Tuesday, June 16, 2015

Oracle eAM - Asset Groups

Asset Groups - Oracle eAM


1.      What is Asset Group?

Asset groups represent groups of assets that are virtually identical. Generally, an asset group is defined for each Manufacturer and Model Number combination (Make, Model, and Year).




2.      What is the Maximum length of the Asset Group Code and Description?

Asset Group Code: Generally the length of the Asset Group is the length of the Item Segment defined in the -Inventory System Items KFF. (Per segment Maximum 40).

Asset Group Description:  240 Characters

3.      Some Important Pre-required setups and Profile Options for Asset Groups:-

a.       Asset Group Template and their attribute Controls with default values
b.      INV: Default Primary Unit of Measure
c.       INV: Updateable item name à Yes / No
d.      Default Category Sets (Category Sets)
e.       Enable Service Fulfillment Manager (SFM) Event Manager Queue Service
f.       Defining and Freezing the Oracle Install Base Parameters

4.      What is the Name of the Template used by EAM Asset Groups?

a.       @Asset Group

5.      Asset Group – Naming Conventions and its Components?

a.       Function                      à        Washing Machine
b.      Make                           à        LG
c.       Model                          à        S11-P02
d.      Model Year                 à        2014

6.      eAM Asset Group Template and their default values:

a.       User Item Type                       à        Asset Group
b.      Item Status                              à        Active
c.       Primary Unit of Measure        à        Each
d.      Inventory Item                         à        Enabled
e.       Transactable                            à        Disabled
f.       Serial Number Generation      à        Predefined / At Receipt
g.      Effectively Control                 à        Model / Unit Number
h.      EAM Item Type                      à        Asset Group
i.        BOM Allowed                         à        Yes
j.        Track in Installed Base           à        Yes
  
7.      What is the relationship between Asset Group and Inventory Item?

Basically every Asset Group is an Inventory Item. Its item type is Asset Group.

8.      In how many ways an Asset Group can be created?

a.       Asset Groups Form in Oracle eAM
b.      Inventory Master Items (Apply Asset Group Template)
c.       Importing Inventory Items

9.      What is the name of the Table / View Name of the Asset Groups?

a.      View Name - MTL_SYSTEM_ITEMS_VL

10.  In which COLUMN_NAME the Asset Group / Item Code is stored?

a.       SEGMENT1 or
b.      CONCATENATED_SEGMENTS of MTL_SYSTEM_ITEMS_B_KFV

11.  What is the actual name of the Database Table in which the Asset Group Details are stored?

a.       MTL_SYSTEM_ITEMS_B_KFV

12.  What is the Name of the Interface Table that is used for Mass upload of Asset Groups?

a.       New Asset Groups      à        MTL_SYSTEM_ITEMS_INTERFACE
b.      Revision Details          à        MTL_ITEM_REVISIONS_INTERFACE
c.       Item Categories           à        MTL_ITEM_CATEGORIES_INTERFACE

13.  In case of Centralized Maintenance architecture, where all the Assets of INV Organizations are maintained by EAM Organization, how the Asset Groups are created and organizational assignment is done?

a.       Asset Groups created should be first assigned to INV organization followed by EAM Organization.

b.      Also the INV organization should be given EAM Responsibility (for Organizational Access).
  
14.  Can we change the Asset Group Starting Prefix, once the Assets are created in the eAM Asset Numbers Form?

a.       One cannot change the Asset Group Starting Prefix (subject to Uniqueness) and Starting serial Number from the EAM Asset Group Form Functionality.

b.      Whereas the same can be changed from the Inventory Master Items.

15.  Can we change the Asset Group Starting Number, once the Assets are created in the eAM Asset Numbers Form?

a.       Yes, one change the Starting Prefix (subject to Uniqueness) and Starting Serial Number even after creation of Asset Numbers from EAM.

b.      But one can change the same from Inventory Master Items form but not from EAM Asset Groups Form.

16.  Can we change the Asset Group Code and Description?

    1.    One can change the Asset Group Description, but not the Asset Group Code. The profile options that needs to be setup is INV: Updateable item name.


17.  What are the functions available from Asset Group Form?

a.       View Item Details (Tools à Item Details)
b.      View Failure Analysis and Maintain Failure Codes and sets (Tools à Maintain Failure Set)

18.  Various Functions available for an Asset Group from Master Items Form:-

a.       Categories (Tools à Categories)
b.      Items Costs
c.       Cross References
d.      Item Subinventories
e.       Item Relationships
f.       Revisions
g.      Catalog
h.      Export the Asset Groups to Excel (File à Export)

19.  Can we change the Asset Group associated with an Asset Number?

a.       No we cannot Change the Asset Group Associated with an Asset Number. However one can change the Asset Group Description subject to profile setting up (INV: Updateable item name)
  
20.  What are the automation features available in eAM that can be automated / associated or attached at the Asset Group Level?

a.       Activity Association Template
b.      Meter Templates
c.       Failure Codes and Sets
d.      Asset Attribute Groups
e.       Collection Plans
f.       PM Schedule Template
g.      Bills of Materials
h.      Budget Forecasting
i.        Activity Suppression Templates

21.  What are the Serial Generation Options available for an eAM Asset Group?

a.       At Receipt
b.      Pre-defined
c.       No Control

22.  How to Export all the Asset Groups to Excel?

a.       Change the Organization
b.      Open the Master Item Window
c.       Open the Search Window
d.      Search for Asset Item Type à Asset Groups
e.       Search Results are Displayed
f.       File à Export (to export the search results to Excel Sheet).

23.  SQL Query used to extract the Asset Groups from Database?

SELECT inventory_item_id, accounting_rule_id, invoicing_rule_id,
            segment1 asset_group, segment2, segment3, segment4, segment5
  FROM mtl_system_items
 WHERE eam_item_type = 1

24.  What are the Setups that need to be completed for automatic generation of EAM Asset Number in while creating Asset Number?

a.       At the Asset Group Level setup the following:-

                                                              i.      Serial Generation        à        Predefined OR At Receipt
                                                            ii.      Starting Prefix
                                                          iii.      Starting Serial Number

b.      In the EAM Parameters set the following:-

                                                              i.      CHECK à Asset Serial Number Auto Generation
  
25.  What are the uses of (a) Starting Prefix Number and (b) Starting Number in the Asset Group Definition Form?

a.       When EAM Asset Numbers are generated automatically, the system will use tie Starting Prefix and Starting Number to automatically generate the Asset Number when defining in the EAM Asset Numbers Form.

26.  In order to Move an Asset, what the Main Attribute that should be CHECKED or made ACTIVE for the Asset Group?

Transactable à Yes (CHECKED)

27.  For all the Asset Groups, which will be considered as Fixed Assets, for which Purchase Requisitions and POs will be created, How the Costing Parameters are setup?

a.       Costing should be disabled when they are receiving into Asset Sub Inventory.

b.      If costing is enabled, then they should be received into an Expense Sub inventory.

28.  What are pre-requisite to create an Asset Group with No Serial Controls?

Asset Groups cannot be created with No Serial Control option.

29.  How to create and use an Asset Group without a Serial Control? What is the Best Scenario?

Ans: No. An Asset Groups Cannot be created with Serial Generation – No Control. Whereas Rebuildables can be created with Serial Generation – No Control Option.

When trying to create An Asset Group with No Serial Control, then the following errors are encountered:-

a.       If an item is under “Model/Unit Number Effectively” control then Serial Number Generation Must be “At Receipt” or “Predefined”.

b.      Asset Group must be Serial Controlled Item with “Predefined” or “At Receipt”.

30.  What is the profile option with which the Asset Group Attribute can be updated?

a.       INV: Updateable item name
  
31.  Is it necessary to compulsorily use the System Generated Auto Numbers for EAM Asset Numbers?

a.       No, It is not necessary to use the system generated / suggested EAM Asset Number.

b.      The same cane be changed manually to any desired number or a number suggested by the users (subject to Uniqueness of EAM Asset Number and EAM Asset Serial Number).

32.  What is the API for Creation of Items?

a.       Item Creation and Updation
b.      EGO_ITEM_PUB.PROCESS_ITEM(S)
c.       This API provide functionality to create and update an item(s).

33.  What is the API for Item Category Code Creation?

a.       Category Code Creation Public API
b.      INV_ITEM_CATEGORY_PUB.CREATE_CATEGORY
c.       This API provide functionality to create a category

34.  What is the API for Item Category Assignment?

a.       Item Category Assignment Public API
b.      EGO_ITEM_PUB.PROCESS_ITEM_CAT_ASSIGNMENT
c.       This API provide functionality for the user to assign/remove a catalog to/from an item and will verify whether user has edit item privilege on item

35.  What is the API for Item Catalog Descriptive Element?

a.       Item Catalog Descriptive Element Public API
b.      EGO_ITEM_PUB.PROCESS_ITEM_DESCR_ELEMENTS
c.       This API provide functionality for the user to give the values of item catalog category descriptive elements and will verify whether user has edit item privilege on item.

36.  What is the API for Item Revision Creation and Updation?

a.       Item Revision Creation and Updation Public API.
b.      EGO_ITEM_PUB.PROCESS_ITEM_REVISION
c.       This API provide functionality to create and update Item Revision 

37.  What is the API for Implement Item Pending Changes?

a.       Implement Item Pending Changes Public API.
b.      EGO_ITEM_PUB.IMPLEMENT_ITEM_PENDING_CHANGES
c.       This API provide functionality to implement pending changes (phase and/or status) for an item/item revision.

38.  What is the API for Item Lifecycle?

a.       Item Lifecycle Public API
b.      EGO_ITEM_PUB.PROCESS_ITEM_PHASE_AND_STATUS
a.       This API provide functionality for changing the status of an item or promote/demote the lifecycle of an item/item revision

39.  What is the API for The Item Grant?

a.       Item Grant public API
b.      EGO_ITEM_PUB.PROCESS_ITEM_ROLE
c.       This API provide functionality to create/updation/deletion one role grant on one item

40.  What is the API for Item User-Defined Attributes Data?

a.       Item User-Defined Attributes Data Public API
b.      EGO_ITEM_PUB.Process_User_Attrs_For_Item
c.       This API provide functionality to create/updation/deletion on one or more rows of user-defined attributes data for an item.

41.  What is the API for Item Assignment to an Organization?

a.       Item Assignment to an Organization Public API
b.      EGO_ITEM_PUB.ASSIGN_ITEM_TO_ORG
c.       This API provide functionality to assign one item to an organization
d.      EGO_ITEM_PUB.PROCESS_ITEM_ORG_ASSIGNMENTS
e.       This API provide functionality to assign one/more items to an organization(s)

42.  What are Logical Asset Groups?

a.       Sometimes for the purpose of maintaining proper Asset Hierarchy, we need to map the assets with the locations, areas or departments which are not physical assets, for which a Non Maintainable, Non Transactable Assets with costing disabled can be created.

b.      To achieve this purpose, it is better to create a separate Item Template with required attributes and default values. 

43.  Asset Groups – Some Important Oracle Support Documents

a.       Asset Group Must Be Unit Effective When Defining Asset Groups (Doc ID 297959.1)

b.      Error = 'Insert procedure failed with the following error message 22' When Creating Asset Group in EAMITMDF (Doc ID 1352238.1)

c.       Asset Groups Created On The Master Item Screen Shows 'X' As The Asset Group In EAM Self Service Pages (Doc ID 859832.1)
c.           
d.      EAMITMDF - Error 'Expense Account Is Required' Is Received When Creating EAM  Asset Group (Doc ID 1113173.1)

e.       Asset Group Can Be Seen In The Material Select List For Work Order (Doc ID 1218093.1)

f.       Primary Unit Of Measure Is Invalid Error When Defining Asset Group (Doc ID 813563.1)

g.      How To Transfer A Whole Asset Group Between Org'S With Rebuildables & Components (Doc ID 601389.1)

h.      When trying to create an Asset Group Using the Item Master Form Get Message 'Tracking Install Base Flag must be set for Asset Group or Rebuildable  Serial controlled item' (Doc ID 560461.1)

i.        Assign One Asset Group to Multiple Failure Sets (Doc ID 1567721.1)

j.        How To Change Asset Group For Existing Asset Numbers (Doc ID 1573422.1)

k.      Asset Group Must Be Unit Effective When Defining Asset Groups (Doc ID 297959.1)

l.        Is an Asset Number Possible to be Moved to Another Asset Group (Doc ID
l.1542361.1)

m.    How To Update Asset Group In Asset Number Form After It Is Saved And Used  (Doc ID 1588183.1)

n.      How to Assign an Asset Category To an Asset Group (Doc ID 884811.1)

o.      EAMFANDF:Asset Group Not Defaulting From Asset Number In Asset Route Form  (Doc ID 1350169.1) 

p.      When trying to create an Asset Group Using the Item Master Form Get Message 'Tracking Install Base Flag must be set for Asset Group or Rebuildable Serial controlled item' (Doc ID 560461.1)

q.      Can I Mass Assign Asset Groups？ (Doc ID 1942653.1)


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