Enterprise Asset Management Setup Checklist

The following table lists setup steps and a reference to their location.

Step No.	R/O	Step Title	Application
Step 1	Required	Setting Up Organizations	HRMS
Step 2	Required	Enabling Organizations for Enterprise Asset Management	Inventory
Step 3	Optional	Defining eAM Parameters	EAM
Step 4	Required	Setting Up Areas	EAM
Step 5	Optional	Defining Departments	EAM
Step 5	Optional	Defining Resources	EAM
Step 6	Required	Defining Department Approvers	EAM
Step 7	Required	Defining Miscellaneous Documents	EAM
Step 8	Required	Defining Lookups	EAM
Step 9	Required	Setting Up Category Codes	EAM
Step 10	Required	Defining Asset Groups	EAM
Step 11	Required	Defining Activities	EAM
Step 12	Optional	Activity Association Templates	EAM
Step 13	Optional	Setting Up Attributes	EAM
Step 14	Optional	Defining Asset Documents	EAM
Step 15	Required	Defining Asset Numbers	EAM
Step 16	Optional	Defining Asset Routes	EAM
Step 17	Optional	Setting Up Asset Bills of Material	EAM
Step 19	Optional	Defining Maintenance Routes	EAM
Step 20	Optional	Setting Up Maintenance Bills of Material	EAM
Step 21	Optional	Associating Asset Numbers with Activities	EAM
Step 22	Optional	Creating Activity Templates	EAM
Step 23	Required	Defining Rebuildable Items	EAM
Step 23	Optional	Defining Rebuildable Serial Numbers	EAM
Step 23	Optional	Rebuildable Item/Activity Association	EAM
Step 23	Optional	Defining Rebuildable Bills of Material	EAM
Step 23	Optional	Non-Stock Direct Item Setup	EAM
Step 23	Optional	PM Project and Task Setup	Projects
Step 23	Optional	Defining Meter Templates	EAM
Step 23	Optional	Defining Meters	EAM
Step 23	Optional	Defining Set Names	EAM
Step 23	Optional	Defining a Preventive Maintenance Template	EAM
Step 23	Optional	Entering Preventive Maintenance Schedule Definitions	EAM
Step 23	Optional	Defining a Master Demand Schedule Name	EAM
Step 23	Optional	Defining a Material Requirements Plan Name	EAM
Step 23	Optional	Defining Plan Options	Supply Chain Planning
Step 23	Optional	Creating Collection Elements	Quality
Step 23	Optional	Creating eAM Quality Collection Plans	Quality
Step 23	Optional	Creating eAM Quality Collection Plans for a Supplier	Quality
Step 23	Optional	Setting Up Outside Service Processing	Inventory, Purchasing, EAM
Step 23	Optional	Setting Up Direct Items	Inventory, EAM
Step 23	Optional	eAM Costing Methods and Mappings	Cost Management
Step 23	Optional	Setting Up Cost Categories	Cost Management
Step 23	Optional	Setting Up Purchase Order Category Associations for Direct Items	Inventory, Purchasing
Step 23	Optional	Setting Up eAM Cost Management	Cost Management
Step 23	Optional	Setting Up Zero Cost Rebuild Item Issue	Cost Management
Step 23	Optional	Discrete Manufacturing Organization Setup (EAM and Discrete Manufacturing Association)	Inventory
Step 23	Optional	Associating Assets with Production Equipment	EAM
Step 23	Optional	Project Definition (EAM and Projects Integration)	Projects
Step 23	Optional	Setting Up eAM Prerequisites for Property Manager Integration	EAM
Step 23	Optional	Execute the Export Process to Export Locations from Property Manager to EAM	EAM
Step 23	Optional	Executing the Asset Number Interface to Export Asset Numbers from Property Manager	EAM
Step 23	Optional	Creating Maintenance Service Request Types	Inventory, EAM
Step 23	Optional	Enabling Service Requests for Assets and Rebuildables	Inventory, EAM
Step 23	Optional	Enabling eAM Specific Fields	EAM
Step 23	Optional	Defining Persons as Users for Time and Labor	Time and Labor
Step 23	Optional	Creating Eligibility Criteria for Time and Labor	Time and Labor
Step 23	Optional	Setting Up Parameters for Work Orders Billing	EAM
Step 23	Optional	Setting up Costs for the Cost Plus Billing Basis	Inventory, Cost Management
Step 23	Optional	Setting up Prices for the Price List Billing Basis	Inventory, Advanced Pricing
Step 23	Optional	Service Attribute Setup	Inventory, EAM
Step 23	Optional	Setting Up Billable Material	Inventory, EAM
Step 23	Optional	Setting Up a Billable Resource	Inventory, EAM
Step 23	Optional	Setting Up a Billable Activity	Inventory, EAM