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Oracle EAM and Asset Tracking
Best Practices
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Program Agenda
Oracle ALMSolution Overview
Best Practices around EAM,OAT
Customer Case StudiesCochlear,ON Semi,Ke
Q & A
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Program Agenda
Oracle ALMSolution Overview
Best Practices around EAM,OAT
Customer Case StudiesCochlear,ON Semi,Ke
Q & A
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Foundation: Global Asset Repository
Achieve a Single Source of Truth About Your Assets
Global
Asset
Repository
Ca Bo
Co Le Ow Ta
Finance
Data
Downtime / repair history Failure & reliability analysis
Maintenance schedule Asset configuration Safety compliance
Maintenance
Data
Physical Location
Quantity
Ownership Transactions
Operations
Data
OAT
EAM
Fixed As
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GlobalAsset
Repository
ManagAdvancedCollaboration Tools
Asset
Maintenance
Fi
ManagAsset Intelligence
Asset Portfolio Mgmt
PlanBuild /
Acquire
Operate /
Maintain
R
DCommission
1. Acquire AssetsDepreciable Items flow
2. Manual assignment of Fixed asset
3. EAM Construction Units feature
Asset Lifecycle ManagementAcquire/Build ph
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GlobalAsset
Repository
Asset Lifecycle ManagementCommission phase
ManagAdvancedCollaboration Tools
Asset
Maintenance
Fi
ManagAsset Intelligence
Asset Portfolio Mgmt
PlanBuild /
Acquire
Operate /
Maintain
R
DCommission
1. Normal Items flowCapitalize on Issue to Field
and Sales Order Shipment
2. Deployment Transactions
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GlobalAsset
Repository
Asset Lifecycle ManagementMaintenance phas
ManagAdvancedCollaboration Tools
Asset
Maintenance
Fi
ManagAsset Intelligence
Asset Portfolio Mgmt
PlanBuild /
Acquire
Operate /
Maintain
R
DCommission
1. EAM Work Order Management
2. Asset Move Portal in EAM
3. Interface Move transactions program
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GlobalAsset
Repository
Asset Lifecycle ManagementRetirement phase
ManagAdvancedCollaboration Tools
Asset
Maintenance
Fi
ManagAsset Intelligence
Asset Portfolio Mgmt
PlanBuild /
Acquire
Operate /
Maintain
R
DCommission
1. Retire Deployment trans
2. Interface Move transacti
3. De-activate/Expire Asse
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Program Agenda
Oracle ALMSolution Overview
Best Practices around EAM,OAT
Customer Case StudiesCochlear,ON Semi,Ke
Q & A
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Best Practices
Inclusive role of Maintenance End-users, Management at
Maintenance needs are unique in areas like Spares InventorScheduling, Budgeting and Skills Development
Around EAM,OAT Implementations
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Best Practices
Evaluate Product features
Validate and map business requirements after studying all ofintegration features
Around EAM,OAT Implementations
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Best Practices
Sequence of Implementation
Start with foundation streams and proceed to transactional aphased manner
Around EAM,OAT Implementations
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Best Practices
Socialize and keep track of product happenings
Follow and participate in Knowledge forum discussionsCustomer Connect,MOS Community,Linked In,
Around EAM,OAT Implementations
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Inventory items : May also need maintenance
In a maintenance world there are two types of items:
Repairable or Re-buildable items
Consumable items
Re-buildable inventory
An item that is sub-assembly/part of an Asset but need maintenance periodically and can be repaired then re-us Motors
Engines
Tires
Consumable inventory
An item that are used for maintenance or one time used item in an asset. Once it is not functioning or broke or con
Oil
filters
Nuts/bolts
Oracle EAM support preventive maintenance as well as incidental repairs for
re-buildable Inventory.
Again, on time maintenance of re-buildable inventory saves lot of money for organizations.
For example, recommended Tire rotation extend life for tires.
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Decision making when to use EAM or cMRO ?
MaintenanceQuick Overview of eAM v/s cMR
EAM can be used for maintaining Assets and Re-buildable /Repairable Inventory items
include:-
Equipments/Tools/Vehicles
Repairable/Re-buildable Inventory
Land/Facilities/Buildings
cMRO is a maintenance solution for the entire maintenance life cycle for complex asse
Aerospace industry & supports the following:
Aircraft induction
Flight Line maintenance
Heavy maintenance planning Heavy maintenance execution
Engine and component overhaul
When to use EAM ( Enterprise Asset Management) and cMRO ( Complex Material, Repair
& Overhaul ? Why cant we use the same the product formaintaining all the Assets?
Q O f / O
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MaintenanceQuick Overview of eAM v/s cMRO
In short , Airlines/Missiles - anything that fly is cMRO ! The main reason being complexity
In maintenance and Govt. regulations/policies on maintenance like FAA, DoD etc. Also these assets
needs seasonal maintenance plans. For example, War time v/s peace Time maintenance plan for
Military Aircrafts or Winter maintenance v/s Summer maintenance for commercial Airlines.
Maintaining assets that fly (such as jets)
cMRO have Govt./Military configuration
control and regulatory functionality
cMRO run a depot that manages major
repairs on a regularly scheduled basis
(think of a major overhaul for an airplane).
cMRO more of a maintenance depot
business process
Maintaining Assets and Re-bu
that doesn't fly
EAM does not have all Govt.
configuration and regulatory c
support Aircraft, Ships, Missil
EAM is a maintenance plann
cMRO eAM
O l AM M d & O i l M d l
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Oracle eAM Mandatory & Optional Modules
As you can see Oracle eAM is not a stand alone module. In order to function there are some
mandatory modules need to be setup. Also based on the business requirements for each customerAdditional modules may be needed.
Mandatory Modules
Implementation of Enterprise Asset Management includes configuration of shared components from the following prod
Oracle Inventory
Oracle Bills of Material
Oracle Human Resources
Oracle Cost Management
Oracle Manufacturing Scheduling Oracle Work In Process
Oracle QualityOptional Modules
Oracle Master Scheduling/MRP
Oracle Property Management
Oracle Financials
Oracle Fixed Assets
Oracle iProcurement
Oracle Projects
Oracle Project Manufacturing
Oracle Purchasing
Oracle Order Management
Oracle Time and Labor
O l AM St d d I t ti O i
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Oracle eAM Standard Integration - Overview
Product & MaintWO
Transactions
Costs
Updates
WO Updates,
Catalogs
Changes to CapitalizeDepreciation
Service RequeLinked to
WOR / WO
WO Materials,
Reqs Linked to WO& Workflow
Receiving
Project / Task,WO Costs
PostingIntegration
Chart of
Accounts
WO
Billing
Req & PO Changes, AP-to-PO Matching/Reconciliation
Employees &
Skills
Maintainable
Assets
TimeEntry
Suppliers Cu
s
T&A
HR AP GL AR FA Pro
Purchasing Manufacturing ProjectsInventory Serv
eAM
PO
Depreciable
Assets/WO
Capitalization
R12 A t C ti i FA AM & OAT (O l A t T
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Now
you have the asset recorded into the Financial Asset Books as well as in EAM. If you setup
And apply appropriate templates the Asset is ready for maintenance schedule in EAM. This saves
Lot of data entry efforts.
R12 - Asset Creation in FA, eAM & OAT (Oracle Asset Tra
Any Asset purchased needs to be added to Assets using Mass Addition process.
In R12, upon purchase order receipt, assets can be created in EAM and templates can b
the maintenance strategy is established automatically.
After receipt, the same asset can be interfaced to Fixed Assets, via concurrent processes. (
Program )
You can also add assets from other sources. ( Using APIs say from Legacy systems,).
If OAT ( Oracle Asset Tracking ) is installed a record will be created in OAT so that the asset tr
initiated.
You can manually create Assets in EAM too.
O l A t T ki R12 Q i k O i
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This is an enhanced version of Rel 11i Enterprise Install base module and tighly integrated with
eAM and other modules using XML messages.
Oracle Asset Tracking - R12Quick Overview
Oracle Asset Tracking provides an enterprise tracking and asset management system whe
inventory, project, customer, and asset-related material information is stored, providing a
degree view of your assets ( Inventory, Fixed or Capital Assets). You can locate materials
anywhere in the system in warehouses, on trucks, installed in the network, or on project s
facilitating financial transactions using physical movements of material and equipment. In
addition, Oracle Asset Tracking can provide a life-cycle history of all activity for thatequipment.
Provides automatic handling of costs, units and location updates in Fixed Assets for inve
transfers, asset deployment and internal sales order shipments
Oracle Asset Tracking is tightly integrated with other oracle modules like Assets, Inventor
Enterprise Asset Management (EAM), Purchasing, Order Management, Projects etc.
Asset Tracking XML integration with other modules High
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Asset Tracking receives XML based messages when an inventory or asset transaction occurs if it
is marked as Asset Trackable in the item master. Messages can be setup for legacy Systems too.
Asset Tracking XML integration with other modules - High
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Asset Acquisition and Tracking
Business ProcessR12
Create a PO for the Asset Group in EAM
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Create a PO for the Asset Group in EAM
Make sure that the AssetGroup set up in the
Inventory and EAM.
Also Activity , Activity
BOMs,
Maintenance Templates
etc. are setup and
applied to the AssetGroup.
Approve the PO
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Approve the PO
PO is approved and
sent out to the Supplier.
Ready to receive it from
the Supplier.
Receive the Assets
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Receive the Assets
Search using PO and
Supplier
Receive the Asset into the Asset Sub-Inventory
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Receive the Asset into the Asset Sub-Inventory
Make sure that the
Assets are received intoa Sub-inventory that is
setup as Asset Sub-
inventory
Also eAM category has
been setup and
selected. This willtrigger API to populate
eAM .
Assign Serial Numbers to the Asset while receiving
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It is important that the asset Group is setup as serial control so that each asset can
Identified and maintained. . In this case since it is vehicle VIN number can be used.
Assign Serial Numbers to the Asset while receiving
Verify that eAM Asset is created automatically
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In R12, receiving will kick off the asset creation automatically in eAM and OAT ( Or
Tracking) using API.
Verify that eAM Asset is created automatically
Check Meter
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You can see that using Pre-defined Meter Templates assigned to the Asset Group th
has been created automatically too.
Check Meter
Check the Activity Association
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You can see that pre-defined activity templates resulted in automatic assignment o
the eAM Asset just received.
Check the Activity Association
Check the Activity Association
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You can see that the sub-inventory location received will be initially assigned to the
y
Assigning PM Schedule
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Assigning PM Schedule for the Asset using the PM Schedule Template. Or you can c
.
g g
Assigning PM Schedule using the Templates
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Remember that PM Schedule can be rules based or List Dates. ( maintenance to be
Specific day )
g g g p
View PM Schedule Details
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Using PM Schedule templates assigned to the Asset Group, the PM schedule was as
automatically.
View Meter Association of PM Schedule
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Using the Meter Template, the associated meter was created and will be used with th
Rules for the PM Schedule.
View Meter Rules and Readings
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Service Date & Meter Reading information can also be viewed. Since this asset has
acquired, the default reading for the service is zero (0).
View Asset Tracking Module
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The same asset can be viewed from OAT.
To perform this, change responsibility to: Asset Tracking Super User.
View Asset Tracking Details
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In the General tab, the Organization, eAM Asset Description (Instance Name) display
that the Accounting Classification is Inventory . This value will change after we crea
Fixed Asset.
View Asset TrackingMaintenance Information
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This Information will also change after Fixed Asset has been created ( FA ).
View Asset Hierarchy
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After searching for the parent Asset associated with one of the newly purchased assets, you can see that the
(entered as the SN for the asset at receipt) is now part of the hierarchy. The asset has been established and n
and work can be performed on the asset. Because it is inventoried, it can also be transferred to another EAM
the asset change location or require service in another maintenance organization .
Creating Fixed AssetsCreate Accounting
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Before creating Fixed Assets, you must cost the Receipt. ( Inventory Manager must
the Sub ledger Accounting process is required to run.
Creating Fixed AssetsCreate Accounting Object
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Select the process Create Assets: Interface Inventory Transactions to Oracle Assets.
This process will pass the Asset information to Oracle Assets.
.
Creating Fixed AssetsRun Post Mass Additions
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From the Assets or Asset Tracking Responsibility Select the Post Mass Additions.
This will create Assets in the Asset Book.
Creating Fixed AssetsVerify the Asset Creation
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Verify EAM Asset Information after FA asset creation
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See that Accounting class has now changed to Maintenance from Inventory
Verify EAM Asset Information after FA asset creation
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See that EAM Asset and The fixed Asset has been linked after running the Mass Addit
Verify the Asset Tracking History
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