1. Appendix – Integration with Assets, Locations, and Organizations

2. 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

3. 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

4. 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

5. 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

6. 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. 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

8. 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

9. 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

10. 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

11. 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

12. 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

13. 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

14. 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

15. 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

16. 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

17. 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

18. 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