To set up category codes:This section includes the following asset setup tasks:
Category codes are used as naming conventions for assets by creating classes and subclasses. Category codes 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.
Process to use category codes:
Define category codes.
Add the category code to a category set.
Associate the category set to asset groups, which are tied to individual assets.
See also: Defining Categories and Defining Category Sets, Oracle Inventory User's Guide.
To set up category codes:Navigate to the Find Categories window.
You can find existing category codes, or create new ones.
Choose New.
Select the Asset Management category to create a new Class.Subclass from the Structure Name list of values.
Enter in a new Category, for example TRUCK.FRKLFT.
Add a long Description for this category.
Optionally select the Enabled check box to indicate that this category is enabled.
Optionally enter an Inactive On date.
Optionally select the Enabled for iProcurement check box to indicate that this category is enabled for iProcurement.
Optionally select the Viewable by Supplier check box to indicate that this category is viewed by the Supplier.
Save your work.
To set up category sets:To associate Category Codes (TRUCK.FRKLFT) with an asset group, first define the item category relationship using the Category Sets menu option.
Navigate to the Category Sets window.
Click the Find button, and then select Enterprise Asset Management.
A description defaults; you can optionally change it.
Select Asset Management from the Flex Structure list of values.
Indicate the Controlled At level. Valid values are Master Level and Organization Level.
Enter a Default Category code for the Category Set.
If you select Allow Multiple Item Category Assignments, you can define a series of categories, such as Crane.Jib, and Crane.Overhead that are associated to a single asset group.
If you select Enforce List of Valid Categories, you are preventing users from entering incorrect categories that are not associated with the asset group associated with the asset being created.
Enter the Category Codes that you want to associate with this category set.
Select Assign to display a table enabling you to associate the categories with an asset group.
Save your work.
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 an asset group for those assets.
Note: The Asset Groups page does not support electronic signatures. If you create an asset group, the record does not contain your electronic signature.
To set up asset groups:Navigate to the Asset Groups page.
Enter the name of the Asset Group.
Enter a Description for this asset group, up to 240 characters.
Select the @Asset Group Template to quickly apply attribute values, and to ensure that the appropriate attributes are applied.
Note: You can create Asset Groups using the template described above, or you can copy an asset group from an existing asset group (See: Defining Items).
The following table presents the necessary attribute values that are applied automatically to the asset group, when using the template:
Asset Group Attributes
| Attribute | Value |
|---|---|
| User Item Type | Asset Group |
| Item Status | Active |
| Inventory Item | Enabled |
| Transactable | Disabled |
| Serial Number Generation | Predefined |
| Effectivity Control | Model/Unit Number |
| EAM Item Type | Asset Group |
In the Serial Generation region, select Predefined for the Generation value.
Define a Starting Prefix and Starting Number for this asset group. If Serial Generation is set at Item Level for the Organization, the system defaults the prefix, along with the starting number sequence, when a new asset number is created for this asset group.
Save your work.
To access failure analysis information:You can access the Failure Set page to view failure tracking codes that are assigned to the current asset group.
From the Asset Groups page, select Maintain Failure Set from the Tools menu.
If the asset group does not have an associated failure set, this menu option is disabled. See: Defining Failure Codes and Sets and Failure Analysis Overview.
Close the page.
To associate asset groups with multiple organizations:From the Asset Groups page, select Item Details from the Tools menu.
Select the Organization Assignment tab.
Select additional organizations in the available table.
After saving your work, you can create assets for this asset group.
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. They are also associated to a maintenance BOM and routing containing the materials and resources needed for operations, respectively. When work orders are created for assets associated to the activity, the material and resources associated with the current activity automatically copy to the work orders created.
There are three methods you can use to create an activity. You can create an activity within the Master Activity (Master Item) window, using the Activity Workbench, or from within a Maintenance work order.
To
set up activities within the Master Activity window:Navigate to the Activity (Master Item) window. The Master Item window is used to create asset groups, activities, and rebuildables.
Enter the name of the activity in the Item field.
Enter a Description for this activity, up to 240 characters.
Use the @Activity template to quickly apply attribute values, and to ensure that the appropriate attributes are applied.
Select Copy From located under the Tools menu.
Select the @Activity template.
Note: You can create activities using the template described above, or you can copy an Activity from an existing Activity (See: Defining Items).
The following table presents the necessary attribute values that are applied automatically to the Activity, when using the template:
Activity Attributes
| Attribute | Value |
|---|---|
| User Item Type | Activity |
| Item Status | Active |
| Inventory Item | Enabled |
| EAM Item Type | Activity |
Select the Asset Management tab.
In the Activity Property region, optionally enter an Activity Type to indicate the type of maintenance for this Activity. It is used when defining a work order. It should remain generic, and should not describe the job in detail. For example, Inspection, Overhaul, Lubrication, Repair, Servicing, or Cleaning.
Optionally select an Activity Cause to specify what situation caused this work to generate. For example, Breakdown, Vandalism, Normal Wear, or Settings.
Optionally select an Activity Source. Activity Source codes are reasons activities are executed. For example, Warranty Compliance, OSHA Compliance, or Military Specification Requirements. See: Activity Sources.
Optionally select a Shutdown Type. This indicates whether a shutdown is necessary to perform this maintenance activity. For example Required, and Not Required. This field is for information purposes.
Optionally select an Activity Notification Required value to indicate whether the asset requiring work is mobile, and should be brought into the shop for repairs. This field is for information purposes.
Save your work. After saving your work, this activity can be associated with an asset.
To
associate activities to multiple organizations:Navigate to the Master Item window, and select an activity.
Select the Tools menu and click Organization Assignment.
Select additional organizations.
Save your work.
To associate assets with activities:After you have defined asset groups, assets, and activities, you can associate the activities with assets and rebuildables. However, you can streamline the creation of activities and associations using an Activity Association Template. Assets are associated with activities before entering the activity into a preventive maintenance schedule.
Note: The Activity Workbench is generally used to streamline your activity setups, including asset number and activity associations. Also, you can streamline the creation of activity associations using an activity association template. For example, when you create an asset group and the asset numbers within that group, you do not need to utilize the Association window to associate those asset numbers with an activity. If you create an Activity Association Template, the activity that you associate with the current asset number's asset group automatically determines the activity that is associated with the current asset number.
You can also use Oracle Web Services to automatically create, update and search for asset activity associations. These public interfaces enable you to more easily convert data from another instance or another system. These web services are annotated and available in the I-Repository along with other public Oracle APIs.
Navigate to the Activity Association window.
Select an activity.
Within the Main tab, select Asset or Rebuildable from the Item Type list of values.
This field works directly with the Asset Group and Asset Item fields. If the Asset value is selected, then the Asset Group field refers to the asset group, and the Asset Number value refers to the asset number. If the Rebuildable value is selected, the Asset Group field refers to the rebuildable item, and the Asset Number field refers to the specific serial numbers for the current rebuildable item.
Select an Asset Group.
If the Asset field is populated in the Item Type field, your asset groups are available for selection.
Select an Asset Number.
Asset numbers associated with the previously selected asset group are available. Asset numbers are always serial controlled. If you select a non-serialized rebuildable in the Asset Group field, then an asset number value is not required.
Optionally select a priority code.
This field is for informational purposes.
Optionally enter Effective Dates.
If the Effective From field is left blank, it defaults to the system date. If the Effective To field is left blank, it defaults to NULL.
Click the Work Order Defaults tab.
Use this tab to optionally define default information that will appear for work orders such as:
Activity Cause: Defaults from the Activity definition, specifying what situation caused this work to generate. For example, Breakdown, Vandalism, Normal Wear, or Settings.
Activity Type: Defaults from the Activity definition, indicating the type of maintenance activity to perform for this activity, and is used during job definition.
This code should remain generic, and should not describe the job in detail. For example, Inspection, Overhaul, Lubrication, Repair, Servicing, or Cleaning. Optionally, you can select an activity type.
Tagging Required: Select this check box to indicate whether tag out procedures are required.
The area may need securing for operations required for carrying out a work order. Tags are generally printed and placed on an asset, warning the plant that the asset is shutdown, and should not be started. This check box helps the planner isolate those jobs that require a tagout. This is for informational purposes.
Owning Department: Defaults from the asset number definition and indicates a planner or supervisor who is responsible for the activity or y or asset.
Shutdown Type: This value defaults from the Master Activity information that was created within the Master Item window. This option indicates whether a shutdown is necessary to perform this maintenance activity, for example, Required or Not Required. This field is for informational purposes.
WIP Accounting Class: Defaults from the eAM Parameters information for the current organization; you can update this value.
Activity Source: This value defaults from the Master Activity information created in the Master Item window. Activity source codes are the reasons why activities are executed, for example, Warranty Compliance, OSHA Compliance, or Military Specification Requirements.
Work Order Type: Select a value 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.
Planner: Select a planner to be assigned to the work order.
Firm: Select to indicate the work order is to be firmed and planning and scheduling will not automatically adjust the schedule, regardless of material or resource availability.
Planned: Select to indicate that this is a planned order.
Notification: Select if a notification is to be generated.
Save your work.
Reapplying an Activity Template:You can reapply an activity template to an entire asset group or to specific asset numbers or serialized rebuildables within an asset group. The activity template can only be applied to those assets whose activity template has not been previously applied.
Attention: The concurrent program applies to asset groups that have existing activity templates associated.
Navigate to the Reapply Asset Template form (Enterprise Asset Management > Assets > Reapply Asset Template).
Select the Asset Type (required). Values are Capital or Rebuildable.
Enter the Asset Group (required).
(Optional) Select the Activity Template to be reapplied.
If the Activity Template field is blank, the concurrent program reapplies all activity templates to the entire asset group.
(Optional) Enter values in these fields to reapply the Activity template to a range of asset numbers within the asset group:
Asset Status
Asset Number From: Enter the beginning asset number value if you want to apply the activity template to a range of asset numbers in the asset group.
Asset Number To: Enter the ending asset number value if you want to apply the activity template to a range of asset numbers in the asset group.
If you enter a value in the Asset Number From field but leave the Asset Number To field blank, the concurrent program will apply the activity template to a specific asset number.
Optionally select Yes in the View Only field if you do not want the system to apply the templates; a log is generated but the templates are not reapplied to the assets. The default value is No.
Click OK to run the concurrent program.
Activities provide you with a standard template of jobs, which are applied to work orders, such as Routine or Preventive Maintenance. After the activity templates are created, they are associated with one or more asset numbers or rebuildables (See: Defining Asset Numbers and Rebuildable Item/Activity Association). They are also associated to a maintenance BOM (See: Setting Up Activity Bills of Material) and activity routing (See: Defining Asset Routes), containing the materials and resources needed for operations, respectively. When work orders are created for assets associated to the activity, the material and resources associated with the current activity automatically copy to the work orders created.
You can streamline the creation of activity associations using an Activity Association Template. For example, when you create an Asset Group, and then Asset Numbers within that group, you do not need to utilize the Association window to associate those Asset Numbers with an activity. If you create an Activity Association Template, the activity that you associate with the asset group for the current asset number automatically determines the activity that is associated with the current Asset Number.
Note: The Activity Workbench is generally used to streamline your activity setups, including Activity Association Templates (See: Using the Activity Workbench).
To create activity association templates:Navigate to the Activity Association Template window.
Select a valid activity. The activity needs to already have been created within the Master Item window.
Within the Main tab, select an Item Type of Asset or Rebuildable.
Select an Asset Group. After this record is saved, this Asset Group is associated with the current activity. Each asset number created within the current asset group is automatically associated with the current activity.
Optionally select a Priority code. This value defaults from the Master Activity information created within the Master Item window.
Optionally enter Effectivity Dates for this Activity Template.
Click the Work Order Defaults tab.
Use this tab to optionally define default information that will appear for work order such as:
Activity Cause: Defaults from the Activity definition, specifying what situation caused this work to generate. For example, Breakdown, Vandalism, Normal Wear, or Settings.
Activity Type: Defaults from the Activity definition, indicating the type of maintenance activity to perform for this activity, and is used during job definition.
This code should remain generic, and should not describe the job in detail. For example, Inspection, Overhaul, Lubrication, Repair, Servicing, or Cleaning. Optionally, you can select an activity type.
See Defining Activities.
Tagging Required: Select this check box to indicate whether tag out procedures are required.
The area may need securing for operations required for carrying out a work order. Tags are generally printed and placed on an asset, warning the plant that the asset is shutdown, and should not be started. This check box helps the planner isolate those jobs that require a tagout. This is for informational purposes.
Owning Department: Defaults from the asset number definition and indicates a planner or supervisor who is responsible for the activity or y or asset.
Shutdown Type: This value defaults from the Master Activity information that was created within the Master Item window. This option indicates whether a shutdown is necessary to perform this maintenance activity, for example, Required or Not Required. This field is for informational purposes.
WIP Accounting Class: Defaults from the eAM Parameters information for the current organization; you can update this value.
Activity Source: This value defaults from the Master Activity information created in the Master Item window. Activity source codes are the reasons why activities are executed, for example, Warranty Compliance, OSHA Compliance, or Military Specification Requirements. Activity Sources.
Work Order Type: Select a value 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.
Planner: Select a planner to be assigned to the work order.
Firm: Select to indicate the work order is to be firmed and planning and scheduling will not automatically adjust the schedule, regardless of material or resource availability.
Planned: Select to indicate that this is a planned order.
Notification: Select if a notification is to be generated.
Save your work.
You can define common characteristics data specific to asset groups, such as Facility Information, Engineering Specifications, Regulation Requirements, Horsepower, Voltage, and Square Footage, by creating attribute groups using descriptive flexfields. After the attribute group is created, you can then assign it to an asset group. This enables you to define additional characteristics data when defining an asset associated with the asset group. This provides extensive query capabilities. Attribute groups are descriptive flexfields, defined by segments and values.
For example, you can define an Attribute Group, Front Loader Nameplate data. This group can then be associated with the CARS Asset Group. When defining an asset within the CARS Asset Group, you can optionally utilize the attributes to specify nameplate data (specified data such as make, year, and model) for the asset. This creates a simplified way of entering specified data (See: Defining Asset Numbers) related to a specific Asset Group.
To set up attributes:Navigate to the Descriptive Flexfield Segments window.
Select the Search icon from the tool bar, and then select the Oracle Inventory Application with the Title, Asset Attributes.
Unfreeze the Flexfield Definition by clearing the Freeze Flexfield Definition check box.
In the Context Field Values region, select a row, then click the New icon. A blank row is added for you to create an attribute group.
Enter the attribute group name in the Code field.
Optionally enter a Description for this attribute group.
Select Segments to add attributes to the attribute group you just created.
Enter a Number to sequence the data.
Define the Name of the specific attribute. The Window Prompt defaults to this name.
Select a Column value.
Select a Value Set, or optionally choose Value Set to create a new one.
If the Displayed check box is selected, this attribute appears for you when defining data for an asset within the asset group (for example, Fork Lift Classifications) associated with the attribute group in which this attribute (for example, Make) resides.
Optionally select the Enabled check box to enable the attribute for availability when defining assets (See: Defining Asset Numbers).
Save your work, and return to the Descriptive Flexfield Segments window.
Select the Freeze Flexfield Definition check box. Failure to do this prevents you from querying the segments from the Attribute window.
Save your work.
To associate the attribute group with an asset group:Navigate to the Attributes Assignment window.
In the below example, any asset created within the Fork Lifts asset group has the Fork Life Classifications attribute group available as an option for data entry.
Select an Asset Group. See Defining Asset Groups.
Select an Attribute Group Code.
You can have an unlimited number of attribute groups associated with an asset group.
Save your work.
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. For this to function, the appropriate attachment category, Asset Attachments (1), must be associated with the attachment function, EAMWOMDF (See: Working With Attachments.
To define asset documents:Navigate to the EAM Asset Documents window.
Select a Data Type.
If the Data Type is File, attach the appropriate File. If the Data Type is Web Page, enter the relevant URL. If the Data Type is Short Text, insert the text in the text field.
For information on all fields, See: Working With Attachments.
Save your work.
Use the Create Status page to define asset statuses. The status value appears for selection in the Asset Status field in the Define Asset Number, Define Rebuildable Serial Number and Define Asset Route forms.
Navigate to the Create Status page (Maintenance Super User > Assets > Linear Assets > Asset Statuses > Create Status).
Enter a Name for the asset status (required).
Select the check box for any of the following statuses:
Terminated
Status Change Allowed
Service Allowed
Request Allowed
Updateable
Optionally enter an Active Start Date.
Optionally enter an Active End Date.
Optionally enter a Description.
Click Save or Apply.
Updating Asset Statuses:Navigate to the Update Asset Statuses page (Maintenance Super User > Assets > Linear Assets > Asset Statuses).
The Update Asset Status page appears.
Search for an asset status and click the Update icon in the search results table.
Note: Only assets with a status of Updateable are available for selection.
Select the check box for any of the following statuses:
Terminated
Status Change Allowed
Service Allowed
Request Allowed
Optionally enter an Active Start Date.
Optionally enter an Active End Date.
Optionally enter a Description.
Click Save or Apply.
Oracle Enterprise Asset Management provides several methods in which you can define a new asset. You can create them individually, copy information from an existing asset, utilize the multiple asset entry method, use the Import Asset Number interface, or use the Asset Number WebADI and Asset Attribute WebADI.
See Creating and Updating Asset Numbers Using the Asset Number WebADI Feature and Creating and Updating Asset Attributes Using the Attribute WebADI Feature.
You can also use Oracle Web Services to automatically create, update and search for asset numbers. These public interfaces enable you to more easily convert data from another instance or another system. These web services are annotated and available in the I-Repository along with other public Oracle APIs.
Warning: You cannot use "_" or "%" when creating an asset number using Oracle EAM.
In addition, when an asset is received and delivered to inventory, an asset number is created automatically.
Prerequisites
You must set up the following task prior to defining asset numbers in Oracle eAM:
Define asset groups. See: Defining Asset Groups
To
define assets individually using the EAM responsibility:Navigate to the Define Asset Number window.
You can also create assets using the Create Asset page located in the Maintenance Super User responsibility (Maintenance Super User > Home > Assets > Create button). See Creating Capital or Rebuildable Assets for more information.
Enter an asset number or accept or modify the default, if you have automatic number generation enabled (See: Defining eAM Parameters).
After an asset is saved, it cannot be deleted. The asset can be deactivated if there are no open work orders or work requests for the asset, and if the asset is not part of an asset hierarchy.
Optionally enter an Asset Description, up to 240 characters.
Select an Asset Group. This asset group is associated with this asset.
Note: After an asset group is associated with an asset and then saved, it can be changed under certain conditions. See Updating Asset Groups for Asset Numbers.
Enter a value in the Asset Serial Number field, or accept the default value that appears if automatic number generation is enabled.
Note: The Asset Serial Number can be modified to be identical to the asset number.
The Asset Serial Number might have a non-unique value across organizations, but the asset number must be globally unique, regardless of the defaulting value. When an asset number generates automatically at receipt by the Deliver to Inventory transaction, it defaults to the Item Instance number. You can change it, as long as it is a globally unique number.
Optionally associate this asset to an Asset Category. This is the Class and Subclass code, such as CRANE.OVERHEAD or BUILDING.FLOOR. See Setting Up Category Codes and Sets.
Optionally, change the defaulted Organization. This organization may be different than the eAM-enabled organization that maintains the asset. You can define an asset group and asset number directly in the production organization.
You can define an Asset Group in an organization that is not eAM-enabled, if it is associated with an eAM-enabled organization in its Organization parameters.
In this Define Asset Number window, you can define an asset number for asset groups defined in the eAM-enabled organization itself, and also for asset groups that are defined in organizations that are maintained by the eAM organization, by specifying the organization is this field. The list of values includes the eAM-enabled organization, as well as all organizations that are not eAM-enabled but are associated with the eAM-enabled organization in their Organization Parameters.
Within the Main tab, optionally select an owning Department for this asset to represent the crew responsible for the asset. Notifications regarding work requests are sent to the Primary Approver of the work request's associated asset's current owning department (See: Defining Department Approvers.
Optionally select a Criticality code to indicate the importance of the asset to the organization. This field is for information purposes.
Optionally select a WIP Accounting Class to identify the Expense cost elements associated with the work performed, such as materials, labor, and resources.
Select an Asset Status to indicate the status of the asset; CREATED is the default value.
Optionally enter the Area where this asset resides. This is a user-defined listing of logical areas of work. For example, North Plant, East Wing, or Area 1 (See: Setting Up Areas).
Indicate whether this asset is maintainable. If the Maintainable check box is selected, you can create work requests and work orders for this asset.
For example, you can create an asset for cost-tracking purposes. For example, you might want to view the cost for all top level assets in an asset hierarchy, but you do not want to maintain those assets. In this situation, do not select this check box.
Note: After work orders are created for this asset, you cannot clear this check box unless those work orders are at Complete, Canceled or Closed statuses.
Optionally select the Active check box to indicate that the asset is functioning, for example, maintenance work orders can be created for this asset. This check box changes when you activate or deactivate an asset from the Tools menu.
Select the Linear Assets check box if you want to define the asset as a linear asset.
This field is also available on the Define Rebuildable Serial Number page.
See Defining Linear Asset Numbers or Defining Rebuildable Serial Numbers for more information.
Indicate whether Asset Operational Logging is enabled for this asset.
If you select the Operation Log Enabled check box, you can view all current and past asset operational information such as Check Out, Check In, associated work requests and work orders. You can remove or add a child asset, remove a parent asset, activate or deactivate the asset, transfer the asset to another location, and receive or issue the asset into/from Inventory. By default, logging is turned off for an asset. See: Asset Operational Logging.
Within the Parent region, optionally select a parent asset number to establish asset hierarchy information. Work order costs roll up through the Parent/Child hierarchies defined, and can roll up to any level within an asset hierarchy. This enables you to review all cost associated with an asset or asset hierarchal view.
Note: When a child asset is transferred to another eAM organization, it is still included in the parent hierarchy. The organization that the asset currently resides in appears in parentheses. Transferring the asset does not remove the asset from the asset hierarchy. You must remove the asset manually, to remove the asset from its hierarchy.
The Checked Out check box indicates whether the current asset is checked in or out. You can check out an asset to view asset details, enter collection plan data, enter meter information, and optionally create a work request, within Maintenance Super User. This check box is protected against update. See: Asset Operational Logging.
Within the Location tab, the Subinventory and Locator fields are view-only, displaying the subinventory location of this asset within Inventory and its Locator segments. If this asset if received into Inventory, these fields are populated.
Optionally select a Location Code to specify a physical location for this asset. The Address field simultaneously populates with the selected Location Code's associated Address. The previously defined area is organization-specific and not associated with a physical location.
If your asset does not reside in a subinventory, you can specify an external location for it. You can only select an external location that is defined as a HZ location. You may optionally define external locations with a location code.
Valid Location Codes are defined within Oracle Installed Base.
The Address defaults as the populated Location Code's associated address. You can optionally select a different address. If the current asset is in stores, the address of the Location's organization appears (See: Stores).
Optionally select a Production Organization. The list of values displays the production inventory organizations maintained by the current asset's organization. See: Enabling Organizations for Enterprise Asset Managementfor information on designating eAM organizations to maintain equipment items for designated production organizations.
Select an Equipment Item. This is mandatory if you populated the Production Organization field. Items that were defined with an equipment template (See: Item Templates ), or with the Equipment item attribute enabled (See: Physical Attributes ), are available.
Enter an Equipment Serial Number. This is mandatory if you populated the Production Organization field. This is the specific name of the component within the Equipment Type, if an asset resides directly in the Production Organization, and its asset group is defined directly in the Production Organization as Equipment. You can view the Production Organization and the Asset Serial Number fields, but you cannot update them.
Use the Location tab to specify the geocode information with details of latitude, longitude, direction, and ESRI reference details for the asset. This information is used to display the assets in the chosen map viewer.
If both longitude and latitude and ESRI references are provided, the ESRI Feature and Feature ID would be used to plot the asset on the map, and the latitude and longitude fields would be ignored.
If you are using the ESRI integration, you can alternatively enter values in the following fields rather than enter Latitude and Longitude to display assets on a map.
ESRI Feature: These values are defined on the ESRI Map Manager page. This value is referenced to a published Feature table which has a Point shape from the ESRI system.
ESRI Feature ID: The specific ESRI reference identifier from the selected ESRI Feature table which has a corresponding Point geometry.
If the Latitude, Longitude and ESRI fields are entered, then the ESRI related fields take priority and are used to display assets on a map.
Note: Geocode entry and ESRI Feature associations are enabled for point assets only and are not applicable for linear assets.
Using Map Manager for more information regarding the ESRI Map Manager fields.
Optionally enter the Number if Oracle Fixed Assets is installed. This represents a fixed asset number that belongs to a fixed asset category, associated with the asset.
The Property Management fields, Location Name and Location Code, default from a Property Manager export process (Export Locations to Enterprise Asset Management), if Oracle Property Management is installed. These fields are disabled. These values cannot be changed.
Note: Before the above information is passed from Property Manager into Enterprise Asset Management, Asset Groups need to first be established. See: Defining Asset Groups.
Optionally choose Location Details to view or update Property Manager field information.
You can indicate if an asset is a positional asset or a lockout device.
Note: You can leave the field blank (no value) or indicate if the asset is a positional asset or a lockout device, but not both.
Click the Safety tab to enter values for the positional asset or to indicate if the asset will be associated with a lockout device used during isolation. See Defining Positional Assets.
Optionally click the Attributes button to enter attribute values for the asset (See: Setting Up Attributes).
Existing, enabled attribute groups appear (See: Setting Up Attributes). These attribute groups are optional. You do not need to enter values for all existing attribute groups. From this window, you cannot generate attribute groups.
You can choose Resource Usage if the fields in the Production Equipment region are populated. This enables you to view production work orders using the equipment that corresponds with this asset number as a resource.
Click the Linear Workbench to enter linear asset details.
See Using the Linear Asset Workbench for more information.
Optionally select Associate Activity to directly associate this Asset with an Activity. See: Activity Association Templates.
Optionally enter file, URL, or text attachments to this asset by choosing the paperclip Attachments icon. You can then choose Document Catalog to add asset specific documents. See: Defining Asset Documents.
Save your work.
To copy assets from existing assets:You can copy asset information from existing assets. When using this method, everything copies to the new asset, including attributes and attachments. Equipment Serial Numbers are not copied. You are prompted to enter the Equipment Serial Number, when saving.
Navigate to the Define Asset Number window.
Select an Asset Group. This Asset Group is associated with this asset.
Enter an asset number if you do not have them automatically generated, or accept or modify the default, if you have automatic generation enabled (See: Defining eAM Parameters). After an asset has been saved, it cannot be deleted. The asset can be deactivated if there are no open work orders or work requests for the asset, and if the asset is not part of an asset hierarchy.
Optionally enter an Asset Description, up to 240 characters.
From the Tools menu, select Copy Asset Number from.
Select the desired Asset.
Optionally associate this Asset to an Asset Category. This is the Class and Subclass code, such as CRANE.OVERHEAD, or BUILDING.FLOOR. See: Setting Up Category Codes and Sets.
Select an owning Department for this asset. E-mail notifications, regarding Work Requests, are sent to the Primary Approver of the Work Request's associated asset's owning department (See: Defining Department Approvers.
Save your work.
To access failure analysis information:You can access the Failure Set page to view failure tracking codes that are assigned to the current asset number.
From the Define Asset Number window, select Maintain Failure Set from the Tools menu. If the asset number does not have an associated Failure Set, this menu option is disabled. See: Defining Failure Codes and Sets and Failure Analysis Overview.
Close the window.
To
deactivate an asset:Navigate to the Define Asset Number window.
Select the flashlight Find icon to display the Find Asset Number window.
Select an asset number to deactivate.
From the Tools menu, select De-Activate Asset Number.
Save your work.
Attention: An asset cannot be updated unless it is in an Active state. Therefore, any simultaneous updates to the asset will reactivate the asset.
To
activate an asset:Navigate to the Define Asset Number window.
Select the flashlight Find icon to display the Find Asset Number window.
Select a Deactivated Asset Number to activate.
From the Tools menu, select Re-Activate Asset.
Save your work.
You can update the asset group for an asset number after it has been created and saved. This update can be performed using the Define Asset Number form and Update Asset Number HTML page.
You can update an asset group even if the following setups or associations exist for the asset number:
Asset attributes have been defined.
Quality results have been entered.
Activity association has been made.
Meter association has been made and meter readings have been entered.
PM schedule has been defined.
Asset number is part of an asset hierarchy (parent or child).
Asset number has a relationship with other linear or discrete assets.
However, you cannot update the asset group if:
The asset number is in inventory.
The asset number has an equipment association.
The asset number has a Property location association.
The asset number has a Fixed Asset association.
Note: You cannot update an asset group for an asset route.
For Assets With Work History - Special Considerations
Asset Search: Based on the current group association.
Work Order Search: Based on the asset group associated with the work order was created.
Navigate to the Define Asset Number page (Enterprise Asset Management > Assets > Asset Numbers).
Search for the asset number that you want to update.
Click the search button next to the Asset Group field.
The Asset Group page appears.
Search for the new asset group using the % wildcard to view all valid asset groups associated with the organization, or enter a specific asset group value.
Select the new asset group. The new asset group name and description appear.
Click the Save button.
Upon save, the following occurs:
If the asset is serial controlled, the original asset serial number does not change.
A new item instance is created in Oracle Installed Base.
The transaction history will capture the asset group updates performed on the asset number.
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.
To define asset routes:Navigate to the Define Asset Route window.
Enter the name of the asset route in the Asset Number field.
Select an Asset Group.
The Asset Serial Number defaults to the asset number. You can optionally select the next serial number for the current organization.
The Asset Serial Number might have a non-unique value across organizations, but the asset number must be globally unique, regardless of the defaulting value.
Optionally associate this asset route to an Asset Category. This is the Class and Subclass code, such as CRANE.OVERHEAD or BUILDING.FLOOR. See: Setting Up Category Codes and Sets.
Within the Main tab, optionally select an owning Department for this asset route. This represents the crew responsible for the asset. Notifications, regarding work requests, are sent to the Primary Approver of the work request's associated asset's current owning department (See: Defining Department Approvers and Defining Asset Numbers).
Optionally select a Criticality code to indicate the importance of the asset route to the organization. This field is for information purposes.
Optionally select a WIP Accounting Class to identify the Expense cost elements associated with the work performed, such as materials, labor, and resources.
Select an Asset Status. This field represents the current status of the asset route.
Optionally enter the Area where this asset route resides. This is a user defined listing of logical areas of work. For example, North Plant, East Wing, or Area 1 (See: Setting Up Areas).
Indicate whether this asset route is maintainable. If the Maintainable check box is selected, you can create work requests and work orders for this asset route.
Optionally select the Active check box to indicate that the asset route is functioning. This check box changes when you activate or deactivate an asset route from the Tools menu.
The Linear Asset option is unavailable. You cannot define an asset route as a linear asset.
Choose Asset Route to display the Asset Route window.
In the Associated Asset Numbers region, select an Asset Group.
Select an asset number. Asset numbers associated with the previously selected asset group are available.
You can associate an unlimited number of asset numbers.
Optionally enter Effective Dates. If the Effective Date From field is left blank, the system date defaults.
Save your work.
Note: Asset numbers can be associated with asset routes. An asset route cannot associate with another asset route.
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 (See: Defining Items).
Note: Even if you are not using Project Manufacturing applications, Project Parameters are defined for your eAM enabled organization to successfully create Asset Groups. This is required because an Asset BOM is of type Model/Unit Effective and this BOM type is currently allowed if PJM organization parameters are set up for the eAM enabled organization to which the Asset Group has been assigned. To define Project Parameters, open the Project Parameters window using Project Manufacturing Super User responsibility and without entering any data in the window, save the record. If you plan to use Project Manufacturing, see: Project Manufacturing Integration Setup for information on defining Project Parameters.
To set up an Asset BOM:Navigate to the Bills of Material window.
Select an Asset Group from the Item list of values.
Within the Main tab, the Item Sequence and an Operation Sequence values default.
Enter the inventory Component to make up the asset number.
Enter the Quantity of that component necessary for the asset.
Select the Serial Effectivity tab.
Select the Asset Number (Asset Numbers are always serialized) that the inventory items are associated with, in the From and To fields.
Asset numbers associated with the current Asset Group are available.
If the component is installed in all asset numbers within the asset group, enter 0 in the From field, and leave the To field blank.
Optionally select the Material Control tab, and enter a subinventory location or source locator for this asset BOM.
If the Auto Request Material option is selected at the BOM level, material allocation will be initiated when the work order is released, and the source subinventory and source locator values you enter will override these values in the Inventory sourcing rules. If the Auto Request Material option is not selected, you can specify a source subinventory and source locator for your material when you perform a material request or a One-Step Material Issue transaction.
Save your work.
For information on all remaining fields, See: Creating a Bill of Material.
You can reapply all activity, meter and PM templates for assets that do not have existing templates attached. You can perform the reapplication using a concurrent program.
To apply activity, meter and
PM templates simultaneously:Navigate to the Apply Asset Template form (Enterprise Asset Management > Assets > Reapply Asset Template).
Enter values in the following required fields:
Asset Type: Capital or Rebuildable
Asset Group: Select an asset group to which you want to apply all templates.
Template Type: All
Optionally select Yes in the View Only field if you do not want the system to apply the templates; a log is generated but the templates are not reapplied to the assets. The default value is No.
Click the OK button.
To reapply meter templates only, see Reapplying a Meter Template to an Asset Group.
