Saturday, 11 August 2012

EAM Setups list


Enterprise Asset Management Setups
Organization Setup
o Organization must be classified as Inventory Organization.
o Separate organizations used for Production and Maintenance.
o Enable the EAM Enabled check box.
o Updatable until eAM Parameters are defined for an Organization.
o OPM Enabled Organization are protected to enable as eAM Organization.
o Current Organization’s organization code is defaulted in EAM Organization Field.
o EAM Organization field is protected to Update.
o Encumbrance accounting feature Reverse Encumbrance field must check.
o Navigation
Responsibility : Enterprise Asset Management
Inventory->Setup->Organizations->Organizations
Install Base Parameters
o Create an Internal Party
Customer details in the header section of the Page
Navigation
Responsibility : Customer Support – Asset Maintenance
Customer Management->Contact Center

Install Base Setup
o Enable install base setup
o Navigation
Responsibility :Oracle Install Base Administrator
Setups->Install Parameters

Service Fulfillment Manager Parameters
o Several transactions organization from Inventory and Order Management are processed in Install Base and the transaction must be serialized
o Following setup done for Guarantee the serialization of the transactions

o Navigation
Responsibility : SFM System Administrator Responsibility
Administration ->Queue Console Link->Services
o -> SFM Event Manager Queue Value ->Activate
PJM Parameters
o Enable PJM Parameters to an Organization
o Even if you are not using Project Manufacturing Applications Project Parameters are defined for the eAM Organization to create Asset Group. Because the Asset Group is of the Type Model/Unit Effective
o Open the eAM Organization and close without saving for enable PJM Parameters
o Navigation:
Responsibility : Project Manufacturing
Setups  -> PJM Parameters
Create an Sub-inventory
WIP Parameters
Field Name Description Required Data Type Length
Discrete
Default Discrete Class Optional LOV LOV
Default Lot Number Type Job Name(Normal)
Based on Inventory Rules
No Defaults Required LOV LOV
Respond to Sales Order Changes Always(Normal)
Never
When Linked 1 to 1 Required LOV LOV
Costing
Default Completion Cost Source System Calculated(Normal)
User Defined Required LOV LOV
System Options Use Actual Resources (Normal)
Use Predefined Resources Required LOV LOV
Cost Type Optional LOV LOV
Auto Compute Final Completion 1 CheckBox
Move Transaction
Require Scrap Account 1 CheckBox
Allow Creation of New Operation 1 CheckBox
Allow Moves Over No Shop Floor Statues 1 CheckBox
Material
Include Component Yield 1 CheckBox
Back Flash Controls
Supply Sub-Inventory Required LOV LOV
Supply Locator Based on Locator Control In Inventory Organization Required / Optional LOV LOV
Lot Selection Method Expiration Date(Normal)
Manual
Receipt Date
Transaction History Required LOV LOV
Alternate Lot Selection Method Optional
Lot Verification All
Exceptions Only Required LOV LOV
Release BackFlush Components Optional 1 CheckBox
Allow Quantity Changes During Back flush Optional 1 CheckBox
Inter Operation
Queue Optional 1 CheckBox
Run Optional 1 CheckBox
To Move Optional 1 CheckBox
Reject Optional 1 CheckBox
Scrap Optional 1 CheckBox
Outside Processing
Shop Floor Status for PO move Resources Optional LOV LOV
Requisition Creation Time At Job/Schedule Release(Normal)
At Operation
Manual Required LOV LOV
Job Roles for Notifications
Production Scheduler Optional LOV LOV
Shipping Manager Optional LOV LOV
Job Change Control for Purchase Documents
Propagate Job Change to Purchasing Automatic (Normal)
Manual Required LOV LOV
Need by Date Tolerance
Days Early 1000 Required LOV LOV
Days Late 1000 Required LOV LOV
Scheduling
Include Resource Efficiency Optional 1 CheckBox
Include Resource Utilization Optional 1 CheckBox
Simulation Set Optional LOV LOV
Use Constraint Based Scheduler Optional 1 CheckBox
Constraints Resource Only(Normal)
Resource and Material Optional 1 CheckBox
Primary Objective Maximize Ontime Completion(Nor)
Minimize Setup
Minimize Operation Slack Optional LOV LOV
Horizon(Days) Number
Maximum Penalty Optional
Penalty Per Day Late
Due Date Tolerance(Days)
Mobile
Default Scrap Account
Alias
Number
Transaction Processing Mode Online(Normal)
Background Required RadioButton RadioB
Serial
Default Serialization Start Operation Optional 1 CheckBox
Auto Associate Serial Number on Job Creation From Interface Optional 1 CheckBox
Default Intraoperation Step for Assembly Move Queue
Run
To Move Optional LOV LOV
Others
Component ATP Rule Standard Optional LOV LOV
Default Overcompletion Tolerance% % %
Default Pick Slip Grouping Rule Sub-inventory Optional LOV LOV
Default Plan Tasks Optional 1 CheckBox

WIP Accounting Class
Field Name Description Required Data Type Length
Class Required Char 10
Description Optional Char 240
Type Maintenance(Only For eAM) Required LOV LOV
Accounts
Valuation
Material
Material Over Head
Resource
Outside Processing
Over Head
Variance
Material
Resource
Over Head
Outside Processing
Standard Cost
Expense
Estimated Scrap
Encumbrance
Costing
Completion Cost Source System Calculated(From WIP Parameters) Required LOV LOV
System Option Use Actual Resources Required LOV LOV
Cost Type Optional LOV LOV

BOM Parameters
Field Name Description Required Data Type Length
Max Bill Level Required Number 60
Configuration Options
Inactive Status Inactive Optional LOV LOV
Numbering Segment Item Optional LOV LOV
Numbering Method Append with Sequence(Normal) Required LOV LOV
Create Lower Level Supply No
Yes Required LOV LOV
Conform BOM Creation Allowed Optional 1 CheckBox
Include Model/Option class Item in Lead Time Rollup Optional 1 CheckBox
Use Phantom Routings Optional 1 CheckBox
Inherit Phantom Op Seq Optional 1 CheckBox
Enterprise Asset Management parameters
o
Field Name Description Required Data Type Length
Asset Number Defaults
Asset Serial Number Auto Generation Optional 1 CheckBox
Cost Default
Cost Element Equipment
Labor
Material Required LOV LOV
Cost Category Maintenance
Operations
Contracts Required LOV LOV
Preventive Maintenance
Implement from Horizon Start Date Avoid back dated work orders while run the Generate Preventive Maintenance WO Optional 1 CheckBox
Work Request
Auto Approve Optional 1 CheckBox
Extended Log Optional 1 CheckBox
Default Asset from Employee Location Optional 1 CheckBox
Asset Number Mandatory Optional 1 CheckBox
Work Order Defaults
WIP Accounting Class Cost Manager handles Maintenance WO as nonstandard expense job Required LOV LOV
Wok Order Prefix Differentiate the Routine WO
Break Down maintenance orders only Optional LOV LOV
Default Department Department is mandatory for releasing the WO
If the Preventive maintenance is scheduled and released automatically Department is mandatory department is not maintained in Assetnumber Default will be populated Optional LOV LOV
Enable Work Flow for WO For WO and WorkPermit approvals and notifications
Seeded:
Work Order Creation
Work Order Release Approval
Work Order Completion
Work Order Status Change
Operation Completion
Work Permit Release Approval
Work Permit Status Update Optional LOV LOV
Enable Material Issue Requests WO Material Issue Request checked Default Optional 1 CheckBox
Value Rebuildable at Zero Cost RB items are issued out from sub-inventory account are issued at zero cost. Optional 1 CheckBox
Invoice Billable Items Only Invoice Only By Billable Items
Change of billable item is possible in Bill
Bill based on cost or price Optional 1 CheckBox
Auto Firm on Release WO cannot be rescheduled after WO is released or On Hold status
Manually reschedule of resources in Work Order thereby  updating the dates to the Corresponding Operations Optional 1 CheckBox
Auto Firm on Create WO cannot be rescheduled even draft and unreleased status
Manual Reschedule of resource in WO thereby updating the dates to the corresponding Operations Optional 1 CheckBox
Account Defaults Maintenance Offset Account
Create and break parent child asset relationship using Configuration History Page
Account Records what is send to inventory  when Rebuildable is removed from asset and transfer to inventory
RB send to Inventory
Debit Inventory
Credit Maintenance Offset Account
RB send to Scrap
Debit Scrap
Credit Maintenance Offset Account
Maintenance Offset Required 1 CheckBox
Asset Move Default
Intermediate Sub-inventory Only Expense Sub-inventory in LOV
Is the default sub-inventory while undergoing miscellaneous receipt while performing asset move transfer throw Asset Move Workbench   Optional LOV LOV
Intermediate Location Optional LOV LOV


General eAM setups
o Areas
Short of assets by zones in which they resides
Track account for assets
Field Name Description Required Data Type Length
Area Zones in which asset is residing Required Char 40
Description Description Optional Char 240
Effective Dates From Valid start dates   Required Date Date
Effective Dates To Validity End Date Optional Date Date

Navigation
Responsibility :Enterprise Asset Management
Setups->Areas
o Departments
Field Name Description Required Data Type Length
Department Crew Represents
People
Machines
Suppliers
Used
Collect costs
Apply Overhead
Compare Load and Capacity
Associate Resources and Shift
Capacity Modification based on resource and sift
Required Char 40
Description Description Optional Char 240
Cost Category Maintenance Optional LOV LOV
Class Grouping of Department Optional LOV LOV
Location Department receiving location of Outside Processing Optional LOV LOV
Project Expenditure Org Optional
Inactive on Restrict Department used in Routing Optional Date Date
Rates Overhead rates to the resources associated to the specific department Button
Resources Assign resources  to the current department Button
Resource
Description
Available 24 Hours Optional 1 CheckBox
Share Share the resource for other department use Optional 1 CheckBox
UOM Unit of Measurement Required LOV LOV
Units No of resources available Required Number ?
Check CTP Include in Capable to Promise Optional 1 CheckBox
Group Resource Group Optional LOV LOV
Schedule by Instance Schedule based on instance level Optional 1 CheckBox
Borrowed Resources Other department resources used by this department
Resource Each resource can assign multiple Department
Multiple resource can assign to single Department
Description
Owning Department
UOM
Units
Check CTP
Group
Planning
Resource
Description
Exception Set
ATP Rule
Utilization %
Efficiency %
Sequence Window(Days)
Rates
Cost Type
Description
Allow Updates
Overhead Rates
Overhead
Description
Activity
Basis
Rate or Amount
Instances (People)
Number
Employee Name
Instance (Machine)
Equipment
Description
Serial Number

o Resources
Field Name Description Required Data Type Length
Resource Name of the Resource Required Char 40
Description Description Optional Char 240
Inactive On End Date Optional Date Date
Type Amount
Currency
Machine
Miscellaneous
Person Required LOV LOV
Charge Type Manual
PO Receipt
PO Move
WIP Move Required LOV LOV
UOM Required LOV LOV
Charge Type Required LOV LOV
Basis Item
Lot Required LOV LOV
Expense Type Optional
Supply Sub-inventory Optional LOV LOV
Supply Subinventory Optional LOV LOV
Outside Processing Optional 1 Checkbox
Item Optional LOV LOV
Billing
Item Optional LOV LOV
Costed Optional 1 CheckBox
Activity Optional LOV LOV
Standard Rate Optional 1 CheckBox
Absorption Account Required LOV LOV
Variance Account Optional LOV LOV
Overheads Button
Rates Button
Skills
Competence
Skill Level
Qualification
Batchable Optional 1 CheckBox
Minimum Batch Capacity Optional ? Number
Batch Window Optional ? ?
Maximum Batch Capacity Optional ? Number
UOM Optional LOV LOV
Batch Capacity UOM Optional LOV LOV
Machine Down Codes Button
Employees Button
Equipment Button
Setups Button

o Department Approver
Field Name Description Required Data Type Length
Responsibility Name
Application Name
Department
Description
Primary Approver

o Miscellaneous Documents
Field Name Description Required Data Type Length
Category Required LOV LOV
Title Used to attach:
Maintenance Work Order
Asset
Operation Optional Text ?
Description Optional Text 240
Data Type File
Spread Sheet
Graphics
OLE Objects
Short Text
Web Page Required LOV LOV
Usage Standard
Template Required Radio Button 1
Security
Type Organization Required LOV LOV
Owner Required LOV LOV
Share Optional CheckBox 1
Effective Dates Block
From Optional Date Date
To Optional Date Date
Open Document Button

o Electronics Records
Ensure the person processing the transaction verify the identity by providing user identification and password
Permanent snapshot of the transaction data
ERES: Electronics Signature and Electronics Records
Provided using Oracle ERES Framework
Field Name Description Required Data Type Length
Transaction Name EAM Work Order Completion SSWA Required LOV LOV
Rule Name EAM Work Order Completion  Approval Rule Optional LOV LOV
Transaction Variables Block
Variable name Required Text
Description Optional Text
Value Optional Text
E-Record Required Attachment
Update Button
Delete Button
Rule Variables Tab
Variable name Required Text
Value Optional Text
E-Record Required Attachment
Update Button
Delete Button
Navigation:
Responsibility :ERES Administrator
Setups -> Configuration Variables
Look Up Codes
o Three Categories
System Defined
Existing code can’t be modified
Can’t be add new record
Extensible
Existing Code can’t be  modified
Add new Code
User Defined
All codes may be modified
Fields in All Lookups
Code : Must be Numeric like 10,20,30
Don’t use alpha numeric it leads Database Error
Don’t use more than 250 Codes it cause Performance issue
Meaning :
Description:
Tag: Categorize the Lookup values
Effective Start Date/ End Date
Enabled: To enable in eAM
Lookup Name Used In Type / Application
Activity Type Type of Maintenance Work on an asset
System :
Inspections
Lubrications
Overhauls(Used for Capitalization)
Calibration
Repetitive Work
Extensible: MTL_EAM_ACTIVITY_TYPE
Inventory
Activity Cause Reason For Asset Failure
Understand the dynamics of asset ability to perform
Establish critical data for reporting & analysis
Failure cause
Failure Frequency
Set with Activity
System:
Preventive
Normal Wear
Rework
Break Down
Extensible: MTL_EAM_ACTIVITY_CAUSE
Inventory
Activity Source Source Code or reason activity executed
System:
Warranty
Compliance
OSHA Compliance
Military Specific Requirement
Routine
Accident
Extensible MTL_EAM_ACTIVITY_SOURCE
Inventory
Asset Activity Priority Priority of the Activity
System :
Emergency
Urgent
Routine
Low
Medium
High
Extensible : WIP_EAM_ACTIVITY_PRIORITY
Work in Process
Asset Failure Source Type Failure is reported on Work Order
Each WO represents single failure Occurrence
User Defined:
Work Order EAM_ASSET_FAIL_SRC_TYPE
Enterprise Asset Management
Asst Import Scope Codes Import Asset number and Attributes
User Defined:
With Attributes
Without Attributes
Only Attributes EAM_ASSET_IMPORT_SCOPE
Enterprise Asset Management
Asset Import Statuses User Defined:
Pending
Running
Error
Success EAM_ASSET_IMPORT_STATUS
Enterprise Asset Management
Asset Log User Defined Events Events associate with WO status
WO might require approvals or notifications at different stages of its lifecycle
Work Flow automates this process
Used to initiate Work Flow to generate
Notifications
Approvals
Transactions
Update WO Status
Used in customized Work Flow
User Defined:
Incident Report
Installation Sigh-off
Installed
Road Side Assistance
Visual Inspection
Safety Check
In Service
Out Of Service EAM_USER_EVENTS
Enterprise Asset Management
Contact Preference Extendible:
Phone Number
E-mail WIP_EAM_CONTRACT_PREFERENCE
Work in Process
Cost Category Codes Default for department that do not have a Cost Category
Department costs are posted to appropriate cost elements
Extendible:
Maintenance
Operations
Contract BOM_EAM_COST_CATEGORY
Bills of Material
Criticality Code Importance of asset to on organization
Impact of asset in production
Difficult to replace the asset is Consider as a critical asset
Extendible:
High
Low
Normal
Medium MTL_EAM_ASSET_CRITICALITY
Inventory
Failure Code Type Specific information  on possible failure of an asset Group
Failure Code Sets
Failure codes
Cause Code
Resolution Code
Assign to Asset group
Assign to Work Order level
Used to report a failure, its cause and resolution
Extendible :
Failure codes
Cause Code
Resolution Code EAM_FAILURE_CODE_TYPE
Enterprise Asset Management
Manufacturing Lookup Code
Work Request Status If auto approval is checked in eAM parameters the WR status is Awaiting Work Order
If Not checked WR status is Open any user can revise the status
Workflow cannot be customized to Work with  user defined status
Extendible :
Open
Additional Information
Awaiting Work Order
On Work Order
Rejected
Complete WIP_EAM_WORK_REQ_STATUS
Work In Process
Manufacturing Lookup Code
Work Request Type Categorize Work Requests
Extensible:
Manual
System
Capital
Furniture
Routine
Preventive
Relocation
Refurbish WIP_EAM_WORK_REQ_TYPE
Work in Process
Manufacturing Lookup
WR and WO Priority Code Contribute to the Organization and execute WO
Priority is assigned by the people entering the WO or WR
Planner or Supervisor compares the Priority and asset criticality
Priority assigned while Activity Association to WO
Extendable:
Emergency
Urgent
High
Low
Routine
Medium WIP_EAM_ACTIVITY_PRIORITY
Work in Process
Manufacturing Lookup
WO Reconciliation Code Detail about how WO and Operations are Completed
Two Categories:
Completed as Planned
Partial Completion
Further Define the condition within two types
Enables to evaluate the WO by percentage of Completion Status or Delayed , Reason for Delay
Extensible:
Fixed Completed
Partially Repair
Mfg Service Call
Scrap
Skipped WIP_EAM_RECONSILATION_CODE
Work in Process
Work Order Type Differentiate WO
Sort and monitor Work Activity for Reporting and Budgeting
WO created manual and automatic
Rebuildable WO created Automatically
Preventive Maintenance WO is Created Auto
Routine
Rebuild
Extensible :
Routine
Preventive
Emergency
Facilities
Health & Safety WIP_EAM_WORK_ORDER_TYPE
Work in Process
Manufacturing Lookup

Asset Setup
o Category Codes
o Asset Groups
o Activity
o Activity Association Templates
o Attributes
o Asset Documents
o Asset Number
o Asset Routes
o Asset Bill of Material
Responsibilities:
Oracle Enterprise Asset Management
Super User Responsibility
Set up and Implement eAM
Assign Responsibilities for the Implementation
Maintenance User Workbench
Maintenance Super User
Self-Service Work Request
Self Service Time and Express
• MO: Operating Unit (default operating unit)
• CSE: Debug Option (Y or N)
• CSE Debug Log Directory (path name)
SFM Bypass: Replaces the previous CSE: Bypass Event Queue profile option

4 comments:

  1. Dear Natchi,

    You have made a very nice paper on EAM. Keep up your good work. G.Srinivas

    ReplyDelete
  2. Thank you for sharing. FMECA is a methodology designed to identify potential failure modes in a product or process, to assess the risk associated with those failure modes, to rank the issues in terms of importance, and to identify and carry out corrective actions to address the most serious concerns.

    ReplyDelete
  3. Hi Nachi,

    It very Good man.

    --
    Chinna Reddy Chandra Mohan
    Muscat, Sultanate of Oman

    ReplyDelete