ORACLE E-BUSINESS SUITE

RELEASE CONTENT DOCUMENT

Asset Lifecycle Management

Release 12.1 (through 12.1.3)

Prepared by EBS Product Management & Strategy

Last Updated: July 10, 2010

Version: 4.0

Copyright © 2010 Oracle Corporation

All Rights Reserved
Table of Contents

1. Disclaimer 1
2. Introduction 2
2.1. Purpose of Document 2
3. New and Changed Features in Asset Lifecycle Management 3
3.1. Oracle Asset Tracking 3
3.1.1. Overview 3
3.1.2. Release 12.1.1 3
3.1.2.1. Multiple Asset Book Support 3
3.1.2.2. Graphical Display of Network Relationships 3
3.1.2.3. Google Maps Integration (Display Assets on a Map) 4
3.1.3. Release 12.1.2 4
3.1.3.1. ATG User Interface Enhancements 4
3.1.4. Release 12.1.3 6
3.1.4.1. ESRI Integration 6
3.2. Oracle Enterprise Asset Management 6
3.2.1. Overview 6
3.2.2. Release 12.1.1 7
3.2.2.1. Asset Move Workbench 7
3.2.2.2. Miscellaneous Usability Enhancements 7
3.2.2.3. Express Work 8
3.2.2.4. Make Item Cross Reference Search Capability 9
3.2.2.5. Specify Source Supply Subinventory for eAM Work Orders 9
3.2.2.6. Microsoft Project Integration with Work Order Scheduling 9
3.2.2.7. Graphical Display of Network Relationships 9
3.2.2.8. Google Maps Integration (Display Assets on a Map) 10
3.2.2.9. Work Request Attachments 10
3.2.2.10. Construction Units 11
3.2.3. Release 12.1.2 11
3.2.3.1. Primavera Integration 11
3.2.3.2. ATG User Interface Enhancements 12
3.2.3.3. Supply Chain Web Services 13
3.2.4. Release 12.1.3 13
3.2.4.1. Encumbrance Accounting for Purchase Orders with ‘Shop Floor’ Destination 13
3.2.4.2. ESRI Integration 14
3.2.4.3. Work Permits 15
3.2.5. Terminology 16

Oracle E-Business Suite Release 12.1 Release Content Document ii

1. Disclaimer
This Release Content Document (RCD) describes product features that are proposed for
the specified releases of the Oracle E-Business Suite. This document describes new or
changed functionality only. Existing functionality from prior releases is not described. It
is intended solely to help you assess the business benefits of upgrading to the specified
release of the Oracle E-Business Suite.
This document in any form, software or printed matter, contains proprietary information
that is the exclusive property of Oracle. Your access to and use of this confidential
material is subject to the terms and conditions of your Oracle Software License and
Service Agreement, which has been executed and with which you agree to comply. This
document and information contained herein may not be disclosed, copied, reproduced or
distributed to anyone outside Oracle without prior written consent of Oracle. This
document is not part of your license agreement nor can it be incorporated into any
contractual agreement with Oracle or its subsidiaries or affiliates.

This document is for informational purposes only and is intended solely to assist you in
planning for the implementation and upgrade of the product features described. 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 in this document remains at the sole discretion of
Oracle.

Due to the nature of the product architecture, it may not be possible to safely include all
features described in this document without risking significant destabilization of the
code.

Oracle E-Business Suite Release 12.1 Release Content Document Purpose of Document 1
2. Introduction

2.1. Purpose of Document

This Release Content Document (RCD) communicates information about new or
changed functionality introduced in Oracle E-Business Suite Release 12.1 and
subsequent 12.1.x Release Update Packs and off-cycle patches.

For your convenience, features are organized by product, and then by the release in
which they first became available. Release 12.1.1 was the first generally-available
release of Release 12.1. Features released in an off-cycle patch on Release 12.1.1, but
before Release 12.1.2, are designated as Release 12.1.1+. Features released in RUP2 of
Release 12.1 are designated as Release 12.1.2, and so on.

Existing functionality in Release 12.0, Release 12.0.x Release Update Packs (RUPs), or
prior releases is not described in this document. For a complete overview of all
functionality included in prior releases, this document should be read in conjunction with
the Release 12 and Release 12.0.x RUP RCDs. These RCDs can be found in My Oracle
Support Document 404152.1 Release Content Documents for E-Business Suite Release
12 and 12.0.x Release Update Packs.

Oracle E-Business Suite Release 12.1 Release Content Document Purpose of Document 2
3. New and Changed Features in Asset Lifecycle
Management

3.1. Oracle Asset Tracking

3.1.1. Overview

Oracle Asset Tracking is an asset lifecycle management application that provides

tracking, visibility and control of dispersed assets for capital-intensive companies. Oracle
Asset Tracking maximizes asset utilization and return on investment by automatically
synchronizing the operational and physical events of assets with the financial updates in
Oracle Assets.

As part of the Oracle E-Business Suite, Oracle Asset Tracking offers tight integration
with other products to provide a comprehensive, reliable and efficient asset lifecycle
tracking application. This enterprise-wide integration helps achieve a single source of
truth for enterprise assets while reducing the total cost of ownership.

3.1.2. Release 12.1.1

3.1.2.1. Multiple Asset Book Support

This release supports multiple Fixed Asset (FA) Book Types in Oracle Asset Tracking.
Users are now able to create assets in appropriate FA Books depending upon the
Operating Unit or organization context. The list of FA books that may be available for
an operating unit will be automatically filtered. This will eliminate the need for
intelligent set up and users will no longer encounter issues like non-compatible chart of
accounts.

Support for Multiple Asset Books is essential for global rollouts.

3.1.2.2. Graphical Display of Network Relationships

This feature enhances the usability of Asset Configuration relationships by providing
graphical representation of instance relationships, contacts, accounts, etc which are
frequently used by Oracle Asset Tracking users. Asset Tracking supports various types
of relationships by way of configuration built across instances. Prior to this release, the
configurations were displayed in the form of table, which is filtered based on
relationship types. This supports configuration with an alternate view option, which
gives a graphical representation of instance configuration. The user interface is also
interactive in that you can update the relationships – such as add a child.

Organizations have complex data stored in databases or web sites, related to organization
structure, processes, and other complex relationships. It is important to support
visualization and navigation of this complex data, including organizational hierarchies,
partner and sales relationships, workflow modeling, and even web site access in order to
improve the user experience.

Oracle E-Business Suite Release 12.1 Release Content Document Oracle Asset Tracking 3
 3.1.2.3. Google Maps Integration (Display Assets on a Map)
This feature addresses the integration with the web based source map viewer of Google
Maps. Oracle Asset Tracking instances and Oracle Enterprise Asset Management assets
can be geocoded and displayed in the map viewer based on user entered search criteria.

From the Asset Tracking responsibility, when the user selects any Asset Tr acking/IB
instance icon on the map viewer, details such as Instance Number, Description, Item,
Instance Location and Geocodes will be displayed in a pop up. Also, hyperlinks will be
provided for performing the following actions:
1. View instance details page
2. View Graphical Asset hierarchy.

From the Asset Tracking responsibility, when the user selects any Enter pr ise Asset
Management instance icon on the map viewer, details such as Instance Number,
Description, Item, Instance Location and Geocodes will be displayed in a pop up. Also,
hyperlinks will be provided for performing the following actions:

1. View instance details page

2. View open Work Requests

3. View open Work Orders

4. View Graphical Asset hierarchy

The ability to find and view Assets on a map is a key requirement for numerous Asset
Tracking and Enterprise Asset Management customers especially those in the Utilities
and Public Sector verticals. The prime advantage of the 3rd party mapping tool like
Google Maps is that users are familiar with the tool and it comes out with reasonable
amount of out-of-box features like map-based services that will help the users service
assets more efficiently.

Besides this out-of-the-box integration with Google Maps, customers will also have the
ability through customization to display assets on any web based map viewer which is
based on HTML technology (for example, Oracle Spatial MapViewer).

3.1.3. Release 12.1.2

3.1.3.1. ATG User Interface Enhancements

Release 12.1.2 includes a mandatory uptake of ATG User Interface (UI) enhancements to
Oracle Applications (OA) Framework components. These enhancements will increase
the usability and end-user productivity of the OA Framework-based applications
including Oracle Asset Tracking. Those features applicable to Oracle Asset Tracking
include:

1) Configurable Home Page: providing a new look for the E-Business Suite Home Page
with space optimization

The Home Page has been redesigned using the Configurable Pages feature of the OA
Framework. This allows the Home Page to have a very flexible layout and
configurable content. The Applications Navigator and the Worklist regions have
been modified to have more optimal usage of screen space.

Oracle E-Business Suite Release 12.1 Release Content Document Oracle Asset Tracking 4
 2) Slide Out Menus for Navigator and Favorites: slide-out Home and Favorite
components for easy cross-application navigation

The Home and Favorites menus are now accessible as pull-down, slide-out menu
gadgets in the global header area of every OA Framework page. This allows end-
users to rapidly choose Favorites of navigate across applications from any OA
Framework page.

3) Look Ahead List of Values (LOV): type-ahead Search capabilities in the List of
Values (LOV) fields

The LOV component has been enhanced to allow type-ahead search capabilities. As
end-users type in characters into the LOV search field, the results shall be fetched
and displayed inline to the LOV component in real-time. For the majority of users,
this will eliminate the need to launch the LOV modal window, to perform a search
within the window, and to navigate through the results using Next/Previous links in
the LOV window result table, thereby saving a number of clicks and server-side
requests, and significantly enhancing end-user productivity.

4) Inline Attachments: ability to enter, view or delete text-type Attachments inline

Attachments have been enhanced to allow inline addition and viewing. The two
icons associated with the Attachments UI – the ‘plus’ icon and the ‘paper-clip’ icon
will now have mouse-over events defined. On hover-over, an inline window shall
appear for rapid attachment entry or viewing of already added attachments. For this
release, this feature will support only text-mode attachments to be edited and added
inline.

These UI enhancements should be transparent to the Oracle Asset Tracking application,

therefore, eliminating or lowering uptake and upgrade costs.

The profiles for the ATG User Enhancements will be by default disabled. Customers
who would like to uptake these features can enable these features as required. The
profiles are as follows:

Feature Default Value at Site Configuration Options

Level

Home Page No Site level only

Navigator & Favorites Menu No Site level only
Look-ahead LOV No Site and Application levels only
Inline Attachments No Site and Application levels only

Oracle E-Business Suite Release 12.1 Release Content Document Oracle Asset Tracking 5
 3.1.4. Release 12.1.3

3.1.4.1. ESRI Integration

This feature addresses the integration with the ESRI map viewer. Oracle Asset Tracking
instances and Oracle Enterprise Asset Management assets can be geocoded and displayed
in the map viewer based on user entered search criteria. Geographic Information System
(GIS) is an information system for storing, analyzing, managing and presenting digital
data such as geographic features present on the Earth's surface using spatial references.
ESRI is one of the leading vendors in this space.

In Release12.1.1, we introduced basic GIS capabilities into ALM products by integrating

a map viewer into the application. An out of the box integration was provided with
Google Maps, whereby Assets could be geocoded and located in a map viewer such as
Google maps. Users can view the asset information on map and perform basic actions
such as initiating work request, creating work order, etc.

Many customers use ESRI as their preferred GIS solution. This release (12.1.3) seeks to
extend the existing GIS integration capabilities of ALM to provide an out of the box
integration using ESRI map viewer. Assets can be spatially located on an ESRI map
viewer and the users can perform various actions

As with the Google Maps Integration, using the Asset Tracking Super user responsibility,
the user will be able to select any instance icon on the map viewer and see details such as
Instance Number, Item Description, Item Address, and Geocodes displayed in a pop up.
Also, hyperlinks will be provided for performing the following actions:

1. View Instance details page

2. View Open Work requests (for eAM Assets)

3. View Open Work Orders (for eAM Assets)

4. View Graphical Asset hierarchy

This project has provided the framework by which users can easily build integration with
other 3rd party GIS systems and map viewers. There is a white-paper available that will
guide users interested in integrating with 3rd party map viewers.

The ability to find and view assets on a map enabling users to service assets more
efficiently is a key requirement for numerous OAT and eAM customers especially those
in the Utilities and Public Sector verticals.

3.2. Oracle Enterprise Asset Management

3.2.1. Overview

Oracle Enterprise Asset Management (eAM) supports sophisticated, condition-based

maintenance strategies for property, plants, and public infrastructure. Oracle eAM's
single-instance design ensures best practices and quality compliance globally, eliminates
excess and obsolete spare parts inventories, promotes environmental, health and safety
policies, smoothes coordination of production and maintenance schedules, and improves
both the responsiveness and accuracy of contracted maintenance.

Oracle E-Business Suite Release 12.1 Release Content Document Oracle Enterprise Asset Management 6
 3.2.2. Release 12.1.1

3.2.2.1. Asset Move Workbench

This new feature, Asset Move Workbench, provides a user-friendly way of leveraging
the Asset Move feature that is currently supported in Release 12. The Workbench allows
users to transfer an asset and its child assets from one maintenance organization to
another as a single unit while preserving the parent-child asset relationships.

The following entities move along with the asset as of Release 12.0:

• Activities (assuming the Activity Definition is assigned to the destination

organization. If not, you will need to use the Activity workbench to assign an
activity to the new organization.)

• PM Schedules

• Meters

• Failure History and Setup

The following entities do not move:

• Work Orders

• Routing

• Cost History

• Collection Plans

The Asset Hierarchy may have to be manually adjusted after the move and can be done
so from the Asset Hierarchy page or the new Graphical Network Page.

Prior to this release, the support for this process was cumbersome especially when an
asset had a complex asset hierarchy. The asset hierarchy was not respected so a user had
to perform a separate transaction for each associated child, otherwise the child asset(s)
was ‘orphaned’ in the source organization. This feature will be limited to support Inter-
Org Asset Move and Sub-Inventory Asset Move with or without the child assets.

Many customers need to move assets from one organization (often a different location)
to another organization for different reasons – including to replace a failed asset or to
borrow an asset for a particular job or project. This is most common in industries such
as fleet operations, asset rental environments or where organizations share assets. This
feature will enhance the transactability of assets by minimizing the dependency on the
Inventory user interface to carry out asset transfer transactions.

3.2.2.2. Miscellaneous Usability Enhancements

The following includes a number of enhancements to improve overall usability of the
system:

3.2.2.2.1. Change Dept on WO Operation

Oracle E-Business Suite Release 12.1 Release Content Document Oracle Enterprise Asset Management 7
 This feature provides the ability to change the Department on a Work Order
Operation prior to Work Order execution. This enhancement will provide more
flexibility for assigning resources when scheduling Work Orders.

3.2.2.2.2. Inclusion of Child Asset Work Orders in Asset Search

The inclusion of Child Asset Work Orders on the Work Order Inquiry by Asset –
Simple Search screen will provide more flexibility in searching for Work Orders.

3.2.2.2.3. 'Last Reviewed Date' and 'Reviewer' Added to PM Schedule Definition

Two fields have been added to the PM schedule definition: 'Last Reviewed Date'
and 'Reviewer'. These attributes will help support and execute Reliability Centered
Maintenance (RCM) programs.

3.2.2.2.4. ‘Creation By’ and ‘Created Date’ Added to Work Order Advanced
Search

Two fields have been added to the Work Order – Advanced Search screen. This
feature provides for more flexibility in searching for Work Orders.

3.2.2.2.5. Generate Next PM Only

This feature includes a new field (check box) on the PM Schedule Definition screen:
‘Next Work Order Only’. By checking this box, the PM Scheduler will create the
next Work Order only if the previous Work Order has been completed.

Some less critical assets may not require creation of more then one Work Order until
the last Work Order is completed.

3.2.2.2.6. Copy Asset Number to Requisition Approver Notes

This enhancement supports copying the Asset Number from the Work Order to
Purchase Requisition – ‘Note to Approver’. This provides additional clarity for the
Purchase Requisition approver beyond the Work Order Number and Operation
Number which are currently available.

3.2.2.3. Express Work

This enhancement provides Enterprise Asset Management users a quick way to report
work that has been completed without any planning - often referred to as ‘after-the-fact’
reporting. Users are able to (1) report and complete an emergency work without a prior
Work Order and also (2) report labor, charge time, issue stocked items and complete the
work all from a single page.

While the aim of a Maintenance Department is to minimize reactive and emergency

work, in the real world, maintenance crews are often called upon to perform emergency
work that is due immediately. In such cases, no plan or definition of the work exists. The
crew completes the work first and only later do they report the work. Some of the most
transaction intensive process flows within the maintenance world are performing
material and labor transactions against a work order and completing the work order.
Prior to this release, users had to navigate to different pages to charge time or material
and to complete a work order.

Oracle E-Business Suite Release 12.1 Release Content Document Oracle Enterprise Asset Management 8
 3.2.2.4. Make Item Cross Reference Search Capability
This feature provides users with the ability to search for Inventory Items by
Manufacturer Part Number or item cross- reference from the ‘Work Order Materials’
region and from the ‘One Step Material Issue’ screen under the ‘Stores’ tab.
Manufacturer Part Numbers can be added to an Inventory Item via Item Master form.
Inventory Items are added to an Enterprise Asset Management (eAM) Work Order for
planning or issued directly to an eAM Work Order.

Prior to this release, users could search for items by Item Number or Item Description.
However, users often do not remember the Item Number/Item Description or will pick up
items from the shelf. Often these parts do not have an Item Number marked on them and
users struggle to find and add the right part required for the Work Order. The
Manufacturer Part Number or cross-reference is often etched on the part. This
enhancement will make it easier for the planners and the maintenance workers to add and
use the right parts for an eAM Work Order

3.2.2.5. Specify Source Supply Subinventory for eAM Work Orders

This release allows users to specify a Source Subinventory and Source Locator at the Bill
of Materials level or the Work Order Material Requirement level. If ‘Auto Request’ is
set, material allocation will be initiated when the work order is released, and the Source
subinventory and Source Locator will be automatically designated by Inventory sourcing
rules. If ‘Auto Request’ is not set, you can specify a Source subinventory and Source
Locator for your material when you perform a Material Request or a One-Step Material
Issue.

For some customers, with multiple subinventories, these locations can be far apart, or
even underground. The ability to specify a Source subinventory and Source Locator for
Auto-Requested material is a significant need to ensure material is allocated from a
subinventory and locator close to the work location and the pick ticket is printed in the
correct location.

3.2.2.6. Microsoft Project Integration with Work Order Scheduling

This enhancement integrates Microsoft Projects with Work Order Scheduling. The user
can search a set of work orders based on various criteria, export it in the commonly
accepted format XML, and import into MS Projects either by creating a new Microsoft
Project or by adding the selected work orders into an existing Microsoft. On exporting
the Work Order into Microsoft Project, the Maintenance Scheduler can schedule the
work orders and on satisfactory completion of scheduling, convert the Microsoft Projects
into an XML file, which can be imported back to eAM.

In maintenance environments, Microsoft Project is one of the most commonly used

scheduling tools, which provides flexibility to schedule complex project tasks with ease.
The prime advantage of the 3rd party scheduling tool is it comes out with reasonable
amount of out-of-box features like reports, printable format, etc that will help the
Maintenance Scheduler perform their work efficiently.

3.2.2.7. Graphical Display of Network Relationships

A Graphical Hierarchy is now available through Oracle eAM from the Asset screen. This
feature enhances the usability of Oracle Asset Tracking Asset Configuration
relationships by providing graphical representation of instance relationships, contacts,

Oracle E-Business Suite Release 12.1 Release Content Document Oracle Enterprise Asset Management 9
 accounts, etc. Oracle Asset Tracking supports various types of relationships by way of
configuration built across instances. Prior to this release, the configurations were
displayed in Oracle Asset Tracking in table form, which is filtered based on relationship
types. This supports configuration with an alternate view option, which gives a graphical
representation of instance configuration.

Organizations have complex data stored in databases or web sites, related to organization
structure, processes, and other complex relationships. It is important to support
visualization and navigation of this complex data, including organizational hierarchies,
partner and sales relationships, workflow modeling, and even web site access in order to
improve the user experience. Often in maintenance there is a need to establish an
‘alternate’ hierarchy of the organization’s assets to see potential ‘upstream’ and
‘downstream’ implications of an asset failure.

3.2.2.8. Google Maps Integration (Display Assets on a Map)

This feature addresses the integration with the web-based source map viewer of Google
Maps. Oracle Asset Tracking instances and Oracle Enterprise Asset Management assets
can be geocoded and displayed in the map viewer based on user entered search criteria.

From the Maintenance Super User responsibility, when the user selects any asset icon on
the map viewer, details such as Asset Number, Description, Asset Group, Owning
Department, Asset Location and Geocodes will be displayed in a pop up. Also,
hyperlinks will be provided for performing the following actions:

1. View Asset details page

2. Create Work Request

3. Create Work Order

4. View Open Work requests

5. View Open Work Orders

6. View Graphical Asset hierarchy

The ability to find and view assets on a map is a key requirement for numerous OAT and
eAM customers especially those in the Utilities and Public Sector verticals. The prime
advantage of the 3rd-party mapping tool like Google Maps is that users are familiar with
the tool and it has a reasonable amount of out-of-box features like map-based services
that will help users service assets more efficiently.

Besides this out-of-the-box integration with Google Maps, customers will also have the
ability through customization to display assets on any web-based map viewer which is
based on HTML technology (for example, Oracle Spatial MapViewer).

3.2.2.9. Work Request Attachments

Oracle Enterprise Asset Management (eAM) now has the ability to add, view, and update
attachments from Work Requests.

Prior to this release, Attachments were only available from Oracle eAM Assets and
Work Orders. A number of eAM customers requested this new feature to associate
Attachments with Work Requests. Work Requests tend to initiate the reporting of

Oracle E-Business Suite Release 12.1 Release Content Document Oracle Enterprise Asset Management 10
 problems and failures in a maintenance environment. As such, it is helpful to be able to
attach a photo, document, or reference a manual with that Work Request in order to
better communicate the problem.

3.2.2.10. Construction Units

This release introduces support for Construction Estimating via the introduction of the
Construction Units (often referred to as Compatible Units). Construction Units are
standardized, repetitive units of work, which involve labor, material, and equipment that
are used to plan different types of jobs, specifically in Utility Transmission and
Distribution (T&D) environments. Through this feature users can create templates to be
used for estimation and generating Work Orders, with modifications that a particular
project might require.

This group of new programs will provide a foundation for estimating work, work order
creation and asset accounting. Construction units are comprised of multiple Activities,
which define both material and labor components. The “Construction Unit Search Page”
will allow user to search for Construction Units, create a Construction Unit, copy a
Construction Unit and create a Construction Estimate. The “Estimation Workbench”
will allow the user to build an estimate by referencing multiple Construction Units,
automatically exploding the Construction Units into the component material and labor
requirements, providing multiple methods of grouping the components (by Project,
Accounting Class, and Activity) prior to the creation of Work Orders. The Construction
Estimate will provide an audit trail of source transactions and changes during the
estimating process, which then can be used as the basis for new Fixed Asset creation.

Asset Lifecycle Management customers identified this enhancement as a gap in the

Oracle eAM solution. Although this feature appeals most to Utility customers in
Transmission & Distribution, similar functionality can be used in other industries such as
Gas, Water, and/or Construction and can also be modeled to perform shutdown planning.

3.2.3. Release 12.1.2

3.2.3.1. Primavera Integration

This feature addresses the integration of Oracle Enterprise Asset Management (eAM)
with Primavera for scheduling of eAM work orders.

The previous release, Release 12.1.1, introduced the ability to use the 3rd party
scheduling tool, MS Project, to represent and schedule eAM work orders through xml
export/ import between the applications. Large eAM customers especially in the
Engineering & Construction (E&C) and Oil & Gas verticals use Primavera extensively to
schedule their tasks/ Work Orders. This project extends the existing xml export/import
capabilities of eAM to provide an out of the box integration with Primavera.

The integration allows Work Orders, Work Order relationships (parent-child and end to
start dependencies), Operations, Resources, Departments, Employees, Competencies and
Competency Levels and Operation Dependencies to be exported in an xml format to
Primavera for scheduling. Users will be able to schedule the exported Work Orders in
Primavera using resource leveling and other optimization techniques that are native to
Primavera. The scheduled Work Orders can then be imported into eAM in an xml
format, validated and saved in the eAM system for execution.

Oracle E-Business Suite Release 12.1 Release Content Document Oracle Enterprise Asset Management 11
 3.2.3.2. ATG User Interface Enhancements
Release 12.1.2 includes a mandatory uptake of ATG User Interface (UI) enhancements to
Oracle Applications (OA) Framework components. These enhancements will increase
the usability and end-user productivity of the OA Framework-based applications
including Oracle eAM. Those features applicable to Oracle eAM include:

1) Configurable Home Page: providing a new look for the E-Business Suite Home Page
with space optimization

The Home Page has been redesigned using the Configurable Pages feature of the OA
Framework. This allows the Home Page to have a very flexible layout and
configurable content. The Applications Navigator and the Worklist regions have
been modified to have more optimal usage of screen space.

2) Slide Out Menus for Navigator and Favorites: slide-out Home and Favorite
components for easy cross-application navigation

The Home and Favorites menus are now accessible as pull-down, slide-out menu
gadgets in the global header area of every OA Framework page. This allows end-
users to rapidly choose Favorites of navigate across applications from any OA
Framework page.

3) Look Ahead List of Values (LOV): type-ahead Search capabilities in the List of
Values (LOV) fields

The LOV component has been enhanced to allow type-ahead search capabilities. As
end-users type in characters into the LOV search field, the results shall be fetched
and displayed inline to the LOV component in real-time. For the majority of users,
this will eliminate the need to launch the LOV modal window, to perform a search
within the window, and to navigate through the results using Next/Previous links in
the LOV window result table, there by saving a number of clicks and server-side
requests, and significantly enhancing end-user productivity.

4) Inline Attachments: ability to enter, view or delete text-type Attachments inline

Attachments have been enhanced to allow inline addition and viewing. The two
icons associated with the Attachments UI – the ‘plus’ icon and the ‘paper-clip’ icon
will now have mouse-over events defined. On hover-over, an inline window shall
appear for rapid attachment entry or viewing of already added attachments. For this
release, this feature will support only text-mode attachments to be edited and added
inline.

These UI enhancements should be transparent to the Oracle eAM application, therefore,

eliminating or lowering uptake and upgrade costs.

The profiles for the ATG User Enhancements will be by default disabled. Customers
who would like to uptake these features can enable these features as required. The
profiles are as follows:

Feature Default Value at Site Configuration Options

Level

Home Page No Site level only

Navigator & Favorites Menu No Site level only

Oracle E-Business Suite Release 12.1 Release Content Document Oracle Enterprise Asset Management 12
 Feature Default Value at Site Configuration Options
Level

Look-ahead LOV No Site and Application levels only

Inline Attachments No Site and Application levels only

3.2.3.3. Supply Chain Web Services

As part of this enhancement, web services are provided by exposing business logic
contained within Oracle forms through Java APIs. These web services are cataloged in
the Oracle Integration Repository and can be browsed though Oracle Integration
Repository Browser Interface under respective product family node. By Clicking on the
Business Entity in Integration repository, you can view full description, list of web
services for that business entity along with the description of the web service, whereas
description of parameters can be seen from the xsd definition of the service available via
the generated wsdl.

The following web services are provided for Oracle eAM:

1) Work Order: Create Work Order, Query Work Order, Update Work Order, Add
Components, Add Operations, Add Resources

2) Asset Activity Association: Create Asset Activity Association, Query Asset Activity
Association, Update Asset Activity Association

3) Asset Number: Create Asset Number, Query Asset Number, Update Asset Number

4) Purchase Order: Cancel Purchase Order, Create Purchase Order, Delete Purchase
Order, Approve Purchase Order, Query Purchase Order
and Update Purchase Order

5) Requisition : Create Requisition, Delete Requisition, Query Requisition and Update

Requisition

6) Bills of Materials : Create Bills of Material, Delete Bills of Material, Query Bills of
Material, Update Bills of Material, Copy Bills of Material

7) Routing : Create Routing, Delete Routing, Query Routing, Update Routing

8) Asset Group/Activity/Rebuildable Item: Create Asset Group/Activity/Rebuildable

Item, Query Asset Group/Activity/Rebuildable Item Details, Update Asset
Group/Activity/Rebuildable Item Details

3.2.4. Release 12.1.3

3.2.4.1. Encumbrance Accounting for Purchase Orders with ‘Shop Floor’

Destination
Existing eAM integration with Purchasing has been enhanced to support encumbrance
accounting for Purchase Requisitions (PRs) and Purchase Orders (POs) associated with
eAM Work Orders. Prior to this release, encumbrance accounting was limited to

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 Inventory destination and Expense Receiving transactions, but as a feature in this release,
it has been enabled for eAM work orders with ‘Shop Floor’ destination.

eAM initiated PRs (e.g. PR created when a work order is released or PR created in
iProcurement by navigating from eAM work order) and Purchasing initiated PRs/POs
(e.g. PR/PO entry in forms/OA pages first and then associating with eAM work orders)
would have the ability to check and reserve funds. PO encumbrances are reversed after
PO lines are received into the shop floor destination.

Funds checking in advance of Requisition submission will be available from

iProcurement and Purchase Requisition Forms.

Budget account for such work orders would be derived from WIP Accounting Class on
work orders. WIP Accounting Class definition form has also been enhanced, enabling
users to enter a budget account. Associating the eAM Organization with an Operating
Unit which requires encumbrance accounting will setup this feature. Other setups are
similar to those required to enable encumbrance for Inventory destination and Expense
PO’s.

All public sector organizations, such as municipal, state, provincial and federal
government organizations are required to encumber or reserve funds that have been
committed to a supply purchase order. Therefore, prior to approval of any purchasing
document, the available funds must be checked and reserved against the available budget
for the specified account code combination. This enhancement is key for budgetary
control in such environments.

3.2.4.2. ESRI Integration

This feature addresses the integration with the ESRI map viewer. Oracle Asset Tracking
instances and Oracle Enterprise Asset Management assets can be geocoded and displayed
in the map viewer based on user entered search criteria. Geographic Information System
(GIS) is an information system for storing, analyzing, managing and presenting digital
data such as geographic features present on the Earth's surface using spatial references.
ESRI is one of the leading vendors in this space.

In Release12.1.1, we introduced basic GIS capabilities into ALM products by integrating

a map viewer into the application. An out of the box integration was provided with
Google Maps, whereby Assets could be geocoded and located in a map viewer such as
Google maps. Users can view the asset information on map and perform basic actions
such as initiating work request, creating work order, etc.

Many customers use ESRI as their preferred GIS solution. This release (12.1.3) seeks to
extend the existing GIS integration capabilities of ALM to provide an out of the box
integration using ESRI map viewer. Assets and Work can be spatially located on an ESRI
map viewer and the users can perform various actions on these entities.

As with the Google Maps Integration, using the Maintenance Super User responsibility,
the user will be able to select any asset icon on the map viewer and see details such as
Asset Number, Description, Asset Group, Owning Department, Asset Location and
Geocodes displayed in a pop up. Also, hyperlinks will be provided for performing the
following actions:

1. View Asset details page

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 2. Create Work Request

3. Create Work Order

4. View Open Work requests

5. View Open Work Orders

6. View Graphical Asset hierarchy

The ESRI integration will also provide the means to locate work on a map and perform
basic execution tasks on these work orders. On selecting a work order icon, the user will
see details of work order, operations and employee assignments in a pop up. The
following actions will be available to the user:

1. Update Work Order

2. Debrief Work Order

3. Assign Employee

This project has provided the framework by which users can easily build integration with
other 3rd party GIS systems and map viewers. There is a white-paper available that will
guide users interested in integrating eAM with 3rd party map viewers.

The ability to find and view assets on a map enabling users to service assets more
efficiently is a key requirement for numerous OAT and eAM customers especially those
in the Utilities and Public Sector verticals.

3.2.4.3. Work Permits

This release introduces a new entity: Permits. Permits are used to authorize the
maintenance work, which warrant safety precautions to safeguard people, equipment and
environment from various hazards. Permits can be created in a standalone mode and then
associated with work orders or created from the work order screens to initiate a permit
request flow. Permits are then approved based on the user configurable approval
hierarchy.

This feature allows users to define custom permit types like Hot Work, Confined Space
Entry, etc. and define workflows based on permit types, organization, etc. Users can print
the permits along with work orders to generate a complete work package.

Permits are often a statutory requirements related to safety in work place which are
hazardous in nature and are mandated by the regulatory authorities. As such, there are
often significant fines imposed when permits are not properly used in such environments.
This feature will help users reduce the administrative lead time required to create and
manage this aspect of safety management.

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 3.2.5. Terminology

Term Definition

Asset Move Asset Move is one form of sub-inventory transfer of an item.

It is a process of moving or transferring between sub-
inventory locations or moving between organizations without
violating the rules setup at the organization level. Asset Move
can be performed with or without its asset hierarchy.
Emergency or Express Within a maintenance organization, work is usually defined
Work before it is released to the technicians for execution. The term
emergency work order in this document refers to a
maintenance job that is never defined in the system and was in
response to some kind of an emergency situation. Work is
often directly executed in such scenarios and later just
reported into the system.
Geocode A Geocode (Geospatial Entity Object code) is a representation
format of a geospatial coordinate measurement used to
provide a standard representation of an exact geospatial point
location on the earth. For example, the format
(41°54'12"N, 87°37'35"W) indicates latitude, longitude of a
unique location on earth.
Latitude Latitude gives the location of a place on earth north or south
of the equator. Lines of Latitude are the horizontal lines
shown running east-to-west on maps. Latitude is given as an
angular measurement ranging from 0° at Equator to +90° at
North Pole and -90° at South Pole.
An example of a latitude in DMS (Degrees Minutes Seconds)
format is 41°54'12"N
Longitude Longitude is the east-west geographic coordinate
measurement. Longitude is given as an angular measurement
ranging from 0° at the prime meridian to +180° eastward and
−180° westward.
An example of a longitude in DMS (Degrees Minutes
Seconds) format is 87°37'35"W
Sub-Inventory Transfer Sub-Inventory Transfer is one type of transfer of an asset. It is
a process of moving or transferring between sub-inventory
locations without violating the rules setup at the organization
level. Asset Move can be performed with or without its asset
hierarchy. (e.g.: from Stores to Spares)
Work Permit Enables a certain type of work on the isolated equipment,
examples of permits include hot work, confined space entry,
hazardous material handling etc.

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