Oracle Corporation

Market
Enterprise Asset Management
Workshop

By
Chitti
Courtesy: Oracle eAM SIG
 Agenda

Day 1 Day 2
Overview Work Orders & Workbench
Footprint Work Orders Demo
Positioning Exercise 3
Product Overview Meters & Preventative Maintenance
Self Service Exercise 4
Self Service Demo Job Costing
Exercise 1 Planning and Scheduling
Module Set-up’s Exercise 5
Data Set-up’s
Set-up Demo
Exercise 2
 Oracle
Enterprise
Market
Asset
Management

‘Problem to Prevention’
&
‘Problem to Resolution’
What is Asset Maintenance?

Problem Plan & Problem

identification Execute Resolution
• Materials
• Resources
• Availability
Asset Maintenance Goals
Increase Productivity
Create a Preventive Maintenance Strategy
Maximize Resource Availability

Decrease Maintenance Costs

Optimize Scheduling and Resource Efficiency
Minimize Rework

Reduce Accidents and Penalties

Ensure Regulatory Compliance
Increase Workplace Safety
Asset Maintenance Functionality Spectrum

High
Enterprise Asset Management
Integrated maintenance and production
schedules for complete enterprise view
Asset Importance

xity Predictive Asset Management

e
pl Dynamic adjustment of maintenance plans
m
existing Co based on user-
user-defined limits / controls
user-defined

Planned Maintenance
Plan and schedule maintenance based
on asset requirements to prevent
failures

Reactive Maintenance
Repair assets when needed
Low

Small Asset Base / Investment Large

Traditional Asset Maintenance
Maintaining Integration, Not Assets

ERP Applications User-Built Interfaces

General Ledger General Ledger
Computerized
Purchasing Purchasing Maintenance
Management
Inventory Inventory
System (CMMS)
Projects
3rd Party Providers
Documents Documents

Workflow Workflow

APIs CMS Interfaces

Asset Maintenance Ideal
Seamless, Integrated System

ERP Applications
General Ledger
Computerized
Purchasing Maintenance
Management
Inventory
System (CMMS)
Projects

Documents

Workflow

APIs
How?
eAM Considerations

• Asset Utilization

• Maintenance Plans

• Safety & Regulatory Compliance

• Enterprise Integration
 Oracle Enterprise Asset Management
Maintenance Requirements Meter Readings
P
Pr lan

an :
en n g
ce
Usage
Engineering Specifications ed ni

n t ni
ic ng

ai n
Estimated Life

M P la
tiv :
Production Schedules e
Inspection Limits
Plan
Adjustments
Planned
Planned
Purchasing
Enterprise
Integration

dd
nnee
HR: Skills

ann
pplla
UUnn
Common
Data Model Execution: Workflow Driven

Create Inventory
Approve Dispatch Complete
Self-Service
Self-Service W/O

Maximize
Optimize
Safety &
Utilization
Compliance
Oracle Enterprise Asset Management
Enables you to:

n Optimize Asset Utilization

o Adjust Maintenance Plans

p Maximize Work Safety and Ensure Compliance

q Integrate Asset Maintenance Throughout Your Enterprise

Support Planned Maintenance Environment
Manage Basic Process

Resource Planning
• Equipment
• Personnel Execution
Work Maintenance • Work Results
Requests Schedules • Meter Readings
Material Planning • Time Entry
• Inventory
• Purchase Req / PO
• Receiving

y Seamless maintenance planning and execution processes

y Ensures materials and components in-place
y Provides central repository for all asset information
Support Planned Maintenance Environment
Extend Basic Process to Include Enterprise Drivers

Traditional
Current Work
Based on
Failures
Maintenance Asset Utilization
Work Orders Strategy
Preventative
Maintenance
Asset
Plans
Unique to Oracle Availability to
Optimize Output /
Equipment Performance
Engineering
Capacity to
Specifications
Meet Demand

Production Generated
Sales Orders Demand
Optimize Asset Utilization
Key Benefits

Reduce unnecessary Increase equipment

capital expenditures productivity

Lower operating
Decrease downtime due
costs through
to problems / failures
increased efficiency
Oracle Enterprise Asset Management
Enables you to:

n Optimize Asset Utilization

o Adjust Maintenance Plans

p Maximize Work Safety and Ensure Compliance

q Integrate Asset Maintenance Throughout Your Enterprise

Predict and Prevent Asset Failures
Adjust Plans Based on Usage-Related Forecasts

Meter Readings Planned

APIs to monitoring systems Maintenance
Multiple meters Schedules

Maintenance
Usage Forecast
Planned calendar events • Condition based
• Auto-creates work
Common meter names

y Real-time,
recommended
Estimated Life forecast based on
Run to Failure occurrences
Planned Breakdowns y User-adjustable
Predict and Prevent Asset Failures
Adjust Plans Based on Limit Violations

Notifies Asset
Inspection Owner on
Limits Impending
System Identifies Failure
• Temp Limit Violations
• Flow Rate
- OR -
• Vibration
• Calibration
• Thickness Triggers /
• Wear Generates
Work
Requests
Predict and Prevent Asset Failures
Adjust Plans Based on Integrated Intelligence

Planned
Readings y Feed System with Predefined Specifications

y Analyze Performance of All Assets

Actual
Results
y Track Efficiency and Utilization by Asset

y Compare Actual with Planned Results

Analysis

y Identify Maintenance Plan Adjustment Opportunities

Adjust y Reset Asset Parameters to Match Results

Oracle Enterprise Asset Management
Enables you to:

n Optimize Asset Utilization

o Adjust Maintenance Plans

p Maximize Work Safety and Ensure Compliance

q Integrate Asset Maintenance Throughout Your Enterprise

Improve Safety and Compliance
Guarantee Structured Work Definition

Work Orders Definition Benefits

• Dependent Task Planning • Increased Compliance

• Required Documentation • Reduced Incident Rate
– Procedures (e.g. Safety,
Tagout, Hazardous Material) • Decrease Work Order Errors
– Specifications
– Drawings • Shorter Time to Locate
– Special Handling Required Documentation
• Accurate Skill Assignment
• Skills Selection
Improve Safety and Compliance
Enable Workflow Driven Processes

Review Process
Work Order Execution
Work Order & Compliance Required Work
Attachments Process
Safety
Approval

Mandatory Data
Engineering Collection

y Ensures robust approval process

y Reduce work order rework
y Automatically flows requirements to work execution
Ensure Regulatory Compliance
Provide Complete, Auditable Electronic History

y Capture requirements and manage

work order execution
y Automatically create audit trail and
electronic history
y Provide support for safety, government
and regulatory compliance
Oracle Enterprise Asset Management
Enables you to:

n Optimize Asset Utilization

o Adjust Maintenance Plans

p Maximize Work Safety and Ensure Compliance

q Integrate Asset Maintenance Throughout Your Enterprise

Complete Asset Maintenance
Solution Footprint

Work
WorkRequests
Requests Material
MaterialRequest
Request Work
WorkScheduling
Scheduling
Entry
Entry

Work
WorkOrder
Order Work
WorkOrder
OrderUpdate
Update
Resource
ResourcePlanning
Planning
Generation
Generation and
andClose
CloseOut
Out

Task
TaskPlanning
Planning Forecasting
Forecasting Asset
AssetPerformance
Performance
Integrated with Entire Enterprise
Link to ALL Business Functions

Procurement Manufacturing Projects Inventory

Work
WorkRequests
Requests
Entry Material
MaterialRequest
Request Work
WorkScheduling
Scheduling
Entry

Work
WorkOrder
Order W/O
W/OUpdate
Update
Generation Resource
ResourcePlanning and
Generation Planning andClose
CloseOut
Out

Asset
Asset
Task
TaskPlanning
Planning Forecasting
Forecasting Performance
Performance

Human Fixed Property

Financials
Resources Assets Management
Complete Data Integration
Common Data Model for All Applications

Asset
Manufacturing Inventory
Management

Property
Purchasing
Management
Common
Data
Model
Fixed
Projects
Assets

Human
Financials
Resources
Out-of-the-Box Integration
Key Benefits

y Eliminates Redundant Systems

y Eliminates Disparate Systems
y Reduces Synchronization Issues
y Provides Material and Resource Planning from
Demand to Procure
y Reduces Implementation Time and Costs
y Reduces Maintenance and Upgrade Costs
 eAM Business Flow
Work Requests Work Order Task Planning
Entry Generation

Work Order Types, Owners, Task level

Location, Asset ID, Owner planning,
Action/Activity, Current Locations, BOMs, Standards,
Copies, Asset, Components, PMs, Dependent Steps
Work Alert, Condition
Based Alert Preplans

Work Scheduling Forecasting Resource Material Request

Planning

Workbenches with User

Asset Schedule/Availability, Assigned Owner, BOM by Location, Asset
Defined Filters for Folders and
Capacity Performance, Work Crew, Craft, Skill Category, Component,
Sorts, Forecasted PMs,
Impact on Production, Future Search/Selection, iProcurement, Catalogs, PO
Available Resources, WO
Work, Budget Impact Duration, Detail, Item
Generation, Project
Contractors Statuses/Location Directs,
Scheduling
Services, Rentals, Receipts

Asset
Work Order Performance
Update and
Close Out Cost History, Work History, RCM Analysis,
Time Entry, RCM Data, Design Capacity/Actual Performance,
Meter Readings, Predictive Maintenance, KPI’s, Trending
Inspection Data, Notes Analysis, Inspection History, Event
Component/Position Tracking and Capacity Impact

29
 Oracle Enterprise Asset Management
Enables you to:

9 Optimize Asset Utilization

Preventive maintenance forecasting and scheduling, synchronized
with production schedules

9 Adjust Maintenance Plans

Predictive maintenance based on usage, inspection readings, & quality

9 Maximize Work Safety and Ensure Compliance

Integrated skills repository, online work documents, workflow-driven
approvals

9 Integrate Asset Maintenance Throughout Your Enterprise

Out-of-the-box integration, intuitive browser-based UI
eAM Product Overview
 eAM Self Service Maintenance
for Trades Personnel
y Asset Navigator
y Work Request Entry and Inquiry
y Employee Schedules
y Work Order Detail Inquiry
y Work Order Notes Entry
y Work Order Time Entry
 eAM Self Service Maintenance
for Daily Planning
yEZ Work Order
yAsset Genealogy & Configuration History
yCrew Schedule View
yWork Order Detail Inquiry
yShift Work Order Handover Functionality
yWork Order Task Completions
yView Asset Costs for Maintenance, Contractors &
Operations
eAM for Professional Users
Asset Definition
y Asset Groups, Activities & Item Rebuild Definition
y eAM Look ups & Parameters
y Asset Meter Definition and Association
y Maintenance Workbench
y Preventive Maintenance Schedules
y Department/Resource Setup
y Material Issues
y Work Order Definition & Execution
y Quality Plan Definition
 Asset Management

y Asset Hierarchies and Genealogy

y Asset Grouping and Templates
y Nameplate/Engineering Data
y Parent/Child Meter Readings for Assets
y Asset Cost History
y Asset Work History
y Asset BOM
y Asset Document Attachments
Work Management
y Work Requests
y Routine Work Orders
y Preplanned Work Orders
y Preventative Maintenance Work Orders
y Preventative Maintenance Asset Routes
y Work Order Suppression
y Asset Breach Work Orders
y Project Work Orders
y Task Dependencies
Work Execution
y Work Order/Task Completion
y Crew Schedules and Employee Association
y HR Skill Selection
y Employee Assignment
y Time Entry
y Handover Notes
y Direct Procurement using iProcurement
y Contractor/Outside Processing
Component Tracking

y Component Serialization
y Rebuild Components
y Rebuild Procedures
y Rebuild Cost Tracking and History
y Install History in Asset Genealogy
y Component inspection Readings and History
Maintenance Budgeting

y Oracle General Ledger

y Project Funding
y Project Cost Tracking
Reliability Centred Maintenance
• Standard Work Order Library based on Asset
Performance
• Open Interfaces for Condition Monitoring and Control
Systems
• Failure Reporting and Tracking by Assets*
• Remedy Tracking*
• Mean Time Between Failures*
• Mean Time to Repair by Asset*
• Suggest PM Adjustment Report*
Asset Performance and Forecasting
• Asset Capability and Capacity Requirements
• Conditioned Based Scheduling Methods
• Equipment Condition Breaches
• Maintenance Requirements based on Capacity Demands*
• Forecasting Budget for PM’s and Standard Jobs by Date*
• Forecasting Equipment Outages with Impact on Capacity*

41
eAM Self-Service
Agenda
y eAM Self-Service
–– Home Page
–– Asset Hierarchy and
Genealogy
–– Work Request Entry
–– Work Order Management
–– Work Plan Management

43
Home Page
Self-Service Maintenance
• Work Request Notifications

• Change Organizations

44
Self-Service Maintenance Home Page

45
 Assets
Self-Service Maintenance
y Complete View of asset information
–– Asset Searches and Details
–– Asset Genealogy and Configuration
History
–– Asset Cost History by Period and Cost
Type
–– Asset Attachments
46
Asset Hierarchy
Work Requests
Self-Service Maintenance
y Enter Work Requests
y View Existing Work Requests
y Update Work Requests

48
Review Existing Work Requests

49
Work Orders
Self-Service Maintenance
y Create and Review Work
–– Easy Work Order Entry
–– Operation Details
–– Work Order Close-out

50
Easy Work Order Creation

51
Work Plan
Self Service Maintenance
y Create and Review Work Plan
–– Employee
Employee and
and Crew
Crew Schedules
Schedules
–– Work
Work Order
Order and
and Operation
Operation Completion
Completion
–– Work
Work Order
Order Attachments
Attachments
–– Operations
Operations Handover
Handover (Crew
(Crew Re-assignment)
Re-assignment
–– Quality
Quality Plan
Plan Entry
Entry
–– Employee
Employee Skill
Skill Search
Search and
and Matching
Matching
–– Resource
Resource Charging
Charging

52
Reviewing the Work Plan
Managing Operational Tasks
eAM Self-Service
Demonstration
eAM Set-up
Agenda
yy eAM
eAM Organization
Organization Setups
Setups
–– Define
Define Organization
Organization &
& Parameters
Parameters
–– Define
Define eAM
eAM Parameters
Parameters
yy General
General eAM
eAM Setup
Setup
–– Define
Define Locations
Locations
–– Define
Define Activities
Activities
–– Define
Define eAM
eAM related
related Lookup
Lookup Codes
Codes

57
Agenda cont’d
yy Asset
Asset Setup
Setup
–– Define
Define Asset
Asset Groups
Groups
–– Define
Define Asset
Asset Classes
Classes using
using Category
Category
Sets
Sets
–– Define
Define Attributes
Attributes
–– Define
Define Asset
Asset Items
Items
–– Define
Define Asset
Asset Activities
Activities
–– Associate
Associate Asset
Asset Activities
Activities to
to Asset
Asset Items
Items
–– Asset
Asset BOM
BOM
–– Maintenance
Maintenance BOM
BOM
–– Maintenance
Maintenance Routings
Routings
58
Organization Set-up
y Define Organization
– Establish Organization Classification as an
Inventory Organization
– Optionally set Organization Classification as a
Project Manufacturing Organization

y Set-up Inventory Parameters

– Check ‘EAM Enabled’
– Select EAM Organization
– Set-up Costing Accounts and other required
fields

59
Organization Setup

60
Organization Relationships-
Example
Vision Operations

M1-MFG P1-OPM M2-MFG

ORE
Dallas Seattle Redmond
US

EAM-3
EAM-2
NorthWest
SouthWest

61
EAM Parameters
y Define Asset Number Defaults
– Automatically or manually generate asset
numbers
y Set-up Cost Defaults
y Set-up Work Request Approval
– Can be automatic or via Workflow
y Set-up Work Order Defaults
– WIP Accounting Class
– Prefixes for Easy and Standard Work Orders

62
EAM Parameters

63
Asset Area

yy Define
Define Asset
Asset Area
Area
–– Use
Use to
to logically
logically sort/plan
sort/plan assets
assets by
by area
area

64
Asset Area

65
 Asset Lookups
yy Define
Define Asset
Asset Activity
Activity Types
Types
–– Describe
Describe type
type of
of maintenance
maintenance work
work being
being
performed
performed
–– Examples
Examples include
include Inspections,
Inspections, Lubrications,
Lubrications,
Overhauls,
Overhauls, Calibration
Calibration and
and Repetitive
Repetitive work
work
yy Define
Define Asset
Asset Activity
Activity Causes
Causes
–– Describe
Describe reasons
reasons why
why work
work is
is being
being performed
performed on
on
the
the asset
asset
–– Examples
Examples include
include Preventative,
Preventative, Normal
Normal Wear,
Wear,
Rework,
Rework, Breakdown
Breakdown
yy Define
Define Asset
Asset Criticality
Criticality Codes
Codes
–– Rate
Rate asset
asset importance
importance toto the
the organization
organization
–– Examples
Examples include
include High
High and
and Low
Low which
which means
means the
the
asset
asset has
has aa direct
direct or
or minimal
minimal impact
impact on
on production
production
respectively
respectively 66
 Work Request Lookups
yy Define
Define Work
Work Request
Request Statuses
Statuses
–– Identifies
Identifies workflow
workflow process
process steps
steps
•• Define
Define Work
Work Request
Request Note
Note Types
Types
–– Identifies
Identifies ifif aa work
work request
request log
log update
update was
was entered
entered
by
by aa user
user or
or programmatically
programmatically via
via Workflow
Workflow
–– System
System defined;
defined; cannot
cannot be
be updated
updated by
by the
the user
user
yy Define
Define Work
Work Request
Request Types
Types
–– Describes
Describes the
the type
type of
of work
work request
request being
being entered
entered
–– Examples
Examples include
include manual,
manual, system,
system, routine,
routine, capital,
capital,
furniture
furniture

67
Work Order Lookups

yy Define
Define Work
Work Order
Order Priority
Priority Codes
Codes
–– Describes
Describes importance
importance of
of work
work order
order
–– Examples
Examples include
include High,
High, Medium
Medium or
or Low
Low
yy Define
Define Work
Work Order
Order Failure
Failure Codes
Codes
–– Describes
Describes causes
causes of
of asset
asset failure
failure
–– Examples
Examples include
include overheating,
overheating, capacity
capacity
demand
demand

68
Work Order Lookups Cont’d

yy Define
Define Work
Work Order
Order Reconciliation
Reconciliation Codes
Codes
–– Describes
Describes work
work order
order and
and operation
operation
completion
completion information
information
–– Examples
Examples include
include partially
partially completed,
completed,
handover,
handover, completed
completed
yy Define
Define Work
Work Order
Order Types
Types
–– Categorizes
Categorizes type
type of
of work
work to
to be
be performed
performed
–– Examples
Examples include
include routine,
routine, emergency,
emergency,
rebuild
rebuild

69
Asset Set-up

yy Define
Define Asset
Asset Groups
Groups
yy Define
Define Asset
Asset Categories
Categories
yy Define
Define Asset
Asset Items
Items

70
 Asset Hierarchy - Facility
Example
Asset Group

Asset Parent Items

Building

Building 100
Building 200 Asset Children

Building 300 Floor 1

Floor 2

Office 202
Office 204
Office 206

HVAC200 Components
3498CND (condenser)
6724FIL (filter)

71
 Asset Hierarchy – Machine
Example
Asset Group
Caterpillar.Loaders

Asset Parent Items

Loader100 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -------------
--

Inventory MRO Items

Loader200

Loader300 Asset Children

Transmission300 - - - - - - - - - - - - - - - - - - - - - - - -
Suspension300
Engine300
Component
Motor300HP ----- -

72
Asset Groups

yy Define
Define Asset
Asset Groups
Groups
–– Identifies
Identifies classification
classification of
of equipment
equipment
–– Examples
Examples include
include Trucks,
Trucks, Pumps,
Pumps,
Conveyors,
Conveyors, Buildings
Buildings etc.
etc.
–– Must
Must be
be defined
defined before
before any
any asset
asset items
items
–– Should
Should bebe defined
defined before
before Asset
Asset Categories
Categories

73
Asset Group Definition

74
Asset Class and Subclass

yy Establish
Establish Category
Category Naming
Naming
Conventions
Conventions for
for Assets
Assets
–– Define
Define Asset
Asset Class
Class and
and Sub-Class
Sub-Class using
using
Category
Category structure
structure
–– Asset
Asset category
category will
will assist
assist in
in searching
searching and
and
reporting
reporting on
on assets
assets
–– Associate
Associate Asset
Asset Categories
Categories to to Asset
Asset
Groups
Groups

75
Asset Class and Sub-Class Definition

76
Asset Category Sets

77
Asset Attribute Templates

yy Create
Create Asset
Asset Templates
Templates using
using
Descriptive
Descriptive Flexfields
Flexfields
yy Use
Use Asset
Asset Templates
Templates to to identify
identify
additional
additional characteristics
characteristics while
while defining
defining
Asset
Asset Items
Items
¾ Nameplate
¾ Nameplate Data
Data
¾ Engineering
¾ Engineering Specifications
Specifications
¾ Regulation
¾ Regulation Requirements
Requirements
yy Associate
Associate Asset
Asset Attribute
Attribute Templates
Templates to
to
Asset
Asset Groups
Groups
78
Asset Attributes

79
 Asset Items
yy Define
Define Asset
Asset Items
Items
–– Uniquely
Uniquely identifies
identifies asset/equipment
asset/equipment
–– Examples
Examples include
include Truck-100,
Truck-100, Pump-244,
Pump-244,
Conveyor-1,
Conveyor-1, Building-300
Building-300 etc.
etc.
–– Must
Must be
be associated
associated with
with aa Asset
Asset Group
Group
–– Can
Can be
be associated
associated with
with Production
Production
Equipment
Equipment to to assist
assist in
in
production/maintenance
production/maintenance scheduling
scheduling
–– Can
Can be
be associated
associated with
with aa Fixed
Fixed Asset
Asset
Category
Category and
and Number
Number ifif Oracle
Oracle FA
FA is
is
installed
installed
–– Assets
Assets must
must bebe Unique
Unique
80
Asset Item Definition

81
Asset Activities

yy Define
Define Asset
Asset Activities
Activities
–– Establishes
Establishes aa standard
standard library
library of
of work
work orders
orders
(sometimes
(sometimes referred
referred to
to as “Preplanned” work
as “Preplanned” work
orders)
orders)
–– Can
Can be
be associated
associated with
with one
one or
or more
more asset
asset
items
items
–– Meter-based
Meter-based activities
activities (preventive
(preventive
maintenance,
maintenance, work
work orders)
orders) automatically
automatically
generate
generate aa work
work order
order when
when the
the runtime
runtime of
of
the
the meter
meter is
is reached
reached

82
Asset Activity Definition

83
 Asset Activity / Asset Item
Association
yy Associate
Associate Asset
Asset Items
Items to
to Activities
Activities
–– Establishes
Establishes aa standard
standard work
work for for an
an asset
asset item
item
–– Can
Can be
be defined
defined for
for an
an asset
asset item
item oror aa rebuildable
rebuildable
spare
spare
–– One
One asset
asset activity
activity (e.g.
(e.g. oil
oil change)
change) cancan be be
associated
associated to
to many
many asset
asset items
items (e.g.
(e.g. trucks)
trucks) or
or
rebuildables
rebuildables (e.g.
(e.g. motors)
motors)
yy Define
Define aa Preventive
Preventive Maintenance
Maintenance (PM)
(PM) Schedule
Schedule
for
for the
the Asset
Asset Item/Activity
Item/Activity
–– Setup
Setup recurring
recurring work
work for
for the
the asset
asset based
based on
on meters
meters
or
or interval
interval scheduling
scheduling
84
Asset Activity / Asset Item
Association

85
 Asset Bills Of Material
yy Define
Define Generic
Generic Component
Component List’s
List’s to
to be
be used
used by
by Asset
Asset Items
Items
within
within an
an Asset
Asset Group.
Group.
yy Assign
Assign Asset
Asset Item
Item effectivity
effectivity against
against the
the components
components

86
Asset Bills Of Material

87
Asset Bills Of Material

END HERE !!!

88
 Maintenance Bills Of Material
yy Define
Define Specific
Specific Component
Component List’s
List’s to
to be
be used
used by
by aa particular
particular
Asset
Asset Activity
Activity or
or Task.
Task.
yy When
When anan Activity
Activity is
is assigned
assigned toto aa Work
Work Order
Order the
the BOM
BOM isis
automatically
automatically assigned
assigned toto that
that Work
Work Order
Order

89
Maintenance Bills Of Material

90
 Maintenance Routings
yy Define
Define Operations
Operations or
or Steps
Steps to to perform
perform aa specific
specific Activity
Activity
yy Assign
Assign Resources
Resources (Crews
(Crews or or equipment)
equipment) toto perform
perform the
the
Activities
Activities
yy Create
Create Routing
Routing Network
Network ifif required
required

91
Maintenance Routings

92
Maintenance Routings - Network

93
eAM Asset / Production
Equipment Linkage
eAM Asset Link to Equipment

y Need for Assets to be used as Resources

– Work Orders can then use these resources
y Equipment (Resources of type Machine)
already provide Resource, Work Order
functionality
y Hence tie Assets with Equipment
Equipment Features
y Provide Resources
y Resources used by 1) Production Jobs and
2) Maintenance Work Orders
y Asset shut down implies Equipment shut
down as well
y Equipment shutdown does not imply work
orders will be affected
– Resource different from Resource Instance
– Equipment Shutdown =>Instance unavailable
– Scheduler may use other instances if available
Equipment/Resources
Work Orders using a Resource

* These are current work orders which are in one of these statuses:
“Released”, “Unreleased” or “On Hold”
Steps in defining equipment
y Define an equipment E1 using Item
Master (check equipment flag)
y Define a resource R1
y Assign equipment E1 to resource R1.
This assignment is a resource instance
y Assign resource to department
y Assign equipment instances to resource-
department combination
Resources for Department
Equipment Instances for Resource
 eAM Setups
Demonstration
 eAM Work Orders &
Maintenance Workbench
Agenda
y eAM Work Order Creation
y eAM Operations / Tasks
y eAM Work Order Materials
y Maintenance Workbench

104
Agenda
y eAM Work Order Creation
–– Automatically
Automatically generated
generated through
through aa
Preventive
Preventive Maintenance
Maintenance Schedule
Schedule
–– Rebuild
Rebuild Order
Order generated
generated via
via issue
issue of
of aa
Spare
Spare
–– Manually
Manually generated
generated as
as aa routine
routine job
job
–– Manually
Manually generated
generated from
from aa work
work request
request

105
eAM Work Order
eAM Work Order –
Additional Info
y Main
¾
¾ Ownership,
Ownership, Dates,
Dates, Firm,
Firm, Tagout,
Tagout, Planned,
Planned,
etc.
etc.
• Project/Schedule
• Rebuild
• Work Request
• Bill/Routing
eAM Work Order Operations
eAM Work Order Materials
Maintenance Workbench – Work
Orders
Maintenance Workbench –
Forecast
eAM Work Orders
Demonstration
 eAM Meters &
Preventative Maintenance
Preventative Maintenance
(PM)
y PM Work Orders can be
generated:
¾
¾ Asset
Asset Activity
Activity Associated
Associated with
with schedule
schedule
¾
¾ Based
Based on on Meter
Meter Readings
Readings
(e.g.
(e.g. oil
oil change
change every
every 3000
3000 miles)
miles)
¾
¾ Runtime
Runtime and/or
and/or Calendar
Calendar Days
Days
(e.g.
(e.g. every
every 500
500 hours
hours or
or 60
60 days)
days)
Meter Definition
Asset / Meter Association
Preventative Maintenance Schedule
Definition
eAM Cost Management
Agenda
yy Cost
Cost Management
Management
yy Business
Business need
need for
for eAM
eAM
yy How
How does
does eAM
eAM fit?
fit?
yy Setup
Setup eAM
eAM Parameters
Parameters
yy Estimates
Estimates for
for eAM
eAM Work
Work Orders
Orders
yy Costing
Costing eAM
eAM Work
Work Orders
Orders
yy Rollups
Rollups
yy Questions
Questions and
and answers
answers

119
Cost Management
yy Architecture
Architecture
yy Integration
Integration with
with ERP
ERP suite
suite
yy Cost
Cost of
of Inventory
Inventory Items
Items
yy Cost
Cost of
of Manufacturing
Manufacturing
yy Accounting
Accounting for
for all
all manufacturing
manufacturing
transactions
transactions
yy Transfer
Transfer to
to General
General Ledger
Ledger

120
Business need for eAM
Costing
yy Hierarchy
Hierarchy of
of Assets
Assets
yy Easy
Easy Estimating
Estimating
yy Direct
Direct Purchased
Purchased Items
Items
yy Different
Different Cost
Cost Buckets
Buckets
yy Period
Period and
and Transaction
Transaction Oriented
Oriented
yy Shared
Shared Resources
Resources

121
Set-up eAM Parameters
yy Inventory
Inventory and
and WIP
WIP parameters
parameters
yy eAM
eAM Parameters
Parameters --
-- Cost
Cost Defaults
Defaults
yy Cost
Cost Element
Element
yy Equipment
Equipment
yy Labor
Labor
yy Material
Material
yy Cost
Cost Category
Category
yy Maintenance
Maintenance
yy Operations
Operations
yy Contract
Contract

122
Manufacturing to eAM Cost Element
Mapping

123
eAM Cost Element Mapping
yy Material
Material for
for
all
all material
material and
and material
material overhead
overhead costs
costs
yy Labour
Labour for
for
resource
resource and
and overhead
overhead cost
cost with
with resource
resource type
type
“person”
“person”
yy Equipment
Equipment for
for
resource
resource and
and overhead
overhead cost
cost with
with resource
resource type
type
“machine”
“machine”
yy Use
Use default
default eAM
eAM cost
cost element
element as
as defined
defined in
in
eAM
eAM parameter
parameter for
for other
other resource
resource types
types

124
Maintenance Cost Category
Mapping
yy Each
Each department
department may
may have
have aa maintenance
maintenance
cost
cost category
category assigned
assigned to
to it.
it.
yy A
A work
work order
order transaction
transaction cost
cost is
is mapped
mapped to
to
the
the cost
cost category
category of
of the
the following
following
departments:
departments:
•• Material:
Material: Department
Department responsible
responsible for
for the
the
operation
operation where
where material
material is
is used
used
•• Labour
Labour and
and Equipment:
Equipment: Department
Department
owning
owning the
the resource
resource

125
Maintenance Cost Category
Mapping (contd.)
yy Use
Use work
work order
order department
department if
if operation
operation
or
or resource
resource department
department does
does not
not have
have aa
cost
cost category.
category.
yy A
A charge
charge department
department entered
entered by
by the
the
user
user at
at resource
resource transaction
transaction time
time
overrides
overrides all
all other
other departments.
departments.

126
Costing Methods -- Effect on
Maintenance Work Orders
Standard, Average, FIFO, and LIFO
Costing
yy Set
Set up
up for
for eAM
eAM -- -- None
None
yy Charging
Charging Resources
Resources -- -- None
None
yy Costing
Costing Resources
Resources -- -- None
None
yy Charging
Charging Inventory
Inventory Items
Items ---- None
None
yy Costing
Costing Inventory
Inventory Items
Items ---- Use
Use
Organization’s
Organization’s costing
costing method;
method; totally
totally
transparent
transparent toto shop
shop floor
floor workers
workers
yy Reports
Reports --
-- Same
Same look
look andand feel
feel
127
Estimates for eAM Work
Orders
yy At
At Work
Work Order
Order Creation
Creation
yy Based
Based on
on Work
Work Order
Order BOM
BOM and
and Routing
Routing
yy Requisitions
Requisitions for
for Direct
Direct Procurement
Procurement Items
Items
yy Initiate
Initiate Re-Estimate
Re-Estimate
yy Estimates
Estimates are
are computed
computed only
only by
by eAM
eAM cost
cost
elements
elements
yy Change
Change anything
anything onon Work
Work Order
Order BOM
BOM oror
Routing
Routing oror approve
approve additional
additional Direct
Direct
Procurement
Procurement Items
Items
yy Initiate
Initiate Re-Estimate
Re-Estimate
128
Charging Cost
Same
Same as
as Manufacturing
Manufacturing except
except
yy Direct
Direct Procurement
Procurement Item
Item charged
charged at
at PO
PO
Receipt
Receipt for
for the
the PO
PO Price.
Price.

129
Actual Work Order Costs
yy Cost
Cost incurred
incurred are
are stored
stored at
at both
both
manufacturing
manufacturing andand eAM
eAM elemental
elemental level
level by
by
period.
period.
yy Costs
Costs incurred
incurred are
are also
also accumulated
accumulated at at asset
asset
level
level
yy Costs
Costs are
are not
not relieved
relieved at
at completion
completion
yy Accounting
Accounting is is similar
similar to
to Expense
Expense -- Non
Non
Standard
Standard jobjob
–– Material
Material overhead
overhead isis not
not earned
earned at
at
completion.
completion.
–– Variances
Variances are
are recognized
recognized when
when aa work
work
order
order is
is closed
closed and
and at
at period
period end.
end. 130
eAM Work Order Value
Summary
What does Costed mean?
yy The
The transaction
transaction cost
cost were
were determined
determined
yy Distribution
Distribution entries
entries were
were generated
generated
yy Work
Work In In Process
Process period
period balances
balances were
were
updated
updated
yy Manufacturing
Manufacturing costscosts were
were translated
translated
into
into maintenance
maintenance costs
costs
yy Costed
Costed flag
flag was
was marked
marked Yes
Yes
yy In
In aa Project
Project Manufacturing
Manufacturing situation,
situation, the
the
transaction
transaction is is ready
ready for
for Cost
Cost Collection
Collection

132
Hierarchy Rollup
yy It
It is
is aa hierarchical
hierarchical rollup
rollup of
of asset
asset
maintenance
maintenance costcost by
by eAM
eAM cost
cost classification,
classification,
by
by period.
period.
yy It
It is
is aa dynamic
dynamic rollup
rollup performed
performed at at inquiry
inquiry
time,
time, and
and based
based on
on the
the most
most current
current
hierarchy.
hierarchy.
yy The
The user
user has
has the
the option,
option, at
at form
form level,
level, to
to
display
display maintenance
maintenance cost
cost incurred
incurred for
for an
an
asset
asset with
with or
or without
without its
its children’s
children’s costs.
costs.

133
Asset Cost Inquiry - by Period
Asset Cost Inquiry - by Cost
Category