Enterprise Asset Management Overview Chapter 1 - Page 1

Enterprise Asset
Management Overview
Chapter 1
Copyright © Oracle Corporation, 2007. All rights reserved.
Enterprise Asset Management Overview
Chapter 1 - Page 1
Overview
Overview of Oracle Enterprise Asset Management

Oracle Enterprise Asset Management (eAM) is part of Oracle’s E-Business Suite and addresses
the comprehensive and routine asset maintenance requirements of asset intensive
organizations. Using eAM, organizations can efficiently maintain both assets, such as vehicles,
cranes and HVAC systems, as well as rotable inventory items, such as motors and engines. To
measure performance and optimize maintenance operations, all maintenance costs and work
history are tracked at the asset level.
eAM helps companies track, depreciate, and maintain their fixed assets. eAM enables asset-
intensive companies to adopt maintenance strategies that optimize capacity and increase
utilization, while lowering unit production costs. It improves operation performance and
enhances safety through preventive, scheduled maintenance.
Oracle eAM provides organizations with the tools to create and implement maintenance
procedures for both assets and rebuildable inventory items. Maintenance procedures are an
integral part of an organization’s complete asset lifecycle management strategy, enabling an
organization to optimize asset utilization. eAM enables users to optimally plan and schedule
maintenance activities with minimal disruption to an organization’s operations or production.
Importantly, it improves resource efficiency, enhances maintenance quality, tracks work
history, and records all maintenance costs.
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Oracle eAM tracks the performance of assets (including rebuildable, inventory items) using
meters, quality plans, and condition monitoring systems. By effectively monitoring an asset’s
operating condition, effective preventive maintenance strategies can be implemented. In
addition to creating preventive maintenance schedules, users can create alternative
maintenance strategies for seasonal or production capacity changes. eAM’s comprehensive
maintenance functionality supports asset lifecycle strategies for asset intensive industries,
including Metals/Mining, Manufacturing, Pulp/Paper, Petrochemicals, Facilities, and
Education. eAM eliminates the need for spreadsheets and disparate data repositories, by
enabling companies to manage reactive, planned, preventive maintenance, and adopt a
centralized, proactive strategy for managing asset maintenance across an enterprise.
eAM enables an organization to do the following:
• Create a preventive maintenance strategy
• Maximize resource availability, including both equipment and labor
• Optimize scheduling and resource efficiency
• Integrate with Oracle’s E-Business Suite for enterprise-wide solutions
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Capital Assets
Capital Assets
A capital asset is an item of economic value owned by a corporation, held for business use, and
not expected to be converted to cash in the current or upcoming fiscal year. For example,
capital assets can be manufacturing equipment, real estate, furniture, and buildings.
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Rebuildable Inventory
Rebuildable Inventory
Rebuildable items are items that can be installed, removed, and refurbished. Rebuildable items
can be serialized or non-serialized.
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Asset Maintenance Goals
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Types of Maintenance
Types of Maintenance
Reactive
Small organizations that do not have have Maintenance Planners practice reactive
maintenance. As equipment fails, Work Orders are generated and crews are assigned.
Preventive
Organizations that practice preventive maintenance place a high value on asset performance
and availability. These organizations have Maintenance Planners that plan both long and short-
term requirements for resources and materials. These organizations have robust preventive
maintenance plans that ensure that the assets are maintained on a regular basis to decrease the
risk of failure.
Predictive
Organizations that are driven by heavy production demands or regulatory compliance invest
heavily in predictive maintenance practices. The behavior and performance of assets is
observed based on capacity requirements, engineered capabilities, maintenance strategies, and
failure rates. These organizations employ a group of people to create a Reliability Centered
Maintenance practice. These groups monitor an asset’s performance and capture data such as
Mean Time between Asset Failures and Mean Time to Repair. This data then helps the
maintenance organization better strategize their PM programs.
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eAM Capabilities
eAM Capabilities
eAM enhances productivity through:
• Internet based user-interface for both maintenance and operations personnel
• Maintenance Strategy Planning
- A preventive maintenance strategy to maximize resource availability
• Internet MRO Supply Chain
- MRO materials procured through iProcurement/B2B
• Production Asset Optimization
- The assurance that an asset is available to run at full capacity based on design,
demand, and maintenance strategy
• Maintenance Cost Controls
- Identification of resource effectively and material management
• Asset Lifecycle Management
- Construct, procure, utilize, cost, maintain, and decommission process of an asset
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eAM Functionality
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Managing Assets
Managing Asset Numbers

eAM eliminates the need for point solutions that offer a limited, "flat" view of an asset by
expanding the visibility and ownership of an asset throughout an entire organization. Different
entities may describe an asset in several ways:
• fixed asset to an accounting department
• leased asset to facilities management
• piece of production equipment to operations
• inventory item to materials management
• maintainable asset to mechanical engineers
eAM incorporates the above views of an asset through a single entity. An asset is an entity for
which users can report problems. Assets can be cooling towers, cranes, buses, buildings,
conveyors, or anything that needs work. eAM provides the flexibility to address the many
types of assets through the definition of the following:
• asset groups and attributes
• asset links to an enterprise
• asset costs and work history
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• asset activities and meters
By first establishing Asset Groups, you can define assets and asset characteristics that can be
inherited by the assets belonging to that group. Detailed information, such as nameplate data,
engineering specifications, property detail, and other searchable characteristics are defined
with asset attribute elements and values. Asset Groups also define a default master bill of
materials (BOM) for assets. This BOM can be edited for specific assets. Virtual assets can be
designed to create a network of assets or routings. This combines several assets to a single
work activity.
Oracle eAM enables you to quickly identify plants and facilities using an Asset Navigator. You
can view details of an asset, such as cost, hierarchal (parent/child) information, and launch
transactions. You can also view current or historical configurations, and work details of an
asset. As rotable, inventory items of an asset are removed from and reinstalled into an asset, the
asset genealogy and parent/child meter readings are recorded automatically. Attributes, such as
cost history, bills of material, and document attachments can be associated with a specific
asset.
Asset Hierarchies
You can focus on an asset hierarchy, or a set of parent/child relationships of an asset. You can
view all associated asset information such as asset details, bill of material, Work Orders,
maintenance activities, quality plans, maintenance costs, contract services, and Work Order
history. You can view cost information for one asset, or view rolled-up costs of its children
assets.
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Hierarchy
Hierarchy
A hierarchy depicts an asset (Capital Asset/Rebuildable Inventory) and its constituents in a
parent and child relationship. As components are removed from and re-installed into the asset,
eAM tracks the genealogy and parent/child meter readings automatically. You can view the
cost history for a parent asset only or for all its constituents rolled up.
The graphic above illustrates the hierarchy for a facility. The parent items Building 100,
Building 200, and Building 300 belong to the Building Asset Group. The graphic expands on
the Building 300 hierarchy and illustrates the three levels of child assets. For example, Floors,
Offices, and HVAC.
You can select a Hierarchy to review the parent/child relationship for an asset and also
calculate the cost rollup at the parent level. It also serves as an integration point between eAM
and Oracle Property Manager.
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Managing Work
Work Management
Preventive and Predictive Maintenance strategies are supported by eAM. Preventive
Maintenance can be based on Day or Runtime intervals, as well as a specific list of dates, for
both assets and inventory items. Organizations that practice Predictive Maintenance can
monitor and scrutinize maintenance work history and performance trends with quality plans.
They can also study asset conditions by monitoring systems. By combining these strategies, an
organization can establish a maintenance strategy that ensures minimal downtime. Oracle
Enterprise Asset Management enables you to monitor reliability and predict the need for
maintenance in the future. You can identify any breach of performance defined by engineering
and immediately alert maintenance, monitor conditions of an asset, collect meter readings,
forecast the frequency at which preventive maintenance should be performed, and establish
Run to Failure schedules and forecasts, based on predicted failures.
Oracle eAM enables operations and maintenance staff to create work requests to report any
problems with an asset. To avoid duplicate Work Orders for the same issue, you can review
any outstanding work requests that are currently assigned to an asset. A supervisor can
approve, place on hold, or reject a work request. An approved work request can be linked to a
Work Order. The status of a work request is then updated when it is linked to a Work Order.
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Executing Work
Work Orders
The Work Order is the foundation of all maintenance organizations. Work orders define what
resources and items are needed to conduct work. They can automatically generate through
the use of Preventive Maintenance Schedules, the issue of an inventoried rebuildable, breach
of quality results, or manually generated as a routine Work Order. These Work Orders are
then reviewed and shared with Operations to produce an estimated schedule.
Enterprise Asset Management integrates with Oracle Quality. Use Quality Collection Plans to
predefine required feedback information that must be entered into eAM, upon a Work Order’s
completion. For example, data to collect may include inspection points for an Asset Number,
and Downtime variables. If a variance is recorded into the quality plan, a Work Request or
Work Order is created. You can define quality collection plans directly on the Work Order, or
define them as attributes of an Activity to ultimately default into future Work Orders generated
for specific Asset Number/Activity combinations.
For each Work Order, the estimated costs aggregate, from the associated BOM and resources,
to develop a costing profile for the current Work Order. You can use Costing Profiles for future
Budgeting and Forecasting.
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For each Work Order, the actual costs aggregate during the Work Order’s lifecycle. These
costs roll up, based on the hierarchy of the current Work Order’s associated Asset Number.
View these actual costs by period, at a transaction level, or at a summary level. Costs can roll
up, based on the hierarchy of Work Orders. You can view the costs (both actual and estimates)
by period, at a transaction or summary level.
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Maintenance Budgeting
Maintenance Budgeting
By using Oracle General Ledger, you can measure budgeted costs against costs charged to
maintenance Work Orders by account code combinations.
By using Project Funding, you can budget maintenance projects. You can estimate costs and
measure it against the actual costs incurred.
Maintenance organizations use Project Cost Tracking to capture costs by project or task.
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Planning in eAM
Planning
Oracle Enterprise Asset Management utilizes Oracle Manufacturing Scheduling and Oracle
Material Requirements Planning to ensure cost savings and work management efficiencies, by
generating predictive work activities. These work activities use a planning process to balance
the work load for resource management.
Using Oracle eAM:
• You can ensure that sufficient resources, equipment, and material are available for all
maintenance tasks.
• You can focus on a period of time and collect all the known maintenance work for that
planning time frame, associated with a responsible crew or department. This enables you
to process each item of work into a planned Work Order.
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Web-Based User Interface
Web-Based User Interface

Oracle eAM provides a self-service user interface that is specifically designed for users, such
as tradesperson and supervisors. The screens provide links to functional areas, commonly
associated with maintenance personnel, such as daily planning and work execution.
Trades Personnel Functionality
• Asset Navigator
• Work Request Entry and Inquiry
• Employee Schedules
• Work Order Detail Inquiry
• Work Order Notes Entry
• Work Order Time Entry
Trades personnel are craftsmen who perform maintenance tasks. Examples of trades personnel
include mechanics, electricians, machinists, utility and facilities workers.
Daily Planning Functionality
• Easy Work Order
• Asset Genealogy and Configuration History
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• Crew Schedule View
• Work Order Detail Inquiry
• Shift Work Order Handover Functionality
• Work Order Task Completions
• Procurement Catalogs for Non-Stocked Parts
• Asset Costs for Maintenance, Contractors, and Operations
Professional Users Functionality
• Asset Definition
• Asset Groups, Activities, and Item Rebuild Definition
• eAM Lookups and Parameters
• Asset Meter Definition and Association
• Maintenance Workbench
• Preventive Maintenance Schedules
• Department/Resource Setup
• Material Issues
• Work Order Definition and Execution
• Quality Plan Definition
Maintenance User Workbench
• You can quickly access your daily work information. After selecting Maintenance User
Workbench, you are automatically logged into your own personalized user interface. You
can quickly access your daily work information, such as Work Orders and execution
processes. After selecting the Maintenance User Workbench role, you are automatically
logged into your own personalized user interface. The Maintenance User Workbench
provides the information needed for you to evaluate the list of work that you need to
complete, and to determine how to organize your workday.
• A Key Performance Indicator dashboard displays a summary of your work today,
overdue work, and open work. You can view your Open, Past Due, and/or yesterday’s
work, as well as your Work Orders lined up for tomorrow. You can also view all of your
department’s and/or Resource’s unassigned Work Orders. You can view attachments,
Work Order details, asset details, material requirements, and other employees assigned to
your Operations. You can enter quality results, meter readings, complete Operations,
Work Orders, charge resources, handover work, add notes, and assign yourself to Work
Orders that are not yet assigned to an employee.
Maintenance Super User
• It introduces you to an easier approach of entering and searching for information from
any browser. Its step-by-step process requires minimal training and is intuitive enough
for you to find and update information. Is designed for the casual maintenance user (for
example, trades people, such as fitters, mechanics, and electricians), in a plant or facility.
Responsibilities can be assigned by employee or by role. This determines the
information you can view and update.
Stores
• Material Issues to Work Orders and returns to Inventory are typical store room functions
and are provided by the Stores tab.
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Capital Asset or Rebuildable Inventory Performance and
Forecasting
Capital Asset or Rebuildable Inventory Performance and Forecasting

Maintenance activities are forecasted by measuring a Capital Asset or Rebuildable Inventory’s
performance against standards mentioned, in the Quality Plans associated with it. Quality plans
specify a breach condition (targets with specified ranges) and an action (create a work request).
You can monitor a Capital Asset or Rebuildable Inventory’s performance by its meter
readings. When the breach condition is triggered, a Work Request that is specified in the
collection plan is created for the referenced Asset Number.
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Using eAM for Plants and Facilities
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Using eAM for Plants and Facilities
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Complete Enterprise Integration for your Assets
Required Products
To implement Enterprise Asset Management, you must have the following required products
installed:
• Oracle Inventory
• Oracle Bills of Material
• Oracle Human Resources
• Oracle Cost Management
• Oracle Manufacturing Scheduling
• Oracle Quality
• Oracle Work In Process
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eAM Business Flow
eAM Business Flow

Work Requests Entry
• Location, Asset ID, Owner Action or Activity, Current Work Alert, Condition Based
Alert
Work Order Generation
• Work Order Types, Owners, Locations, BOMs, Standards, Copies, Assets, Components,
PMs, Preplans
Task Planning
• Task level planning, Dependent Steps
Material Request
• BOM by Location, Asset Category, Component, Procurement, Catalogs, PO Detail, Item
Statuses or Location Directs, Services, Rentals, Receipts
Resource Planning
• Assigned Owner, Crew, Craft, Skill Search or Selection, Duration, Contractors
Forecasting
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• Asset Schedule or Availability, Capacity Performance, Work Impact on Production,
Future Work, Budget Impact
Work Scheduling
• Workbenches with User Defined Filters for Folders and Sorts, Forecasted PMs, Available
Resources, WO Generation, Project Scheduling
Work Order Update and Close Out
• Time Entry, Meter Readings, Inspection Data, Notes, Component Meter Reading
Asset Performance
• Cost History, Work History, RCM Analysis, Design Capacity or Actual Performance,
Predictive Maintenance, KPIs, Trending Analysis, Inspection History, Event Tracking,
Capacity Impact
Non-maintenance personnel within an organization report problems as Work Requests. The
Work Request is then routed for approval and a Maintenance Planner is alerted to the need for
repair or services.
The planner conducts a walk through to estimate the materials and trades people needed to
conduct the repair. Some repairs may require that an asset be shutdown or brought into the
shop. In such cases, the planner meets with Operations to determine the most appropriate time
to remove the asset from service with minimal impact on production.
When the planner has determined the resources, materials, equipment, and time needed to
perform maintenance, the Work Order is assigned to the crew that executes the work. Crew
Supervisors pull the schedules defined by planners and assign the Work Order to the
tradesperson.
Materials are issued, requisitions are generated, and time is entered against the Work Order
operation as tasks are progressing. When the task is completed the tradesperson may enter
additional information about the work as well as meter and inspection reading conducted
during the course of the work. The Work Order is then closed.
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User Roles
Enterprise Asset Management Administration

The Enterprise Asset Management Administration role contains people who are generally
responsible for entering information, often for other maintenance employees. Information
entered may include Work Order resource transactions, Work Order completion details, and
Time and Labor hours. This person might have limited maintenance knowledge and is
generally responsible for supporting the maintenance department by handling information
entry.
Enterprise Asset Management User
The Enterprise Asset Management User is anyone in an organization who may access eAM.
This might include an employee who uses Work Requests to report problems, a Plant Manager
who accesses eAM to review high cost assets and their work history, as well as a Maintenance
User, such as a technician who accesses the Maintenance User Workbench to review his/her
daily work assignments.
Self-Service Work Requests User
The Self-Service Work Requests User is a person in an organization, often an employee (not
involved in the maintenance department), who uses Work Requests to report maintenance
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problems. This person also uses Work Requests to check the statuses of problems that he/she
has reported.
Maintenance User
The Maintenance User is a maintenance person who is generally responsible for completing
tasks that are assigned on a Work Order. This person reports maintenance problems using
Work Requests, troubleshoots on jobs, and works on a team with other maintenance workers.
Maintenance Super User
The Maintenance Super User is generally a Maintenance Planner or Supervisor and is often
defined as a "super user". A Maintenance Planner plans and schedules maintenance jobs,
manages and balances work loads over time, manages preventive maintenance strategy and
scheduling, manages material requirements, monitors availability, and coordinates
strategies with other departments, such as Operations, Purchasing, and Inventory. A
Supervisor manages a crew of maintenance workers, assigns jobs based on workers’
abilities and availability, inspects and verifies work, communicates with other departments,
knows the current status of all jobs and assets, and is responsible for environmental health
and safety.
This person has extensive knowledge of the Enterprise Asset Management system and is
responsible for creating and scheduling Work Orders, including Preventive Maintenance Work
Orders. This person updates Work Orders, orders parts, and completes operations and Work
Orders.
Chapter 1 - Page 27
Chapter 1 - Page 28

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Enterprise Asset

Copyright © Oracle Corporation, 2007. All rights reserved.