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Practice - Defining Category Codes and Sets

Distribution

Oracle Enterprise Asset Management

D14149GC30

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The Job Title [[email protected]?Subject=LABxxxxx] is responsible for ensuring that this

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Copyright Oracle Corporation, 2005. All rights reserved.

Practice - Defining Category Codes and Sets 87951096.docEffective 06/15/05 Page 1 of 5 Rev 1

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Practice - Defining Category Codes and Sets

Overview

Category codes are used as naming conventions for assets by creating classes and subclasses. They

are user defined, and used to logically group assets, simplifying the search for Asset Numbers.

For example, several different types, such as Overhead Cranes, Jib Cranes, and Mobile Cranes,

classify Cranes. You can query using the class CRANE, which displays all assets defined as

Cranes within that organization. If you enter CRANES.JIB, the system would then narrow theresults to just those assets defined as Jib Cranes. With both queries, you can identify assets based

on familiar names, rather than numbers.

Category codes are first defined, then added to the Enterprise Asset Management Category Set.

After they belong to this category set, they are associated with Asset Groups, which tie to

individual assets.

In this practice, you will define a category code, XX EQUIPMENT.ASSET, and then view thecategory set, Enterprise Asset Management.

Assumptions

Students log into Oracle with User Name mfg and Password welcome; your instructormight have a different User Name and Password for you to use

Students use eAM enabled organization, EM1

Students replace XX with a unique identifier

The instructor has completed all guided demonstrations

You have completed all previous practices

Tasks

Define a category code

1. Enter the following information within the Categories window:

Field Value

Structure Name Asset Management

Category XX EQUIPMENT.ASSET

Description XX EQUIPMENT ASSET



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View the category set

View the Category Set that is used for eAM. Do not change any values, because table locks can

occur.

2. Execute a query, within the Category Sets window:

(I) Find

Within the Find Category Sets window, select Enterprise Asset Management.

Note: The Category Set is controlled at the Master Level.

3. Clear the Enforce List of Valid Categories check box.

Note: To avoid table locks, the Enforce List of Valid Categories check box is NOT selectedFOR THESE PRACTICES TO AVOID TABLE LOCKS.



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Solution - Defining Category Codes and Sets

Define a category code

Responsibility = Enterprise Asset Management, Vision Operations

1. Navigate to the Categories window.

(N) Setup > Category > Category Codes (B) New

2. Select Asset Management from the Structure Name list of values.

3. Enter XX EQUIPMENT.ASSET in the Category field (XX EQUIPMENT is the Class, and

ASSET is the Subclass).

4. Enter XX EQUIPMENT ASSET in the Description field.

5. (I) Save

6. Close the window.

View the category set

View the Category Set that is used for eAM. Do not change any values, because table locks canoccur.

7. Navigate to the Category Sets window.

(N) Setup > Category > Category Sets

8. (I) Find



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9. Within the Find Category Sets window, select Enterprise Asset Management.

Note: The Category Set is controlled at the Master Level.

10. Clear the Enforce List of Valid Categories check box.

Note: To avoid table locks, the Enforce List of Valid Categories check box is NOT selected

FOR THESE PRACTICES TO AVOID TABLE LOCKS.

11. (I) Save

12. Close the window.



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