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December 14, 2021
Oracle Consulting
Enterprise Asset management .
Oracle EAM Implementation Project
2
Requirements Workshop Objective
Confidential – © 2021Oracle Internal/Restricted/Highly Restricted
2
• Understand the current process for PBA – PBA to walkthrough with Oracle
• Understand the Functions for the new module – Oracle to walkthrough
• This workshop is not intended to provide a solution.
• Outcome expected is a clear understanding of existing processes and map
the requirements to Future Process Model document.
3
Agenda
1
2
3
4
Enterprise Asset management - Introduction
Overview on key functions.
Enterprise Asset Management Flow
Enterprise Asset Maintenance – Current process
Confidential – © 2021Oracle Internal/Restricted/Highly Restricted
3
Day 1- Session
02.30 PM to 03.30 PM
01:00 PM to 02.30 PM
02.30 PM to 03.30 PM
Lunch Break
11.00 AM to 1.00 PM
Day 2- Session
Lunch Break 01:00 PM to 02.30 PM
11.00 AM to 1.00 PM
Agenda
1
2
3
4
EAM Flow Diagram and Building Blocks
Work Request to Work Completion - Corrective Maintenance Life Cycle
Plan to Maintain - Preventive Forecasting and Budgeting Maintenance
Work Order Cost Capitalization
4
EAM Linear Asset
5 Asset Acquisition to Maintenance
6
Accounting Entries
Mobile Capabilities
Safety Feature -Work Permit
7
8
9
EAM Flow Diagram for Procurement Complex
Service and Work Confirmation
Copyright – © 2021 Oracle and/or its affiliates. All rights reserved.
5
Building Blocks
Asset Asset BOM
Inventory Failure Sets
Asset
Activity
Rebuildable
Items
PM
Definition
WIP
Accounting
Class
Agenda
1
2
3
4
EAM Flow Diagram and Building Blocks
Work Request to Work Completion - Corrective Maintenance Life Cycle
Plan to Maintain - Preventive Forecasting and Budgeting Maintenance
Work Order Cost Capitalization
7
EAM Linear Asset
5 Asset Acquisition to Maintenance
6
Accounting Entries
Mobile Capabilities
Safety Feature -Work Permit
7
8
9
Work Request to Work Completion
Work Request to Work Completion Flow
9 | © 2012 racle Corporation
Work Request to Work Completion Flow Cont.…
Work Request to Work Completion Flow Cont.…
Work Request to Work Completion Flow Cont.…
Work Request to Work Completion Flow Cont.…
Work Request to Work Completion Flow Cont.…
Direct Item Purchase and OSP
Agenda
1
2
3
4
EAM Flow Diagram and Building Blocks
Work Request to Work Completion - Corrective Maintenance Life Cycle
Plan to Maintain - Preventive Forecasting and Budgeting Maintenance
Work Order Cost Capitalization
16
EAM Linear Asset
5 Asset Acquisition to Maintenance
6
Accounting Entries
Mobile Capabilities
Safety Feature -Work Permit
7
8
9
Plan to Maintain – Preventive Maintenance
Forecasting and Budgeting Maintenance
Agenda
1
2
3
4
EAM Flow Diagram and Building Blocks
Work Request to Work Completion - Corrective Maintenance Life Cycle
Plan to Maintain - Preventive Forecasting and Budgeting Maintenance
Work Order Cost Capitalization
19
EAM Linear Asset
5 Asset Acquisition to Maintenance
6
Accounting Entries
Mobile Capabilities
Safety Feature -Work Permit
7
8
9
Work Order Cost Capitalization
Agenda
1
2
3
4
EAM Flow Diagram and Building Blocks
Work Request to Work Completion - Corrective Maintenance Life Cycle
Plan to Maintain - Preventive Forecasting and Budgeting Maintenance
Work Order Cost Capitalization
21
EAM Linear Asset
5 Asset Acquisition to Maintenance
6
Accounting Entries
Mobile Capabilities
Safety Feature -Work Permit
7
8
9
Asset Acquisition to Maintain
22 | © 2012 Oracle Corporation
Agenda
1
2
3
4
EAM Flow Diagram and Building Blocks
Work Request to Work Completion - Corrective Maintenance Life Cycle
Plan to Maintain - Preventive Forecasting and Budgeting Maintenance
Work Order Cost Capitalization
23
EAM Linear Asset
5 Asset Acquisition to Maintenance
6
Accounting Entries
Mobile Capabilities
Safety Feature -Work Permit
7
8
9
Linear Asset in Water Supply (Utility)
24 | © 2012 Oracle Corporation
Linear Asset Cont.,
25 | © 2012 Oracle Corporation
Linear Asset, Asset Definition Enhancements
Linear Asset, Work Execution Enhancements
Linear Asset Cont..
Asset Route Enhancements
Asset Route Enhancements
Asset Route Enhancements
Costing Enhancements
Costing Enhancements
Costing Enhancements
Locate Asset by Assets Details (EBS Data)
Locate Asset by GIS Area
Locate Asset by Linear Data
Initiate Work by Dynamic Segment, reference
point
Initiate Work by Dynamic Segment, reference
point
Initiate Work Based on Linear Attributes Data
Initiate Work Based on Base Map Data
Agenda
1
2
3
4
EAM Flow Diagram and Building Blocks
Work Request to Work Completion - Corrective Maintenance Life Cycle
Plan to Maintain - Preventive Forecasting and Budgeting Maintenance
Work Order Cost Capitalization
42
EAM Linear Asset
5 Asset Acquisition to Maintenance
6
Accounting Entries
Mobile Capabilities
Safety Feature -Work Permit
7
8
9
Mobile Application
43 | © 2012 Oracle Corporation
Agenda
1
2
3
4
EAM Flow Diagram and Building Blocks
Work Request to Work Completion - Corrective Maintenance Life Cycle
Plan to Maintain - Preventive Forecasting and Budgeting Maintenance
Work Order Cost Capitalization
44
EAM Linear Asset
5 Asset Acquisition to Maintenance
6
Accounting Entries
Mobile Capabilities
Safety Feature -Work Permit
7
8
9
Accounting Entries
Sl. Particular Debit Credit Variance
Dr/Cr
1 Material Issue WIP Material
Valuation
Inventory Material
2 Material Return Inventory Material WIP Material
Valuation
3 Non Stock Direct Item WIP Resource
Valuation
Inventory Material
4 Non Stock Service Item WIP Resource
Valuation
Inventory Material
5 Resource@ Std Rate WIP Resource
Valuation
Resource Absorption
6 Resource@ Actual Rate WIP Resource
Valuation
Resource Absorption Dr: Actual > Std
Cr: Actual < Std
7 OSP@ Std Rate WIP OSP Valuation Receiving Material Dr: Actual > Std
Cr: Actual < Std
8 OSP@ Std Rate WIP OSP Valuation Receiving Material
Agenda
1
2
3
4
EAM Flow Diagram and Building Blocks
Work Request to Work Completion - Corrective Maintenance Life Cycle
Plan to Maintain - Preventive Forecasting and Budgeting Maintenance
Work Order Cost Capitalization
46
EAM Linear Asset
5 Asset Acquisition to Maintenance
6
Accounting Entries
Mobile Capabilities
Safety Feature -Work Permit
7
8
9
Safety Feature -Work Permit
Copyright – © 2021 Oracle and/or its affiliates. All rights reserved.
48

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EAM workshop-version .pptx

  • 1. December 14, 2021 Oracle Consulting Enterprise Asset management . Oracle EAM Implementation Project
  • 2. 2 Requirements Workshop Objective Confidential – © 2021Oracle Internal/Restricted/Highly Restricted 2 • Understand the current process for PBA – PBA to walkthrough with Oracle • Understand the Functions for the new module – Oracle to walkthrough • This workshop is not intended to provide a solution. • Outcome expected is a clear understanding of existing processes and map the requirements to Future Process Model document.
  • 3. 3 Agenda 1 2 3 4 Enterprise Asset management - Introduction Overview on key functions. Enterprise Asset Management Flow Enterprise Asset Maintenance – Current process Confidential – © 2021Oracle Internal/Restricted/Highly Restricted 3 Day 1- Session 02.30 PM to 03.30 PM 01:00 PM to 02.30 PM 02.30 PM to 03.30 PM Lunch Break 11.00 AM to 1.00 PM Day 2- Session Lunch Break 01:00 PM to 02.30 PM 11.00 AM to 1.00 PM
  • 4. Agenda 1 2 3 4 EAM Flow Diagram and Building Blocks Work Request to Work Completion - Corrective Maintenance Life Cycle Plan to Maintain - Preventive Forecasting and Budgeting Maintenance Work Order Cost Capitalization 4 EAM Linear Asset 5 Asset Acquisition to Maintenance 6 Accounting Entries Mobile Capabilities Safety Feature -Work Permit 7 8 9
  • 5. EAM Flow Diagram for Procurement Complex Service and Work Confirmation Copyright – © 2021 Oracle and/or its affiliates. All rights reserved. 5
  • 6. Building Blocks Asset Asset BOM Inventory Failure Sets Asset Activity Rebuildable Items PM Definition WIP Accounting Class
  • 7. Agenda 1 2 3 4 EAM Flow Diagram and Building Blocks Work Request to Work Completion - Corrective Maintenance Life Cycle Plan to Maintain - Preventive Forecasting and Budgeting Maintenance Work Order Cost Capitalization 7 EAM Linear Asset 5 Asset Acquisition to Maintenance 6 Accounting Entries Mobile Capabilities Safety Feature -Work Permit 7 8 9
  • 8. Work Request to Work Completion
  • 9. Work Request to Work Completion Flow 9 | © 2012 racle Corporation
  • 10. Work Request to Work Completion Flow Cont.…
  • 11. Work Request to Work Completion Flow Cont.…
  • 12. Work Request to Work Completion Flow Cont.…
  • 13. Work Request to Work Completion Flow Cont.…
  • 14. Work Request to Work Completion Flow Cont.…
  • 16. Agenda 1 2 3 4 EAM Flow Diagram and Building Blocks Work Request to Work Completion - Corrective Maintenance Life Cycle Plan to Maintain - Preventive Forecasting and Budgeting Maintenance Work Order Cost Capitalization 16 EAM Linear Asset 5 Asset Acquisition to Maintenance 6 Accounting Entries Mobile Capabilities Safety Feature -Work Permit 7 8 9
  • 17. Plan to Maintain – Preventive Maintenance
  • 19. Agenda 1 2 3 4 EAM Flow Diagram and Building Blocks Work Request to Work Completion - Corrective Maintenance Life Cycle Plan to Maintain - Preventive Forecasting and Budgeting Maintenance Work Order Cost Capitalization 19 EAM Linear Asset 5 Asset Acquisition to Maintenance 6 Accounting Entries Mobile Capabilities Safety Feature -Work Permit 7 8 9
  • 20. Work Order Cost Capitalization
  • 21. Agenda 1 2 3 4 EAM Flow Diagram and Building Blocks Work Request to Work Completion - Corrective Maintenance Life Cycle Plan to Maintain - Preventive Forecasting and Budgeting Maintenance Work Order Cost Capitalization 21 EAM Linear Asset 5 Asset Acquisition to Maintenance 6 Accounting Entries Mobile Capabilities Safety Feature -Work Permit 7 8 9
  • 22. Asset Acquisition to Maintain 22 | © 2012 Oracle Corporation
  • 23. Agenda 1 2 3 4 EAM Flow Diagram and Building Blocks Work Request to Work Completion - Corrective Maintenance Life Cycle Plan to Maintain - Preventive Forecasting and Budgeting Maintenance Work Order Cost Capitalization 23 EAM Linear Asset 5 Asset Acquisition to Maintenance 6 Accounting Entries Mobile Capabilities Safety Feature -Work Permit 7 8 9
  • 24. Linear Asset in Water Supply (Utility) 24 | © 2012 Oracle Corporation
  • 25. Linear Asset Cont., 25 | © 2012 Oracle Corporation
  • 26. Linear Asset, Asset Definition Enhancements
  • 27. Linear Asset, Work Execution Enhancements
  • 35. Locate Asset by Assets Details (EBS Data)
  • 36. Locate Asset by GIS Area
  • 37. Locate Asset by Linear Data
  • 38. Initiate Work by Dynamic Segment, reference point
  • 39. Initiate Work by Dynamic Segment, reference point
  • 40. Initiate Work Based on Linear Attributes Data
  • 41. Initiate Work Based on Base Map Data
  • 42. Agenda 1 2 3 4 EAM Flow Diagram and Building Blocks Work Request to Work Completion - Corrective Maintenance Life Cycle Plan to Maintain - Preventive Forecasting and Budgeting Maintenance Work Order Cost Capitalization 42 EAM Linear Asset 5 Asset Acquisition to Maintenance 6 Accounting Entries Mobile Capabilities Safety Feature -Work Permit 7 8 9
  • 43. Mobile Application 43 | © 2012 Oracle Corporation
  • 44. Agenda 1 2 3 4 EAM Flow Diagram and Building Blocks Work Request to Work Completion - Corrective Maintenance Life Cycle Plan to Maintain - Preventive Forecasting and Budgeting Maintenance Work Order Cost Capitalization 44 EAM Linear Asset 5 Asset Acquisition to Maintenance 6 Accounting Entries Mobile Capabilities Safety Feature -Work Permit 7 8 9
  • 45. Accounting Entries Sl. Particular Debit Credit Variance Dr/Cr 1 Material Issue WIP Material Valuation Inventory Material 2 Material Return Inventory Material WIP Material Valuation 3 Non Stock Direct Item WIP Resource Valuation Inventory Material 4 Non Stock Service Item WIP Resource Valuation Inventory Material 5 Resource@ Std Rate WIP Resource Valuation Resource Absorption 6 Resource@ Actual Rate WIP Resource Valuation Resource Absorption Dr: Actual > Std Cr: Actual < Std 7 OSP@ Std Rate WIP OSP Valuation Receiving Material Dr: Actual > Std Cr: Actual < Std 8 OSP@ Std Rate WIP OSP Valuation Receiving Material
  • 46. Agenda 1 2 3 4 EAM Flow Diagram and Building Blocks Work Request to Work Completion - Corrective Maintenance Life Cycle Plan to Maintain - Preventive Forecasting and Budgeting Maintenance Work Order Cost Capitalization 46 EAM Linear Asset 5 Asset Acquisition to Maintenance 6 Accounting Entries Mobile Capabilities Safety Feature -Work Permit 7 8 9
  • 48. Copyright – © 2021 Oracle and/or its affiliates. All rights reserved. 48