EAM User Manual for User - Oracle EBS Enterprise Asset Management




Table of Contents


1 ENTER METER READINGS FOR ASSETS
2 Breakdown Maintenance – Creation of Work Request
3 Breakdown Maintenance – Work Order
4 Issue of Material from Stores
5 Preventive Maintenance Schedule Definition
6 Annual Maintenance Contract
7 Failure Analysis Set Up

LOGGING ONTO ORACLE APPLICATIONS


Please log on to Oracle Applications using the Instance URL. Add the URL to your Favorites List so that it does not need to be typed in repeatedly.
Note: Your password does not appear when you type it. This is to ensure that others do not see it. PLEASE keep your password confidential to prevent unauthorized users from accessing Oracle Applications


Type the URL:
Click the Apps Logon Link  E-Business Home Page


Enter User Name: eam-uat
Enter Password : *******




1. ENTER METER READINGS FOR ASSETS


Step1:
Select Maintenance Supervisor Responsibility.

Step 2:
Click on Assets Tab

Step 3:
Click on Mass Meter Readings

Step 4:
Enter Asset Number and click on ‘Go’ to access meter defined for the asset

Step 5:
Enter Meter Readings in ‘Value’ Field and click Apply

2. Breakdown Maintenance – Creation of Work Request

Step 1: Navigate to Maintenance Super User Responsibility

Step 2: Click on Create Work Request Button in Home Tab

Step 3: Enter Asset Number, Priority and Additional Description

Step 4: Enter e-mail id for receiving notifications related to the Work request

Step 5: Click on Apply Button

Step 6: Note Down the Work Request Number for further correspondence


3. Breakdown Maintenance – Work Order

Step 1: Navigate to Enterprise Asset Management Responsibility

Step 2: Click on Work Orders

Step 3: Select New Work Order

Step 4: Click on Asset Number Field. Work Order Number will be generated automatically

Step 5: Select the Asset Number and WIP Accounting Class

Step 6: Enter the following details and Save the Work Order
a) Priority
b) Work Order Type
c) Shutdown Type
 
Step 7: Click on Operations Button

Step 8: Enter Operation Sequence Number as 10 , Department as “Maint” and Save the Work Order

(** Please note that for PM Work Orders details of Operations would automatically populated and User may edit the same if required)

Step 9: Click on Materials Button to enter spares for the Operation on which cursor is placed.

(**In case of PM Work Orders there would be multiple operations. In order to Print PM Check List correctly spares must be entered against the correct operation)

Step 10: Enter the details of spares required as shown below and save the Work Order

Step 11: Close Material Requirements Screen and Return to Operations Screen

Step 12: Click on Resources Button

Step 13: Enter Operation Seq Number ,Name of Resource and Number of Hrs required to complete the job

Step 14: Release and Save the Work Order

Step 15: Navigate to Resource Transactions Screen

Step 16: Query the Work Order and Click on Continue Button

Step 17: Enter the Operation Number, press TAB and then enter the Resource Seq Number

Step 18: Enter the actual number of hours taken by the resource to complete the job and Save the transaction

Step 19: Issue of Spares by Stores

(**Issue of Spares by Stores is covered in a separate section)

Step 20: Navigate to the Maintenance Super User Responsibility to complete Work Order


Step 21: Click on the Work Orders Tab

Step 22: Query the Work Order and Click on the Work Order Number

Step 23: Click on Complete Work Order Button

Step 24: Enter Actual Start/End Date and Time and Shut down Duration if applicable and Click on Apply button

Step 25: Navigate to Enterprise Asset Management Responsibility

Step 26: Click on Work Orders

Step 27: Query Work Order Number and Click on Find Button

Step 28: Click on Work Request Tab and add the Work Request
Step 29: Click on Cost Button
Step 30: Select the Work Order, Click on Re-Estimate Button and Save the Work Order
Step 31: Navigate to Close Work Orders

Step 32: Query the Work Order to be closed

Step 33: Navigate to Tools --- Close Work Orders

Step 34: Click on OK button

4. Issue of Material from Stores


Step 1: Navigate to Stores Tab of Maintenance Super User Responsibility

Step 2: Click on One Step Material Issue

Step 3: Query the Work Order and Click “Go”

Step 4: Select the Spares to be issued, edit quantity if required and enter Sub-inventory





Step 5: Click on Issue Button

5. Preventive Maintenance Schedule Definition


Step1:
Select Enterprise Asset Management Responsibility.

Step2:
Select Preventive Maintenance – Schedule Definition

Step 3:
Click on New Button to create new Preventive Maintenance Schedule Definition.
**To Access existing Preventive Maintenance Schedule Definition specify name of the schedule definition and click find

Step 4:
Enter the following details to create Schedule Definition (Refer Screen Shot for reference)
1) Schedule Name
2) Select Default Flag
3) Set Name
4) Asset Number
5) Effective From
6) Interval Multiple
7) Repeat in Cycle (Yes)

Step 5:


Select Date Tab for scheduling Monthly Maintenance
1) Enter base Interval in Days


OR


Select Meter Rules Tab for Hourly Maintenance
2) Select the Meter
3) Enter base Interval


Step 6: Save the definition
**Click yes for any System Message generated while saving the Preventive Maintenance Schedule Definition.


Step 7: Navigate to Work Order Planning – Maintenance Work Bench


Step 8: Click on ‘Launch’

Step 9: Click on Forecast Work Button


Step 10: Navigate to All Assets by Double Clicking on Forecast Work

Step 11: Enter Horizon (Period for which Forecast is to be generated), the Set Name and click on Run


Step 12: Review the Output Generated by the System. Select Work Orders to be implemented and Click on Implement Button

Step 13: Click on Run Button again to retrieve the Work Order Number generated by the system
6. Annual Maintenance Contract

Step 1: Navigate to Enterprise Asset Management Responsibility
Step 2: Click on Work Orders

Step 3: Select New Work Order


Step 4: Click on Asset Number Field. Work Order Number will be generated automatically


Step 5: Enter the following details
1) Asset Number
2) WIP accounting Class
3) Work Order Type as “AMC Contract”
Save the Work Order

Step 6: Click on Operations Button

Step 7: Enter Operations, Department and Save the Work Order

Step 8: Click on Resources Button


Step 9: Enter the correct Outside Processing Resource (OSP) corresponding to the Item Code desired on Requisition and enter the quantity as per requirement. Save the Work Order

Step 10: Release and Save the Work Order

Step 11: Run Import Requisition Program in Purchasing Module


Step 12: Navigate to Purchasing responsibility


Step 13: Click on requisition Summary


Step 14: Query Import Source as WIP and Creation Date as the date Work was released



Step 15: Open the requisition


Step 16: In order to add additional line in Requisition place cursor on next line and Press Shift+F6

Step 17: Make the required changes in requisition and submit the requisition for Approval

Step 18: Requisition and PO Number raised against the Work Order are available on the Work Order as shown in below Screen Shot

Step 19: Navigate to Receipts (Localized) Screen

Step 19: Navigate to Receipts (Localized) Screen

Step 20: Select the required lines, enter required quantity for each line and SAVE the receipt

Step 21: After the Purchase Order Status becomes “Closed” complete close Work Order by following steps – 23 to 33 from Breakdown Maintenance Process

7. Failure Analysis Set Up


Step 1: Navigate to Maintenance Supervisor Responsibility and click Failure Analysis

Step 3: Click on Failure Tracking Set Up


Step 4: Click on Define Failure Codes


Step 5: Enter Following Information


1) Select Code Type – Failure Code ,Cause Code and Resolution Code
2) Code
3) Description
Step 6: Click on Apply Button


Step 7: Query the required Failure Set as shown below:


Step 8: Click on Update


Step 9: Select 1 as the number of rows to be added and click on ‘Add’


Step 10: Create the Failure Set by selecting Failure Code, Cause Code and Resolution Code created in previous step


Step 11: Add 1 row in Assign Asset Groups Region


Step 12: Select Asset Group to which Failure Set is to be assigned


Step 13: Click on Apply Button

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