MNT - 036 - Configuration Overview

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Maintenance Management

A Solution Driven Implementation Approach defined


by Oracle Consulting

Release 19C
January 6, 2020

Copyright © 2020 Oracle and/or its affiliates. All rights reserved. | 2


Agenda

1 Introduction to Oracle’s Solution Driven Approach


2 Maintenance Management Solution Set
3 Key Solution Concepts
4 Preconfigured Solution Set

Copyright © 2020 Oracle and/or its affiliates. All rights reserved. 3


Implementing Cloud Applications Requires a New Approach

Requirements Driven
Former ERP Implementation •Software adjusted to customer process
•Many customizations to software
•Lengthy and expensive

Future ERP Implementation


Solution Driven
•Adoption of best practice process and configuration
•Minimum of customizations to software
Pre-configuration
•Accelerated and cost-efficient
Tailored Configuration
User Adoption
Post Go-Live Services
Go-Live

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Implementing Cloud Applications Requires a New Approach
A Solution Driven Implementation

Oracle True Cloud Method with Oracle


Modern Best Practices is an innovative Simplify Focused configuration validation
offering from Oracle EMEA Consulting
to enhance your Cloud
implementation journey by adopting Accelerate Faster implementation turnaround
modern best practice business
processes and a corresponding
software configuration Standardize Adoption of modern best practices

Enhance Complementary reporting and analysis

Copyright © 2020 Oracle and/or its affiliates. All rights reserved. Oracle Confidential – Restricted 5
Agenda

1 Introduction to Oracle’s Solution Driven Approach


2 Maintenance Management Solution Set
3 Key Solution Concepts
4 Preconfigured Solution Set

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Oracle Supply Chain Management Cloud
Comprehensive Cloud Based Maintenance Solution
Product Product Logistics and
Master Data Order
Lifecycle Transportation
Management Management
Management Management

Procurement Costing Value Chain Maintenance


Manufacturing
and Inventory Planning Management

Globalizations and Localizations

Analytic KPIs Financial


Social Mobile and Reporting Integrations
Dashboards Center

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Maintenance Management: Plan to Prevent
Enabling efficient and productive plant maintenance operations

Manage Work
Work Definition Orders Update / complete
and Planning Work orders Work order
Manage costing
Asset Definition

Manage work Analyze Performance


areas, work
centers, resources
Plan Repair Optimize

Asset Management Maintenance Inventory Cost Management

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Maintenance Management
• Define Maintenance Master Data
• Setup maintenance calendar
• Define and manage work areas and work centers Define Master Data
• Setup and maintain maintenance resources and resource instances
• Define standard operations
• Define and manage work definitions

• Manage Maintenance Assets


• Create and manage enterprise maintainable assets
• Update internal location of the assets
• Define spare parts list
Manage Assets
• Setup default parameters
• Define meter templates and meters for asset

• Manage Maintenance Programs


• Create and manage maintenance programs Manage Programs
• Define work requirements to be performed
• Generate maintenance forecast

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Maintenance Management
• Manage Work Order
• Create and manage internal work orders
• Create and manage outside processing work orders Create Work Orders
• Monitor and manage start dates and exceptions
• Review work order materials and resource requirements

• Execute Maintenance
• Mass release work orders
• Monitor current and past due work orders
• Take action on priority work orders Execute Work Orders
• Print work orders and generate components list
• Issue materials and charge resources
• Complete the operations and then complete the work order

• Maintenance Costing
• Define Resource rates
• Flexible use-defined account defaulting rules based on work order type and subtype
• Transfer Transactions from Maintenance to Costing
• Create Cost Accounting Distributions Maintenance Costing
• View Maintenance Work Order costs and Review distributions
• Analyze summary and detailed level work order costs

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Maintenance Management
User Role Segregation
Manages all activities related to Maintenance Management such as Maintainable Assets, Work Area,
Maintenance Manager Work Centers, Resources, Standard Operations, Work Definitions, Work Orders, Close Maintenance Work
Orders and Reports

Maintenance Technician Manage Maintenance Work Area, View Maintainable Assets & Maintenance Work Orders, Record/report
Work Order Operations and Materials & Resources transactions.

Cost Accountant
Manages the item costs, cost accounting and the inventory valuation for the cost organizations he/she is
authorized to.

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Modern Best Practices
Maintain to Optimize

Manage Work Orders Release Work Order Perform Work Operations


Create work orders with or without Release the work order for Execute work order steps. Record
work definitions. Material execution of maintenance work. required details such as duration,.
requirements and operations will be Resolve maintenance issues
defaulted if work definitions are used through social collaboration
.Update existing work orders

Maintain to optimize

Complete Work Orders Record Material and Analyze Cost


Record completion of work Resource Consumption Post consumed material,
orders & other maintenance Use the maintenance dispatch labor, & other resources for
tasks via streamlined user list to record the material and actual cost based items.
interface resource consumption Analyze maintenance costs
incurred to control the cost

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Agenda

1 Introduction to Oracle’s Solution Driven Approach


2 Maintenance Management Solution Set
3 Key Solution Concepts
4 Preconfigured Solution Set

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Maintenance Management
Key Concepts
Financial enterprise structures are the entities that define the reporting, legal and business aspects of your enterprise.

Financial Enterprise Structures relevant to Maintenance Management consist of:

 Enterprise Structure
Financial  Ledgers
Enterprise
Structures  Legal Entities
 Business Units

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Maintenance Management
Key Concepts
Key decision configurations impacting Key decision configurations impacting
Maintenance foundation Maintenance transaction processing
 Maintenance Organizations,
Subinventories & Locators  Execute Maintenance Work Orders
 Maintenance Calendar  Record Materials
 Maintenance Plant Parameters Maintenance  Record Resources
 Work Centers Transactions
 Maintenance exceptions
 Work Areas  Outside Processing
Maintenance  Maintenance Resources
Foundation  Standard Operations
 Work Definitions
 Assets  Transfer Transactions from
Maintenance Maintenance to Costing
 Meter Templates, Meters Costing  View Maintenance Work Order
 Maintenance programs Reports & Cost
 Material avaiability rules & Analytics  Reports and Analytics
assignments

15
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Financial Enterprise Structure
Enterprise

Division

Ledger

Legal Entity

Business
Unit

Inventory
Org

16
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Maintenance Foundation
Inventory Organizations, Sub-inventories & Locators
• An Maintenance Inventory Organizations is:
• a logical or physical entity in the enterprise that is used
to store definitions of items or store and transact
items.
• managed by a Business Unit, with the materials
management business function enabled.
• mapped to a Legal Entity and a Primary Ledger.
• Usages in the Inventory Organization's properties:
• Item management (only definitions of items)
• Item and Inventory Management:
• is associated with one Business Unit, one Legal
Entity, and one Primary Ledger.
• the storage or movement of inventory needs to be
physically and financially tracked.
• can represent facilities such as manufacturing
centers, warehouses, or distribution centers.

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Maintenance Foundation
Maintenance Calendars
Facility Shift and Timing
Workday Pattern Facility Schedule
(hours with start & end time)

Day Shift – Work Period Shift Mon to Fri – 7 am to 4 pm


Schedule Exception

Night Shift – Off Period Shift Sun to Thu – 8 am to 5 pm


Mon – Thu : Dec 25th :
7:00 am to 4:00 pm - on Fri – 7 am to 11 pm 9 am to 6 pm 9 am – 11 am
&
Fri : Jul 4th :
12:30 pm to 3:30 pm - off Every Day 7 am to 11 pm 9 am - 11 am

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Maintenance Foundation
Set Up Maintenance Organization Data
Setting up maintenance organization data includes:

• Work Areas
• Work Centers
• Maintenance Resources
• Standard Operations

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Maintenance Foundation
Maintenance Plant Parameters
• Maintenance Plant Parameters determine
various functionalities of the plant.

• The maintenance plant parameters include


 Plant Detail parameters
 Material parameters
 Work Definition parameters
 Work Execution parameters
 Outside Processing parameters
 Maintenance Programs

Navigation: Setup and Maintenance > Manage Plant Parameters

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Maintenance Foundation
Work Area
• A work area is a specific region allocated for
performing the maintenance activities

• Every maintenance organization must have at


least one work area

• A maintenance organization can have one or more


work areas.

• A work area consists of one or more work centers


within it.

Navigation: Maintenance Setup> Manage Maintenance Work Area

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Maintenance Foundation
Resources
• A resource represents either equipment or labor that is
needed to perform maintenance activities.

• Resource instances are granular representations of a


resource. One or more resource instances can be
associated to a resource.

• A resource can be scheduled in the work definition and


work orders.

• A resource can be charged to a work order based on the


rate defined.

Navigation: Maintenance Setup> Manage Maintenance Resources


Note: Resource rates to be defined from Oracle Cost Management

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Maintenance Foundation
Work Center
• The work centers are specific production units
that consist of people or equipment with similar
capabilities.

• Each work center is associated with a valid work


area.

• Resources are assigned to work centers and then


allocate shift hours to each resource

Navigation: Maintenance Setup-> Manage Maintenance Work Centers

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Maintenance Foundation
Standard Operations
• Allows to set up a library of commonly used
operations
• Define details of operation, their resources
and usages

• Acts as a reference library for using in Work


Definition and Work Orders

• Operations can be created, updated or deleted


and can be of type
• In-house
• Supplier for OSP related operations

Navigation: Maintenance Setup>Manage Maintenance Standard


Operations

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Maintenance Foundation
Maintenance Work Definitions
• maintenance work definition feature help user
to design and manage the maintenance
processes

• It includes the item structure, routing


operations, and resources that are needed to
perform the maintenance or repair activity.

• A maintenance work definition consists of the


following elements:
• Operations
• Operation Items
• Operation Resources

Navigation: Asset and Work Definition>Manage Maintenance Work


Definitions

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Maintenance Foundation
Assets
• An asset is an item, thing, or entity that has potential
or actual value to an organization. An asset definition
is the data content representing an asset

• When an asset is defined, the asset is available to be


maintained and repaired

• Create and update asset information – Bulk upload,


Manual, Automatic

• User can manage following aspects of Assets


 Asset Data: The asset data represents its
physical form. It enables to identify an asset,
define its relationship, define location of the
asset, default parameters for work order
execution.
 Part Lists: A list of all the parts and components
(items) that constitute an asset

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Navigation: Asset and Work Definition>Manage Assets
Maintenance Foundation
Meters
• Meters are created to model a physical meter that is
installed on an asset

• Meter readings provide a historical record of an asset


use or asset condition at user-defined intervals

• As part of meters management, users can perform the


following tasks:
 Define a meter template
 Associate a meter instance to an asset
 Enter new meter readings
 Review reading history

Navigation: Asset and Work Definition>Manage Assets

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Maintenance Foundation
Meters

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Maintenance Foundation
Maintenance Programs
• A maintenance program consists of multiple work
requirements. Users can build a maintenance
forecast and use the forecast to automatically create
maintenance work orders

• Work requirements define the tasks and the


frequency at which the tasks must be performed to
maintain an asset. A work requirement is the
association of work definitions and schedule
patterns

• A work requirement can be created for an asset or


an item

Navigation: Maintenance Programs > Manage Maintenance Programs

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Maintenance Foundation
Maintenance Programs
• As part of maintenance program

 Create and edit a maintenance program


 Create multiple work requirements for a
maintenance program
 Create a schedule pattern and associate it with
multiple work requirements
 Build a maintenance forecast based on
maintenance programs
 Automatically create maintenance work orders
based on the forecast using a scheduled process

Navigation: Maintenance Programs > Manage Maintenance Programs

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Maintenance Foundation
Maintenance Programs

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Maintenance Transactions
Work Orders
• Contains information required to initiate and
manage maintenance work

• Provides information regarding the asset being


maintained, priority and relevant dates

• Two types -Corrective and Preventive

• Work Order consists of following parts


 Work Order Header
 Work Order Operations
 Work Order Operation Items
 Work Order Operation Resources

Navigation: Work Management>Manage Maintenance Work Orders

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Maintenance Transactions
Material Availability Rules and Assignments

Prioritize the work orders in your


maintenance organization for release
based on certain parameters like
availability of materials.

Create rules to assign materials to the


work orders in your organization, and
execute work orders based on the
assignment priority sequence.

Calculate material availability to create


the list of work orders and their
corresponding assignment sequence
based on the rules earlier defined.

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Maintenance Transactions
Release and Pick Materials for Work Orders

Release work order action


enables the work
execution.

The materials required for


executing a work order
can be picked from
inventory, from a storage
location using pick action.

Picking is allowed only for


work orders in released
status.

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Maintenance Transactions
Executing Maintenance Work
• Maintenance dispatch list is used to review the
work order operations and report various
transactions.

• Users can record the consumption of materials


and resources.

• Users can complete the operations and can also


reverse the transaction if needed.

• Users can report maintenance exception if any in


the execution of maintenance task like
unavailability of labor.

Navigation: Work Execution >Review Maintenance Dispatch list

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Maintenance Transactions
Executing Maintenance Work

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Maintenance Transactions
Outside Processing
• Outside processing is one of the key activities on the
shop floor.

• After you identify a supplier, the terms of the contract


are set between the OEM and the supplier as a
blanket agreement.

• Every time you perform an outside processing activity,


a separate purchase request and a corresponding
purchase order is created.

• Purchase Order is then received.

• Review of the supplier operation details, provides a


bird’s eye view of the purchase request, purchase
order, shipment and receipt.

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Maintenance Costing
Maintenance Work Order Costing

• Maintenance Work Order costing supports all


costing methods – Standard, Average, Actual FIFO

• We can define cost by asset, work order or type of


work performed, providing us the insight we need to
control material and resource costs.

• We can monitor maintenance work order costs


throughout the entire lifecycle of the work order,
from initial charges through work order close.

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Maintenance Costing
Maintenance Work Order Costing

Transfer to Create Review Work


Costing Distributions Order Costs

• Transfer • Create Cost • All work orders


Transactions from Accounting cost can be
maintenance to Distributions reviewed
costing
• Transfer
Transactions from
inventory to costing

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Reports and Analytics

• Maintenance Work Definition Report

• Maintenance Work Order Details Report

• Material List Report

• Metrics
 Work Order Released
 Scheduled vs Completed Work
 Work Completion this week
 Asset with most work orders

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Agenda

1 Introduction to Oracle’s Solution Driven Approach


2 Maintenance Cloud Solution Set
3 Key Solution Concepts
4 Preconfigured Solution Set

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Maintenance Cloud
Preconfigured Solution Set - Company Profile:
• An Enterprise operating in 2 countries
• Around 7500 employees spanning across multiple locations
• Around 25 application users for the financial system to be put in place
• English as a common business language
• Ready to adopt standard processes for faster financial system enablement and
build the foundation for analytical capabilities

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Maintenance Cloud
Preconfigured Solution Set – Enterprise Structure
• 2 Ledgers, 1 per operating country/currency
Enterprise
• 4 Legal Entities, 2 for each operating country
• 4 Business Units, 2 for each operating country to
enforce Transactional Security US Primary Ledger UK Primary Ledger
Corporate COA Corporate COA
• All Business Units enabled as profit centers to USD GBP
generate accounting and intercompany invoicing Standard Accrual Standard Accrual
Jan - Dec Apr - Mar
• Each Business Unit/Legal Entity is associated with
an Inventory Organization
• One Item Master Organization to manage items Legal Entity LE1 Legal Entity LE2 Legal Entity LE3 Legal Entity LE4
pertaining to all 4 Inventory Organizations
Business Unit US1 Business Unit US2 Business Unit UK1 Business Unit UK2
• Out of four Inventory Organizations, one inventory
organization will be set it up as Maintenance
Organization Inventory Organization Inventory Organization Inventory Organization Inventory Organization
M001 001 002 003
Maintenance Org
M001

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Maintenance Cloud
Preconfigured Solution Set
Inventory Organizations, Sub inventories & Sub- Inventory Description End date Material Status Sub inventory Type Locator Control

Locators and Units of Measure


MRO Store Maintenance Active Storage None
Store
• Quick setup makes use of default Sub inventories,
Units of Measure and is using a default Calendar *UOM Description *UOM Class UOM Class *Base UOM Base UOM
description Description
Conversion
between UOM and
base UOM
EA each Quantity Quantity EA each 1

PK pack Quantity Quantity EA each 1

BX box Quantity Quantity EA each 1


PA packet Quantity Quantity EA each 1
DZ dozen Quantity Quantity EA each 12

DA day Time Time Sec Second 86400

HR hour Time Time Sec Second 3600


MO month Time Time Sec Second 2592000

ANN year Time Time Sec Second 31536000


KGM kilogram Weight Weight GRM gram 1000
GRM gram Weight Weight GRM gram 1

MTR meter Length Length MTR meter 1

SQM square meter Area Area SQM square meter 1

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Maintenance Cloud
Preconfigured Solution Set
Maintenance Calendar:
Define one maintenance calendar per plant if the
schedules are different from the inventory Organization

Plant Parameters:
Default Plant Parameters will be setup for the
Maintenance Organization

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Maintenance Cloud
Preconfigured Solution Set
Work Area:
One default Work Area Work Area 1 gets created automatically using the quick setup.
Customer specific work area requirements will be configured.

Resources :
Default Resources like Operation 1, Machine 1 will be created automatically using the quick
setup. Customer specific resource requirements will be configured.

Work Center
One default Work Center Work Center 1 gets created Automatically using the quick setup.
Customer specific work center will be configured.
.

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Maintenance Cloud
Preconfigured Solution Set
Enable quick setup for managerial accounting to enable the following
entities

• One Default cost organization


• One Default cost book
• Cost organization to cost book relationship
• Default Item cost Profile

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Safe Harbor Statement
The preceding 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 decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.

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