Orders are created in a Released status, bypassing the Draft status
Status System Status Enabled
Cancelled Cancelled *
Cancelled By Approver Cancelled *
Cancelled By PM Cancelled *
Closed Closed *
Complete Complete *
Complete - No Charges Complete - No Charges *
Draft Draft *
Failed Close Failed Close *
On Hold On Hold *
Pending Close Pending Close *
Released Released *
Unreleased Unreleased *
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
50. Document
EAM: Define Work Permit Statuses
Navigation Chemical Enterprise Asset Management SU > Set up > Work Permit Statuses
Form
Name
Enter Form Name Here Define Work Order Statuses
Process:
Enterprise Asset Management
Business Area:
Work Permit Statuses
Date:
06-OCT-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Milind Narayan Bhope
Description:
Work permit status is used to create work permit covering the scope of safety management to undertake maintenance work for
certain equipments.
Status System Status Enabled
Cancelled By Approver Cancelled *
Cancelled Cancelled *
Completed Completed *
Draft Draft *
Released Released *
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
51. Document
EAM: Define Failure Analysis Set
Navigation Chemical Enterprise Asset Management SU > Home Page for Enterprise Asset Management > Failure
Tracking Setup > Create Failure Set
Form
Name
Enter Form Name Here Define Failure Sets
Process:
Enterprise Asset Management
Business Area:
Failure Sets
Date:
06-OCT-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Milind Narayan Bhope
Description:
A Work Order represents one single failure occurrence (event) for the asset specified on the Work Order. There are three main
Failure Code Types: Failure Code, Cause Code, and Resolution Code. When creating a Work Order, these Failure Codes are
specified on the Work Order, such as Compressor Shaft Damage (Failure), Vibration (Cause), and Replacement and Re-
calibration (Resolution), respectively..
Parameter Value
Name *
Description
End Date
Remarks:
Use the following attached excel file as a master data for the current setup.
Choose your maintenance organization – Example, JEG (Jhagadia Plant)
Error! Not a valid link.
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
52. Document
EAM: Define Failure Codes
Navigation Chemical Enterprise Asset Management SU > Home Page for Enterprise Asset Management > Failure
Tracking Setup > Failure Codes
Form
Name
Enter Form Name Here Define Failure Codes
Process:
Enterprise Asset Management
Business Area:
Failure Codes
Date:
06-OCT-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Milind Narayan Bhope
Description:
A Work Order represents one single failure occurrence (event) for the asset specified on the Work Order. There are three main
Failure Code Types: Failure Code, Cause Code, and Resolution Code. When creating a Work Order, these Failure Codes are
specified on the Work Order, such as Compressor Shaft Damage (Failure), Vibration (Cause), and Replacement and Re-
calibration (Resolution), respectively..
Parameter Value
FAILURE CODE
Code Type * Failure Code
Code EE1
Description Electrical Failures
End Date
CAUSE CODE
Code Type * Cause Code
Code V1
Description Overload Relay Malfunctioning
End Date
RESOLUTION CODE
Code Type * Resolution Code
Code RS1
Description Default Resolution for Electrical Failure
End Date
Remarks:
Use the following attached excel file as a master data for the current setup.
Choose your maintenance organization – Example, JEG (Jhagadia Plant)
Error! Not a valid link.
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
53. Document
CST: Define Cost Types
Navigation Chemical Cost Management (Discrete) > Set up > Cost Types
Form
Name
Enter Form Name Here Define Cost Types
Process:
Cost Management
Business Area:
Cost Types
Date:
06-OCT-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Milind Narayan Bhope
Description:
A cost type is a set of costs uniquely identified by name. Two cost types are predefined for you, Frozen (for standard costs) and
Average. You can define and update an unlimited number of additional simulation or unimplemented cost types. Each cost
Type has its own set of cost controls. A cost type is a set of costs uniquely identified by name. Two cost types are predefined
for you, Frozen (for standard costs) and Average. You can define and update an unlimited number of additional simulation or
unimplemented cost types. Each cost type has its own set of cost controls
REMARK:
Choose your maintenance organization – Example, JEG (Jhagadia Plant)
Parameter Value
Cost Type Avg Rate
Description * Average Rate
Default Cost Type Average
Inactive On
Multi-Org Yes
Allow Updates Yes
Available To Engineering Yes
Roll up Options
Component Yield
Snapshot Bills
Previous Roll up Options
Element Yes
Sub-Element Yes
Activity
Operation Yes
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
54. Document
CST: Define Cost Sub Elements
Navigation Chemical Cost Management (Discrete) > Set up > Sub-Elements > Material
Form
Name
Enter Form Name Here Define Cost Types
Process:
Cost Management
Business Area:
Cost Sub Elements > Material
Date:
06-OCT-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Milind Narayan Bhope
Description:
Material sub elements classify material costs, such as plastic or metal. A material sub element has a default activity and a default
basis type assigned to it.
REMARK:
Choose your maintenance organization – Example, JEG (Jhagadia Plant)
Parameter Value
Material Sub Elements
Defaults (T)
Material * Material
Description Material
Default Basis * Item
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
55. Document
CST: Define Interface Managers
Navigation Chemical Cost Management (Discrete) > Set up > Interface Managers
Form
Name
Enter Form Name Here Interface Managers
Process:
Cost Management
Business Area:
Interface Managers
Date:
06-OCT-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Milind Narayan Bhope
Description:
Launch Transaction Managers periodically to distribute cost events such as material and cost distributions
REMARK:
Choose your maintenance organization – Example, JEG (Jhagadia Plant)
Name Status Worker Rows Hours Minutes Hours Minutes Seconds
Cost Manager Active 200 0 0 0 5 0
Lot Move Transaction Active 200 0 0 0 5 0
Material transaction Active 200 0 0 0 5 0
Move transaction Active 200 0 0 0 5 0
Cost Manager should be Active
Material Transaction should be Active
♦ Requisition Import for eAM Work orders – Automatically (OSP Requisitions)
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
56. Document
QM: Define Collection Plan Types
Navigation Chemical Enterprise Asset Management SU >Quality > Set up > Collection Plan Types
Form
Name
Enter Form Name Here Collection Plan Types
Process:
Quality Management
Business Area:
Collection Plan Types
Date:
06-OCT-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Mukund Dasare
Description:
Collection elements are the basic building blocks of collection plans, the data structures that you use to collect Quality results.
Before you can collect quality data, you must first create a collection plan. Begin by creating collection elements, which define
the
Characteristics of the product or process that you want to monitor, record, and analyze.
REMARK:
Choose your maintenance organization – Example, JEG (Jhagadia Plant)
Code Lookup Code Meaning Lookup Code Description Tag From To Enabled
1 WIP Inspection In-process inspection plans *
2 Receiving Inspection Goods receipt inspection plans *
3 FGI Inspection Inspection plans for finished goods inventory *
4 Field Returns Collection plans for field failure details *
5 Instrument Calibration Instrument Calibrations 7-Oct-14 *
AUDIT_PLAN Audits Audits *
CAR_PLAN Corrective Action Requests Corrective Action Request Plan *
CONSUMP Consumption Data Entry Consumption Data Entry EAM 11-Nov-14 *
COUNTER_READINGS_PLAN Counter Readings Counter Readings Plan *
DISPOSITION_PLAN Dispositions Disposition Plan *
LAB Calibration Instruments- LAB Calibration Instruments- LAB 22-Jun-07 *
MISC Miscellaneous Plan 11-May-07 *
NONCONFORMANCE_PLAN Nonconformances Nonconformance Plan *
QUOTE QUOTE Quote Approval 11-May-12 *
REQUISITION Requisition Plan 11-May-07 *
RESULT Result Child Plan Result Child Plan 21-Jun-07 *
STAGE Stage Inspection Plan 25-Jun-07 *
STAGE/FINAL INSPECTION Stage/Final Inspection Plan Stage Inspection Plan 1-Jan-09 *
VENDOR INSPECTION Vendor Inspection Plan 11-May-07 *
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
57. Document
QM: Define Collection Elements
Navigation Chemical Enterprise Asset Management SU >Quality > Set up > Collection Elements
Form
Name
Enter Form Name Here Collection Elements
Process:
Quality Management
Business Area:
Collection Elements
Date:
26-DEC-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Mukund Dasare
Description:
Collection elements are the basic building blocks of collection plans, the data structures that you use to collect Quality results.
Before you can collect quality data, you must first create a collection plan. Begin by creating collection elements, which define
the
Characteristics of the product or process that you want to monitor, record, and analyze.
Parameter Value
Collection Element * QACAL_Standard Value
Element Type * Variable
Enabled Yes
Label – Prompt * QACAL_Standard Value
Label – Hint Enter your Calibration Data - Standard Value
Data
Data Type * Number
Reporting Length * 8
Decimal Precision 4
UOM -
Default Value -
ACTIONS (B) -
V ALUES (B) -
REMARK:
Choose your maintenance organization – Example, JEG (Jhagadia Plant)
Element Type
1. Variable - Numeric Data Set
2. Attribute - Character Data Set
3. Reference Information - Asset Number, Asset Group, Activity (Available in Other Applications)
Use the following attached excel file as a master data set up for the current setup task.
EAM-UAT-ODS-CV-Q
ALAB-(1)-CHAR LIS_JEG.xls
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
58. Document
QM: Define Collection Plan
Navigation Chemical Enterprise Asset Management SU >Quality > Set up > Collection Plans
Form
Name
Enter Form Name Here Collection Plans
Process:
Quality Management
Business Area:
Collection Plans
Date:
26-DEC-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Mukund Dasare
Description:
You create collection plans to identify the data that you want to collect, and what actions you want to take based on the quality
results that you collect. To collect quality data, you must set up a data collection structure called a collection plan.
Parameter Value
Collection Plan * QAJH_REFRACTOMETER_1 5284
Description QAJH_REFRACTOMETER_1.5284
Effective Date From 25-Dec-14
Plan Type * Calibration Instruments- LAB
Quality Collection Elements (RB)
Name * QACAL_Recorded Date
Seq * 10
Prompt * QACAL_Recorded Date
Mandatory * No
Enabled * Yes
Read Only
Displayed
Element Type Variable
VALUES (B) -
ACTIONS (B) -
TRANSACTIONS (B) -
SPECIFICATIONS (B) -
REMARK:
Choose your maintenance organization – Example, JEG (Jhagadia Plant)
Use the following attached excel file as a master data set up for the current setup task.
EAM-UAT-ODS-CV-Q
ALAB-(2)-PLAN CHAR LIST_JEG.xls
EAM-UAT-ODS-CV-Q
ALAB-(3)-PLAN CHAR ACTION RULES_JEG.xls
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
59. Document
QM: Define User Groups
Navigation Chemical Enterprise Asset Management SU >Quality > Set up > User Groups
Form
Name
Enter Form Name Here Collection Plans
Process:
Quality Management
Business Area:
User Groups
Date:
26-DEC-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Mukund Dasare
Description:
You create collection plans to identify the data that you want to collect, and what actions you want to take based on the quality
results that you collect. To collect quality data, you must set up a data collection structure called a collection plan.
Assign User Group to the Collection plan by giving privileges
Parameter Value
User Group Name * QALAB
Members (RB)
User Login * 0A0891
Last Name * Dasare
First Name * Mukund
Enabled Yes
REMARK:
Choose your maintenance organization – Example, JEG (Jhagadia Plant)
Use the following attached excel file as a master data set up for the current setup task.
USER GROUP NAME USER LOGIN LAST NAME FIRST NAME ENABLED
QALAB 0A0891 Dasare Mukund Yes
QALAB 0A1645 Bhope Milind Yes
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
60. Document
QM: Define Grant Privileges
Navigation Chemical Enterprise Asset Management SU >Quality > Set up > Grant Privileges
Form
Name
Enter Form Name Here Collection Plans
Process:
Quality Management
Business Area:
Grant Privileges
Date:
26-DEC-2014
Control Number:
1
Priority (H, M, L):
H
Process Owner:
Mr. Mukund Dasare
Description:
You create collection plans to identify the data that you want to collect, and what actions you want to take based on the quality
results that you collect. To collect quality data, you must set up a data collection structure called a collection plan.
Assign User Group to the Collection plan by giving privileges
Parameter Value
Grantee * QALAB
Collection Plan * QAJH_REFRACTOMETER_1 5284
Change Plan Yes
Enter Results Yes
View Results Yes
Update Results Yes
Delete Results Yes
REMARK:
Choose your maintenance organization – Example, JEG (Jhagadia Plant)
Use the following attached excel file as a master data set up for the current setup task.
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
61. Document
System Setup: Chart of Accounts
Find enclosed in the file contains the system accounts required for setting up eAM Module for which list of
COA Accounts are listed.
eAM Costing events occur in an Average Costing environment.
Thermax CHEM -
COA values - SYSTEM Accounts KPIT (30-SEP-14).xls
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref:
62. Document
Open and Closed Issues
Open Issues
ID Issue Resolution Responsibility Target Date Impact Date
Closed Issues
ID Issue Resolution Responsibility Target Date Impact Date
File Ref: oracleeamconfigurationguideforchemicalindustry-170624191550.doc (v.1.0)
EAM Integration Setup with SCM and OPM Modules 8 of 61.9
Doc Ref: