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Saturday, 4 May 2024

EAM SETUP CREATION

  1.   Introduction

 

EAM (Enterprise Asset Management) provides the integrated solution for the maintenance of machinery and equipment.

Ex: Machines, Cranes, Truck, buildings...


Rebuildable Things which we can replace

Capital Asset Which cannot be rebuildable or moved is capital Asset

Asset Group

Laptop

Building


Types of EAM: 


1.Preventive Maintenance

2.Corrective Maintenance


Contents

 

1.Setting Up Organizations

2.Defining EAM Parameters

3.General Enterprise Asset Management Setup

4.Defining Lookups

5.Asset Activity Types

6.Asset Activity Causes

7.Asset Criticality Codes

8.Work Request Statuses

9.Work Request Types

10.Work Order and Work Request priority codes

11.Work Order reconciliation codes

12.Work order types

13.Asset Setup

14.Operations

15.Defining Maintenance Routing

16.Setting Up Maintenance Bills of Material

17.Defining Asset Statuses


1.Setting Up Organizations

Navigation: Inventory : Oracle Inventory : Setup : Organizations : Organizations

Select the EAM Enabled check box to enable Enterprise Asset Management for this organization. You cannot clear this check box after Enterprise Asset Management items or Enterprise Asset Management parameters are defined in the current organization.


2.Defining eAM Parameters

 

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. Set up information, such as Asset Number defaults,Cost defaults, Work Request information, and Work Order defaults.

Navigation: TBZ Enterprise Asset Management >Setup >Parameters


3.General Enterprise Asset Management Setup

 3.1.Setting Up Areas

Navigation: TBZ Enterprise Asset Management >Setup >Area

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.

 3.2.Defining Resources and Departments

Resources are defined before departments.

Navigation: TBZ Enterprise Asset Management >Setup >Routing>Resources  

 3.3.Defining Department Approvers

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

Navigation: Setup > Department Approvers

3.4.Defining Miscellaneous Documents

You can create text and files, such as spreadsheets, graphics, and OLE objects. You can attach these documents to a maintenance Work Order, asset, or operation.

Navigation: TBZ Enterprise Asset Management >Setup>Miscellaneous Documents

4.Defining Lookups

If a lookup code is extensible, the existing lookup codes cannot be modified, but you can add new codes to the table. If lookup codes are user defined, all codes may be modified.

If lookup codes are system defined, the existing codes cannot be modified, and new codes cannot be added to the table.You need to define Asset Lookups, Work Request Lookups, and Work Order Lookups.

5.Asset Activity Types

Activity Types are used to describe the type of maintenance work that is performed on an asset. For example, Inspections, Lubrications, Overhauls, Calibration, and Repetitive work.

Navigation: Inventory > Setups > Lookups

6.Asset Activity Causes

Activity Cause codes are reasons for an asset failure. For example, Preventive, Normal Wear, Rework, and Breakdown. This information enables you to understand the

dynamics that affect an asset's ability to perform. They establish critical data that is used for reporting and analysis of asset failure causes and the frequency of such conditions.

Navigation: Inventory > Setups > Lookups

7.Asset Criticality Codes

Criticality Codes suggest the importance of an asset to an organization. For example,High and Low. An asset that has a direct impact on production or that is difficult to

replace may be considered a critical asset. Asset criticality helps you to determine the urgency of requested work. Asset Criticality Codes are referenced when defining an

asset

Navigation: Inventory > Setups > Lookups

8.Work Request Statuses

Work Request Approval is the process of changing a Work Request status from Open to Awaiting Work Order. Maintenance Work Orders are linked to Work Requests with a

status of Awaiting Work Order. When defining the Enterprise Asset Management parameters, if the Auto Approve check box is selected, Work Requests are created with an automatic status of Awaiting Work Order, for that organization. If the check box is not selected, Work Requests are created with status of Open; any user who receives the notification.

To define Work Request statuses:

Navigation: TBZ Work in Process >Setup > Lookups

9.Work Request Types

Work Request Types describe and categorize Work Requests. For example, Manual,System, Routine, Capital, and Furniture.

Navigation: TBZ Work in Process >Setup > Lookups

10.Work Order and Work Request Priority Codes 

Work Order Priority Codes contribute to the organization and execution of Work Orders. For example, High, Medium, and Low, or 1,2, and 3, respectively. Typically, a

priority is assigned by the people entering Work Requests and Work Orders. The planner or supervisor compares this priority to the asset criticality (See: Asset Criticality

Codes). These codes are entered when creating Activity associations, Work Orders, and Work Requests. Typically, a priority is assigned by the person that enters

the Work Request and its related Work Order. Priority specified during Activity association becomes the Work Order priority when a Work Order is created, using the

Activity Association

Navigation: TBZ Work in Process >Setup > Lookups

11.Work Order Reconciliation Codes

Reconciliation Codes detail how Work Orders and operations were completed. These codes usually fall within two categories: Completed as Planned or Partial Completion.

You can further define the condition within these two types of completion statuses.These codes enable you to evaluate Work Orders by percentage completed or delayed,

and if they were delayed, the reason for the delay.

Navigation: TBZ Work in Process >Setup > Lookups

12.Work Order Types

Work Order Types enable you to differentiate Work Orders. For example, Routine, and Rebuild. Maintenance management can use this information to sort and monitor work

activity for reporting and budgeting. Work Order Types are referenced in the Activity and Work Order.

Work Order Types are created manually or automatically. For example, Rebuildable Work Orders are created automatically or manually

Navigation: TBZ Work in Process >Setup > Lookups

13.Asset Setup

 

13.1.  Setting Up Category Codes

 

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, Cranes are classified by several different types, such as Overhead Cranes,Jib Cranes, and Mobile 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 the results 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.


Navigation: TBZ Inventory >Oracle Inventory > Setup>Items> Categories>Category Codes


13.2.  Defining Asset Groups

 

During implementation, Asset Group (Asset Group or Rebuildable 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 a Asset Group for those assets.

Navigation: Assets >Asset Groups


13.3.  Defining Activities

 

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 Rebuildable

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.

Use the @Activity template to quickly apply attribute values, and to ensure that the appropriate attributes are applied.

Navigation: Oracle Inventory >Items > Master Items


13.4.  Activity Association Templates

After you have defined Asset Groups and Activities, you can associate the Activities with asset group

Navigation: EAM >Activities>Activity Association Template


13.5.  Defining Asset Documents

Navigation: EAM > Assets > Asset Numbers > Documents


You can attach existing documents to an asset and create text to associate with an asset.

You can attach text, URLs, or files, such as spreadsheets, graphics, and OLE objects.

When creating a Work Order for an asset with attachments, you can attach the asset's attachments to the Work Order


13.6.  Defining Asset Numbers

You can enter a new Asset. Before you create new asset, you must first set up an Asset Group, before defining Asset Numbers 

Navigation: EAM > Assets >Asset Number > Asset Numbers


13.7.  Defining Asset Routes

 

You might need to perform an Activity on multiple Asset Numbers. To eliminate the possibility of creating multiple Work Orders for the same Activity, you can define Asset Routes. You can define a Preventive Maintenance schedule for your Asset Route to specify when an Activity should be scheduled for the Asset Route. You can define day interval rules for Asset Routes.

Navigation: EAM >Assets >Asset Routes


13.8.  Setting Up Asset Bills of Material

 

You can identify and select the required items that make up an asset. A bill of material(BOM) is used to list all items and components that make up a particular asset, and is

defined for each Asset Group. The items defined on an asset BOM are standard inventory components

Navigation: EAM >Assets > Asset BOM

14.   Operations


Navigation: Enterprise Asset Management -> Setup -> Routing-> Standard Operations

Assign Resources against each operation


15.   Defining Maintenance Routing

 

Maintenance Route is the set of operations or jobs necessary to perform an Activity. When a Work Order is created for an Activity, the Maintenance Route corresponding to the Activity explodes to the Work Order, all operations specified in the Maintenance Route are

copied to the Work Order as its operations. Maintenance Routes are not Asset Routes.

Enterprise Asset Management operations differ from manufacturing operations because manufacturing operations are performed sequentially, whereas eAM operations are not performed sequentially. In Enterprise Asset Management, operations may not be sequential. You can specify that one operation is dependent on another. Also, it is

possible that two unrelated operations can happen concurrently. One operation can depend on multiple operations. Multiple operations can depend on one operation. The

dependency may not be totally connected.

Navigation:  EAM>Activities >Activity Workbench


16.   Setting Up Maintenance Bills of Material

 

You can identify and select the required items used by an Activity. A bill of material(BOM) is used to list all inventoried or Direct Items needed to perform a particular Activity, and is defined for each Activity. For example, you might have an Activity titled, Fork Lift Daily Maintenance. The items necessary to perform this Activity include water, fork lift lubrication oil, filled propane tanks, and shop rags. As Maintenance

BOMs are created, they are associated to an Activity.

When a Work Order is created for an Activity, the Maintenance BOM corresponding to the Activity explodes to the Work Order, all components specified in the Maintenance BOM are copied to the Work Order as material requirements.

Navigation:  EAM>Activities >Activity Workbench


17.   Defining Asset Statuses

Asset Statuses helps to identify the Active date range and shutdown down date range of the asset.Within these dates range the asset cannot be used for any purposes.

Navigation: Enterprise Asset Manager: Assets > Asset Statuses


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