oracle ebs r12 eam module-upk

Download Oracle ebs r12 eam module-upk

Post on 15-Nov-2014

5.949 views

Category:

Technology

27 download

Embed Size (px)

DESCRIPTION

Oracle eAM UPK screenshots, part 1 : Setting Up EAM

TRANSCRIPT

  • 1. Oracle EBS R12.1 eAM Entreprise Asset Management Setting Up EAMCdric Beltrame, PMP - 2012Oracle is a registered trademark of Oracle Corporation and/or its affiliates1

2. Agenda This module covers the required setup tasks to use Oracle Enterprise Asset Management. Inaddition, this module covers many of the core transactions and business processes you mayperform while using Oracle Enterprise Asset Management. Upon completion of this module, you will be able to: Set up Oracle Enterprise Asset Management. Perform other asset setup tasks. Use the Activity Workbench. Perform other EAM setup transactions. Set up non-stock direct items. Set up preventive maintenance. Set up work order billing. Use eAM work management. Use eAM work order planning. Perform preventive maintenance transactions. Use eAM Planning and Scheduling. Use eAM Cost Management. Generate eAM cost variance reports. Enable direct item procurement for eAM work orders. Use eAM Contractor Services. Use eAM Project Manufacturing. Use self-service transactions. Use the Maintenance User Workbench. Perform Maintenance Super User transactions. Use stores.2 3. Setting Up EAM 3 4. Setting Up Organizations A valid organization is required for the setupof Oracle Enterprise Asset Management(eAM). Decisions are made duringimplementation as to which organizations areenabled for Oracle Enterprise AssetManagement. In this topic, you will define an organization.4 5. Setting Up Organizations 5 6. Setting Up Organizations 6 7. Setting Up Organizations 7 8. Setting Up Organizations 8 9. Setting Up Organizations 9 10. Setting Up Organizations 10 11. Setting Up Organizations 11 12. Setting Up Organizations 12 13. Setting Up Organizations 13 14. Setting Up Organizations 14 15. Setting Up Organizations 15 16. Setting Up Organizations 16 17. Setting Up Organizations 17 18. Setting Up Organizations 18 19. Setting Up Organizations 19 20. Setting Up Organizations 20 21. Setting Up Organizations 21 22. Setting Up Organizations 22 23. Enabling Organizations for EnterpriseAsset ManagementYou can create a new Enterprise Asset Management (eAM) enabled organization, orconvert an existing organization to an eAM-enabled organization. Oracle recommendsthat you keep Enterprise Asset Management organizations separate from productionorganizations. Enterprise Asset Management parameters are on the InventoryParameters tab, within the Organization Parameters window.Before you begin implementing eAM, decide which organizations are eAM-enabled. Avalid organization must exist before you can enable the organization for EnterpriseAsset Management.In this topic, you will enable an organization for eAM.23 24. Enabling Organizations for EnterpriseAsset Management24 25. Enabling Organizations for EnterpriseAsset Management25 26. Enabling Organizations for EnterpriseAsset Management26 27. Enabling Organizations for EnterpriseAsset Management27 28. Defining eAM ParametersOnce you have established an eAM-enabled organization, set up specific eAMparameters that determine the organization level defaults for individualtransactions. Set up information such as asset number defaults, costdefaults, work request information, and work order defaults.Before creating eAM parameters, first create an asset subinventory in thecurrent eAM-enabled organization using this navigation, Inventory > Setup >Organizations > Subinventories.In this topic, you will define eAM parameters.28 29. Defining eAM Parameters29 30. Defining eAM Parameters30 31. Defining eAM Parameters31 32. Defining eAM Parameters32 33. Defining eAM Parameters33 34. Defining eAM Parameters34 35. Defining eAM Parameters35 36. Defining eAM Parameters36 37. Defining eAM Parameters37 38. Defining eAM Parameters38 39. Defining eAM Parameters39 40. Defining eAM Parameters40 41. Defining eAM Parameters41 42. Defining eAM Parameters42 43. Defining eAM Parameters43 44. Defining eAM Parameters44 45. Defining eAM Parameters45 46. Defining eAM Parameters46 47. Reviewing and Verifying Installed BaseParametersOracle Enterprise Asset Management is integrated with Oracle Installed Base.Therefore, the Installed Base parameters must be set up to ensure that assetsare created correctly in eAM.In this topic, you will review and verify the Oracle Installed Base parameters.47 48. Reviewing and Verifying Installed BaseParameters 48 49. Reviewing and Verifying Installed BaseParameters 49 50. Reviewing and Verifying Installed BaseParameters 50 51. Reviewing and Verifying Installed BaseParameters 51 52. Reviewing and Verifying Installed BaseParameters 52 53. Reviewing and Verifying Installed BaseParameters 53 54. Reviewing and Verifying Installed BaseParameters 54 55. Reviewing and Verifying Installed BaseParameters 55 56. Reviewing and Verifying Installed BaseParameters 56 57. Reviewing and Verifying Installed BaseParameters 57 58. Reviewing and Verifying Installed BaseParameters 58 59. Reviewing Service Fulfillment Manager ParametersYou have to set up the Service Fulfillment Manager (SFM) parameters foreAM. These parameters must be set up in order to process asset transfersaccurately.In this topic, you will review the Service Fulfillment Manager parameters. 59 60. Reviewing Service Fulfillment Manager Parameters60 61. Reviewing Service Fulfillment Manager Parameters61 62. Reviewing Service Fulfillment Manager Parameters62 63. Reviewing Service Fulfillment Manager Parameters63 64. Reviewing Service Fulfillment Manager Parameters64 65. Setting Up AreasUse areas to logically sort assets by the zones in which they reside. Areas dividethe maintenance plant or facility into zones, which help to track and account forassets. Areas are later associated with assets.In this topic, you will define an area. 65 66. Setting Up Areas 66 67. Setting Up Areas 67 68. Setting Up Areas 68 69. Setting Up Areas 69 70. Setting Up Areas 70 71. Setting Up Areas 71 72. Defining DepartmentsA department represents a crew within your organization. A crew may includepeople, machines, or suppliers. Departments are also used to collect costs, applyoverhead, and compare load to capacity.Assign a department to each operation of a routing and assign resources that areavailable for that department. The department assigned to each operation of arouting also becomes the assigned department of the corresponding operationwithin the work order, assuming the work order is using the routing.PrerequisiteYou must define resources before you can define departments. For informationon defining resources, refer to the Defining a Resource section in the Oracle Billsof Material Users Guide.In this topic, you will define a department.72 73. Defining Departments 73 74. Defining Departments 74 75. Defining Departments 75 76. Defining Departments 76 77. Defining Departments 77 78. Defining Departments 78 79. Defining Departments 79 80. Defining Departments 80 81. Defining Departments 81 82. Defining Departments 82 83. Defining Departments 83 84. Adding Resources to a DepartmentResources are defined before departments. For information on definingresources, Refer: Defining a Resource section in the Oracle Bills of MaterialUsers Guide.A resource represents a craft. You can enter multiple resources for eachdepartment. For each resource, you can specify the shifts that the resource isavailable. For each resource shift, you can specify capacity modifications thatchange the available hours per day, units per day, or workdays.In this topic, you will add a resource to a department.84 85. Adding Resources to a Department 85 86. Adding Resources to a Department 86 87. Adding Resources to a Department 87 88. Adding Resources to a Department 88 89. Adding Resources to a Department 89 90. Adding Resources to a Department 90 91. Adding Resources to a Department 91 92. Adding Resources to a Department 92 93. Adding Resources to a Department 93 94. Adding Resources to a Department 94 95. Adding Resources to a Department 95 96. Adding Resources to a Department 96 97. Adding Resources to a Department 97 98. Adding Resources to a Department 98 99. Adding Resources to a Department 99 100. Adding Resources to a Department 100 101. Adding Resources to a Department 101 102. Adding Resources to a Department 102 103. Adding Resources to a Department 103 104. Adding Resources to a Department 104 105. Adding Resources to a Department 105 106. Adding Resources to a Department 106 107. Defining Department ApproverWith a responsibility assigned to the current assets owning department, you can set up the departmentapprovers so that work request notifications are sent to each approver, via Oracle Workflow (Refer: DefiningDepartments and Resources, Oracle Enterprise Asset Management Users Guide and Defining AssetNumbers, Oracle Enterprise Asset Management Users Guide, and Oracle Applications 12 Workflow).Approvers can view these notifications on the Enterprise Asset Management Self Service Maintenance HomePage (Refer: Home, Oracle Enterprise Asset Management Users Guide). Everyone who receives thenotification can access the work request to change its status, or add additional information to the workrequest log. After one user approves the work request, the notification is removed from the usersnotification 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 thatapprovers notification list. You can re-assign a notification to another user for approval or additionalinformation; for example, the originator might need to provide additional information on the work request.In this topic, you will define a department approver. 107 108. Defining Department Approver 108 109. Defini