Workorder Execution

1 2009 Oracle Corporation Proprietary and Confidential


Day, Date, 2004time p.m. ET

Teleconference Access:North America: xxxxInternational: xxxxPassword: Advisor

Tues., July 5, 201111:00 am ET / 9:00 am MT / 8:00 am PT

North America:

Dial In: (866) 627-3315Conf ID: Oracle EAM

International:

+1-706-679-4880or Doc Id: 1148600.1

Upcoming eAM Community Webcasts:August 2, 2011: Coming Soon in Doc Id 1167439.1

September 6, 2011: Coming Soon in Doc Id 1167439.1

October 4, 2011: Integration between EAM and Install Base/CRM

For complete details on EAM Webcast Events, please see Note 1167439.1.

For complete details on All Other upcoming Oracle Advisor Webcast Events, please Note 398884.1.

Do you have any requests for future EAM Advisor Webcast Events? Please email your suggestions to [email protected], subject: EAM Topics of Interest.

Enterprise Asset Management (eAM) Live Advisor Webcast

Work Execution in eAMZar AhmedOracle Principal Support Consultant


The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decision. The development, release, and timing of any features or functionality described for Oracles products remains at the sole discretion of Oracle.

Safe Harbor Statement

Work Execution in eAMZar AhmedOracle Principal Support Consultant

6AGENDA

Introduction Work Request functionality purpose , creation,

update of work requests Work Order Types (Routine, Planned Maintenance,

Rebuild, Express) Work Order statuses and other important setups Work Order Planning Operations and Tasks Relationships Work Order Transactions/Progressing Work Orders

2010 Oracle Corporation Proprietary and Confidential

7Introduction

Work Execution in EAM :

- WORK REQUESTS

- WORK ORDERS


8WORK REQUESTS :

A request for maintenance work on an asset (capital or rebuildable).

Business Process is as follows :1. A user reports a problem with an asset by

raising a work request.2. The work request is approved.3. Create a work order and link to the WR.4. The work order is processed.5. The work request is completed automatically

when the order is completed.


9WORK REQUESTS - SETUP :

EAM PARAMETERS - Work Requests Zone:

1. Auto-Approve : WRs are automatically approved on creation.

2. Default Asset from Employee Location : defaults applicable if using Oracle Property Manager.

3. Extended Log : If selected, system keeps an audit trail of records when creating, updating WRs.

4. Asset number mandatory : Asset number has to be entered when creating WR.


10

WORK REQUESTS - LIFECYCLE:

A WR goes through the following stages:1. Open Status : On creation

1a. Additional Information (if approval req)Approver requires more info

1b. Rejected (by Approver)1c. Awaiting Work Order (if auto-approval

or if approver approves).2. On Work Order. After WR linked to WO.3. Complete. WO is complete. WR also

completes.


11

WORK REQUESTS - CREATE AND UPDATE:


1. CREATE WR : Work Requests Tab>Create WR Button. Required Details :

- Asset Number (if parameter defined)- Department- Priority- Work Request Type (emergency etc)- Requested by date, Requested for.- additional info text, attachments.

2. UPDATE WR : Search for WR, select update icon.

12

WORK REQUEST INFORMATION :

Maintenance Super User>WR tab


13

WORK ORDER TYPES :

Four Types of Work Order:

1. Routine Work Orders

2. Preventative Maintenance Work Orders

3. Rebuild Work Orders

4. Express Work Orders (Easy Work Order).


14

ROUTINE WORK ORDERS:

- Mainly created manually.- Orders generated by the user for a breakdown.

Created via:

- Using the Forms Option- Self Service Option using Maintenance

Super User Responsibility

- Material and Resource Planning used at each status of the Work Order


15

ROUTINE WORK ORDER - Form:


16

ROUTINE WORK ORDERS:Form

- WO Num auto-generated but updateable.- WIP Class defaults from Asset.- Asset Number, dates, status are all required.- Activity is optional. If provided, the WO inherits the

activities Maintenance BOM (materials), Route (operations), Attachments, Quality Plans.

- Status can be :- Unreleased- Released- On-Hold- Draft


17

ROUTINE WORK ORDERS:Forms

- EAM Parameter Enable Workflow for Workorders. Determines if approvals required for Work Order.

- Pending Checkbox is checked if awaiting the above workflow.

- Operation Dependencies can be specified.- Relationship Section valid relationships are : (these

are discussed later)- Parent/Child - End-to-Start Dependency- Cost- Follow-Up


18

ROUTINE WORK ORDERS:Form

- Check Shortage Checks material shortages (both Direct and Stocked).

- Firm Checkbox when checked, planning and scheduling will not automatically adjust the schedule regardless of material or resource availability.

- Approval History : Can see approvers if the WO workflow is being used.

- If Failure Entry Required Checkbox selected, then need to enter Failure Codes for Failure Analysis.

- Costs can see the following costs : Actual, Estimates, Variances, Material, Labour, Equipment.


19

ROUTINE WORK ORDERS: Form and Self Serv

- Create Work Order Option is available only if EAM_WO_DETAILS_MODE function added to the responsibilities menu.

- Without this function can only view work orders.

- Same inputs required to create Work Orders in Self Service as in Forms.


20

ROUTINE WORK ORDER Self Serv:


21

PREVENTATIVE MAINTENANCE WORK ORDERS:

- Work Orders which are generated automatically based on meter readings, and date rules (to specify runtime interval rules, calendar day rules)

- Advantage of Preventative Maintenance reduce the possibility of asset breakdown and degradation by ensuring proactive maintenance/servicing of asset.

- Steps required for PM Work Orders :A. Create asset activities (e.g 1000 mile service)B. Create Set Name : A Pm Schedule for an

Activity and asset number or asset group mustuniquely belong to a set.

C. Create PM Schedule Definition : 2010 Oracle Corporation Proprietary and Confidential

22

PREVENTATIVE MAINTENANCE WORK ORDERS: PM Schedule Defn


23

PREVENTATIVE MAINTENANCE WORK ORDERS:

- Two ways to generate the PM Work Orders :

1. Run Generate Preventive Maintenance Work Orders.This concurrent program triggers Wip Mass Loadprocess execution in background. This createdforecasted work orders in unreleased status.

2. Run the Forecast Work Orders option from theMaintenance Workbench. From here, you can launchthe Preventive Maintenance Scheduler to implement the work orders.


24

PREVENTATIVE MAINTENANCE WORK ORDERS: Generate PM WOs


25

PM WORK ORDERS Maint WB:


26

PM WORK ORDERS: MWB

- Select Forecast Work Tab - Enter Start Date and Cutoff Date this is the period

(or Horizon) over which the work orders will be created.

- Choose Run to create work order suggestions.- Select the checkboxes for the orders you wish to

release (or select all).- Click Implement to release the Forecasted Work

Orders. This runs the Preventive Maintenance Scheduler.


27

REBUILD WORK ORDERS:

- Created as Child Work Orders (linked to Parent WO)- Two Business Processes :A. Process 1 :- For example, create WO for servicing car engine.- During the service, note that battery damaged.- The Battery is a rebuildable item.- Replace the battery using Material Issue from

Inventory process.- This creates a new child rebuild work order for the

replaced rebuild item. Battery sent to subinv on completion of rebuild WO. Asset Genealogy is updated to reflect the new rebuild item.


28


B. Process 2 :- For example, create WO for servicing car engine.- During the service, note that battery damaged.- The Battery is a rebuildable item.- Decide to repair and then replace the battery.- Manually create a new child rebuild work order for

the repair of the battery (rebuild item).- On completion of the child work order, the battery is

replaced into the engine and not sent to a subinventory.

- Asset Genealogy is not therefore updated.


29



30



31

EXPRESS WORK ORDERS:

- Unplanned Work Orders- No Operation or Resource Planning- Created from Maintenance Super User>Work Order

Tab>Express Work- It enables quick entry of a work order- Automatically created at a Released status - enabling

you to execute work immediately.- You can do this by request Material and Charging

labour.


32

EXPRESS WORK ORDERS:


33

WORK ORDER STATUSES:


34


1. Draft : Cannot Charge Labour or Request Materials.

2. Unreleased : Cannot Charge Labour or Request Materials. Scheduling can take place.

3. Pending Scheduling : The status shown when Oracle Manufacturing Scheduling application concurrent program calculates dates/durations when status is changed to released. The status then changes to Released on completion.


35


4. Released Status : Can execute a WO. Can charge labour. Can

request materials. Scheduling takes places (calculation of start and

end date). WO transactions must be >= WO Release Date Start date in future : Release date is the sysdate

(current date). Start date in past : Release date is scheduled start

date. Can post transactions after this date even in past if period is open.


36


5. Complete :Does not require completed ops. Can still charge labour. Can Uncomplete a complete WO back to Released status.

6. Complete No Charges : Does not require completed ops. Cannot charge labour or update materials, resources, costs, asset/wo hierarchy.

7. Closed : Cannot charge any accounts at all. Cannot charge labour or update materials, resources, costs, asset/wo hierarchy. Unclosing orders closed at released or complete takes WO back to previous status unclosing any other orders takes WO back to unreleased status.


37

PLANNING OF WORK ORDERS :

EAM uses MRP to calculate net material requirements for WOs from gross material requirements. Evaluates MDS, BOM, Incoming Receipts, On-Hand balances, Lead times.


38

SCHEDULING OF WORK ORDERS:


Oracle Manufacturing Scheduling : This application calculates WO/Operation duration and dates based on Forward or Backward Scheduling. Example enter a start date and the end date will be calculated. This is Forward Scheduling.

The concurrent program schedules work orders and operations.

It is triggered when work order is released. Status is moved to Pending Scheduling until program completes then moves back to Released

39

MISCELLANEOUS SETUPS :


Some Setup Steps for Work Orders in following slides:

- EAM Parameters Work Order Options

- Defining documents for Work Order Attachments

- Defining Asset Shutdown Statuses (for shutdown of asset whilst performing work on the asset)

40

MISCELLANEOUS SETUPS 1:


41



42



43

OPERATIONS :

- Operations (or tasks) are instructions to perform maintenance activities.

- Each Operation is assigned to a Department.- Each Operations has assigned resource(s).- Resources are the people, third party suppliers,

equipment who will carry out the operation.- When operations are assigned to a work order (see

next slide), you can view and update these operations from the work order.

- There may be a need to update these operations for a particular job to prepare the operations. See below.

- Options exist to update and view operation details.


44

MAINTENANCE ROUTE AND OPERATIONS:


45

OPERATIONS : PREPARATION. EAM>Work Order Details>OperationsConnect Drag Operation Icons


46

OPERATIONS : PREPARATION. EAM>Work Order Details>OperationsCreate Dependencies


47

OPERATIONS : PREPARATION. EAM>Work Order Details>OperationsSpecify Material Requirements


48

OPERATIONS : PREPARATION. EAM>Work Order Details>OperationsSpecify Resource Requirements


49

WORK ORDER RELATIONSHIPS:

- Enable users to manage a group of related WOs.- WOs for different assets link to each other in a

hierarchy.- Useful for managing complex projects.- Types of Relationships :

- Parent-Child- End-to-Start Dependency- Cost Relationship- Follow-Up Work


50

PARENT-CHILD RELATIONSHIPS:

- Create Parent WO- Query the Work Order- Go to Work Relationship Tab - Select Update Work Hierarchy- A Gantt Chart displays work order schedules and

summary of details. - One top level parent WO one or more child Wos- The parent WO defines the timeline for the work of

the child WOs


51

PARENT-CHILD RELATIONSHIPS:


52

END-TO-START DEPENDENCY-Scheduling Dependency Relationship:

Prior WO has to complete before next one starts this can be done for siblings WOs with common parent. (or for a parent-child). Use Work Relationships tab>Update Dependencies


53

COST RELATIONSHIP:

Used for rolling a Child WOs cost into the Parent WO. (can be independent of scheduling relationships).Use Work Relationships tab>Alternate Cost Hierarchy.


54

FOLLOW-UP RELATIONSHIP:

- Suppose a 2nd problem is found during a WO.- You can create a Follow Up Work Order.- This is linked to the Parent WO.


55

PROGRESSING A WORK ORDER:

- The following activities progress a WO. These will be discussed in detail in the next slides :

1. Resource Transactions.2. Material Transactions3. Operation Completion4. Work Order Completion5. Closing Work Orders6. Capitalizing Work Orders


56

WORK ORDER TRANSACTIONS:

- Two types of transactions for Work Orders :

1. Resource Transactions- This is when you charge resources to a work order

e.g to indicate how much time a resource spent on an operation.

- Resources can be people or machines

- 2. Material Transactions- This is when you issue material from inventory to the

WO.


57

RESOURCE TRANSACTIONS:

- Resources are charged in 4 ways (the values in Charge Type field in Resource Setup Screen) :

1. Manual : The resource charge is entered manually (see next slide)

2. PO Receipt : When a PO is receipted for an Outside processing item, the resource is charged.

3. PO Move : When a PO is receipted for an Outside processing item, the resource is charged and assembly is moved to queue step of next operation

4. WIP Move : Resource is charged when an operation is completed.


58

RESOURCE TRANSACTION: MANUAL


59

RESOURCE TRANSACTIONS: VIEW


60

DEFINE MATERIAL REQUIREMENTS :

How does Material get added to the WO1. Create an Asset BOM. Then select Copy from

Asset BOM option on WO.2. Create Maintenance BOM for activity. Then

associate activity to WO. This copies material across.

3. Create Material Requirements manually on WO.What types of Material are there? :1. Stocked stocked in Inventory2. Direct Items one-off items purchased from supplier

for the WO. Usually non-stocked.3. Services outside processing services


61

DEFINE MATERIAL REQUIREMENTS 1:

Work Order > Material Requirements> Copy from BOM


62


Create Maintenance BOM for activity.


63


Work Order > Material Requirements


64

TRANSACTING MATERIALS - SETUPS:

1. Auto Request Material Checkbox on WO. Also defaults from Asset or Maintenance BOM. Creates Requisition/PO automatically for material on release of WO.

2. EAM Parameter : Enable Material Issue Request. If selected, material is automatically allocated to the WO.


65

HOW TO TRANSACT MATERIAL :

A. Two-Step Material Issue Stores1. Material Issue Request (auto-allocation)

Automate via EAM Parameter :Enable Material Issue Request.

2. Material Issue Verification (stores tab)B One-Step Material Issue Stores

1. Issue Material from stores tab. EAMParameter Enable Material Issue Request disabled.

C. Material Transaction Form Issue Transactions (Disable Enable Material Issue Request.)


66

TWO-STEP MATERIAL ISSUE:

After material is allocated, issue material from Stores tab step 2.


67

ONE -STEP MATERIAL ISSUE:

Select one-step material issue from Stores Tab.


68

OPERATION COMPLETION:


An optional step You can complete and uncomplete operations This specifies how much time was spent on

the operation and sets the operation as completed.

If the resource linked to the operation is WIP MOVE, then a resource transaction is created.

Navigation : Maintenance Super User>Select WO> Select Operation>Complete/Uncomplete

69

OPERATION COMPLETION:


70

WORK ORDER COMPLETION:


Operations do not need to be complete Providing completion information for a WO. You can complete and uncomplete WOs In Complete Status>can select Complete or

Complete-No Charges (see statuses section) Oracle Quality Integration :Collection Plans requiring

update at completion appear in Quality Plans. Meters Section : Meter readings are mandatory at

WO Completion for PM WOs if a meter is associated with the asset. For non-PM WOs, meter readings can be optional.

71

WORK ORDER COMPLETION:


72

REBUILD WORK ORDER COMPLETION:


Rebuild Work Orders created in 2 ways :1. New Rebuildable Item issued from Inventory to be

placed into asset. Rebuild WO is created automatically for the rebuildable that is replaced. In this situation, the child WO can complete independent of parent.

2. Rebuildable item is removed, repaired and installed. Manual rebuild WO created for repair. In this situation, child WOs must complete first before parent WO is completed.

73

REBUILD WORK ORDER COMPLETION:


74

CLOSING WORK ORDERS:


Status must be Complete or Complete No Charges On closing WO, cost variances are posted to the WIP

Account codes for the job. If the asset is linked to asset route (for example when

same maintenance done to several assets), all the assets in the route will have variances posted.

You can unclose closed work orders. You can close one WO or several WOs at one time. Close and Unclose options are available from :

Discrete Jobs>Close Work Orders> Tools

75

CLOSE WORK ORDER :

Work Orders> Close Work Orders>Tools>Close WO


76

MAINTENANCE WORKBENCH USES :


Execute Forecasts based on PM Schedule Definitions Generate Work Orders based on Forecasts Can update WO material requirements from MWB Can create requisitions for direct items from MWB Used for Mass Release of WOs Used for Mass Complete of WOs (unless mandatory

meter readings or quality plans attached to WO).

77

MAINTENANCE WORKBENCH: FORECAST WOs


78

MAINTENANCE WORKBENCH: MASS RELEASE


79

MAINTENANCE WORKBENCH: MASS COMPLETE


80

CAPITALIZING OF WORK ORDERS:


Can capitalize all or part of the cost of maintaining an asset.

This increases the assets books value in Fixed Assets Also increases Useful Life value in Fixed Assets. Can only capitalise WOs in Complete No Charges

or Closed status. Enter Capitalization % and enter calculate amounts to

see the costs capitalized. Then click Initiate Capitalization to run concuurent

program to update Fixed Assets with the capitalized amounts.

81

CAPITALIZE WORK ORDERS :



Collaborate with a large network of your industry peers, support professionals, and Oracle experts to exchange information, ask questions & get answers. Find out how your peers are using Oracle technologies and services to better meet their support and business needs.

Exchange Knowledge

Resolve Issues

Gain Expertise

Visit My Oracle Communities

Visit the My Oracle Support Community now!!1. Log into My Oracle Support.

2. Select the Community tab.

3. Select the Enter Here button.

4. Select the Community Name link under the E-Business Suite section of the My Communities Menu on the left side of the window.


Enterprise Asset Management Advisor Webcast Calendar (Doc ID 1167439.1)


Would you like to receive email invites for future Advisor Webcasts?

Answer Yes to receive information the next time you register for a live webcast or webcast recording.

Receive Email Webcast Invites


Your feedback is a valuable part of ensuring the Advisor Webcast program continues to meet your needs.

Assist Oracle with the consistent delivery of quality webcasts, and to help identify opportunities for improvement.

Please take a moment to complete the Advisor Webcast Assessment , which will be emailed to you in the next week.

Your feedback is greatly appreciated.

You may also contact me directly at [email protected].

Advisor Webcast Assessment


THANK YOU

Slide Number 1Slide Number 2Work Execution in eAMSafe Harbor StatementWork Execution in eAMAGENDAIntroductionWORK REQUESTS :WORK REQUESTS - SETUP :WORK REQUESTS - LIFECYCLE:WORK REQUESTS - CREATE AND UPDATE:WORK REQUEST INFORMATION :Maintenance Super User>WR tabWORK ORDER TYPES :ROUTINE WORK ORDERS:ROUTINE WORK ORDER - Form:ROUTINE WORK ORDERS:FormROUTINE WORK ORDERS:FormsROUTINE WORK ORDERS:FormROUTINE WORK ORDERS: Form and Self ServROUTINE WORK ORDER Self Serv:PREVENTATIVE MAINTENANCE WORK ORDERS:PREVENTATIVE MAINTENANCE WORK ORDERS: PM Schedule DefnPREVENTATIVE MAINTENANCE WORK ORDERS:PREVENTATIVE MAINTENANCE WORK ORDERS: Generate PM WOsPM WORK ORDERS Maint WB:PM WORK ORDERS: MWBREBUILD WORK ORDERS:REBUILD WORK ORDERS:REBUILD WORK ORDERS:REBUILD WORK ORDERS:EXPRESS WORK ORDERS:EXPRESS WORK ORDERS:WORK ORDER STATUSES:WORK ORDER STATUSES:WORK ORDER STATUSES:WORK ORDER STATUSES:PLANNING OF WORK ORDERS:EAM uses MRP to calculate net material requirements for WOs from gross material requirements. Evaluates MDS, BOM, Incoming Receipts, On-Hand balances, Lead times.SCHEDULING OF WORK ORDERS:MISCELLANEOUS SETUPS :MISCELLANEOUS SETUPS 1:MISCELLANEOUS SETUPS 2:MISCELLANEOUS SETUPS 3:OPERATIONS :MAINTENANCE ROUTE AND OPERATIONS:OPERATIONS : PREPARATION. EAM>Work Order Details>OperationsConnect Drag Operation IconsOPERATIONS : PREPARATION. EAM>Work Order Details>OperationsCreate DependenciesOPERATIONS : PREPARATION. EAM>Work Order Details>OperationsSpecify Material RequirementsOPERATIONS : PREPARATION. EAM>Work Order Details>OperationsSpecify Resource RequirementsWORK ORDER RELATIONSHIPS:PARENT-CHILD RELATIONSHIPS:PARENT-CHILD RELATIONSHIPS:END-TO-START DEPENDENCY-Scheduling Dependency Relationship:Prior WO has to complete before next one starts this can be done for siblings WOs with common parent. (or for a parent-child). Use Work Relationships tab>Update DependenciesCOST RELATIONSHIP:Used for rolling a Child WOs cost into the Parent WO. (can be independent of scheduling relationships).Use Work Relationships tab>Alternate Cost Hierarchy.FOLLOW-UP RELATIONSHIP:- Suppose a 2nd problem is found during a WO.- You can create a Follow Up Work Order.- This is linked to the Parent WO.PROGRESSING A WORK ORDER:WORK ORDER TRANSACTIONS:RESOURCE TRANSACTIONS:RESOURCE TRANSACTION: MANUALRESOURCE TRANSACTIONS: VIEWDEFINE MATERIAL REQUIREMENTS :DEFINE MATERIAL REQUIREMENTS 1:Work Order > Material Requirements> Copy from BOMDEFINE MATERIAL REQUIREMENTS 2:Create Maintenance BOM for activity.DEFINE MATERIAL REQUIREMENTS 3:Work Order > Material RequirementsTRANSACTING MATERIALS - SETUPS:HOW TO TRANSACT MATERIAL :TWO-STEP MATERIAL ISSUE:After material is allocated, issue material from Stores tab step 2.ONE -STEP MATERIAL ISSUE:Select one-step material issue from Stores Tab.OPERATION COMPLETION:OPERATION COMPLETION:WORK ORDER COMPLETION:WORK ORDER COMPLETION:REBUILD WORK ORDER COMPLETION:REBUILD WORK ORDER COMPLETION:CLOSING WORK ORDERS:CLOSE WORK ORDER :Work Orders> Close Work Orders>Tools>Close WOMAINTENANCE WORKBENCH USES:MAINTENANCE WORKBENCH: FORECAST WOsMAINTENANCE WORKBENCH: MASS RELEASEMAINTENANCE WORKBENCH: MASS COMPLETECAPITALIZING OF WORK ORDERS:CAPITALIZE WORK ORDERS :Slide Number 82Visit My Oracle CommunitiesEnterprise Asset Management Advisor Webcast Calendar (Doc ID 1167439.1)Receive Email Webcast InvitesAdvisor Webcast AssessmentSlide Number 87

Workorder Execution

Documents

Transcript of Workorder Execution