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EAM Note | PDF | Regulatory Compliance | Asset Management
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EAM Note

Infor EAM is an asset management software that allows users to plan maintenance activities, improve asset performance, increase visibility of assets, track asset conditions and locations, generate audit reports, and ensure compliance. It organizes assets in a configurable hierarchy and can automate work orders. Key features include maintenance scheduling, contract management, recurring work orders, vehicle maintenance reporting, material pick tickets, and asset tracking at the equipment, system, and location levels.

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0% found this document useful (0 votes)
97 views15 pages

EAM Note

Infor EAM is an asset management software that allows users to plan maintenance activities, improve asset performance, increase visibility of assets, track asset conditions and locations, generate audit reports, and ensure compliance. It organizes assets in a configurable hierarchy and can automate work orders. Key features include maintenance scheduling, contract management, recurring work orders, vehicle maintenance reporting, material pick tickets, and asset tracking at the equipment, system, and location levels.

Uploaded by

bunty
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLS, PDF, TXT or read online on Scribd
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Infor EAM

Infor EAM is a best-in-class and highly configurable asset management software solution designed to improve the efficiency o
It is built with robust features such as the ability to plan asset maintenance activities, improve asset
performance and reduce equipment cost, increase asset visibility, provide detailed inventory of assets,
track and monitor the condition and location of expensive equipment, generate complete audit reports
and validate data on assets to improve compliance with standards and regulations
Asset Hierarchy
The enterprise asset management software can organize assets based on hierarchy. Thus, it enables users
to see how their equipment, systems, and locations connect or relate to one another. Through asset
hierarchy, they will be able to quickly define and plan the maintenance and repair activities needed so that
their assets are able to meet safety regulations; and they can manage risks efficiently. To ensure the
compliance and reliability of their assets, the software can send alerts as users conduct compliance inspections.

location
Position
Asset
system Admistration

Purchase
Equipment management

User
work
Materialman Management
age

Budget Project Inspectionn

Work management work requests are manually generated by request or automa


orders). After appropriate screening and authorization, requests become appro
orders). After appropriate screening and authorization, requests become appro
order library simplifies initiation of freq

Work order Direct WO 1)Just create WO Add activities parts etc

Callcenter WO create fill the form like service categories dept in ()Action Re

PM scheduling When scheduling work, you can select to assig


ex cleaning ,washing simply types of work

A task plan is a predefined set of work order activity details


trade assign to taxk plan

PM scheduling here you can shedule your wo daily monthly

Contract management Manage contracts with customers by creating contract templates to specify work order c
In B-City contract is done againts customer like electric bill invoice generated every mo

1: Create Customer
2: create Customer Contract

Rcurring work order If you have recurring work orders with child work orders, you can create standard work o
attach standard work orders
as child work orders, and specify the sequence of the child work orders. Any time you gene
from the template, Infor EAM
generates all associated child work orders.

Vehicle Maintenance Reporting is a set of codes used to track equipment and maintenance within the fleet/transportation in
System(VMRS) When defining VMRScodes,you must first define a system-leve lcode before you can define

Pick ticket It identify set of parts thats required for work order activity
The worker can then take the ticket to the store and have the parts wa

material --> pick ticket -- pick ticket raise againts workorder :::Fill the
issue part againts pick up ticket :::: Material --> transaction-->Issue/ret
Material list Cetrain work order required same material A material list is a predefined list of parts that ma

Asset management
The equipment module controls the organization and use of material equipment. Track
their associated costs by defining them as assets, positions, systems, or loca
Equipment Pieces of equipment are entities for which you store data and create
of many different types, but the four main types are locations, sys

Location
—Physical locations of systems, positions, and assets. For example, a pum
is located in Room 104.

Systems Collections of positions and/or assets that work together so that when on
down, all parts are affected. For example, if a pump stops working, you must turn
line to repair it.

Position
Functions performed by a general kind of asset. For example, the pump
water from one tank to another is a functional position, which can be filled by an
physical pumps (assets). Positions are also called "functional posit

Asset
Generally, physical objects. Assets are the base unit of equipment informa
smallest tracking unit for capital investments.

Locations, systems, po
the top of the hierarch
hierarchy. For examp
system, and location equipment to which the asset belongs. This data shar
systems, and to a
For example, you migh
system on the first floo
and place another pump
not only with the pump
the location equipment
Locations, systems, po
the top of the hierarch
hierarchy. For examp
system, and location equipment to which the asset belongs. This data shar
systems, and to a
For example, you migh
system on the first floo
and place another pump
not only with the pump
the location equipment
position (PUMP-02) on

• the performance of P

• the performance of P

Equipment not use Categories


not use closing code
1: dept
Setup
4: Meter
2: Profiles

3: Location

4 Meters 2 type (1) A physical meter is a tangible device, such as a car odometer,
plysical

(2)logical Logical meters record the accumulative usage of a piec


preventive maintenance work order is always based on
maintenance in response to logical meter levels. Define

Cost code Cost codes simplify tracking costs and then reference them along with any d

Class Cass is use to catagories which type class material belongto class may be define for Cate

MATERIALS Commodity Commodity codes canidentify specific types

Currency Must Defiine base currency in this case inr i


base currency amount=foreign currency amo

LOTs
Lots area numeric or alphanumeric method of
TAX Code For Tax code Fist define (1) TAX rate type

UOM

Store basicthing req: (1) Property


(2) Location

Kit Define a combination of parts and quantities o

Call center The call center serves three main purposes:(1)answering requests for

Department Hierarchies Department Under which :providers, service code &service catego

not in use Providers providers refer to the levels with


Define in operation

Service categories  It represent the service needed and help filte

service code It identify specific problems and any informa


Eg meter is not working ,High colling ,pump service,

1:- Fill the record field


2:- add part or service
3:- R8 click option Generare RFQ
(3.1) Now Status outo change to Quating
Procurement 1st mud(Material) Create Requsitition

2ad mud(Pur) open RFQ b1:-All field auto filled


b2:-Only add supplier
b3 Status b1.3 Redy to send
b2.3 Send to supplier

3ad mud(Pur) Quatation After b2.3 Action Quataion outo crarted


c.1 Add payment term
c.2 Add price ,tax
c.3 status change "final negotiat

After C.3
B2ad mud(Pur) open RFQ b1.1 in selection tabe select item/part in act
b3.1 Status Awarded/Close

After b3.1

1st mud(Material) open Requsitition 3.1.1:- change Status "Approved"


3.1:-R8 click option Generare po

After 3.1
4th mud(pur) open Po 4.1Status "Approved"
4.2 received all material
signed to improve the efficiency of various industries

t enables users
er. Through asset
ctivities needed so that
ly. To ensure the
duct compliance inspections.

hase
agement

Crew
Employee
rk SETUP Supervisior
nagement qulification
tool
trade
Shift
Vmrs code

Inspectionn

y generated by request or automatically generated by the system (planned work


orization, requests become approved work orders and are dispatched for action. A standard work
vities parts etc work module >>workorder

vice categories dept in ()Action Request fill eqiupment location etc and created WO

ork, you can select to assign the work to an employee and/or a trade TRADE
ply types of work

d set of work order activity details that may be referenced on an activity of a work order, Task PLAN

an shedule your wo daily monthly basic by adding activities Task ,Task plane,Material list Pm schedul

templates to specify work order criteria, associate clauses, charges, discounts, and sales prices with specific customers .
ric bill invoice generated every month

s, you can create standard work ordder templates,


work orders
ild work orders. Any time you generate a work order
e, Infor EAM
d child work orders.

ce within the fleet/transportation industry


m-leve lcode before you can define assembly-level or component-level codes

tore and have the parts waiting for pick-up in a short period of time

aints workorder :::Fill the form Add part and save::Change status ()Approved
--> transaction-->Issue/return
s a predefined list of parts that may be referenced on an activity of a work order,

use of material equipment. Track equipment and


assets, positions, systems, or locations

which you store data and create work orders. Equipment can be
four main types are locations, systems, positions, and assets

s, and assets. For example, a pumping system


d in Room 104.

hat work together so that when one part goes


ump stops working, you must turn off the entire water
to repair it. Hierarchy

of asset. For example, the pump that moves


position, which can be filled by any number of actual,
ns are also called "functional positions."

he base unit of equipment information and the


nit for capital investments.

Locations, systems, positions, and assets form a hierarchy of equipment information, with locations at
the top of the hierarchy and assets at the bottom. Data is shared among the levels of the equipment
hierarchy. For example, data for a work order performed on an asset is also stored in the position,
the asset belongs. This data sharing allows you to track assets and their performance in detail and under differing conditions, to evaluate th
systems, and to assess the effect that locations and positions have on systems and assets.
For example, you might have a pump (PU-9476-96) working in a functional position (PUMP-03) in a
system on the first floor (FLOOR-01). The pump fails, and you remove it from the system to repair it
and place another pump (PU-4854-93) in that position. The work order data for the failed pump is stored
not only with the pump equipment (PU-9476-96) but also with the position equipment (PUMP-03) and
the location equipment (FLOOR-01). When the pump is repaired, you place it in a different functional
if a class is defined for motors, create a category for motor types and
size note
closing code Action codes describe the steps necessary to correct the problem
Adepartment is the center that is responsible for the maintenance of equipment,suchas an asset,aposit
The department coordinates the work,assigns the appropriate crew,plans the work,and approves respe

Create equipment profiles to use as equipment templates. After creating a profile, use it to quick
that require the same information as is contained on the profile.

e, such as a car odometer, that measures a particular usage of a piece of equipment


uom of meter in B-city

cumulative usage of a piece of equipment throughout its operational life. In the system, the meter due valu
k order is always based on a logical meter. Use logical meters to monitor equipment usage. Plan preventive 
ogical meter levels. Define logical meters on the Meters page of the Assets, Positions, Systems

n reference them along with any data involving costs, such as work orders, purchases, material issues, etc

gto class may be define for Category,Trade ,PM scheduling,etc

ty codes canidentify specific types of goods,such as fiberoptics,fuses,switches,etc.,that can then be use d to categorize specific parts in you

ne base currency in this case inr is base Currency & Exchange Rate
ncy amount=foreign currency amount/exchange rate

meric or alphanumeric method of indicating that an item is a member of a group of items that are produced at the same time
ode Fist define (1) TAX rate type eg. GST
(2) TAX Rate eg.IGST,SGST
(3) TAX Code

n of parts and quantities of those parts to create a kit

(1)answering requests for information (information request),(2) scheduling an action for requests (action re

ers, service code &service categories fall it is define in Equipment Example we have 9 department Like housekeeping ,security,finance,IT et

ders refer to the levels within a department directly above a service category that handles the service need

rvice needed and help filter service problem


ex codes
plunbing paintaining maintainance etc

problems and any information needed to provide solutions.It is required in order to create a work order from
rking ,High colling ,pump service,overheating

" requested quantity must"


k option Generare RFQ
w Status outo change to Quating

b1.3 Redy to send


b2.3 Send to supplier

Quataion outo crarted


c.1 Add payment term
c.2 Add price ,tax
c.3 status change "final negotiated"

lection tabe select item/part in action area change to Item Awarded


us Awarded/Close

ange Status "Approved"


ck option Generare po

ved all material


t

ing conditions, to evaluate the performance of entire

ed
d
l
ment,suchas an asset,aposition,asystem,oralocation.
he work,and approves respective workorders

profile, use it to quickly create equipment records

KWH,MDKW,EBKW,DGKW

m, the meter due value of a 


sage. Plan preventive 
ns, Systems, orLocations form

tegorize specific parts in your inventory NOT USED IN BHARITY CITY


or requests (action request), (3) recording customer comments (comment)

eeping ,security,finance,IT etc

dles the service needed.ex is Solid Waste.

eate a work order from a customer request.

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