EAM Costing Cost SIG 21-Oct-2014 v1 PDF

 

EAM Costing, How Is It Different from MFG Costing? OAUG Cost Mgmt SIG Meeting October 21, 2014

Douglas Volz Douglas Volz Consulting [email protected]

Helping people using Oracle Applications since 1990 Copyright ©2014 Douglas Volz Consulting, Inc.

Slide 1

 

Learning Points 

Introduction to the Oracle Enterprise Asset Management  Applications (EAM)



How Does EAM Costing fit in with Oracle Cost Management?



How Does EAM Costing work and how is it different from Oracle Cost Management or Discrete Costing?

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Slide 2

 

 Agenda 

Overview for eAM Costing



Inventory Accounting Flows



General Implementation Principles



eAM WIP Accounting Flows



Item Cost Setup



eAM WIP Job Costing



 Accounts Setup



Subledger Accounting



Summary 



Receiving Accounting Flows

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Slide 3

 

Overview of EAM Transaction Costing  Ac coun  Acco unted ted fo forr Entr En tr ies Miscellaneous Returns Purchase Orders

Move Orders (Accounts)

Receipts Inventory

Projects  And/or  G/L  Accounts Material Distributions

 Asset  Activity BOM

Material Issues

Inspection

Material Returns Requirements

eAM Work Order 

Min-Max Planning

Manual  Additions

Requisitions Requirements

Direct Items

Shop Floor De Deliveries liveries Uses the same accountin accounting g engines or processor processors s as Oracle Cost Management Special features fo forr EAM Work Orders for Shop Floor Del Deliveries iveries Helping people using Oracle Applications since 1990 Source: COURTESY OF GLOBAL PTM

Slide 4

 

General Implementation Concepts 

EAM focuses on planning, scheduling and delivering maintenance services:      

Preventative maintenance Emergency repairs and overhauls Spares planning and tracking  Asset rebuilds Cost tracking and allocation Machine or asset usage and tracking

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Slide 5

 

General Implementation Concepts (continued) 

Best or leading EAM Cost practices across industries:   

Keepaccounting it simple, don’t burden Operations / Field Service with financial cost “requirements” such as entering account numbers Use an actual cost method (Average preferred, is FIFO worth the extra effort? You decide.) Keep the number of inventory organizations to a minimum   With shared maintenance maintenance services use SL SLA A rules to record maintenance maintenance expenses for different divisions as opposed to having multiple inventory organizations



Implement in a non-MFG n on-MFG inventory organization  

MFG is typically at Standard Standard Costing – EAM variances don’t mean muc much h MFG is mostly based on dependent demand planning

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Slide 6

 

General Implementation Concepts (continued) 

Common EAM projects pain points: 





Unwilling to make business changes  i.e. move from emergency repairs to PM-based management Hire team to implement EAM based on firm reputation instead of experience, team member knowledge and past performance Choose EAM team based on price and not industry experience;  witness these real-world real-world client examples:  Having multiple EAM inventory orgs in US using Standard  

Costing, with one common maintenance team Break standard Oracle functionality and force maintenance staff to hand-enter account numbers on bills, routings or work orders Stay as a “repair shop” with little to no preventative maintenance Helping people using Oracle Applications since 1990 Copyright ©2014 Douglas Volz Consulting, Inc.

Slide 7

 

EAM Item Costing

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Slide 8

 

Item Costing Setup Overview  EAM WIP Uses diff differ eren entt Co Cost st Elements

Cost Elements

Sub-Element Defaults

Org Setup

SubElements

From EAM parameters

Setup needed only on ly fo forr resources

Cost Method

Use seeded cost types

Cost Types

Item Costing

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Driven Drive n by yo your ur Cost Method

Slide 9

 

Organization Costing Refresher 

One Costing Method per Inventory Organization:   An exception to this is Project Project Manufacturing or PJM 



PJM allows separate costs by Cost Group

Inventory Organization Definition Sets up:  Inventory Controls  

Costing method Many default accounts



Cost Setup is by Inventory Organization



Typically only use Average Costing

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Slide 10

 

EAM Functionality and Costing by Item Types Oracle Item Types

Oracle Item Types           

 Asset Activity   Asset Group  ATO Option Class  ATO Model

   

FG Finished Good Inventory Type Kit Model Option Class Outside Operation Outside Processing Item

     

Purchased item Product Family  Phantom item Planning PTO Option Class PTO model Reference item Rebuildable Subassembly  Supply item

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Slide 11

 

Cost Integration with Other Modules 

EAM Costing (and Oracle Cost Mgmt) Share and Use: Enterprise Financial Model • Ledgers • Legal Entities •  Accountin  Accounting g periods

Supply Chain Model • Inventory organizations • Items • BOMS and routings

• Currencies / Exchange Rates • Operating units • Chart of Accounts (COA)

•  WIP jobs • Suppliers • Purchase orders

G/L Controls and Setup • Cross-Validatio Cross-Validation n Rules • Security Rules •  Workflow and Sub-Ledger Sub-Ledger  Accounting Rules

Financial Information • Payables invoices • Projects Billing and Costing • Employees

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Slide 12

 

Cost Type Setup

EAM Cost Types

Enterprise Asset Management => Cost Cost Definition => Setup Setup => Cost Types

  

Choose Multi-Org so all inventory organizations can share the name “Inactive On” controls controls date availability for various forms and lookups  Average cost type used for Average Costing Helping people using Oracle Applications since 1990

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Slide 13

 

Cost Types

EAM Cost Types 

Seeded Seed ed Cost Types Types – Deter Determined mined by by Costing Costing Method

COST TYPE

COSTING METHOD

COMMENTS

FROZEN (Standard)  AVERAGE

Standard Average

Not recommended for EAM Recommend Recommended ed for EAM

PENDING

Standard

Seeded, not in use

FIFO

FIFO

Is the complexity worth it?

LIFO

LIFO

Seeded, not recommended

CTO (Configure to Order)

Standard

Seeded, not applicable

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Slide 14

 

Cost Elements

Cost Elements for EAM vs. Discrete Costing 

EAM and Discrete Cost Elements for Inventory / Onhand Values 

Material

 

Material Overhead Resources Outside Processing Overheads (Production Overheads)

 

 Yes, the same cost elements elements for onhand goods in a su subinventory  binventory 

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Slide 15

 

Cost Elements

Cost Elements for EAM vs. Discrete Costing 



EAM Cost Elements for Maintenance Jobs 

Equipment

 

Labor Materials

The EAM WIP Balances are held in  WIP_EAM_PERIOD_BALANCES Estimated EAM WIP Charges are held in CST_EAM_BALANCE_BY_ACCOUNTS

Discrete Costing for Non-Maintenance Jobs or Work Orders (i.e. factory production accounting, distribution or warehousing accounting)     

Material Material Overhead Resources

The Discrete WIP Balances are held in  WIP_PERIOD_BALANCES

Outside Processing Overheads (Production Overheads) Cost elements are different for EAM vs. Discrete work orders Helping people using Oracle Applications since 1990

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Slide 16

 

Cost Elements

EAM Cost Sub-Elements for Maintenance Jobs

Cost Elements

Sub‐Elements

Setup?

Equipment

Equipment

No setup  needed

Labor

Resource Sub‐Elements

Use the Define  Resource form No setup

Material

Material

needed

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Slide 17

 

Sub-El Sub -Eleme ements nts – Mate Materia riall Overhead Overhead Enterprise Asset Management => Cost Definition => Setup => Sub-Elements => Overhead

 Are material overheads used  by EAM?

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Slide 18

 

Sub-El -Eleme ements nts – Mate Materia riall Overhead Overhead Sub Enterprise Asset Management => Cost Definition => Item Costs => Item Costs

 Works just like Average Average Costing for Non-EAM Inventory Organizations

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Slide 19

 

Sub-El Sub -Eleme ements nts – Res Resour ource ce Enterprise Asset Management => Cost Cost Definition => Setup => Sub-Elements Sub-Elements => Resources

For this example, charge actual hours at “standard” rate Helping people using Oracle Applications since 1990 Copyright ©2014 Douglas Volz Consulting, Inc.

Slide 20

 

Resource Rates

Sub-El Sub -Eleme ements nts – Res Resour ource ce

Enterprise Asset Management Management => Cost Cost Definition => Setup => Sub-Elements Sub-Elements => Resources

Use the AvgRates Cost Type to hold your rates Helping people using Oracle Applications since 1990

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Slide 21

 

Resource Rates

Sub-El -Eleme ements nts – Res Resour ource ce Sub

Enterprise Asset Management Management => Cost Cost Definition => Setup => Sub-Elements Sub-Elements => Resources

Can also assign employees Helping people using Oracle Applications since 1990

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Slide 22

 

EAM Calendar, Organization and Accounts Setup

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Slide 23

 

Share the Same G/L Calendar Definition General Ledger Super User => Setup => Financials => Calendar => Accounting

 Cost Management and EAM uses Month calendar types  Other calendar types include week, quarter, year or adjusting periods Helping people using Oracle Applications since 1990 Copyright ©2014 Douglas Volz Consulting, Inc.

Slide 24

 

Inventory Calendar Definition Enterprise Asset Management => Cost Definition => Accounting Close Cycle => Inventory Accounting Periods

G/L Calendar

Inventory Org Calendar

 Each inventory organization has its own financial calendar   When you open an org’s accounting accounting period it makes makes a copy from the

G/L calendar and puts it into the inventory org’s calendar Helping people using Oracle Applications since 1990 Copyright ©2014 Douglas Volz Consulting, Inc.

Slide 25

 

Sub-Element Item Cost Defaults Enterprise Asset Management => Cost Definition => Setup => Sub-Elements => Defaults 

Material Overhead Defaults

 Works just like Average Average Costing for Non-EAM Inventory Organizations Helping people using Oracle Applications since 1990 Copyright ©2014 Douglas Volz Consulting, Inc.

Slide 26

 

eAM Parameter Setup

EAM Parameters

Ent Enterp erpris risee Ass Asset et Man Manage agemen mentt => Set Setup up => Par Parame ameter terss

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Slide 27

 

Costing Method

EAM Organization Parameters

Enterprise Assett Managemen Managementt => Setup Setup => => Organiza Organization tion Param Parameter eterss Enterprise Asse

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Slide 28

 

Costing Method

EAM Organization Parameters

Enterprise Asse Enterprise Assett Managemen Managementt => Setup Setup => => Organiza Organization tion Param Parameter eterss

This example has separate accounts by cost element

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Slide 29

 

Default Cost Accounts

Enterprise Asset Management => Setup => Organization Parameters

Used for PO and Shop Floor Deliveries

Used for Project Cost Collection

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Slide 30

 

Shipping Network Organization Defaults Enterprise Asset Management => Setup => Organization Parameters

Defaults to the Shipping Network setup form Helping people using Oracle Applications since 1990 Copyright ©2014 Douglas Volz Consulting, Inc.

Slide 31

 

Shipping Network 

Enterprise Asset Management => Inventory => Setup => Organizations => Shipping Networks

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Slide 32

 

Costing Method

EAM Subinventory Definition

Enterprise Asse Enterprise Assett Management Management => Inventory Inventory => Setup Setup => Organizations Organizations => Subinvento Subinventories ries

Main tab

Expense subinventory example

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Slide 33

 

Costing Method

EAM Subinventory Definition

Enterprise Asse Enterprise Assett Management Management => Setup Setup => Subinvento Subinventory  ry 

Not used with  Average Costing

Used for expense subinventories

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Slide 34

 

Enterprise Asset Management => Inventory => Setup => Account Aliases  Accounting Setup – Account Aliases

These accounts are used for your inventory account alias transactions, as the Supply Chain/Warehouse staff choose the  Account Alias and and it supplies the correct correct accounts Helping people using Oracle Applications since 1990 Copyright ©2014 Douglas Volz Consulting, Inc.

Slide 35

 

Enterprise Asset Management => Inventory => Setup => Organizations => Purchasing Parameters  Accounting Setup – Purchasing Options

Set up your Expense  A/P  Accrual  Account

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Slide 36

 

Enterprise Asset Management => Inventory => Setup => Organizations => Receiving Parameters  Accounting Setup – Receiving Options

Set up your Receiving Inspection  Account

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Slide 37

 

 Accounting Setup – WIP Accounting Classes Enterprise Asset Management => Setup => WIP => WIP Accounting Classes

Typically for EAM both Valuation and Variance  Accounts are set to expense accounts

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Slide 38

 

EAM Accounting Flows

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Slide 39

 

Basicc Accoun Accounting ting for EAM EAM – PO Recei Receipt pt Basi – Matl & Matl Matl Ovhd Ovhd Sub-Elem Sub-Elements ents Transaction PO Receipt Delivery to Stock

Delivery to Stock  Mat’l Ovhd  Absorption

Receiving Value

Inventory A/P Accrual

100

100 100

Stock Value 120

Matl Ovhd Absorption 20

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Basic for – Issu Issuee Accounting Materials Materia ls for Repa Repair ir EAM Transaction Issue Materials

Parts Storeroom

WIP Job Accounts

120

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120

Slide 41

 

Basic Accounting for EAM – Ear Earn n Labor Labor for Repa Repair ir Transaction Res. Absorption Resource Ovhd

 WIP Job Accounts

Resource Absorption

100 50

100

(50% dept. Rate)

Dept. Overhead  Absorption

Dept. Ovhd Absorption 50

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Slide 42

 

Basic – Direc DirecttAccounting EAM Shop Floo Floorrfor DeliEAM Deliveries veries – With or Without Without OSP Setup Setup Transactions PO Receipt (@ PO) Shop Floor Delivery 

Receiving Value 100 100

Inventory A/P Accrual 100

100

Invoice Match

Shop Floor Delivery 

 WIP Job Accounts 100

Invoice Match

Trade Payables

100

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Slide 43

 

Basic Accounting – Comple Com pleted ted Rep Repair air Transaction Complete Repaired Unit

for EAM Spares Storeroom

WIP Job Accounts

370

370

Source

Amount

Issue Materials

120

Earn Labor

150

Receive Services to WIP

100

Total:

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370

Slide 44

 

EAM WIP Job Costing

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Slide 45

 

 Work Order Statuses and Transactions   WIP

discrete jobs goes through through the following steps or statuses:

Maintenance Planners / Expeditors Unreleased

Released

On hold

  

Complete

Cancelled

Cost  Accounting Closed

Complete No Charges  Allowed

Materials, labor, requisitions may be charged if the work order is Released Complete No Charges Allowed is sometimes used as well If a formal Cost Accountin Accounting g group exist they typically close the jobs once the status reaches Complete or Complete No Charges Allowed

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Slide 46

 

 Work Order Cost Estimates forEstimate EAM Enterprise Asset Management => Cost => Work Order Cost   Work   



Order Definition – Cost Estimates fo for: r:

Materials (Stock) Materials (Direct Requisitions) Routing (Work Operations) • Internal Labor • Internal Equipment (Non Charge) •  Vendor Labor •  Vendor Equipment Equipment Recalculate Estimates Option

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Slide 47

 

 Work Order Cost Estimates forSummary EAM Enterprise Asset Management => Cost => Work Order Value   Work

Order Cost Estimate Estimate and Valuation (forms or self-ser self-service) vice)

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Slide 48

 

 Work Order Cost Estimates forSummary EAM Enterprise Asset Management => Cost => Work Order Value   Work

Order Actual Costs (forms or self-service)

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Slide 49

 

 Work Order Cost Estimates forSummary EAM Enterprise Asset Management => Cost => Work Order Value   Work

Order Estimated Costs Costs (forms or self-service)

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Slide 50

 

 Work Order Cost Estimates forSummary EAM Enterprise Asset Management => Cost => Work Order Value   Work

Order Actuals vs. Estimated Estimated Costs (forms or sself-service) elf-service)

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Slide 51

 

 Work Order Cost Details forValue EAM Enterprise Asset Management => Cost => Work Order Summary   Work

Order Cost Details (form (form or self service)

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Slide 52

 

 Work Order Cost Distributions for EAM Enterprise Asset Management => Cost => Work Order Value Summary   Work

Order Cost Distributions Distributions (form or self service)

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Slide 53

 

Subledger Accounting

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Slide 54

 

Subledger Accounting & Transaction Processing 

Release 12 has two t wo transaction models 

RCV, INV, WIP Transactions



SLA transactions transactions – “Mirror image” image” of the origina originall transactions

SLA 

Supply Chain / EAM   s   e   c   r   u   o    S

PO Receipts

  n   x    T

Inventory  Payables

RCV 

SO Shipmts INV 

   T    S    O    C

 WIP

RCV  INV   WIP  WIP

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G/L

Slide 55

 

Key Concepts for SLA Transaction Types Event Model:  A set of subledger trans transaction action types with common char characteristics acteristics   

Entity : Denotes the transaction source Event Class: Classifies transaction types by accounting rule Event Type: for each transaction type, defines possible actions  with accounting significance

EVENT MODEL

ENTITY

Material, Receiving or WIP or Write Off Transaction

EVENT CLASS

Grouping of transaction events which have similar kind of accounting

EVENT TYPE

The most granular level of business event which has accounting impact

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Slide 56

 

Subledger Accounting Basics 

SLA Basic Architecture Enter Transaction(s)

Cost Mana Manager  ger 

Transaction  Acco  Ac coun unti ti ng Tabl ables es

Create

Same Sa me Cost  Ac c o un t in g Transaction Tables

One Commo Commo  Ac co u n ti n gn Subledger Table

SLA Accounting Accoun ting Tables

G/L Tables

XLA_EVENTS

GL_LEDGERS

XLA_AE_HEADERS

 Acco  Ac coun unti ti ng

GL_ 

GL_JE_BATCHES

INTERFACE XLA_AE_LINES

GL_JE_HEADERS

XLA_DISTRIBUTION  _LINKS

GL_JE_LINES

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Slide 57

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Common EAM SLA Solutions 

Use a Common EAM Inventory Org and: 



Charge Maintenance expenses based on the item’s PO Category  by using PO Expense Account Rules:  



Use SLA Rules to drive the company number, based on Asset or Asset Location information

Corrects the default accounts coming from the WIP Accounting Class SLA custom sources with user-defined ADRs and journal line definitions

Charge expenses based on the purpose of the expenseMaintenance or task:  

Use the description in the Standard Operations to hold the Accounts SLA custom sources with user-defined ADRs and journal line definitions Helping people using Oracle Applications since 1990

Slide 58

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Recommended Papers for EAM SLA Solutions Douglas Volz, Douglas Volz Consulting http://www.volzconsulting.com onsulting.com/resources.htm /resources.htmll) (http://www.volzc 

“Subledger Accounting for Discrete & EAM Cost Accounting:  Product Line and Expense Accounting Accounting Made Made Easy Throu Through gh SLA”  (Collaborate13)

Robert J. Flick, Onplan Solutions LLC



“Simplify Enterprise Asset Management Product Line Accounting Using  E-Business Suite Suite Release 12 Subledger Subledger Acc Accounting”  ounting” 

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Su Summ mmar ary y – EAM Cos Costin ting g 

Cost Elements 

Five for items in inventory, three different ones for EAM jobs



Uses same cost processors for inventory and WIP transactions



EAM WIP has an additional Shop Floor Delivery transaction



Best to use EAM Oracle Responsibilities (not Cost responsibilities)



Do try to keep Account Charging as easy to use as possible



SLA can be your friend for EAM Helping people using Oracle Applications since 1990

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 Any Questions? Doug Volz [email protected]  www.volzconsulting.com  www.volzcons ulting.com +1 510 755-7050

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Copyright ©2014 Douglas Volz Consulting, Inc.

 

Douglas Volz (doug@volzco ([email protected]) nsulting.com) Professional Background Backgroun d Doug Volz is a Senior Architect and Business Advisor for Oracle EBS projects, specializing in Cost Management and Intercomp Intercompany any processes processes.. He has ov over er 35 years a accum ccumulated ulated experie experience, nce, in includin cluding g 5 years in Or Oracle acle Development (co-designing Oracle Cost Management), 19 years implementing Oracle EBS in multiple countries and 12 years in industry for Cost and A Accounting ccounting Management pos positions. itions. His Manufacturing and Cost sys systems tems experience covers project management, software design/development, delivery and consulting services, for both Oracle Corporation and multiple international consulting firms. Prior to systems career, Mr. Volz also held management accounting positions for telecommunications, defense anhis and d electronics companies. In his consulting roles, Doug has served over 100 clients. Many of these were multi-org, mult multi-currency i-currency with global footprints and intercompany accounting requirements. Countries include US, Mexico, Mexico, UK, Netherlands, Belgium, Taiwan, PRC, Norway, Japan, Italy, Switzerland and Germany. Doug has been recognized recognized as the 2014 OAUG Member of the Year. He leads the OAUG Cos Costt Management Special Interest Group and freely gives out valued business advice to his h is SIG members and to the Oracle community commu nity at large. large. Doug als also o presents presents at OAUG OAUG Collabo Collaborate, rate, UK UKOUG OUG and Ora Oracle cle Open OpenWorld World co conferen nferences. ces. In addition he advises and participates on Oracle Customer Advisory Boards and frequently meets with the Oracle Cost Development team.

Experience

Core Expertise Expertis e    

Multi-organization, Multi-currency Global Implementations Cost Accounting Business Solutions Project Management and Senior Project Advisor  Core manufacturing and distribution processes  Cost Management  Inventory  Bills of Material  WIP



Sample of clients served: Beckman Coulter (US)  

Celgene (US, Switzerland)



Garlock Sealing Tech. (US, Germany)



Logitech (US, Taiwan, P.R.C.)



Matsushita (UK, Mexico)



NTL (UK, now Virgin Media)



Onninen AS (Norway)

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