EAM Asset Activity Association Upload

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Description

EAM Asset Activity Association Upload creates and updates the associations between Oracle Enterprise Asset Management maintenance activities and asset numbers from Excel, through the standard Oracle EAM public API. It maintains the association attributes – effective dates, priority, activity cause, type, source, shutdown type, owning department, WIP accounting class, tagging and the descriptive flexfield. Associations are end-dated, not deleted.

When to use it

  • Associate a maintenance activity with many assets at once instead of one at a time in the Activity Association window.
  • Roll out a standard set of activities to new assets, for example a fleet of vehicles.
  • Bulk-update association attributes such as priority, owning department, WIP accounting class, activity cause, type and source, shutdown type or tagging.
  • End-date associations that should no longer apply.

Before you start

  • You use a responsibility with access to the eAM-enabled maintenance organization.
  • The activity exists as an Asset Activity item in the maintenance organization, and the asset numbers exist.

Step 1 – Set the parameters

Open EAM Asset Activity Association Upload in Blitz Report and set the parameters:

ParameterMeaning
Upload ModeCreate opens an empty sheet; Create, Update (default) downloads existing associations for editing and lets you add new ones.
Maintenance OrganizationThe eAM maintenance organization to download associations for. Lists the maintenance organizations your responsibility can access.
ActivityDownloads the associations of one activity of that organization.

Maintenance Organization and Activity also default the same columns on new rows.

Blitz Report run screen for EAM Asset Activity Association Upload with Upload Mode Create, Update, Maintenance Organization FAC and Activity Oil Change

Step 2 – Run to download the Excel file

Click Run. The Excel file downloads and opens with one row per existing activity association, or an empty sheet.

Excel file with the two existing Oil Change associations for asset numbers C401 and TR401

Step 3 – Enter or change the associations

Each row associates the Activity with one Asset Number of the Maintenance Organization. Set Asset Type to Asset Group or Rebuildable to match the asset; Asset Group is optional and narrows the Asset Number list to the assets of that group. On a downloaded row change the From Date, To Date, Priority, Activity Cause, Activity Type, Shutdown Type, Activity Source, Owning Department, Wip Accounting Class or Tagging Required (Yes, or blank for No). To retire an association, set its To Date. Add a row for each new association.

The descriptive flexfield columns (Attribute Category, Attribute1-15) are not part of the Default template; include them in your own template to maintain them.

Excel file with the priority of the C401 association changed, marked Update, and a new association for asset number C402 added, marked Create

Step 4 – Validate and Save

Click Validate and Save. This checks for missing required values and saves the file. Correct any rows it flags before uploading.

Both edited rows show status Valid after Validate and Save

Step 5 – Upload the file

In Blitz Report click Upload and select the saved file. This submits the upload request, which creates or updates each association.

File Upload page with the saved Excel file selected for upload

Step 6 – Review the result report

When the request completes, a result report opens listing every uploaded row with its status and message.

Result report showing the updated C401 association and the created C402 association with status Success

What’s produced

  • Activity associations created or updated for the asset numbers.
  • A result report listing every row with a status (success or error) and a message.

Common questions

Which combination decides between create and update?
The activity and the asset number. If that activity is already associated with the asset, the association is updated, also on a row you added yourself; otherwise it is created.

Can I associate an activity with an asset group as a whole?
No. Every association is for an asset number; with Asset Type Asset Group the Asset Number is required. Use one row per asset of the group.

How do I delete an association?
The upload cannot delete associations. Set the To Date to end it.

A re-uploaded row says “No changes detected.” – is that an error?
No. The row matched the stored association, so nothing was updated.

My flexfield values are rejected.
They are validated against the association flexfield for the chosen Attribute Category. Pick the Attribute Category first, then values valid for it.

Troubleshooting

MessageCauseWhat to do
Maintenance Organization is not accessible for the current responsibility or is not EAM enabled.The organization is not eAM-enabled or not assigned to your responsibility.Upload from a responsibility with access to the maintenance organization.
Asset Number is required when Asset Type is Asset Group.The row has an Asset Group but no Asset Number.Enter the asset number.
Either Asset Group or Asset Number must be provided.Both asset columns are blank.Enter the asset number.
Asset Number not found.The asset number does not exist.Pick the asset number from the list.
<Column> is invalidThe value is not in the column’s list, for example a department or WIP accounting class of another organization.Pick the value from the list of the row’s maintenance organization.
No changes detected.An update row is identical to the stored association.Informational – no action needed.
select
null action_,
null status_,
null message_,
null modified_columns_,
mp.organization_code maintenance_organization,
msi_act.concatenated_segments activity,
xxen_util.meaning(to_char(decode(meaa.maintenance_object_type,2,decode(msi_grp.eam_item_type,1,1,3),3,decode(msi_grp.eam_item_type,1,1,3),nvl(msi_grp.eam_item_type,1))),'MTL_EAM_ITEM_TYPE',700) asset_type,
msi_grp.concatenated_segments asset_group,
cii.instance_number asset_number,
meaa.start_date_active from_date,
meaa.end_date_active to_date,
xxen_util.meaning(meaa.priority_code,'WIP_EAM_ACTIVITY_PRIORITY',700) priority,
xxen_util.meaning(meaa.activity_cause_code,'MTL_EAM_ACTIVITY_CAUSE',700) activity_cause,
xxen_util.meaning(meaa.activity_type_code,'MTL_EAM_ACTIVITY_TYPE',700) activity_type,
xxen_util.meaning(meaa.shutdown_type_code,'BOM_EAM_SHUTDOWN_TYPE',700) shutdown_type,
xxen_util.meaning(meaa.activity_source_code,'MTL_EAM_ACTIVITY_SOURCE',700) activity_source,
bd.department_code owning_department,
meaa.class_code wip_accounting_class,
decode(meaa.tagging_required_flag,'Y',xxen_util.meaning('Y','YES_NO',0)) tagging_required,
xxen_util.display_flexfield_context(401,'MTL_EAM_ASSET_ACTIVITIES',meaa.attribute_category) attribute_category,
xxen_util.display_flexfield_value(401,'MTL_EAM_ASSET_ACTIVITIES',meaa.attribute_category,'ATTRIBUTE1',meaa.rowid,meaa.attribute1) attribute1,
xxen_util.display_flexfield_value(401,'MTL_EAM_ASSET_ACTIVITIES',meaa.attribute_category,'ATTRIBUTE2',meaa.rowid,meaa.attribute2) attribute2,
xxen_util.display_flexfield_value(401,'MTL_EAM_ASSET_ACTIVITIES',meaa.attribute_category,'ATTRIBUTE3',meaa.rowid,meaa.attribute3) attribute3,
xxen_util.display_flexfield_value(401,'MTL_EAM_ASSET_ACTIVITIES',meaa.attribute_category,'ATTRIBUTE4',meaa.rowid,meaa.attribute4) attribute4,
xxen_util.display_flexfield_value(401,'MTL_EAM_ASSET_ACTIVITIES',meaa.attribute_category,'ATTRIBUTE5',meaa.rowid,meaa.attribute5) attribute5,
xxen_util.display_flexfield_value(401,'MTL_EAM_ASSET_ACTIVITIES',meaa.attribute_category,'ATTRIBUTE6',meaa.rowid,meaa.attribute6) attribute6,
xxen_util.display_flexfield_value(401,'MTL_EAM_ASSET_ACTIVITIES',meaa.attribute_category,'ATTRIBUTE7',meaa.rowid,meaa.attribute7) attribute7,
xxen_util.display_flexfield_value(401,'MTL_EAM_ASSET_ACTIVITIES',meaa.attribute_category,'ATTRIBUTE8',meaa.rowid,meaa.attribute8) attribute8,
xxen_util.display_flexfield_value(401,'MTL_EAM_ASSET_ACTIVITIES',meaa.attribute_category,'ATTRIBUTE9',meaa.rowid,meaa.attribute9) attribute9,
xxen_util.display_flexfield_value(401,'MTL_EAM_ASSET_ACTIVITIES',meaa.attribute_category,'ATTRIBUTE10',meaa.rowid,meaa.attribute10) attribute10,
xxen_util.display_flexfield_value(401,'MTL_EAM_ASSET_ACTIVITIES',meaa.attribute_category,'ATTRIBUTE11',meaa.rowid,meaa.attribute11) attribute11,
xxen_util.display_flexfield_value(401,'MTL_EAM_ASSET_ACTIVITIES',meaa.attribute_category,'ATTRIBUTE12',meaa.rowid,meaa.attribute12) attribute12,
xxen_util.display_flexfield_value(401,'MTL_EAM_ASSET_ACTIVITIES',meaa.attribute_category,'ATTRIBUTE13',meaa.rowid,meaa.attribute13) attribute13,
xxen_util.display_flexfield_value(401,'MTL_EAM_ASSET_ACTIVITIES',meaa.attribute_category,'ATTRIBUTE14',meaa.rowid,meaa.attribute14) attribute14,
xxen_util.display_flexfield_value(401,'MTL_EAM_ASSET_ACTIVITIES',meaa.attribute_category,'ATTRIBUTE15',meaa.rowid,meaa.attribute15) attribute15,
meaa.activity_association_id assoc_row_id,
to_number(null) upload_row
from
inv.mtl_eam_asset_activities meaa,
mtl_parameters mp,
mtl_system_items_b_kfv msi_act,
mtl_system_items_b_kfv msi_grp,
csi_item_instances cii,
bom_departments bd
where
:p_upload_mode like '%' || xxen_upload.action_update and
nvl(meaa.tmpl_flag,'N')='N' and
meaa.organization_id=mp.organization_id and
meaa.asset_activity_id=msi_act.inventory_item_id and
meaa.organization_id=msi_act.organization_id and
meaa.inventory_item_id=msi_grp.inventory_item_id(+) and
meaa.organization_id=msi_grp.organization_id(+) and
decode(meaa.maintenance_object_type,3,meaa.maintenance_object_id,null)=cii.instance_id(+) and
meaa.owning_department_id=bd.department_id(+) and
1=1
Parameter NameSQL textValidation
Upload Mode
:p_upload_mode like '%' || xxen_upload.action_update
LOV
Maintenance Organization
mp.organization_code=:p_maint_org
LOV
Activity
msi_act.concatenated_segments=:p_activity
LOV
Download
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