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Oracle EAM and Asset Tracking

Best Practices


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Copyright 2013, Oracle and/or its affiliates. All rights reserved.2

Program Agenda

Oracle ALMSolution Overview

Best Practices around EAM,OAT

Customer Case StudiesCochlear,ON Semi,Ke

Q & A


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Program Agenda




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


5/49Copyright 2013, Oracle and/or its affiliates. All rights reserved.5

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


6/49Copyright 2013, Oracle and/or its affiliates. All rights reserved.6

GlobalAsset

Repository

Asset Lifecycle ManagementCommission phase


Asset

Maintenance

Fi



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


Asset

Maintenance

Fi



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


Asset

Maintenance

Fi



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




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



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Best Practices

Sequence of Implementation

Start with foundation streams and proceed to transactional aphased manner



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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,



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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.




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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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