Appendix – Integration with Assets, Locations, and Organizations

Appendix – Integration with Assets, Locations, and Organizations 7 - 2 Objectives After completing this lesson, you should be able to: Integrate sites with maintenance assets Link property locations to site records Associate inventory organizations with site records Compare site records Please refer to the additional guide for labs and demos for this lesson. Appendix – Integration with Assets, Locations, and Organizations 7 - 2

Appendix – Integration with Assets, Locations, and Organizations 7 - 3 Agenda Associating Sites with Maintenance Assets Linking Sites to Property Management Records Linking Sites with Inventory Organizations Comparing Site Records Summary Appendix – Integration with Assets, Locations, and Organizations 7 - 3

Associating Sites with Maintenance Assets Site Hub provides the ability to associate sites with Enterprise Asset Management (eAM) assets in your maintenance organizations. Requirements are: eAM is installed Sites are internal Legal entity is assigned Associating Sites with Maintenance Assets Oracle Enterprise Asset Management (eAM) enables maintenance of an organization's site’s assets, items of economic value owned by a corporation. If eAM is installed in your organization - Site Hub provides the ability to view and create associations of sites with specific assets in your maintenance organizations for tracking maintenance, performance, costs, and work history. Instructor Note Refer participants to the Oracle Enterprise Asset Management User’s Guide for detailed information regarding setup of assets in maintenance organizations, and defining asset groups. Appendix – Integration with Assets, Locations, and Organizations 7 - 4

Associating Sites with eAM Assets Assets are visible in Site Hub in the View Site and Update Site pages, in the Assets region. Site assets can include: Manufacturing equipment Buildings Machines Vehicles Appendix – Integration with Assets, Locations, and Organizations 7 - 5

Associating Sites with eAM Assets Assets are assigned in Site Hub by selecting the Maintenance Organization and Asset Structure. Asset Asset 100 Asset 200 Asset 300 Asset 1 Asset 2 Maintenance Org Asset Structure Associating Sites with eAM Assets On the Create Asset Instances page for selected site records, select values for : Maintenance Organization, the eAM maintenance organization associated with the production organization. Asset Structure, the hierarchy of the parent asset. Instructor Note Refer participants to Creating Site Assets, Oracle Site Hub User’s Guide for detailed information regarding associating assets to sites. Appendix – Integration with Assets, Locations, and Organizations 7 - 6

Appendix – Integration with Assets, Locations, and Organizations 7 - 7 Agenda Associating Sites with Maintenance Assets Linking Sites to Property Management Records Linking Sites with Inventory Organizations Comparing Site Records Summary Appendix – Integration with Assets, Locations, and Organizations 7 - 7

Linking Sites to Property Management Records Site Hub provides the ability to associate property locations to specific sites. This includes buildings, floors, offices, parcels, or sections associated to the site. Requirements are: Property Manager is installed Sites are internal Legal entity is assigned Linking Sites to Property Management Records Oracle Property Manager enables you to create and manage site specific property locations and leases. Property location details appear in the Associations tabbed region of the site record. Instructor Note Refer participants to the Oracle Property Manager User Guide for detailed information regarding setup of property information. Appendix – Integration with Assets, Locations, and Organizations 7 - 8

Linking Sites to Property Management Records Navigate to the Create Property Locations page and enter values for: Operating Unit associated to this property Tenure such as leased or owned Location Type such as building, floor, or section Unit of Measure for valuating property Appendix – Integration with Assets, Locations, and Organizations 7 - 9

Agenda Associating Sites with Maintenance Assets Linking Sites to Property Management Records Linking Sites with Inventory Organizations Comparing Site Records Summary Appendix – Integration with Assets, Locations, and Organizations 7 - 10

Linking Sites with Inventory Organizations Site Hub enables you to associate an existing Oracle Inventory organization when creating a site record for: Internal sites Legal entity is assigned Linking Sites with Inventory Organizations Site records for internal sites can be linked to Oracle Inventory organizations; this information appears in the Associations tabbed region of the site record. When an Inventory organization is associated to the site, select the Organization Name link to navigate to the Organization Parameters window to view or update values. Instructor Note Refer participants to Defining Default Inventory Parameters, Oracle Inventory User’s Guide for detailed information on Oracle Inventory organization parameters. Appendix – Integration with Assets, Locations, and Organizations 7 - 11

Copying Inventory Organizations Organizations can be added to existing site records without organization assignments. Create a new organization by copying parameters: Use one of the search functions to search for sites Select records and choose Create Inventory Organization Copying Inventory Organizations Site Hub enables you to create a new organization record for a site by copying an organization definition from a model or existing inventory organization. This enables you to copy other organization specific data such as shipping networks, hierarchy assignments, bills of material, routings, items and item attributes from the model organization. On the Create Inventory Organizations page, only selected sites that do not already have an associated inventory organization display in the Selected Site region. Instructor Note Refer participants to the Copying Inventory Organizations,.Oracle Inventory User’s Guide detailed information on copying organization parameters. Appendix – Integration with Assets, Locations, and Organizations 7 - 12

Copying Inventory Organizations Select a valid organization in the Model Organization field and: Copy Items Copy BOM Copy Routing Validate Items Copy Shipping Network Assign to Existing Hierarchies Purge Copying Inventory Organizations You have the option to copy or modify the following definition elements from the existing organization. Enable or disable the check boxes for the following definitions: Copy Items Copy BOM Copy Routing Validate Items Copy Shipping Network Assign to Existing Hierarchies Purge Appendix – Integration with Assets, Locations, and Organizations 7 - 13

Agenda Associating Sites with Maintenance Assets Linking Sites to Property Management Records Linking Sites with Inventory Organizations Comparing Site Records Summary Appendix – Integration with Assets, Locations, and Organizations 7 - 14

Comparing Site Records Site Hub enables you to analyze multiple sites side by side. Information displayed can aid in examining and comparing site productivity. Compare attribute pages for: Site Location Trade area group Comparing Site Records Select records from either the Simple Search or Advanced Search pages for comparing sites: Select at least two sites, and up to 5 site records Choose Compare in the Select Site box to display the View Comparisons page. Appendix – Integration with Assets, Locations, and Organizations 7 - 15

Comparing Site Records The attributes are displayed in a table. Comparison help in understanding advantages and disadvantages of sites. Sites display in the columns, attributes display in the rows. Appendix – Integration with Assets, Locations, and Organizations 7 - 16

Agenda Associating Sites with Maintenance Assets Linking Sites to Property Management Records Linking Sites with Inventory Organizations Comparing Site Records Summary Appendix – Integration with Assets, Locations, and Organizations 7 - 17

Summary In this module, you should have learned how to: Integrate sites and maintenance assets Link property locations to site records Associate inventory organizations with site records Compare site records Appendix – Integration with Assets, Locations, and Organizations 7 - 18