Oracle eAM Implementation Tips

The following tips highlight common questions and issues that arise during eAM implementation:

General Setup: An inventory org may be used for inventory, manufacturing, or maintenance. Spare parts are managed and maintenance work orders are executed in “eAM enabled” inventory orgs.

• Set up an org for eAM separate from any manufacturing orgs.

• Use Average Cost for inventory valuation in eAM orgs.

• When setting up WIP Accounting Classes, use the same maintenance expense account code in both the valuation and variance columns. This will cause maintenance expenses to book to the proper GL account and period.

Asset Definition: Assets are the object that work is performed on. Assets are also defined to represent hierarchical groupings for organizing work and rolling up costs. Asset can be used to represent positions for installation of rebuildable inventory items.

• Define a new Asset Group for each Manufacturer and Model Number combination.

• Define Templates for Asset Groups that will be repetitively used to create new Assets.

• Assign a Parent Asset for each new Asset to place it in the Asset Hierarchy.

• Consider setting up Assets that will move in and out of inventory as Rebuildables. Creating a “position asset” in the asset hierarchy will allow the tracking of rebuildables that have been installed and the cost of maintenance for the position.

• Use the Rebuildable Serial Number form to quickly setup rebuildables.

Preventive Maintenance and Activity Definition: Activities are the method for predefining work. Activities are used as templates to create work orders. Preventive maintenance activities may be scheduled based on meter readings and dates. Condition based maintenance may be triggered by absolute meters or collection plans.

• When launching the Activity Workbench and Maintenance Workbench enter a Parent Asset ID and check the “include children” box. Open Results, All Assets to view and use the hierarchy.

• Standard Operations may be useful for creating Activity Routings.

• When defining meters, be sure to check “used in scheduling.”

• When defining meters, set “past readings” to a number greater than
one to assure proper PM forecasting.

• Use the Activity Workbench to define and schedule Preventive Maintenance Activities.

• To enable PM Work Order creation, check the “Default” box on the PM schedule form.
Work Management: Work management is based on a work order. Work orders are always for an asset. Collection plans provide a flexible way to collect inspection and condition information. Collection results can trigger a variety of useful actions.

• Set Work Order to Firm when you do not what the scheduling engine to compress dates for shortest duration possible.

• Use the Scheduler Workbench to reschedule or adjust Work Order dates.

• Use the Material Issue request flag on Work Orders if you want to generate pick tickets. Don’t use it if you normally perform over the counter material issues.

• Create a Collection Plan if you want to manage work order completion notes.

• Create Collection plans for Condition Based and Predictive maintenance strategies. Actions can include create Work Order or Work Request.

• Include Asset Number and Asset Group as reference elements in Collection Plans that create Work Requests or Work Orders.

• To capture eAM work order numbers in Collection Plans, use the reference element “Maintenance Work Order,” not “Work Order” which is for manufacturing jobs.

• To make Collection Plans visible in Self Service from the Assets page, include the reference elements Asset Number and Asset Group and transaction “eAM Work Order Number.”

• For safety or other work instructions that will print on the work order, use either Long Description, Short Text Attachments, or Long Text Attachments.