Professional Documents
Culture Documents
TABLE OF CONTENTS
1 Introduction
1-5
2-1
2.1
2-1
2.2
2-4
2.3
Filtering Records
2-8
2.4
Dataspys
2-11
2.5
2-24
2.6
2-28
2.7
Attaching Documents
2-31
2.8
Screen Designer
2-34
2.9
2-36
3 Asset Management
3-1
3.1
Understanding Equipment
3-1
3.2
3-8
3.3
Defining Equipment
3-34
3.4
Equipment Hierarchies
3-55
3.5
3-70
3.6
3-81
3.7
3-96
3.8
3-100
4-1
4.1
Process Overview
4-1
4.2
4-2
Introduction 1-1
4.3
4-25
4.4
4-30
4.5
4-77
4.6
4-83
4.7
4-86
4.8
4-94
4.9
Scheduling Work
4-98
4-116
5-1
5.1
5-1
5.2
Creating PM Schedules
5-2
5.3
5-9
5.4
5-12
5.5
PM Advanced Topics
5-18
5.6
Reports for PM
5-28
6 Warranties
6-1
6.1
Process Overview
6-1
6.2
Set-up Warranties
6-1
6.3
6-3
6.4
6-10
6.5
Warranty Reports
6-18
7 Repairable Spares
7-1
7.1
7-1
7.2
7-7
Introduction 1-2
8 Linear Assets
8-1
8.1
8-1
8.2
8-2
8.3
8-8
9 Inspection Management
9-1
9.1
Process Overview
9-1
9.2
9-3
9.3
9-5
9.4
9-20
9.5
9-21
9.6
9-34
9.7
9-42
9.8
9-45
9.9
Defining Formulas
9-48
9-53
10 Project Management
10-1
10-1
10.2 Definitions
10-1
10-5
10-5
10-10
10-18
10-24
10-25
10-26
Introduction 1-3
11-1
11-1
11-1
11-2
11.4 Associating Infor EAM Priority Codes with MS Project Priority Codes
11-5
11-6
11-14
11.7 Creating and Adding Work Orders and Activities to Scheduling Sessions
11-16
11-22
11-24
12 Budgets
12-1
12-1
12-3
12-3
12-15
12-25
13-1
13-1
13-7
13-8
13-12
13-16
Introduction 1-4
1 INTRODUCTION
Infor EAM is a Computerized Maintenance Management System (CMMS). It has
been configured to meet key DFW maintenance management requirements. With
this application, DFW shops and contractors are responsible for maintaining
their own maintenance records.
DFW are continuing to invest and improve the Infor EAM application
configuration and usage across the DFW teams. As such sections of this manual
may change as new capabilities are configured and release to the DFW users. This
manual is structured into separate functional areas to facilitate these changes and
allow single sections to be updated and released without needing to issue the
entire manual.
If you have any problems accessing the system or with system functionality,
please contact the IT helpdesk:
Extension 3-9000
Introduction 1-5
http://connected.dfwairport.com/index.php
Go to the drop down menu and highlight CMMS, Web Services and Click
on IAH Co. (figure 2.1.2)
Once you access the website, a pop-up login box opens to begin the login process.
Logging In Step by Step
1. Enter your User ID.
2. Enter your Password.
3. Click the Log In button, or <Enter> on your keyboard. Refer to Figure 2.1.3
for details on the login screen.
2. Enter your Current Password in the Change Password block on the right
side of the screen. (Figure 2.1.4)
3. Enter your New Password.
4. Confirm your New Password.
5. Click the
icon.
Tip
If you have lost or forgotten your password, you must contact the IT
Helpdesk to have it reset: ext 3-9000.
Function
Shortcut
F11
F10
F6
CTRL+D
CTRL+Down
Arrow
CTRL+Up
Arrow
F4
Icon
Function
Shortcut
CTRL+R
ALT+P
ALT+H
Field Colors
Infor EAM uses text field color coding to indicate text field data entry
requirements. Text field colors are blue, grey, and white. Refer to the following
table for descriptions of text field colors.
Field Color
Description
Blue
White
These fields are optional; the system will save without having a
value
Grey
Figure 2.2.3 shows a work order record that displays all 3 different field colors.
, and
then select the value from the displayed list or begin typing in the field to quickly
narrow the list of selections.
Lookups
A
2. Use your preferred method of searching (Dataspy, Quick Filter, etc.) to locate
the information needed.
3. Click OK. Infor EAM closes the screen and inserts the data into the field.
Entering Comments
Enter comments for most modules in the system using the Comments page. You
can also specify whether the comment should print with the specified record.
Access the Add/Edit Comments page via the Add/Edit Comments link on certain
forms. The procedures for entering comments are the same, regardless of how
you access the Add/Edit Comments page.
Follow these steps to add comments.
1. From any form which supports comments, select the record for which to add
comments, and then choose one of the following options:
Using the Comments tabClick the Comments tab. The system displays
the Comments page. Click
page, the system expands the Add/Edit Comments section with HTML
Editor Capabilities.
4. Select an operator from the second drop-down list. Refer to the following
table for operator options.
Operator
Definition
= (equal to)
Operator
Definition
Contains
Begins with
Ends with
Is Empty
Not Empty
Not Equal
criteria.
Filtering by Columns
Column Filters allows you to search against one or more particular data fields.
Because they allow a search to be conducted against multiple fields, they are
especially helpful with narrowing down records to a list with very specific
requirements.
With Column Filters, you can search records by what this field contains (e.g.,
when searching a column filter for work order Status, enter which status by
which you wish to search in the Status Column Filter).
Applying Column Filters Step by Step
1. Open any form containing a list of records.
2. Enter the value by which to search in the appropriate column filter.
3. Hit the <F8>key on your keyboard. Infor EAM executes the search. Figure
2.3.5 illustrates the use of column filters and the Open Work Orders Dataspy
to search for D.TERM MEPS work orders that are Completed and for
equipment 33260. Infor EAM lists the work orders that meet these criteria.
Tip
You can toggle the Column Filters On/Off by hitting the <F7> keyboard
key while in list view. Infor EAM displays Column Filters by default while in
List View.
2.4 Dataspys
You can use Dataspys to create a predefined view of a list of records. Dataspys are
helpful because they allow a user to create a predefined set of record filtering
parameters. When creating a Dataspy, users define the set of conditions by which
records will be filtered (e.g., find all work orders with the status of Open), the
order in which the filtered records will be displayed (e.g., records sorted by the
Date created), and the layout of the data that is to be displayed (e.g., only display
work order number, description, date opened, etc.).
Tip
3. Enter a title for the Dataspy in the text box. (Figure 2.3.3)
4. Enter the Dataspy Filter parameters.
5. Click the Sort button and define order in which the records will be displayed.
6. Click the Layout button and select the data fields you desired to be displayed
in the list.
Tip
Click the Make Default link to make this Dataspy the default for this
screen.
2. In the List view, click the Pen icon close to Dataspy to open the Dataspy
webpage dialog
5. Select the Colum (field) Department, choose the operator = and then click
on the lookup icon to select the Department (or you can enter directly the
code if you know it).
6. Add a new criteria for your filter, for instance Class, with operator begins
with, and choose A.
You can choose Sort Ascending or Sort Descending by clicking on the icon
right next to the column selection.
8. Now move to the next step which is layout. Layout lets you define the
columns shown and the order which they are shown. By default the dataspy
will have the List view radio button checked. This selection defines where
the Dataspy will be available: List view means it will be visible on the List view
of the Work Order; Portlet means it will be visible in the Operations Overview
screen.
First, you need to select the fields you want to display in the List view. You
can select fields one by one by clicking > or every fields with >>. Its the
same to remove the fields from the visible fields list with < or <<.
Secondly you can modify the order of columns which will be displayed in
the List view by clicking the up or down arrows:
One additional point to note: you can select the number of data rows to retrieve
when you run the Dataspy and the List view. The lower the faster.
9. Staying on the layout screen and click on the radio button for portlet. The
screen layout changes slightly but all the features are the same as for list
view.
Note
In the list of available fields, you can enter a letter and the list will
come to the first occurrence. If you click W for instance the cursor
will come directly to Warranty:
10. The 4th and last button Advanced is optional. Its for users who know how to
write in SQL language and who have knowledge of Infor EAM database. This
step is not mandatory. If you click on display SQL statement you will see the
actual SQL content of your dataspy.
11. We are almost done with the dataspy. But lets say you still want to update or
modify it : you can still come back to one of the options. For instance lets
come back to the Filter and select only the WO not closed:
To complete these we need to add a line and use the ( and ) to add a new
criteria:
As you can see, the Dataspy can handle pretty complex requests!
12. Now you can either save or cancel the new dataspy. Choose save at this
stage. The result is displayed:
The list, columns (fields) are displayed as per your definition in layout.
13. If you want to delete, update or make default the dataspy, click once again on
the Pen to edit and select the appropriate option:
14. If you want to use the portlet dataspy, go to the Operations Overview:
15. Now select the source name (the source name is the screen where you defined
you Portlet Dataspy):
Select the Work Orders screen (in this case, many clones of the Work Orders have
been created with the same title select the first one):
3. Double click the Column Title again to reverse the sort if necessary.
Moving Data Columns
Infor EAM might present enough information that requires you to scroll across
the screen to view desired information. To minimize the amount of scrolling,
Infor EAM provides the ability to move columns in a list of records to bring them
into your view space to eliminate scrolling.
Moving Data Columns Step by Step
1. Identify the column that you wish to move and left click and hold on the
mouse over the Column Title. (Figure 2.4.2)
2. While holding the left click, drag column to new location.
3. Release left click.
4. To save screen format change, click the save
screen.
Note
You can only save new column orders on Dataspy that you have
defined, not on global Dataspys.
on the right of the screen. Infor EAM opens a new browser window
The Excel window opened in the browser must first be saved to your local
computer. Data can be view and manipulated from the saved Excel file.
If the records are not in a straight sequencepick and choose records from
the list by holding on the <Ctrl> key while left clicking the desired records.
of inbox selections.
4. Select which Tab on which to display the inbox.
5. Check the Auto Refresh box- this will refresh the inbox count each time a
change is made to the relevant inbox data.
6. Click the Submit button.
Tip
Repeat these steps for each additional Inbox you wish to add to the Start
Center.
KPI selections.
4. Click the Submit button.
Tip
Repeat these steps for each additional KPI you wish to add to the Start
Center.
Tip
The Infor EAM Start Center can be accessed from any screen by clicking
on the Start Center link found in the upper right hand corner.
icon at the right of the screen and select Documents from the
menu. Infor EAM creates a new Documents tab on the Work Order form.
(Figure 2.6.1)
2. Enter the name of the document in Document Code and enter a description
of the document in the adjacent field.
3. In File Name, enter the name of the document or click Browse to locate the
document file.
4. Click the Submit button. The document is now attached to the work order
and will be listed on the Documents tab.
Note
To have this document printed with the work order (.PDF form only),
click on the document in the Documents tab and then select the Print
with Work Order checkbox and click Save.
Note
Click the View Document button to open the document for viewing.
at the top of the screen. The system displays the Screen Designer
4. Copy from GroupSelect a user group from which to copy screen layouts.
5. Save to GroupSelect the group to which to save screen layouts.
Note Click Advanced to save the layout to multiple user groups.
6. Click Continue. The system displays the selected page in designer mode (see
figure 2.7.2 for example of Assets > Record View).
7. Modify your screen as necessary.
Figure 2.7.2
Lists portlets
Figure shows the Portlets popup which prompts you to select which type of
portlet to create.
3 ASSET MANAGEMENT
3.1 Understanding Equipment
The Infor EAM Asset Management Module deals with the organization,
structure, and use of a companys material possessions. The fundamental unit
that the Infor EAM system uses in managing such possessions is the object.
Basically object or equipment is a catchall term for anything you want to
collect data about. Objects are kind of like the nouns of the maintenance arena
- nouns, as you know, can be a person, place or thing. In Infor EAM, objects
can be:
Assets
Positions
Systems
Locations
Objects can be other things too; but for the moment, lets concentrate on these
areas. It might also help to think of objects as building blocks. The smallest
block is an asset; the largest is a location. You always need one before you can
get to the next. We will look at what each of these objects are and how they tie
together.
Pieces of equipment are entities for which you store data and create work
orders. Equipment can be of many different types, but the four main types are
locations, systems, positions, and assets.
Assets 3-1
Assets 3-2
These are pretty clear cut. Locations identify where the system, process or
asset is physically. In our heating example, the boiler is located in room 101 in
the basement of Terminal E. You may be tempted to think of locations as
being the same as positions and there are similarities. Both ideas talk to a
concept rather than a concrete and tangible thing. Remember, however, that
a position represents a specific function that is performed while a location is
purely a place.
In Infor EAM a Location can be a couple of different things:
It can tell you where an object is physically located (the Terminal E 2nd
floor near pillar 55).
It can be an object itself (floor 3, for example).
A work order can be issued for a malfunction on the bottling assembly line or
to wax the linoleum on the third floor. When dealing with objects and
locations, you need to keep in mind that an object can be in only one place at
one time. The object keeps that location until it is moved which, in some
cases, may never happen.
Locations, like other objects, can have parents and children, with many levels
altogether. A business complex, for example, can be the parent to various
facilities, garages, and outbuildings. A facility can in turn be a parent to wings,
floors, levels and the like.
Systems
Systems are a collection of positions and/or assets that work together so that
when one part goes down, all parts are affected. For example, if a pump stops
working, you must turn off the entire water line to repair it.
Assets 3-3
A system, the next element in the hierarchical object family, assembles assets
and their functional positions. Lets go back to our pump example. Suppose
our building has a temperature regulation system. There are sensors in the
different rooms and different buildings. The sensors are tied together via
computer and the computer monitors the temperature by regulating pump
speed in the heating/cooling system. During the day, the rooms in zone A are
kept at 68 degrees Fahrenheit. When the temperature drops below 68 degrees,
the computer initiates the process to increase the heat. (The boiler
temperature is increased; the pump units process more water, the
temperature goes up.) Are you getting the idea? The sensors, the computer,
the pumps all work together to control the temperature in the building.
Whether we talk of assets or positions, the system that combines all these
components can be viewed as a single object. A hallmark of a system is in the
integration of its parts. When one part goes down, all parts are affected. If a
pump unit stops working, the whole water line must be turned off to conduct
repairs. Personnel then have the opportunity to perform maintenance on the
other components as well.
Assets 3-4
Positions
Positions are functions performed by a general kind of asset. For example, the
pump that moves water from one tank to another is a functional position,
which can be filled by any number of actual, physical pumps (assets).
Positions are also called "functional positions."
Positions (also called functional positions) are next in the hierarchical line of
the Asset Management Module. Positions combine processes and functions. A
pump unit (lets say pump unit PU001) is comprised of both an electric motor
(EM001) and a pump (P001). The pump and the motor are both assets and
have a specific manufacturer and assigned serial numbers. The pump unit is
also an asset, but because it is built in-house it has no external manufacturer
or serial number. These assets are one component of a total heating system for
a building. The pump unit PU001 is mounted on a concrete foundation on the
first floor. Due to the construction of the building, there will always be a
pump unit operating on that foundation.
personnel will replace it with another pump unit. The new pump unit will have
entirely different assets but will perform exactly the same function. The
concrete foundation represents a Position call it pump position PP001.
Rather than being a tangible piece of equipment, the concrete foundation is
actually a functional concept. A pump unit must be attached to the pump
position in order to support the buildings requirements.
In the Infor EAM system, maintenance personnel can monitor the history of
the pump unit as well as its individual components - the pump and the motor.
They can, for example, compare the actual history of pump P001 against the
technical specifications the manufacturer provided. Perhaps the manufacturer
claims pump P001 should support between 3500 to 3700 gallons of water per
hour. When the pump is placed in pump position PP001 on the first floor, the
pump supports 3600 gallons per hour. But, when the pump is placed in pump
position PP003, on the third floor, it supports only 2800 gallons per water.
Assets 3-5
Assets
Assets, in basic terms, are physical objects. Assets are the base unit of
equipment information and the smallest tracking unit for capital investments.
Generally, assets are those things that are tangible and touchable - things like
equipment, vehicles, buildings and the like. They typically have manufacturers
and serial numbers. Some assets are stationary and never, ever move. A
building is a good example. Once erected, a building usually stays in one place
until it is torn down. Some assets can be mobile. Cellular equipment is a great
example of mobile assets. Voice channels are physical devices that accept
incoming cellular telephone calls. When new cell sites are put up, voice
channels can be swapped from other sites, or totally new ones installed. The
Parent Company wants to know where each and every one of these items is
located, both for cost tracking and maintenance.
Assets 3-6
Assets 3-7
Assets 3-8
Assets 3-9
2. Under Setup select Statuses and For Entity select OBST. Click the
running man. The system displays the Equipment Statuses (figure 3.2.2).
3. Click Add User Code. The system inserts a new Status Details record.
Assets 3-10
System
Code
Description
System
Default
Any code
YES
Awaiting purchase
YES
Purchased/in store
YES
In store
YES
CIR
CIR
In repair
YES
CMS
Commissioning
NO
CRR
CRR
To be repaired
YES
Withdrawn
YES
DCMS
Decommissioning
NO
EHLD
Environmental Review
Required
NO
Installed
YES
INSV
In Service
NO
OTSV
Out of Service
NO
RCMS
Recommissioning
NO
SLVG
Salvaged
NO
In transit
YES
Assets 3-11
2. Under Setup select Types and For Entity select OBTP. Click the running
man. The system displays the Equipment Types (figure 3.2.4).
Assets 3-12
3. Click Add User Code. The system inserts a new Type Details record.
4. User Code Enter a user code for the equipment type.
5. System Type Enter a code for the equipment type.
A (Assets)
C (Category)
L (Location)
S (System)
6. Description Enter a description for the equipment type.
7. System Default Select to set the system default to the current user
code.
8. Click Submit. The system saves the record and updates the Equipment
Types list.
Note To delete a type, select the type to deleted, and then click Delete
Type. The system deletes the record and updates the Equipment
Types list.
Assets 3-13
At DFW only the standard equipment types are used. The following table
displays the list of Equipment Types available in DFWs Infor EAM:
System Default
Asset
YES
Category
YES
Profile image
YES
Location
YES
Position
YES
System
YES
Assets 3-14
2. Under Setup select Codes and For Entity select OBCR. Click the running
man. The system displays the Equipment Codes (figure 3.2.6).
Description
System
Default
Equipment criticality
YES
ENVIRONMENTAL, HEALTH,
SAFETY/SECURITY IMPACT WITH
SINGLE POINT OF FAILURE
NO
1EHSSPF
Assets 3-15
System
User Code Code
Description
System
Default
2MISPF
NO
3EHSMFR *
ENVIRONMENTAL, HEALTH/SAFETY
IMPACT, MULTIPLE FAILURES
REQUIRED
NO
4MIMFR
NO
5AINMIS
NO
6SECON
SIGNIFICANT ECONOMIC
CONSEQUENCES
NO
7EMPMOR *
EMPLOYEE MORALE
NO
8PUBLREL *
PUBLIC RELATIONS
NO
99
NO
Assets 3-16
2. Entity Enter OBJ for the entity to create classes for Equipment.
3. Click Add Class. The system inserts a new Class Details record.
4. Class Enter a unique code identifying the class.
5. Description Enter a description of the class pf equipment.
Note When editing an existing class, you can only edit the Description.
6. Organization Enter the organization of the class if you use multiorganization security.
7. Out of Service Select to prevent the class from being displayed in
lookups.
Assets 3-17
8. Click Submit. The system saves the record and updates the Classes list.
Note To delete a class, select the class to delete, and then click Delete
Class. The system deletes the record and updates the Classes list.
3.2.5 Setting Up Equipment Categories
You can use categories to provide a way to further organize pieces of
equipment. For example, if a class is defined for motors, create a category for
motor types and sizes.
Since an Object Class is a large group of similar thing, think of Object
Categories as sub-sets of Object Classes. For background, remember that
Entities are anything for which you want to collect data. They can include
objects, parts, locations, systems, departments, fiscal periods, and so on.
Classes are used to define what the entity is - you can have classes of boilers,
pump units, pumps, and the like. You can take that organization for Objects to
a finer level with Categories. Say that you have a class for electric motors. You
can set up categories that cover horizontal motors or vertical motors. Perhaps
you want to define categories for manufacturer motor types or sizes. You can
make as fine a detail level of category as you want or need.
The drawing below (figure 3.2.9) illustrates the relationship between Objects,
Object Classes, and Object Categories:
Assets 3-18
complexity you may wish to create; therefore, a key consideration for adding
complexity should be business utility.
Note If you created custom attributes for equipment classes, those attributes
roll down to the category level and are visible in the Custom Fields
section of the Record View page.
Follow these steps to set up equipment categories:
1. Open the Categories screen from the Equipment > Setup menu (figure
3.2.10). The system displays the List View page (figure 3.2.11).
Assets 3-19
2. Click
. The system inserts a new record and displays the Record View
3. Category Enter a unique code identifying the category, and then enter a
description of the category in the adjacent field.
4. Equipment Class Enter the equipment class of the category.
5. Manufacturer Enter the manufacturer.
6. Click
Assets 3-20
Assets 3-21
You create your list of Problem Codes in the List View of the Closing code
(Problem Codes) screen. Note the General check box by each Problem Code
line. Checking this box means the associated Problem Code will be available
for any object in the system regardless of class or category. Typically general
Problem Codes apply to items like Hot, Cold, Noisy, Vibrating, and the like.
When your Problem Code cannot be associated with all objects, then you need
to restrict its use by assigning that Problem Code to specific classes (and
maybe categories) of objects. A good example would be the Problem Code
leak.
Assets 3-22
You can create your list of Cause Codes in the List View of the Closing Code
screen. All the procedural hints above still apply.
Action Codes:
Action Codes describe what measures are taken to fix a problem. In our
continuing pump example, the most obvious Action Code is: clean the
lubrication piping.
You can create your list of Action Codes in the List View of the Closing Code
screen. All the procedural hints above still apply.
Follow these steps to set up closing codes:
1. Open the Closing Codes screen under Equipment > Closing Codes (figure
3.2.13). The system displays the List View page (figure 3.2.14).
Assets 3-23
2. Click
. The system inserts a new record and displays the Record View
3. Closing Code Enter the name of the closing code, and then enter a
description of the closing code in the adjacent field.
4. Type Select the type of closing code. (Action, Cause, Failure, Problem).
5. General Select to make the closing code available to associate with any
equipment regardless of the class defined for the equipment. General
closing codes apply to general terms. Refer to Associating Closing Codes
with Classes.
Note If classes have been created for the closing code, you cannot select
General.
6. Show for Part Failures Select to display this closing code for part
failures.
7. Click
Assets 3-24
Assets 3-25
2. Select the closing code with which to associate classes, and then click the
Classes tab. The system displays the Classes page (figure 3.2.18).
3. Click Add Class. The system inserts a new Class Details record.
4. Class Enter the class to associate with the closing code.
The system automatically populates the class description and Class Org.
5. Click Submit. The system saves the record and updates the Classes list.
Note To remove a class association, select the class to remove, and then
click Remove Class. The system removes the record and updates the
Classes list.
Assets 3-26
Departments works best when each Department represents a multidisciplinary group (Repair Department, containing plumber, electricians,
carpenters;
Purchasing
Department
containing
buyers,
accountants,
bookkeepers).
When defining equipment, assign it to a department. The department can be
modified if needed on work orders. When creating work orders (for
maintenance or repairs to equipment), the system rolls up the associated costs
to the department of the work order. Set up a default store for each
department as well as a default supervisor. When reserving parts for a work
order, the system stores them in the specified store.
Summary of the uses for departments:
Equipment is assigned a department at creation (it can be changed
subsequently)
Jobs created against a piece of equipment take the department from the
equipment (they can be changed if needed)
Costs are rolled up to the equipments department
Department have default stores set up for parts issuance
Work request screens can be set up to be department sepcific
Note You cannot delete departments if they have already been used
elsewhere in the system. You have to mark them Out of Service, this
prevents them from being used moving forward.
Follow these steps to set up departments.
1. Open the Departments screen under Equipment > Setup (figure 3.2.19).
The system displays the List View page (figure 3.2.20).
Assets 3-27
2. Click
. The system inserts a new record and displays the Record View
Assets 3-28
Assets 3-29
2. Select the department for which to create a structure, and then click the
Structure tab. The system displays the Structure page (figure 3.2.24).
The system automatically displays the department in the Department
Structure tree.
Assets 3-30
3. Click Add Record. The system inserts a new Record Details record.
4. Provider Enter the provider for this department.
The system automatically populates Provider Org.
5. Service Category Enter the service category.
The system automatically populates Service Category Org.
6. Service Problem Code Enter the service problem code.
Note To delete a record, select the record to delete, and then click Delete
Record. The system deletes the record and updates the Department
Structure tree.
If you delete a parent record, the system deletes all of its child records,
e.g., deleting Provider 1 will also delete Category 1 and Service
Problem Code 1 from the structure.
Note ShortcutAdd both a parent and child record at the same time. The
system adds both to the structure.
3.2.11 Setting Up Warranties
Refer to Warranties section of the Training Manual.
Assets 3-31
Assets 3-32
2. Click
. The system inserts a new record and displays the Record View
Assets 3-33
To use the profile refer to Define Equipment using profiles to create one
equipment based on Profile.
Assets 3-34
Because equipment records are central to all functionality, the system allows
you to perform a number of functions directly from the Assets, Positions, or
Systems screens.
3.3.1 Defining Assets
Follow these steps to define assets. Not all of the information is needed for
assets only enter the information that is appropriate.
1. Open the Assets screen under the Equipment menu (figure 3.3.1). The
system displays the List View page (figure 3.3.2).
Assets 3-35
2. Click
. The system inserts a new record and displays the Record View
Assets 3-36
7. Status Select the asset status. Refer to the following list for DFWs
equipment status values:
User Code
Description
Any code
Awaiting purchase
Purchased/in store
In store
CIR
In repair
CMS
Commissioning
CRR
To be repaired
Withdrawn
DCMS
Decommissioning
EHLD
Installed
INSV
In Service
OTSV
Out of Service
RCMS
Recommissioning
SLVG
Salvaged
In transit
Assets 3-37
16. System Level, Assembly Level, and Component Level Enter the
VMRS codes identifying the system, assembly, and component associated
with the vehicle. Refer to Defining VMRS Equipment
The system automatically populates VMRS Description.
17. Commission Date Enter the assets installation date.
Note The Commission Date defaults to the current date when you create
an asset.
18. Equipment Value Enter the assets value (generally, purchase price).
19. Assigned To Enter the person responsible for the asset.
20. Meter Unit Enter the assets primary unit of measure.
21. Criticality Enter a criticality code to indicate the relative importance of
the asset to the overall production of goods or services for your
organization.
Note Criticality is populated on work orders when the asset requires
maintenance.
22. State Select the state of the asset.
23. Withdrawal Date Enter the date on which the equipment is withdrawn
from service.
24. Change Notice Enter the change notice for the asset.
25. cGMP Select to indicate that the equipment is subject to cGMP
(Common Good Manufacturing Process) standards.
26. Dormant Start Enter the date on which the dormant period for any
PM work orders for the equipment begins.
27. Dormant End Enter the date on which the dormant period for any PM
work orders for the equipment ends.
28. Reuse Dormant Period Select to use the same specified dormant
period for any PM work orders for the equipment on an annual basis.
29. Track Resources Select to track the resources directly related to this
equipment.
30. Sold/Scrap Date Enter the date on which the asset is sold or scrapped.
31. Manufacturer Enter the assets manufacturer.
32. Serial Number Enter the assets serial number.
Assets 3-38
Assets 3-39
Note Service Delivery Matrix must be selected for Service Problem Code
Validation on the Call Center Setup screen.
48. Minimum Deduction/Currency Enter the minimum deduction
allowed.
49. Parent Asset Enter the parent asset.
50. Dependent Select if the asset is dependent on the parent asset.
51. Cost Roll-up Select if costs should roll up to the parent asset.
52. Position Enter the position of the asset.
53. Dependent Select if the asset is dependent on the position.
54. Cost Roll-up Select if costs should roll up to the position.
55. Location Enter the location of the asset.
56. Equipment Length, Equip. Length UOM, Linear Ref. UOM, Ref.
Precision, and Geographical Ref. Enter the linear equipment
information. Refer to the Linear Equipment training manual section for
more information.
57. Enter the following Facility Condition Index (FCI) Details:
Note The values of the FCI details should be entered based on the planning
budget and investment figures from a third party audit.
58. Cost of Needed Repairs Enter the cost of necessary repairs.
The system automatically populates the currency.
59. Replacement Value Enter the current replacement value for the
equipment.
The system automatically populates the currency.
60. Facility Condition Index Enter the resultant FCI based on the
maintenance details.
61. FCI = Cost of Needed Repairs/Current Replacement Value
62. Utility Bill Level Select to mark the asset as having capabilities to
record utility bills.
63. GAS Tracked Select to set the equipment as GAS (Global Asset
Sustainability) Tracked.
Assets 3-40
Note You can only delete equipment records that do not have histories or
other associated records.
3.3.2 Defining Positions
Remember that positions refer to the functional position that a piece of
equipment has within a system.
Follow these steps to define positions. Not all of the information is needed for
positions only enter the information that is appropriate.
1. Open the Positions screen under the Equipment menu (figure 3.3.4). The
system displays the List View page (figure 3.3.5).
Assets 3-41
2. Click
. The system inserts a new record and displays the Record View
Assets 3-42
Assets 3-43
Note The Commission Date defaults to the current date when you create a
position.
18. Assigned To Enter the person responsible for the position.
19. Meter Unit Enter the positions primary unit of measure.
20. Criticality Enter a criticality code to indicate the relative importance of
the position to the overall production of goods or services for your
organization.
21. cGMP Select to indicate that the equipment is subject to cGMP
(common Good Manufacturing Process) standards.
22. Dormant Start Enter the date on which the dormant period for any
PM work orders for the equipment begins.
23. Dormant End Enter the date on which the dormant period for any PM
work orders for the equipment ends.
24. Reuse Dormant Period Select to use the same specified dormant
period for any PM work orders for the equipment on an annual basis.
25. Track Resources Select to track the resources directly related to this
position.
26. Sold/Scrap Date Enter the date on which the asset is sold or scrapped.
Enter the following Tracking Details:
27. Manufacturer Enter the manufacturer of the position.
28. Serial Number Enter the serial number of the position.
29. Model Enter the model of the position.
30. Revision Enter the revision of the position.
Enter the following Custom Fields:
31. Custom Fields Enter any additional information to be included on this
asset record.
Enter the following Call Center Details:
32. Calendar Group Enter the calendar group for the position.
The system automatically populates Calendar Group Org.
Assets 3-44
33. Penalty Factor Enter the penalty factor for the position.
34. Minimum Deduction/Currency Enter the minimum deduction
allowed.
Enter the following Hierarchy details:
35. Asset Enter the asset for the position.
36. Dependent Select if the position is dependent upon the Asset.
37. Cost Roll-up Select if costs should roll up to the Asset.
38. Location Enter the location of the position.
39. Parent Position Enter the parent position.
40. Dependent Select if the position is dependent upon the Parent
Position.
41. Cost Roll-up Select if costs should roll up to the Parent Position.
Enter the following Linear Reference Details.
42. Equipment Length, Equip. Length UOM, Linear Ref. UOM, Ref.
Precision, and Geographical Ref. Enter the linear equipment
information. Refer to Defining Linear Equipment
Enter the following Facility Condition Index (FCI) Details:
Important The values of the FCI details should be entered based on the
planning budget and investment figures from a third party audit.
43. Cost of Needed Repairs Enter the cost of necessary repairs.
The system automatically populates the currency.
44. Replacement Value Enter the current replacement value for the
equipment.
The system automatically populates the currency.
45. Facility Condition Index The system enters the resultant FCI based
on the maintenance details.
FCI = Cost of Needed Repairs/Current Replacement Value
46. Utility Bill Level Select to mark the asset as having capabilities to
record utility bills.
Assets 3-45
47. GAS Tracked Select to set the equipment as GAS (Global Asset
Sustainability) Tracked.
Note If data exists on the Design Consumption or Actual Consumption
screens, the equipment must remain as GAS Tracked.
48. Floor Area Enter the floor area, and then enter the unit of measure for
the floor area.
49. Estimated Revenue Enter the estimated revenue the piece of
equipment can generate.
50. Region Enter the region for the equipment.
The system automatically populates Region Org.
51. Primary Use Enter the primary use for the equipment.
52. Year Built Enter the year built for the equipment.
53. Service Life (years) Enter the service life of the equipment.
54. Click
Assets 3-46
2. Click
. The system inserts a new record and displays the Record View
Assets 3-47
Assets 3-48
12. Safety Select to observe safety precautions when working with this
system.
13. Profile Enter the profile on which to base this equipment record. Refer
to Defining Equipment Using Profiles
14. Out of Service Select if the system is not used.
15. Prevent WO Completion Select to indicate that work orders for this
system should not be closed.
16. System Level, Assembly Level, and Component Level Enter the
VMRS codes identifying the system, assembly, and component associated
with the vehicle. Refer to Defining VMRS Equipment
The system automatically populates VMRS Description.
17. Commission Date Enter the installation date for the system. The
Commission Date defaults to the current date when you create a system.
18. Assigned To Enter the person responsible for the system.
19. Meter Unit Enter the systems primary unit of measure.
20. Criticality Select a criticality code to indicate the relative importance of
the system to the overall production of goods or services for your
organization.
21. cGMP Select to indicate that the equipment is subject to cGMP
(common Good Manufacturing Process) standards.
22. Dormant Start Enter the date on which the dormant period for any
PM work orders for the equipment begins.
23. Dormant End Enter the date on which the dormant period for any PM
work orders for the equipment ends.
24. Reuse Dormant Period Select to use the same specified dormant
period for any PM work orders for the equipment on an annual basis.
25. Track Resources Select to track the resources directly related to this
equipment.
26. Sold/Scrap Date Enter the date on which the asset is sold or scrapped.
Assets 3-49
Assets 3-50
Assets 3-51
Locations can also mean two different things. One location can tell you a piece
of equipments physical location, e.g., the pump in Boiler Room 2. Another
location can be equipment itself, e.g., Boiler Room 2. Keep in mind that
equipment keeps its location until it is moved; in other words, it can only be in
one place at one time.
Note Set up parent locations before setting up child locations. You cannot
delete parent locations if child locations exist.
Follow these steps to define locations.
1. Open the Locations screen under Equipment > Setup (figure 3.3.10). The
system displays the List View page.
2. Click
. The system inserts a new record and displays the Record View
Assets 3-52
Assets 3-53
. The system inserts a new record and displays the Record View
page.
3. Enter the information necessary to define the piece of equipment. Refer to
Defining Assets, Defining Positions, or Defining Systems earlier in this
chapter.
4. Profile Enter the profile (figure 3.3.12).
Assets 3-54
The system automatically populates all the fields that are defined on the
profile: Description, Department, Class, Category, Equipment Value,
Meter Unit, Manufacturer, Model, Revision, Part, Variable 1 through
Variable 6 and any custom fields on the Record View page.
The system automatically populates Part and its description, Part Org.,
Quantity and its unit of measure, and Comments on the Parts Associated
page of the record.
4. Change any of these predefined fields, as appropriate for the equipment.
5. Add any further fields as appropriate.
6. Click
Assets 3-55
Assets 3-56
relationship between the objects in the Tab structure screen. On this screen,
the system displays object information (in the center data block) along with
the objects parent (in the top data block) and the objects children (in the
bottom data block).
With this hierarchical structuring, you must always define from the top down you establish the parent record (the heating system) and then the child record
(boilers). If you add another level, the child becomes the parent (boilers) and a
new child is defined (pump units).
In this section we will cover the various features and capabilities around
equipment hierarchies.
3.4.1 Defining Equipment Hierarchies
When defining equipment hierarchies, you must define parent records before
child records. If you add a third level, the child becomes a parent, and the
added piece of equipment is its child.
Note Equipment hierarchies must be consistent with the hierarchy rules
described in Understanding Equipment earlier in this chapter, e.g., a
system cannot be the parent of a location because locations are at the
top of the hierarchy of equipment information. Assets, however, are the
exception to this rule. Although assets are at the bottom of the
hierarchy of equipment information, an asset can be the parent of a
position.
Follow these steps to define equipment hierarchies:
1. Open the Assets, Positions, Systems, or Locations screen. The system
displays the List View page.
2. Select the equipment for which to define a hierarchy, and then click the
Structure tab. The system displays the Structure page (figure 3.4.2).
Assets 3-57
3. Dataspy and Filter In the right-hand pane you can query for the
equipment for which to enter into the hierarchy.
4. Once you have found the equipment you want to add to the hierarchy in
the right hand pane, you can choose one of the following options:
Define a parent for the piece of equipment Drag and drop the
equipment record from the grid to the Add Parent drop point in the
Structure Details (figure 3.4.3).
Assets 3-58
Define a child for a piece of equipment Drag and drop the equipment
record from the grid to the selected parent equipment record in the
Structure Details. The system indicates the piece of equipment is a
child with the
icon (figure3.5.4).
5. Click
Note Shortcut: Drag and drop an equipment record from the grid to the
icon next to an existing record. The system adds the record from the
grid as a sibling immediately below the record next to the
icon.
3.4.2 Equipment Structure Rules
Rules for Assets:
An asset can have only one parent that is an asset
An asset can have only one parent that is a position
An asset can have multiple systems as parents
An asset position can have only one location as a parent
Rules for Positions:
A position can have only one parent that is an asset
A position can have only one parent that is a position
Assets 3-59
Assets 3-60
3. Dataspy and Filter Use the right-hand pane to query for the equipment
for which to define a hierarchy.
4. View the equipment hierarchy on the left side of the screen under
Structure Details.
The letter preceding the equipment number and grade denotes the
equipment type (A = asset , P = position, S = system).
A plus sign ( + ) indicates that the equipment may have children, but they
are not displayed. To display an equipments children, click the plus sign.
Assets 3-61
A minus sign ( - ) indicates that the equipment has children and the
children are visible. Click the minus sign to hide the children.
5. Click on a piece of equipment to make it active; the equipment then
becomes highlighted in blue. The children of the active row on the
hierarchical area (on the left) are shown in detail on the right side of the
screen.
To change the focus of the Structure Details, select an equipment record in
the tree view, and then click Display as Focal Point. The system updates
the Structure Details.
To view the record details, select an equipment record in the tree view, and
then click Go to Selection. The system displays the Record View page for
the selected equipment.
3.4.4 Reorganizing Equipment Hierarchies
You can drag and drop equipment records within an equipment hierarchy to
reorganize its structure.
Follow these steps to reorganize equipment hierarchies:
1. Open the Assets, Positions, Systems, or Locations screen. The system
displays the List View page.
2. Select the equipment for which to reorganize a hierarchy, and then click
the Structure tab. The system displays the Structure page (figure 3.4.7).
Assets 3-62
Unlinking Equipment
Unlink equipment records from the Structure Details tree view by unlinking
the equipment record from other equipment records.
Follow these steps to unlink equipment.
1. Open the Assets, Positions, Systems, or Locations screen. The system
displays the List View page.
Assets 3-63
2. Select the equipment for which to unlink the structure, and then click the
Structure tab. The system displays the Structure page (figure 3.4.8).
3. Select the parent or child equipment record to unlink, and then click UnLink. The system removes the record and updates the Structure Details.
Assets 3-64
2. Select the equipment for which to toggle cost rollup, and then click the
Structure tab. The system displays the Structure page.
Note If an equipment record has a next to it, the equipments costs do not
roll up to the parent equipment. Toggle the cost rollup to modify the
equipment record.
3. Select the parent or child equipment record for which to toggle cost rollup,
and then right click on the asset and click on the Toggle Cost Rollup
(figure 3.4.10) or select the Toggle cost rollup link on the menu bar. The
system saves the record and updates the Structure Details.
Assets 3-65
Assets 3-66
Note You cannot change the setting of the Dependent checkbox in this
case.
5. Click Submit. The system saves the record.
3.4.8
Assets 3-67
Assets 3-68
Assets 3-69
Assets 3-70
2. Click
. The system inserts a new record and displays the Record View
Assets 3-71
6. Maximum Value Enter the maximum value the meter can reach before
it exceeds its physical count limit and resets to zero. Leave Maximum
Value blank if the meter cannot reset to zero when it reaches its physical
count limit.
7. Last Value Enter the last meter reading as necessary.
8. Class Enter the class of the meter. The classes shown belong to the MET
entity.
Note When defining a physical meter, Service Point is a read-only field.
You can enter the Service Point of a piece of equipment when editing
a meter record.
9. Click
Assets 3-72
3. Click Add Meter. The system inserts a new Meter Details record.
4. Unit of Measure Enter the unit of measure for the logical meter.
5. Type of Meter Select one of the following meter types (figure 3.5.4):
Standalone Select so that the equipment will not receive meter
readings based on its established parent equipment meters of the same
UOM, nor will it send meter readings to any of its established child
equipment meters of the same UOM.
Parent Select to send the equipments meter readings down to child
equipment. If you have parent/child relationships among equipment,
enter meter readings for the parent piece of equipment only when
adding meter readings.
Child Select to enable the child equipment to receive usage
information from a higher-level piece of equipment. The child
equipments unit of measure (UOM) must match that of the parent.
Assets 3-73
anywhere. Infor EAM will accept meter readings regardless of the source of
the reading information to the system a reading is a reading. General
reasoning says that there is a real meter involved in the usage process.
Assets 3-74
There are advantages and disadvantages for having a physical meter attached
in your metering efforts:
Advantages:
The ability for your meter readings to roll-over
The ability to change physical meters without adjusting all previous
meter readings
Disadvantages:
The ability for your meter readings to roll-over
The administrative burden of creating and tracking physical meters
Note that the first advantage and the first disadvantage are identical. This
is no misprint! Without a physical meter attached for reading roll-down, Infor
EAM will not allow you to enter a reading that is smaller than the previous
recorded reading.
Assets 3-75
This may seem like a strict choice: attach a physical meter in Infor EAM or do
not attach a physical meter. There is a compromise that can offer the best of
both alternatives. Attach your physical meter in Infor EAM only when your
readings approach the meter rollover point or when you need to replace the
meter that is the source of usage readings. This way you have the protection
against accidental rollover until you attach your meter in Infor EAM. The
system does not care when you attach your physical meter. As a result, you
may attach your meter when the function need for Infor EAM metering
features (rollover, meter replacement) arise. Your usage results will remain
consistent and accurate throughout the process.
3.5.3 Entering Meter Readings for Logical Meters
Follow these steps to enter meter readings for logical meters.
1. Open the Assets, Positions, Systems, or Locations screen. The system
displays the List View page.
2. Select the equipment for which to enter meter readings, and then click the
Meters tab. The system displays the Meters page.
3. Select the meter for which to enter a reading, and then click Enter Meter
Reading. The system displays the Add Meter Reading popup (figure
3.5.5).
Assets 3-76
Assets 3-77
Assets 3-78
4. View the meter history details, and then click Cancel. The system closes
the Meter History popup
3.5.6 Deleting Meter Readings From History
You may only delete the most recent meter reading.
Follow these steps to delete meter readings from history.
Assets 3-79
4. Select the meter reading to delete, and then click Delete Reading. The
system deletes the meter reading.
5. Click Cancel. The system closes the Meter History popup.
Assets 3-80
Note The system does not roll up depreciation costs within an equipment
hierarchy. Maintain individual depreciation records for all assets,
positions, or systems for which you need to maintain depreciation data.
The system provides four depreciation methods for your equipment. Refer to
Understanding Depreciation Methods and Daily Calculations below.
You create depreciation types based on the agency to which the depreciation
data must be reported, e.g., create depreciation types for generally accepted
accounting practices (GAAP) and/or a local, federal, state, or international
government agencies.
Note Depreciation types are linked to the DETP entity for which you must
define your depreciation type codes. Contact your system
administrator for more information.
For all depreciation methods and types, the system can calculate depreciation
data based on months or fiscal years of the assets organization. The system
begins calculating the depreciation of a piece of equipment on its
Commission Date and continues calculating the equipments depreciation
until the piece of equipment reaches its Sold/Scrap Date or its end of life
date.
Note The system calculates an assets end of life date based on the
following equation:
End of Life Date = Commission Date + (Est. Useful Life 1 day)
Specify the Commission Date and Sold/Scrap Date on the Assets,
Positions, or Systems screen. Refer to Defining Assets, Defining Positions, or
Defining Systems earlier in this chapter for more information. Specify the Est.
Useful Life on the Depreciation page of the Assets screen. Refer to Entering
Depreciation Data
Assets 3-81
Specify the depreciation method that the system should use to calculate the
annual depreciation expense on the Depreciation page of the Assets, Positions,
or Systems screen. The system provides four asset depreciation methods:
Straight Line
Sum of Years Digits
Double Declining Balance
Units of Output
Assets 3-82
Using this equation, the Sum of Years Digits for an asset with an expected
useful life of five years is calculated as follows:
[5 years x (5 years + 1)] / 2 = 15 years
Assets 3-83
Note Quickly determine the Sum of Years Digits value by adding together
the numbers representing the years of an assets useful life, e.g., if an
asset is expected to have a useful life of five years, the digits
representing that useful life are: 1, 2, 3, 4, and 5. To determine the
Sum of Years Digits value, add the digits: 1 + 2 + 3 + 4 + 5 = 15.
The system determines an assets remaining years of life based on its expected
useful life, e.g., for an asset whose expected useful life is five years, the
remaining years of life is 5 for the first year, 4 for the second year, 3 for the
third year, etc.
The system then calculates the Sum of Years Digits depreciation based on the
following equation:
(Original Value Residual Value) x Remaining Years of Life / Sum of Years Digits = Annual
Depreciation Expense
Assets 3-84
The system then calculates the units of output depreciation expense for a
period based on the following equation:
Depreciation Expense per Unit x Units of Output = Depreciation Expense
3.6.2
Assets 3-85
Note
For most periods of an assets life, the number of days in the period equals the
number of days in the calendar month or fiscal year defined for your
organization, e.g., if you view depreciation expenses based on calendar month,
the number of days in the period is 30 or 31. If you view depreciation expenses
based on fiscal year and the fiscal year for your organization contains 365
days, the number of days in the period is 365.
The number of days falling in the first and last period of an assets life,
however, usually does not equal a full 365, 30, or 31 days. The system
calculates the number of days in the first period based on the following
equation:
Number of Days in First Period = Number of Days Between Commission Date and Period
End Date
The system calculates the number of days in the last period based on one of
the following equations:
Number of Days in Last Period = Number of Days Between Period Start Date and Sold/Scrap
Date
Or:
Number of Days in Last Period = Number of Days Between Period Start Date and the Assets
End of Life Date
Once the system calculates the number of days in each period, it can calculate
the assets depreciation expense and book values. Refer to the sections below
for examples.
Calculating Periodic Depreciation Expense
The system calculates the periodic depreciation expense based on the
following equation:
Periodic Depreciation Expense = Daily Depreciation Rate x Number of Days in Period
Assets 3-86
To determine the depreciation expense for the year 2004, the system performs
the following calculation:
Assets 3-87
Important Because 2004 is a leap year and February 2004 occurs within the
organizations 2004 fiscal year, the number of days in the period
is 366.
To determine the depreciation expense for the year 2005, the system performs
the following calculation:
2005 Depreciation Expense = Daily Depreciation Expense x Number of Days Between Period
Start Date and Sold/Scrap Date
2005 Depreciation Expense = 17.60 USD * 2
2005 Depreciation Expense = 35.20 USD
For all subsequent book value calculations of the asset, the system uses the
following equation:
Book Value = Book Value from Previous Period Periodic Depreciation Expense
Example:
Assets 3-88
To determine the assets book value at the end of 2004, the system
performs the following calculation:
2004 Book Value = 2003 Book Value 2004 Periodic Depreciation Expense
Book Value = 8,926.40 USD 6,441.60 USD
Book Value = 2,484.80 USD
To determine the assets book value at the end of 2005, the system
performs the following calculation:
2005 Book Value = 2004 Book Value 2005 Periodic Depreciation Expense
Book Value = 2,484.80 USD 35.20 USD
Book Value = 2,449.60 USD
You can also manually recalculate depreciation values for all the
equipment records in an organization for which you have defined
depreciation data by clicking the Recalculate Depreciation Data on
the Fiscal Years page of the Organizations screen.
Assets 3-90
Weeks The system must convert the estimated useful life into days.
The system multiplies the number you enter by 7 to determine the
equivalent number of days, and then rounds the result to the nearest
positive integer, e.g., .1 weeks x 7 = .7 days, which the system rounds to
1 day.
Quarters The system must convert the estimated useful life into
months. The system multiplies the number you enter by 3 to determine
the number of months, and then rounds to the nearest positive integer,
e.g., .4 quarters x 3 = 1.2 months, which the system rounds to 2
months.
Years The system must convert the estimated useful life into
months. The system multiplies the number you enter by 12 to
determine the number of months, and then rounds to the nearest
positive integer, e.g., .4 years x 12 = 4.8 months, which the system
rounds to 5 months.
Residual Value Enter the estimated value of the asset at the end of
its useful life.
Est. Lifetime Output Enter the units of output you estimate the
equipment will produce over its lifetime if you selected Units of output
as the Depreciation Method.
Depreciation Type Select a depreciation type.
Note
Depreciation types are linked to the DETP entity for which you must
define your depreciation type codes. Contact your system
administrator for more information.
7. Click Submit. The system saves the record and updates the Depreciation
list.
Assets 3-91
Note
Assets 3-92
3. Select the depreciation record for which to view depreciation details, and
then click View Depreciation Details. The system displays the View
Depreciation Details popup.
4. Fiscal Years or Months Select to view the depreciation details based
on fiscal years or months.
The
system
automatically
populates
Depreciation
(To
Date),
Depreciation
(To Date)
Depreciation
(Period To
Date)
Book Value
(To Date)
Original Value
Original Value Depreciation (To
Depreciation (To Date) Date)
Assets 3-93
2. Select the asset, position, or system for which to enter units of output, and
then click the Depreciation tab. The system displays the Depreciation page.
3. Select the depreciation record for which to enter units of output, and then
click Units of Output. The system displays the Units of Output popup
(figure 3.6.3).
4. Click Add Units of Output. The system inserts a new Units of Output
Details record.
5. Start Date Enter the fiscal year for which to enter units of output.
The system automatically populates End Date.
Note
If the fiscal years End Date is later than todays date, the system
calculates Depreciate (To Date), Depreciation (Period To Date),
and Book Value (To Date) based on the entire length of the fiscal
year. Refer to Viewing Depreciation Details
Assets 3-94
Assets 3-95
3. From this screen you can view the equipment work order and events
information.
Note
When you select a record in the grid, the system populates the
associated work order number next to Event. The work order
number is a hyperlink to the actual work order on the Work Orders
screen.
Assets 3-96
Assets 3-97
3. Click Refresh Cost Data. The system calculates the current cost
information for the selected equipment and updates the Maintenance
Costs list.
4. View the cost information.
Note
Assets 3-98
Menu Path
Parameters
Report Type
Consumer
Assets 3-99
Equipment Depreciation
Description
Menu Path
Parameters
Sort By
End Date
Report Type
Consumer
Assets 3-100
Equipment Hierarchies
Description
Menu Path
Parameters
Report Type
Consumer
Equipment History
Description
Menu Path
Parameters
Show Costs
Report Type
Basic
Menu Path
Parameters
Report Type
Consumer
Menu Path
Assets 3-101
Parameters
Show Faults By
Start Date
Report Type
Basic
Menu Path
Parameters
Report Type
Consumer
List of Classes
Description
Menu Path
Parameters
Report Type
Consumer
List of Equipment
Description
Menu Path
Parameters
Sort By
Report Type
Consumer
Menu Path
Assets 3-102
Parameters
Group By
Report Type
Consumer
Menu Path
Parameters
Show Faults By
Report Type
Basic
Menu Path
Parameters
Show Faults By
Report Type
Basic
Assets 3-103
Meter History
Description
Menu Path
Parameters
Report Type
Consumer
Menu Path
Parameters
Report Type
Consumer
Warranty Claims
Description
Menu Path
Parameters
Summary
Settlement Details
Filed Date
Activities
Sort By
Assets 3-104
Report Type
Basic
WO Cost By Equipment
Description
Menu Path
Parameters
Applicable Exchange
Rate
Report Type
Basic
Menu Path
Parameters
Applicable Exchange
Rate
Report Type
Basic
Assets 3-105
Menu Path
Parameters
Show Details
Group By
Report Type
Basic
Assets 3-106
Work 12-1
This section of the training manual initially focuses on the basic creation, data
capture and closure of work orders within DFW. In the later sections it covers
various more advanced topics ie the fields and WO functionality that DFW are
not using currently, but which you may find useful as additional EAM capabilities
are considered.
Work 12-2
. The system inserts a new record and displays the Record View page.
Work 12-3
Work 12-4
Standard WO
Description
AACS
AM.SHOPS
APPEARAN
BAGEVNT
BROKE
CCTV
CLEAN
CUSTERMAC
CUSTERMACSL
CUSTOBSSL
CUSTODAL
CUSTUBMRAC
ELEVENT
ESCAINCID
ESCORT
FILTER
FIRSTRESP
GATE
KEY
LIGHT
MISSING
NOPOWER
NOSTART
NOTWORK
Work 12-5
Standard WO
Description
OPENCLOSE
OUTSERV
PAINT
PAVMNT
PEST
PHONE
PLUMB
RADIO
SLIPFAL
SMELL
SPILL
STRCTRAL
TEMP
TERMSEAT
VEHICL
Work 12-6
Priority
Description
Notes
FIVEMIN
(5 Minute) Event/
condition threat to life
safety, public access,
environmental
compliance, Building
security.
TWOHOURS
(2 Hours) Occupants
discomfort, disrupt
public, cannot resolve
by control ops.
Work 12-7
Priority
Description
Notes
1WORKDAY
(1 Day) Significant
inconvenience to public
or FAC occupant
2WORKDAY
(2 Day) Inconvenience
to public or FAC
occupant
5WORKDAY
Work 12-8
Priority
Description
Notes
30WORKDAY
NEGOTIAT
PROJECT
Services involve
sequence of activities,
possible multiple
providers
10. TypeSelect the work order type. For repair work orders, the work order
type is Corrective Maintenance (figure 4.2.4).
Work 12-9
13. Parent Work OrderSelect a parent work order to associate with the
repair work order if appropriate (figure 4.2.6). There are 2 cases where a
Parent Work Order would be needed: (1) when the execution of a PM work
order results in the need for new corrective maintenance; (2) when the repair
work order is part of project or shutdown project.
14. Cost CodeSelect the cost code to associate with the work order. The cost
code is the financial code associated to the equipment or project where
charges for labor and material are recorded.
Work 12-10
Work 12-11
25. Click
To add more activities to the work order, click the Activities tab and add as many
activities as necessary.
Work 12-12
needs
to
be
changed
as
approvals
are
given
for
work)
or
Work 12-13
3. Update any fields that need to be updated (see the table below of the statuses
that are available to DFW)
4. Click
Status
Description
Notes
Awaiting Release
ADFW
DFW Approve
Completed
CANC
Cancelled
Work 12-14
Status
Description
Notes
DEFR
Deferred Work
DSUB
EST
Estimated Requested
HENV
Hold/Environmental
INSN
Inspected, Fail
PART
Awaiting Parts
PDFW
PRR
Work request
Released
REJ
Rejected
TWC
Work Completed
(Technician)
Work 12-15
There are two ways to book time against a work order: using the Book Labor by
Employee screen; or the Book Labor tab under the Work Order screen.
Booking Time using Book Labor By Employee
Follow these steps to book time using the Book Labor by Employee screen
1. Select Book Labor by Employee from the Work menu (figure 4.2.13). The
system displays the Book Labor by Employee screen (figure 4.2.14).
Work 12-16
2. EmployeeEnter the person for whom to book time - i.e. the person who
completed the work - (figure 4.2.15). If you dont know the employee you can
click on the look up icon to select the employee from the employee list (figure
4.2.16).
Under the Labor Details pane enter the following information (figure 4.2.17):
3. Work Order- ActivityType or select the Work Order /Activity against
which to book hours.
Work 12-17
Figure 4.2.17 - Labor Details block
Once the work order - activity is selected, the system auto populates the following
fields Department, Trade, Date Worked from the Work Order and the Type
of Hours defaults to Normal (N).
4. Date Worked The date the work was completed.
5. Type of Hours The type of hours (N for Normal time, O for Overtime).
6. Hours Worked The number of hours worked.
7. Click Submit to save the record.
You can repeat steps 2 through 7 to add additional employees and hours.
Booking Time using Work Orders
Follow these steps to book time using the Work Orders screen.
1. Open the Work Orders screen and select the work order for which to book
hours (figure 4.2.18).
Work 12-18
Figure 4.2.18 - Work Orders List View
2. Click on the Book Labor tab. The system displays the Book Labor page
(figure 4.2.19).
Work 12-19
3. In the Labor Details block, select the Activity Trade of the work order for
which to book hours (figure 4.2.20).
Work 12-20
Figure 4.2.22 - Work Orders Closing Comments
4. Date CompletedEnter the date on which the work was complete. The
system automatically defaults the Date Completed to the time when the status
was changed to Closed (figure 4.2.24).
Work 12-21
Figure4.2.24Date Completed field
7. In the Closing Codes block of the screen, enter the appropriate Problem
Codes, Cause Codes, and Action Codes for the work order (figure 4.2.26).
Refer to the tables below for example lists of these codes. These MUST be
entered before the Work Order can be closed
8. Click
Work 12-22
BagJam
CauseCode
Abuse
Controls/Programming
Deterioration
EquipmentPower
MechanicalWare
OperatorError/Misuse
WX/Environment
Action
Adjust
Bypass
Repaired
Replaced
Reprogrammed
Reset
EquipmentDamage
CauseCode
Abuse
EquipmentPower
OperatorError/Misuse
WX/Environment
Action
Bypass
Rebuild
Removed
Repaired
Replaced
Reset
Hose/Connector
CauseCode
Abuse
ComponentAge
Deterioration
MechanicalWare
OperatorError/Misuse
Action
Adjust
Rebuild
Repaired
Replaced
Inoperative
CauseCode
Abuse
Controls/Programming
Deterioration
EquipmentPower
MechanicalWare
OperatorError/Misuse
WX/Environment
Action
Adjust
Bypass
Rebuild
Removed
Repaired
Replaced
Reprogrammed
Reset
LightsOut
CauseCode
Abuse
ComponentAge
Controls/Programming
EquipmentPower
OperatorError/Misuse
WX/Environment
Action
Repaired
Replaced
Reprogrammed
Reset
Work 12-23
Lock/Door
CauseCode
Abuse
ComponentAge
Controls/Programming
EquipmentPower
MechanicalWare
OperatorError/Misuse
WX/Environment
Action
Adjust
Bypass
Install
Rebuild
Repaired
Replaced
Reprogrammed
Reset
NotApplicable
CauseCode
NotApplicable
Action
NotApplicable
Painting/Carpenter
CauseCode
Abuse
ComponentAge
Deterioration
MechanicalWare
Safety/Security
WX/Environment
Action
Adjust
Install
Rebuild
Removed
Repaired
Replaced
Reset
Plumbing
CauseCode
Abuse
Controls/Programming
Deterioration
EquipmentPower
MechanicalWare
OperatorError/Misuse
Water/AirFlow
WX/Environment
Action
Adjust
Rebuild
Repaired
Replaced
Reprogrammed
Reset
PM/Inspection
CauseCode
PM/Inspection
Action
PM/Inspection
Tire/Wheel
CauseCode
ComponentAge
Deterioration
MechanicalWare
WX/Environment
Action
Adjust
Rebuild
Repaired
Replaced
Work 12-24
TooHot/Cold
CauseCode
ComponentAge
Controls/Programming
Deterioration
EquipmentPower
MechanicalWare
OperatorError/Misuse
WX/Environment
Action
Adjust
Bypass
Rebuild
Removed
Repaired
Replaced
Reprogrammed
Reset
Work 12-25
Work 12-26
11. Sched. Start DateEnter the scheduled start date of the work request.
12. Cost CodeEnter the cost code for the work request.
Work 12-27
Work 12-28
Note Though the Requestor can specify several WO fields, eg Priority and
Scheduled Start Date that may be incorrect, the supervisor or
manager who reviews the requests can update and change these
fields before changing the Work request into a Work Order.
2. Select one or more work requests to approve, and then click Approve. The
system removes the approved work requests from the list and sets the system
status of the work requests to Approved.
Work 12-29
Work 12-30
. The system inserts a new record and displays the Record View page.
3. Organization Enter the organization to which the work order belongs if you use
multi-organization security.
The system automatically populates Created By with the User ID of the logged in
user.
4. Work Order Enter a description of the work needed in the adjacent field.
The system assigns a work order number after you save the record.
5. Equipment Enter the equipment on which to perform the work.
You may also associate inspection routes to work orders from the Work Orders
screen. Refer to the Chapter on Inspection Management for more information.
Work 12-31
The system automatically populates the following fields based on the selected
Equipment (if available on the equipment record): Equipment Desc.,
Equipment Type, Equipment Org., Department, Location, Cost Code,
Assigned By (based on the Department), Assigned To, Safety, Last Meter
Reading (from the Meter Unit of the equipment), and Warranty.
ACCD
ADMIN
BRKD
Breakdown
CAL
Calibration
CM
Corrective Maintenance
DEVELOP
Development
IS
Direct Issue
MAINTAIN
Routine Maintenance
MEC
OPERATE
Operations
PM
Preventive Maintenance
PWO
REPAIR
Repairs / Response
RP
Repairable spare
ST
TRAINING
Training
Work 12-32
Note Once the work order is printed, the system automatically selects Printed
and unselects Print.
9. Status Select the WO status (figure 4.4.1). For a full list of the statuses set
up for DFW see section 4.2.2 above.
Note Not all statuses are available. The available statuses are defined by the
users group and status change authorizations. This controls the work
flow within EAM.
Note If you select a Status of Work request, the work request must be
approved and assigned a status of Released before defining activities,
scheduling labor, booking labor, etc.
10. Safety Select if this work requires special safety precautions.
11. Warranty Select if the equipment is under manufacturer warranty.
12. Dependent Select to keep the work order open until all child work orders
are completed.
Work 12-33
to expand a section.
Enter the following Linear Reference Details for steps 13-18 (figure 4.4.13) for
more details see the Linear Asset chapter of the training manual:
13. From Point Enter the point on the linear equipment record from which to
perform the work order.
Work 12-34
The system automatically populates the From Point Ref. Description and
Geographical Ref. if available.
14. Ref. Description Enter a description of the From Point.
15. Geographical Ref. Enter a geographical reference for the From Point.
16. To Point Enter the point on the linear equipment record to which to
perform the work order.
The system automatically populates the To Point Ref. Description and
Geographical Ref. if available.
17. Ref. Description Enter a description of the To Point.
18. Geographical Ref. Enter a geographical reference for the To Point.
Enter the following Work Order Details for steps 19-30 (figure 4.4.4):
19. Location Enter the location of the work to be completed.
20. Class Enter the class of the work order.
21. Problem Code Enter the code to identify the type of problem.
22. Parent Work Order Enter the code identifying the parent work order for
the work order.
Work 12-35
copies the standard work order activities to the current work order. If the
standard work order is a template, the system creates child work orders as
defined on the standard work order.
26. Priority Enter the priority of the work order.
27. Cost Code Enter the cost code of the work order.
28. Target Value Enter the estimated maximum cost for the work order.
The system automatically populates the following fields:
29. Route identifies the inspection route of which the equipment is a part.
Work 12-36
30. Inspection Status indicates the current status of the inspection route of
which the equipment is a part.
The system automatically populates Original PM Due Date if the work order
originated from a PM.
31. Enter the following Activity details for steps 32-38 (figure 4.4.5):
32. Activity Enter a value if you want to create a new activity to associate with
the work order.
33. Trade Enter the trade required to perform the activity.
Note If you enter a Trade, Estimated Hours, or People Required in the
Activity section of the page, an activity will automatically be created for
this work order.
An activity record can be deleted when you remove the Trade value.
All WO activities can be seen under the Activities Tab.
34. Task Enter the task code for the activity.
35. Material List Enter the material list code for the material list containing
the parts needed for the work order.
36. Estimated Hours Enter the estimated number of hours required to
complete the activity.
The system automatically populates Hours Remaining with the estimated
number of hours remaining for the activity. You may update this field at any time
during the life cycle of the work order.
37. Activity Start Date and Activity End DateEnter the starting and ending
dates for the activity associated with the work order.
Work 12-37
Work 12-38
The system also verifies whether Date Worked is within the date range
defined by Scheduled Start Date and Scheduled End Date on the
work order activity
42. Assigned By Enter the supervisor who assigned the work order.
43. Assigned To Enter the person responsible for the work order.
44. Sched. Start Date and Sched. End Date Enter the starting and ending
dates for the work order.
45. Req. Start Date and Req. End Date Enter the requested starting and
ending dates for the work order.
46. Start Date Enter the actual date on which the work order is started.
47. Date Completed Enter the actual date on which the work order is
completed.
48. Shift Enter the shift during which the work is requested to be performed.
49. Project BudgetEnter the project and the project budget to associate
with the work order.
Work 12-39
50. Click
Work 12-40
Note To create a standard work order from any general work order for easy
duplication, right-click on any existing work order, and then click Create
Standard WO. The system displays the Create Standard WO popup.
Enter New Standard WO, and then enter a description for the new
standard work order. Enter Organization, and then click Submit. The
system creates a new standard work order and closes the popup. See
the section later in this training chapter for more on Standard WOs.
Work 12-41
3. Click Add Activity. The system inserts a new Activity Details record.
Work 12-42
The system automatically populates Activity with the next available activity
number in multiples of 10, populates Start Date and End Date with the scheduled
start date of the work order, and populates People Required with a default value
of "1."
4. Activity Modify the activity number as necessary.
5. Trade Enter the trade required to perform the activity.
6. Estimated Hours Enter the estimated number of hours required to complete the
activity.
Work 12-43
14. Task Qty. Enter the required number of units of the task to associate with
the activity, and then select the unit of measure for the Task Qty. in the
adjacent field. For example, a work order activity to pave 100 miles of
highway today will indicate a Task Qty. of "100" and a unit of measure of
"Miles", whereas the same task on another day will indicate only 80 miles due
to the steep inclines of the stretch of highway being paved on that day.
15. Hired Labor Select to indicate that the activity will be completed by an
external source.
Note If the work order is a multiple equipment work order and you select Hired
Labor, the system enables Equipment and it is required. Refer to Adding
Equipment to Work Orders To Split Work Order Costs.
16. Labor Type Select the type of labor needed if you selected Hired Labor.
Note Activity lines only appear on the Create Labor Requisition popup if you
have established one or more activities to be hired from an external
source by selecting Hired Labor and by selecting a valid Labor Type on
the Activities page. Refer to Creating a Labor Requisition
17. Supplier Enter the supplier for the activity.
18. EquipmentChoose one of the following options if the work order is a
multiple equipment work order:
Enter a specific equipment to which to distribute the hired labor.
Enter All Equipment to evenly distribute the hired labor to each
equipment record on the work order.
Enter WO Header Equipment to distribute the hired labor to the
equipment on the work order header equipment.
19. Activity Comments Enter comments or instructions for the activity.
20. Click Submit. The system saves the record and updates the Activities list.
Note If the work order is a multiple equipment work order, the system creates
the activity for each Related Work Order. Refer to Adding Equipment to
Work Orders To Split Work Order Costs.
Work 12-44
To view comments entered for an activity, select the activity for which to view
comments, and then click View PM Activity Comments. The system displays the
View Comments popup.
To delete an activity, select the activity to delete, and then click Delete Activity.
The system deletes the record and updates the Activities list. You may delete
regular work order activities as long as no other records referring to the activity
have been created. The system also deletes the corresponding activity on any
related work order(s).
4.4.3 Defining Task Information
One of the benefits of a database is that, when used properly, it should reduce the
amount of work you do. Information is stored in the system and can be used over
and over again. This is true particularly with work order tasks. In Infor EAM a
task is a predefined set of work order activity details that may be referenced on an
activity of a work order, PM schedule, or standard work order to minimize data
entry and ensure consistent planning for jobs. The task instructions print out
with the WO so that technicians can have them to hand when performing their
maintenance activities.
In this section we will cover:
Defining Tasks
Identifying the steps to create a task
Add, edit and delete instructions for a task
Modify an existing task
Follow these steps to define task information.
1. Open the Tasks screen under the Work > WO Planning menu (figure4.4.11).
The system displays the List View page.
Work 12-45
2. Click
. The system inserts a new record and displays the Record View page.
3. Organization Enter the organization to which the task belongs if you use
multi-organization security.
Work 12-46
4. Task Enter a unique code identifying the task, and then enter a description
of the task in the adjacent field.
5. Class Enter the class of the task. The classes shown belong to the TASK
entity.
6. Trade Enter the trade with which to associate the task.
7. Estimated Hours Enter the number of hours estimated to complete the
task.
8. People Required Enter the number of people required to complete the
task.
9. UOM Enter the unit of measure for the task.
10. Click
Work 12-47
3. Click
Work 12-48
3. Refer to the following table when viewing work order cost information:
Cost Type
Explanation
Estimated Labor
Cost
Estimated Hired
Labor
Estimated Stock
Items
Parts associated with the work order that are not tools or
direct purchase
Estimated Services Price on the purchase order line associated with the work
order
Work 12-49
Cost Type
Explanation
Estimated Direct
Purchases
Estimated Tool
Cost
Estimated WO
Totals
Planned Labor Cost Remaining hours unless remaining hours is null; then = 0
Planned Hired
Labor
Planned Stock
Items
Planned Services
The same as Planned Hired Labor except the line order type is
SF (fixed price)
Planned Direct
Purchases
Planned Tool Cost Estimated Tool Cost minus Actual Tool Cost
Planned WO Totals Sum of all planned costs
On Order Labor
Cost
N/A
Work 12-50
Cost Type
Explanation
On Order Hired
Labor
On Order Stock
Items
N/A
On Order Services Order quantity minus received quantity minus scrap quantity
when the order line type is SF (fixed price), the line is active,
and the purchase order is approved
On Order Direct
Purchases
Invoice Differences Difference of actual cost and the invoiced cost for labor
Labor Cost
Invoice Differences Difference of actual cost and the invoiced cost for hired labor
Hired Labor
Invoice Differences N/A
Stock Items
Invoice Differences Difference of actual cost and the invoiced cost for services
Services
Invoice Differences Difference of actual cost and the invoiced cost for direct
Direct Purchases
purchases
Invoice Differences N/A
Tool Cost
Invoice Differences Sum of all invoice difference costs
WO Totals
Actual Labor Cost
Actual Hired Labor Sum of booked hours costs that are not hired labor
Work 12-51
Cost Type
Explanation
Actual Direct
Purchases
Actual WO Totals
Total Cost Services Sum of Planned Services, Invoice Differences Services, Actual
Services, and On Order Services
Total Cost Direct
Purchases
Total Cost WO
Totals
Remaining Balance Estimated Labor Cost minus Total Cost Labor Cost
Labor Cost
Remaining Balance Estimated Hired Labor minus Total Cost Hired Labor
Hired Labor
Remaining Balance Estimated Stock Items minus Total Cost Stock Items
Stock Items
Work 12-52
Cost Type
Explanation
Work 12-53
3. Click Add Additional Cost. The system inserts a new Additional Cost
Details record.
4. Cost DescriptionEnter a cost description.
5. Activity-TradeEnter a trade or an activity.
The system automatically populates Activity if the work order has only one
associated activity.
6. Cost TypeSelect one of the following options:
Part
Own Labor
Hired Labor
7. DateEnter the date of the additional cost if you use multiple equipment.
8. EquipmentEnter the equipment for the additional cost if this is a multiple
equipment work order.
The system automatically populates Equipment Org. and Related Work
Order.
9. Click Submit. The system saves the record and updates the Additional Costs
list.
Note Records cannot be deleted on the Additional Costs page. Therefore,
enter negative costs to make corrections. The negative costs are not
validated against the positive posts, i.e., there may be a part cost of $10
and another part cost of -$15.
4.4.5 Scheduling Labor for Work Orders
Schedule labor hours for each work order activity by trade, by shift, and/or by
employee.
Note Hours can only be scheduled for work orders with activities.
WO Labor Scheduling
Follow these steps to schedule labor for work orders.
1. Open the Work Orders screen. The system displays the List View page.
Work 12-54
2. Select the work order for which to schedule labor, and then click the Schedule
Labor tab. The system displays the Schedule Labor page (figure 4.4.16).
3. Click Add Schedule. The system inserts a new Labor Details record.
The system automatically populates Activity-Trade with the activity-trade
performing the work for the selected work order. The system populates
Scheduled Date with the scheduled start date of the work order activity;
Scheduled By with the name of the current user; Completed with the current
setting of the Completed checkbox for the selected Activity-Trade; Act. Est.
Hours with the number of hours planned for the work order activity; Act.
Sched. Hours with the number of hours scheduled for the work order activity;
and Act. Actual Hours with the total hours booked to date for the work order
activity. When the work order activity is defined as requiring tools, the system
automatically selects Tools for new and existing labor schedules.
Notes If the work order has multiple activities, you must select the ActivityTrade to schedule from the drop-down list.
If the project on the work order header is flagged as Frozen, you may
not add or delete labor schedules, and the system displays all fields as
read-only.
Work 12-55
automatically
populates
the
employee
description
and
Department.
Crew Enter the crew to schedule to perform the work.
5. Scheduled Date Enter the date on which to schedule the work. You
cannot schedule work for any date earlier than todays date.
6. Scheduled Hours Enter the estimated number of hours to complete the
work. The number of hours must be between 0 and 24.
7. Start Time and End Time Enter the scheduled start time and end time of
the work order activity.
8. Shift Enter the shift to perform the activity on the scheduled date.
9. Maintenance Equipment Enter the auxiliary equipment needed for the
task, i.e., the equipment is not used in production.
The system automatically populates Equipment Org.
10. Comments Enter additional comments about the schedule.
11. Click Submit. The system saves the record and updates the Schedules list.
Note To delete a schedule, select the schedule to delete, and then click Delete
Schedule. The system deletes the record and updates the Schedules list.
You may delete an existing labor schedule that is scheduled for the
current date or later if you have made an error entering the data and if
you have access rights for deleting the labor schedule. Also, you may
only delete labor schedules that have not been frozen or completed.
Copying an Existing Labor Schedule
You may copy an existing labor schedule and update it as necessary.
Follow these steps to copy an existing labor schedule.
1. Open the Work Orders screen. The system displays the List View page.
2. Select the work order for which to copy a labor schedule, and then click the
Schedule Labor tab. The system displays the Schedule Labor page (figure
4.4.17).
Work 12-56
3. Select the labor schedule to copy, and then click Copy Schedule. The system
copies the existing labor schedule.
Work 12-57
Work 12-58
Work 12-59
4. Select Equipment If you clicked on the lookup, select the equipment that
you want to have on the work order (figure 4.4.19).
5. Click Add WO Header Equipment to add the equipment on the work order
header to the Equipment list.
Notes
The system does not automatically distribute the work order costs to the
equipment on the work order header. You must add the header
equipment to the Equipment list to include the header equipment in the
work order cost distribution.
Work 12-60
Notes
The system creates a MEC work order for each equipment in the Equipment list
and selects Multiple Equipment on the work order header.
The system populates the following fields on the MEC work order(s) from the
parent work order: Organization, Description, Type, Status, Duration,
Priority, Problem Code, Entered By, Sched. Start Date, Date Reported, Class,
Work 12-61
The system automatically populates Parent Work Order and Route Parent (in
the database only) with the work order number (on the header). The system
populates the following fields from the activities on the parent work order to each
MEC work order: Activity, Start Date, Trade, Task, Hired Labor, People
Required,
Duration,
Task
Qty.
(UOM),
Reason
for
Repair,
Work
Note
Notes
Work 12-62
3. Click Import Route Equipment. The system displays the Routes popup
(figure 4.4.22).
Work 12-63
4. Select the route from which to import the route equipment, and then click
OK. The system closes the popup and updates the Equipment list.
Notes
Work 12-64
Once
qualifications
are
established,
only
employees
with
those
qualifications are able to complete the work and book time to the Work Order
activity.
Associating Qualifications with Tasks
You can associate qualifications with tasks to establish the minimum
qualifications for an employee to perform tasks associated with work. After
defining a qualification, you can associate it with tasks (see the Work
Management Administration section for information on how to define a
qualification).
When you select a task to which you have associated qualifications for a work
order activity, you can only assign/schedule an employee that has an active
record of the required qualification(s) for that task on their personnel record to
perform the work order activity. Employee qualifications are active if the
employee has completed the necessary training course/requirements and the
training has not expired as indicated by the Start Date and Expiration Date
for the qualification on the employees personnel record. Employees can also be
Temporarily Disqualified for qualifications as necessary on their personnel
record.
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Note If you delete a qualification previously associated with a task, then the
deleted task qualification will no longer be required for any subsequent
work order activities for which the task is selected. However, the
deleted task qualification will still be required for any existing work
order activities for which the task is selected.
Likewise, if you add a new qualification to a task or update an existing
qualification associated with a task, the new/updated task will not affect any
existing work order activities for which the task is selected. However, the
added/updated qualification will be required for subsequent work order activities
for which the task is selected, and the system displays a message indicating the
number of open work orders for the task.
Follow these steps to associate qualifications with tasks.
1. Open the Tasks screen. The system displays the List View page.
2. Select the task with which to associate qualifications, and then click the
Qualifications tab. The system displays the Qualifications page (figure 4.4.23).
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Note You must enter an activity for the work order before you associate a
qualification.
3. Click Add Qualification. The system inserts a new Qualification Details
record.
The system automatically populates Activity-Trade, Task, and Source.
Note The system only populates the activity-trade if one activity-trade exists.
When two or more exist, Activity-Trade is empty.
4. Activity-Trade Select the appropriate activity-trade for the work order.
5. Qualification Enter the qualification to associate with the work order
activity. The system automatically populates the description of the
qualification.
Note The system selects Removed for any qualifications that are retrieved to
the work order activity from a task/trade to indicate that the qualification is
no longer associated with its original Source (the trade record on the
Trades screen or the task record on the Tasks screen). You can only
delete work order activity qualifications inherited from a trade/task for
which Removed is selected or that are activity specific (not inherited from
a trade/task).
6. Click Submit. The system saves the record and updates the Qualifications
list.
Note To remove a qualification, select the qualification to remove, and then
click Remove Qualification. The system removes the record and
updates the Qualifications list.
Importing Unlinked Qualifications to Work Order Activities
You can import additional trade and task qualifications that are not already
linked to the work order activity.
Follow these steps to import unlinked qualifications.
1. Open the Work Orders screen. The system displays the List View page.
2. Select the work order for which to import unlinked qualifications, and then
click the Qualifications tab. The system displays the Qualifications page
(figure 4.4.25).
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Note You must enter an activity for the work order before you associate a
qualification.
3. Click Import Unlinked Qualifications. The system displays the Import
Unlinked Qualifications popup (figure 4.4.25).
qualification.
The
system
populates
Unlinked
Task
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3. Allow Trade Rate to be Zero Select to allow the system to apply a zero
trade rate if the system does not find a value for trade rate.
4. Include Transactions on Completed Multiple Equipment Child
Work Orders Select to include transactions on multiple equipment child
work orders that are both released and completed.
5. Work Order Enter the code identifying the work order for which to book
labor.
Note Use the shortcut key <F9> to open the pop-up windows for the different
fields.
6. Activity Enter the activity.
7. Employee Enter the employee.
8. Department Enter the department.
9. Trade Enter the trade.
10. Date Worked Enter the date the work order was performed.
11. Type of Hours Enter the type of hours completed for the work order.
12. Hours Worked Enter the number of labor hours performed for the work
order.
13. Equipment Enter the equipment used for the work order.
The system automatically populates Equipment Org. and Related Work
Order if you selected Equipment.
Note If you edit Equipment, the system clears the values for Equipment Org.
and Related Work Order.
14. Start TimeEnter the start time for the work order.
15. End Time Enter the end time for the work order.
16. Click Update Work Order. The system updates the work orders or, if there
is an error, automatically populates Error Message in the right hand
column (figure4.4.28).
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Note Click Copy Line to copy the information from the currently selected row
to the next available row.
Click Clear Line to delete the information from the selected row.
4.4.9 Adding Comments To Work Orders in a Batch
You can add comments to several work orders and update multiple work orders
simultaneously.
Follow these steps to add comments to work orders in a batch.
1. Open the Batch Work Order Updates screen under Work > Process menu
(figure 4.4.29). The system displays Book Labor page.
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2. Click the Add Comments tab. The system displays the Add Comments page
(figure 4.4.30).
3. Work Order Enter the code identifying the work order to update.
4. Comment Enter comments for the selected work order.
5. Closing Comment Select to have the comment entered added to the
closing comments on the work order.
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Note Select Closing Comment per individual line, or select the Closing
Comment field header to select all lines.
If you do not select Closing Comment, the system considers the
comment a work order comment.
6. Print with Document Select to print comments when printing the work
order.
Note Select Print with Document per individual line, or select the Print with
Document field header to select all lines.
7. Click Update Work Order. The system updates the work orders and gives a
success message (figure 4.4.31) or, if there is an error, automatically populates
Error Message.
Note Click Copy Line to copy the information from the currently selected row
to the next available row.
Click Clear Line to delete the information from the selected row.
4.4.10 Adding and Viewing Child Work Orders On a Parent Work Order
You can create one or more work orders that are considered children of another
work order. In some cases, the child work orders are dependent on the parent
work order, which means that the parent work order cannot be completed until
all child work orders have a system Status of Completed. In other cases the
parent and child work orders are independent and can be completed separately.
Follow these steps to add child work orders to a parent work order.
1. Open the Work Orders screen. The system displays the List View page.
2. Select the work order for which to add child work orders, and then click the
Children tab. The system displays the Children page showing all child work
orders (figure 4.4.32).
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Note If the selected work order is a multiple equipment work order or MEC
work order, then the system protects all fields on the page, and they
cannot be updated.
3. Click Add Child WO. The system inserts a new Child Work Order Details
record. The system automatically selects Dependent.
4. Child WO Enter the work order number to associate with the parent work
order.
The system automatically populates the child work order description, Type,
Status, Equipment, Equipment Org., and Equipment Type.
5. Dependent Unselect to indicate that the child work order is not dependent
on the parent.
Note If Dependent is selected and the installation parameter EVTCASCD is
set to NO, the parent Work Order cannot be completed unless all of its
child work orders are completed.
If Dependent is selected and the installation parameter EVTCASCD is
set to YES, completing the parent work order will also complete the Child
WO.
6. Click Submit. The system saves the record, updates the Children list, and
populates Parent Work Order with the work order header number.
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Note To delete a child work order, select the child work order to delete, and
then click Delete Child WO. The system deletes the record and updates
the Children list.
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3. Click Add Permit. The system inserts a new Permit Details record.
The system automatically selects Active.
Note The system automatically flags a new permit as Active, and this setting
cannot be changed while adding the permit reference to the work order.
You may deactivate permits after adding the permit if necessary.
4. Permit Select the permit to associate with the work order.
The system automatically populates the permit description, Date Printed,
Permit Reference, and Permit Comments to correspond with the selected
permit.
5. Click Submit. The system saves the record and updates the Permits list.
Note You cannot delete work order permits after they have been added as a
permit reference for the work order.
To deactivate a permit, select the permit to deactivate, and then click
Deactivate Permit. The system deactivates the record and updates the
Permits list.
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22. Downtime Cost Enter the cost that resulted from the equipment being
out of operation due to failure.
23. Downtime Hours Enter the number of hours that the equipment was out
of operation due to failure.
The system automatically populates Last Meter Reading with the value of the
last meter reading and the unit of measure of the reading in the adjacent field.
The system automatically populates Trigger Event which indicates the MS
Project planning session is associated with the equipment on the work order.
24. Reported By Enter the employee requesting the work.
25. Date Reported Enter the date and time that the problem was reported.
Note If the BOOKDATE installation parameter is set to ON, the system does
not allow you to book hours for labor for a date that is earlier than the
Date Reported. If BOOKDATE is set to OFF, you can book hours without
any date restrictions related to the Date Reported.
26. Assigned By Enter the supervisor who assigned the work order.
27. Assigned To Enter the person responsible for the work order.
28. Sched. Start Date Enter the starting date for the work order.
29. Sched. End Date Enter the date the work is scheduled to be complete.
30. Req. Start Date Enter the requested starting date for the work order.
31. Req. End Date Enter the requested ending date for the work order.
32. Start Date Enter the actual date on which the work order is started.
33. Date Completed Enter the actual date on which the work order is
completed.
34. Target Value Enter the estimated maximum cost for the work order.
The system automatically populates Currency.
35. Service Request If populated, the value displayed for If populated, the
value displayed for Service Request is a hyperlink to the service request
associated with the work order. Click the number to view the associated
service request.
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36. Click
40. Enter the Estimated Hours and Start Date and End Date (the Start Date
defaults to the current date, the End Date defaults to the next day).
41. Click on
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Note You can only book labor once there is one or more activities against the
Work Order.
44. Enter the Type of Hours (N = normal; O = overtime), the Hours
Worked and the Date Worked.
45. To Click on
Note
Once you have booked labor the Book Labor fields reset. This allows
you to repeat the process to book additional labor. To see all the labor
booked against the WO, click on the icon.
Note
Once hours have been booked they cannot be removed. If you need to
make a correction you will need to book a negative hours quantity to the
employee needing the correction.
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4.6
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2. Work Order Enter the work order number of the work order you wish to
close. The system displays all available information associated with this work
order.
The system automatically populates the work order description, Organization,
and New Status with a value of Completed.
3. Equipment Enter the equipment on which the work was performed.
Note If the work order is a multiple equipment work order, then Equipment (on
the work order header) is protected.
4. New Status Select another status is necessary, otherwise leave the status
as Completed.
Note A parent work order cannot be closed until all dependent child work
orders have been closed.
5. Date Completed Enter the date on which the work was completed.
6. Downtime Cost Enter the cost of the downtime to the production process.
7. Downtime Hours Enter the number of hours that the equipment was
down.
8. Problem Code Enter the code of the problem that required work.
9. Failure Code Enter the reason that the equipment or component failed.
10. Cause Code Enter problem cause code, i.e., the root cause of the problem.
11. Action Code Enter the action taken to correct the problem.
12. Closing Comments Enter any closing comments about the work order.
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Complete the following steps to book hours to the work order, using the Book
Hours block at the bottom of the WO Quick Close screen (figure 4.6.3):
13. Activity-Trade Select the activity-trade performing the work for which to
book labor hours.
Note When you select an Activity-Trade, the system temporarily protects
Work Order to prevent an accidental change during the process of
booking hours. However, upon saving the booked hours or clicking
Clear, the system enables Work Order and clears the Activity-Trade.
However, if you manually clear Activity-Trade, Work Order remains
protected.
If the selected Work Order is a multiple equipment work order, then the system
enables Equipment in the details section of the screen, and it is required. If you
clear Activity-Trade for a multiple equipment work order, the system also
clears the Equipment, Equipment Org., and Related Work Order.
14. Employee Enter the personnel performing the work for which to book
hours.
15. Date Enter the date on which the work was performed.
16. Type of Hours Select the type of hours worked (N = Normal Time, O =
Overtime).
17. Hours Enter the number of hours spent performing the work.
18. Click Save Hours. The system books the hours against the work order
activity.
Repeat these steps as necessary to book any additional employee hours against
the work order activity.
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19. Click
Note If you close a PM work order, the system generates the next PM work
order as long as the PM work order is not a duplicate.
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To restrict the list of standard work orders available on a given work order to only
those defined as applicable for the equipment and/or problem indicated on the
work order at the time the standard work order selection is made, enter
Equipment Class, and/or Category.
4.7.1 Defining Standard Work Order Headers
To begin defining Standard Work Orders you start be creating headers. Headers
include basic information about the work orders.
Follow these steps to define standard work order headers.
1. Open the Standard WOs screen, under Work > WO Planning (figure 4.7.1).
The system displays the List View page (figure 4.7.2).
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2. Click
. The system inserts a new record and displays the Record View page
(figure 4.7.3).
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10. Duration Enter the duration of the standard work order, in days.
11. WO Class Enter the work order class of the standard work order.
12. Priority Select the priority of the standard work order.
13. Click
3. Click Add Activity. The system inserts a new Activity Details record.
4. Activity Enter an activity number for the first activity.
5. Trade Enter the trade of the activity.
6. Task Enter the task list of the activity.
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7. Material List Enter the material list to include for the activity As DFW
are not using the Material module this should always be left blank.
8. Estimated Hours Enter the number of hours estimated to complete the
activity.
9. People Required Enter the number of people needed to complete the
activity.
10. StartEnter a 1 if the activity is to start on the same day that the standard
work order starts. Enter a 2 if the activity should start on day 2 of the
standard work order, etc.
11. Duration Enter the duration of the activity in days.
12. Click Submit. The system saves the record and updates the Activities list.
Note To delete an activity from a standard work order, select the activity to
delete, and then click Delete Activity. The system deletes the record and
updates the Activities list.
4.7.3 Copying Standard Work Orders
To save reentering information when creating a standard WO similar to an
existing standard WO you can copy standard work orders.
Follow these steps to copy standard work orders.
1. Open the Standard WOs screen. The system displays the List View page.
2. Select the standard work order to copy, and then click the Record View tab.
The system displays the Record View page.
3. Right-click on the screen, and then choose Copy Record. The system
displays the Copy Standard WO popup (figure 4.7.5.).
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6. Click Submit. The system creates the new standard work order.
4.7.4 Assigning Child Work Orders to Standard Work Orders
Similarly to the regular work orders, you can assign child standard work orders to
parent standard work orders. You first define standard work order headers, and
then define child standard work orders. You can only define child work orders if
you selected Template on the standard work order header. If you define child
work orders using a standard work order template, the system automatically
creates a work order for each child assigned to the template.
Similarly to regular child work orders, you can also set up child work orders to
change the status of a work order depending on another work order, and you can
calculate the requested start and end dates for each work order when the new
work order is created from the template.
Follow these steps to assign child work orders to standard work order.
1. Open the Standard WOs screen. The system displays the List View page.
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2. Select the standard work order for which to define children and click on the
Record View. Ensure that the Template check box is checked (figure 4.7.7).
If necessary check this box and save the record.
3. Click on the Children tab. The system displays the Children page (figure
4.7.8).
4. Click Add Child Standard WO. The system inserts a new Child Standard
WO Details record.
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5. Child Standard WO Enter the child standard work order to assign to the
standard work order template.
The system automatically populates the child standard WO description,
Duration, and Priority if available.
6. Sequence Enter the sequence number in which to perform the child work
order.
7. Step Enter the step number (in the sequence of steps) in which to perform
the child standard work order.
8. Click Submit. The system saves the record and updates the Children list.
Note To remove a child standard work order, select the child standard work
order to remove, and then click Remove Child Standard WO. The
system removes the record and updates the Children list.
4.8
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2. Click
. The system inserts a new record and displays the Record View page.
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10. Trade Enter the trade required to perform the deferred maintenance.
11. People Required Enter the number of people required to perform the
deferred maintenance.
12. Duration (Days) Enter the estimated number of days needed to complete
the deferred maintenance.
13. Estimated Hours Enter the estimated number of hours needed to
complete the deferred maintenance.
Note Estimated Hours must be less than or equal to People Required times
24 times Duration (Days).
14. Hired Labor Select to indicate that the deferred maintenance will be
completed by an external source.
15. Labor Type Select the type of labor needed if you selected Hired Labor.
16. Supplier Enter the supplier for the deferred maintenance.
17. Activity Comments Enter comments or instructions for the deferred
maintenance.
18. Work Order Enter when ready to assign the deferred maintenance to a
new work order.
19. Click
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4.9
Scheduling Work
Infor EAM has rich scheduling tools and capabilities. These allow users to:
View the current work order schedule, calculate labor availability
View labor utilization
Schedule unscheduled or backlogged work orders
Reschedule work orders
Balance the workload on the WO Load Balancing screen.
Within this section we will look at:
WO Scheduling Screen
Calendar Pane within the WO Scheduling Screen
Identify the steps for scheduling WOs and deleting WOs from the schedule
Identify the steps for changing a WO status from the Scheduling screen
View availability of individuals and trades
View, export and print daily work schedules
For Scheduling to work, the following objects need to be setup in EAM (see the
Work Order Administrator section at the end of this training section):
Trades
Shifts
Employees
Employee shift assignment
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Procedure
Daily schedule
Select from the calendar the day for which to view the
schedule. The system displays the daily schedule in the top
portion of the screen.
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View
Procedure
Unscheduled work Select Unscheduled WOs for Dataspy in the Activities section
orders
of the screen.
Backlogged work
orders
Note To refresh the work order schedule, click Refresh. The system updates
the schedule with the current work order information.
4.9.2 Calculating Labor Availability
You can calculate the total number of hours that are available for work during a
given period and use the available hours to schedule labor.
The Organization, Trade, and Department fields serve as filters for
employees who are associated with specific organizations, trades, and
departments. Enter an organization to calculate labor availability for all
employees assigned to that organization and to an active shift. Enter a trade to
calculate labor availability for all employees assigned to that trade and to an
active shift. Enter a department to calculate labor availability for all employees
assigned to that department and to an active shift. Finally, enter any combination
of Organization, Trade, or Department to calculate labor availability for all
employees that match that specific combination. Leave Organization, Trade,
and Department empty to calculate labor availability for all active shifts.
Important
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Color
Significance
White
No data has been calculated for the date or the required setup
information is not complete
Gray
Green
Total scheduled hours are less than total available hours, and labor
utilization is less than 80%.
Yellow
Total scheduled hours are between 80% and 100% of total available
hours.
Red
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Function
Procedure
Schedule
unscheduled
work orders
Schedule
Select Backlogged WOs for Dataspy in the Activities section of
backlogged work the screen, and then select a work order from the list and drag it
orders
to the day on the calendar for which to schedule it. The system
creates a new work order schedule record.
Reschedule work Select the work order to reschedule in the Daily Schedule list, and
orders
then drag it to the day on the calendar for which to reschedule it.
You must select either todays date or a future date as the
reschedule date on the calendar.
Note To delete an existing work order schedule, select the work order schedule
to delete in the Daily Schedule list, and then click Delete Schedule. The
system deletes the record and updates the Daily Schedule list. You may
not delete work order schedules that are set in the past.
4.9.5 Viewing Work Order Comments
You can view work order planning and work order activity-related comments on
the Work Order Scheduling screen.
Follow these steps to view work order comments.
1. Open the Work Order Scheduling screen.
2. Select a work order for which to view comments from the Activities list, and
then click View Comments. The system displays the Work Order/Activity
Comments popup (figure 4.9.7).
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3. New Status Select the status to which to change the work order.
Note You may only select a New Status with a system status of R.
4. Click Submit. The system saves the record.
4.9.7 Freezing and Unfreezing Activity Schedules
You can temporarily freeze a schedule to compare the actual work done against
the work that you scheduled. Frozen activity schedules cannot be updated.
Follow these steps to freeze and unfreeze activity schedules.
1. Open the Work Order Scheduling screen.
2. Click
on
the
button
Freeze/Unfreeze.
The
system
displays
the
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Note The system does not enable you to balance the workload for work orders
of Type ST (standing work order) or MEC (multiple equipment child).
Follow these steps to balance the workload.
1. Open the WO Load Balancing screen under the Work > WO Load Balancing
menu. The system displays the Parameters page (figure 4.9.11).
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2. Work Order Org. Enter the organization to which the work order belongs
if you use multi-organization security.
3. Enter selection criteria as necessary in the Selection Parameters section of the
screen.
Note You can enter wildcards for the Department, PM Schedule, Project
Budget, WO Type, Priority, Trade, Status, Reported By, Work Order,
Assigned To, and Assigned By parameters. Enter the first character of
the parameter followed by a percentage sign, and then click Process. For
example, if you enter E% for Trade, the system retrieves all work orders
with a trade that begin with the letter "E" on the Preview tab.
4. Schedule Window (Days) Enter the number of days into the future for
which to calculate labor availability.
5. Sort By Select whether to sort by Reported Date or by Scheduled Start
Date.
6. Click Process. The system displays the Preview page listing all of the work
orders meeting the selection criteria (figure 4.9.12).
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7. SelectSelect each work order you wish to balance, or you can unselect each
work order you do not wish to balance as necessary.
Note To select all the work orders at once, check Select. To unselect all the
work orders at once, uncheck Select.
8. Click Lock Selected Work Orders. The system locks the work orders and
displays the Balance Load page (figure 4.9.13).
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to move the current work order back in time. You may also
click a specific date cell to change the work order date. In the lower section of
the screen, the system displays colors to represent labor availability versus
labor required for the work order:
Green Available labor hours exceed required labor hours
Yellow Required labor hours equal available labor hours
Red Required labor hours exceed available labor hours
By adjusting work orders in the schedule, you can reschedule them at times when
enough labor is available, and thus balance the workload.
10. Click Update Activity to update the work order activity. The system displays
the Update Activity popup (figure 4.9.14).
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11. Activity-Trade Select the activity-trade for which to update the trade or
start date.
12. Trade Enter the trade to update for the activity.
13. Start DateEnter the starting date to update for the activity.
14. Click Save. The system saves the record and displays to the Balance Load
page.
15. Click Close Session and Update Work Orders. The system saves the
record.
Note To save the work order balancing session, click Save Session. The
system saves the session.
To cancel the work order balancing session, click Cancel Session. The
system cancels the session.
4.9.9 Viewing Work Order Details While Balancing the Workload
You can view work order details while balancing the workload for a work order to
access specific information about a work order that can affect the scheduling of
the work order, such as the location, priority, start and due dates, etc.
Follow these steps to view work order details while balancing the workload.
1. Open the WO Load Balancing screen. The system displays the Parameters
page.
2. Generate, preview, and lock the list of work orders to balance as necessary.
Refer to Balancing the Workload. The system displays the Balance Load page.
3. Select the work order for which to view details, and then click View WO
Details (figure 4.9.15). The system displays the View Work Order Details
popup (figure 4.9.16).
4. View the work order details for the work order to balance.
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System
Code
Description
System
Default
NO
1EXESPCL
YES
1WORKDAY *
2AEMERG
DO NOT USE.IMPACT TO
OPERATIONS, PASSENGER OR
AIRCRAFT MOVEMENT
NO
2EMERG
NO
2WORKDAY *
NO
30WORKDA *
3URGENT
DO NOT USE.MAINTENANCE/REPAIR
WORK REQUIRED FOR CONTINUED
FACILITY OPERATION
4ROUTINE
5DEFERED
NO
5WORKDAY *
NO
APPEAR
DO NOT USE.Appearance
NO
CUSTSVC
NO
NO
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User Code
System
Code
Description
System
Default
FIVEMIN
NO
NEGOTIAT
NO
PROJECT
NO
SCHED
NO
TWOHOURS *
NO
These priorities indicate the order in which work orders should be completed.
Follow these steps to define work order priorities for work setup.
1. Open the Systems Codes screen under the Administration > Setup menu. The
system displays the Systems Codes page (figure 4.10.1).
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2. SetupSelect Codes.
3. For EntitySelect the JBPR (Work Order Priority) entity.
4. Click Add User Code. The system inserts a new Code Details record.
5. User Code Enter a user code for the work order priority.
6. System Code Enter a code for the system status.
7. Description Enter a description for the work order priority.
8. System Default Select to set the system default to the current code.
9. Click Submit. The system saves the record and updates the Work Order
Priorities list.
Note To delete a code, select the code to delete, and then click Delete
Code. The system deletes the record and updates the Code list.
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System
Description
Code
System
Note
Default
Awaiting Execution
YES
Bypassed Due to
Nesting
YES
Completed
YES
CANC
Cancelled
NO
DEFR
Deferred Work
NO
DSUB
NO
ESCL
Escalate to
Supervisor
NO
EST
Estimate Requested
NO
EXAP
Extension Approved
NO
EXRQ
Extension Requested NO
HENV
Hold/Environmental NO
HOLD
Hold
NO
INSN
Inspected.Fail
NO
INSP
Inspected.Passed
NO
RIR
Re-Inspection
Requested
NO
OFSR
NO
PEND
DFW Approval
Required
NO
PRR
Project Review
Required
NO
PTRQ
Part Requested
NO
PART
NO
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User
Code
System
Description
Code
System
Note
Default
PTRC
Part Received
NO
Work Request
YES
Released
YES
REJ
Rejected
NO
RPL
NO
RPR
Immediate Release
NO
RS
SCHD
Scheduled
TWC
Work Completed
(Technician)
NO
WRKG
Work in Progress
NO
Parts received in
warehouse.
NO
Technician has completed
work, waiting for
lead/supervisor
inspection.
Define work order statuses. These statuses indicate the state of existing work
orders.
Follow these steps to define work order statuses for work setup.
1. Open the Systems Codes screen under the Administration > Setup menu. The
system displays the Systems Codes page (figure 4.10.2).
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System Default
YES
ACCD
NO
ADMIN
BRKD
BR
Breakdown
YES
CAL
CAL
Calibration
YES
CM
Corrective Maintenance
NO
DEVELOP
Development
NO
IS
IS
Direct Issue
YES
MAINTAIN
Routine Maintenance
NO
MEC
MEC
YES
OPERATE
Operations
NO
PM
PM
Preventive Maintenance
YES
PWO
NO
REPAIR
Repairs / Response
NO
RP
RP
Repairable spare
YES
ST
ST
YES
TRAINING
Training
NO
Define work order types. These types indicate the condition of existing work
orders.
Follow these steps to define work order types for work setup.
1. Open the Systems Codes screen (figure 4.10.3). The system displays the
Systems Codes page.
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RP (Repairable Spare)
ST (Standing Work Order)
7. Description Enter a description for the work order type.
8. System Default Select to set the system default to the current code.
9. Click Submit. The system saves the record and updates the Work Order
Types list.
4.10.4 Defining Supervisors
You can define codes to represent employee supervisors.
Follow these steps to define supervisors.
1. Open the Supervisors screen under the Work > Setup menu. The system
displays the List View page (figure 4.10.4).
2. Click
. The system inserts a new record and displays the Record View page
(figure 4.10.5).
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2. Click
. The system inserts a new record and displays the Record View page.
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2. Click
. The system inserts a new record and displays the Record View page.
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2. Click
. The system inserts a new record and displays the Record View page.
3. Organization Enter the organization to which the trade belongs if you use
multi-organization security.
4. Trade Enter a unique code identifying the trade, and then enter a
description of the trade in the adjacent field.
5. Class Enter the class to further subdivide the trade as necessary. For
example, specify apprentice, journeyman, or master.
6. Click
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2. Select the trade for which to define rates, and then click the Rates tab. The
system displays the Rates page (figure 4.10.9).
3. Click Add Rate. The system inserts a new Rate Details record.
4. Organization Enter the organization to which the rate belongs if you use
multi-organization security.
5. Type of Hours Enter hour occupation type for this work, e.g., select N for
normal hours or O for overtime hours.
6. Department Enter the department associated with this rate. If the rate
applies to all departments, enter *.
7. Hourly Rate Enter the hourly rate for this trade.
8. Start Date and End Date Enter the beginning and ending dates to which
the rate applies.
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Note Dates for the same trade type/department combination cannot overlap.
For example, the MAINT department of ORG1 cannot have an overtime
hourly rate of 20 to start 01-01-2004 and end 12-31-2004 and another
overtime hourly rate of 30 to start 05-01-2004.
9. CurrencyThe system displays the currency of the organization.
10. Click Submit. The system saves the record and updates the Rates list.
Note To delete a rate, select the rate to delete, and then click Delete Rate.
The system deletes the record and updates the Rates list.
Associating Qualifications with Trades
You can associate qualifications with trades to establish the minimum
qualifications for an employee belonging to a trade to perform work for which the
trade is selected.
After defining a qualification, you can associate it with a trade. If an employee is
associated with a trade for which there is a qualification, the employee must have
an active record of that qualification on their personnel record. Employee
qualifications are active if the employee has completed the necessary training
course/requirements and the training has not expired as indicated by the Start
Date and Expiration Date for the qualification on the employees personnel
record. Employees can also be Temporarily Disqualified for qualifications as
necessary on their personnel record.
If you have associated a qualification with a trade, and you associate a trade with
a work order activity, you can only schedule employees associated with the
selected trade who have the active qualifications required for that trade to be
assigned/scheduled to perform the work.
Note If you delete a qualification previously associated with a trade, then
the deleted trade qualification will no longer be required for any
subsequent work order activities to which the trade is assigned.
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2. Click
. The system inserts a new record and displays the Record View page
(figure 4.10.12).
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4. Employee Enter a unique code identifying the employee, and then enter a
description of the employee code in the adjacent field.
5. Department Enter the employees department.
6. Trade Enter the employees trade or craft.
7. Associated User Enter the Infor EAM user to associate with this employee
(associated user enables EAM to identify the employee from the user logged
onto the EAM system).
8. Class Enter the class of the employee.
9. Out of Service Select to prevent the employee code from being displayed
in lookups.
The system automatically populates Out of Service if the employee has been
transferred to another organization.
10. Phone No. Enter the employees phone number.
11. E-mail Address Enter the employees e-mail address as necessary.
12. Click
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3. Click Add Rate. The system inserts a new Rate Details record.
4. Organization Enter the organization to which the rate belongs if you use
multi-organization security.
5. Type of Hours Enter the occupation type for this work, (e.g. N for normal
hours or O for overtime hours). The values listed belong to the OCTP entity.
6. Department Enter the department associated with this rate. If the rate
applies to all departments, enter *.
7. Hourly Rate Enter the hourly rate for this employee.
8. Start DateEnter the beginning date to which the rate applies.
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3. Click Add Exception. The system inserts a new Exception Details record.
4. Date Enter the date the employee will be absent. If the employee will be
absent for multiple days, create multiple, separate date records.
5. Hours Enter the number of hours for each day the employee will be
present. If the employee is available for two hours, enter 2. You cannot enter
more than 24 hours per day.
6. Comments Enter any additional comments.
7. Click Submit. The system saves the record and updates the Availability
Exceptions list.
Note To delete an exception, select the exception to delete, and then click
Delete Exception. The system deletes the record and updates the
Availability Exceptions list.
Recording Labor Availability Exceptions for Groups
You can create labor availability exceptions for a group of employees. For
example, create an exception for all employees on Christmas day.
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Note To delete an exception, select the exception to delete, and then click
Delete Exception. The system deletes the record and updates the
Availability Exceptions list.
Create exceptions for individual employees using the Availability Exceptions page
of the Employees screen. Refer to Recording Labor Availability Exceptions for
Individual Employees.
When recording a labor availability exception for a group, the selected employee
record is not affected.
Follow these steps to record labor availability exceptions for groups.
1. Open the Employees screen. The system displays the List View page.
2. Click the Record View tab. The system displays the Record View page.
3. Click Create Group Exception. The system displays the Create Group
Availability Exception popup (figure 4.10.15).
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6. Start Date and End Date Enter the starting date and ending date of the
period for which to record an exception.
7. Hours Enter the number of hours for each day the employees will be
present. If the employees are available for two hours, enter 2. You cannot
enter more than 24 hours per day.
8. Comments Enter a comment about the exception.
Note End Date must be later than or equal to Start Date.
9. Click Process. The system records the availability exception.
10. Click Close. The system closes the Create Group Availability Exception popup
Associating Qualifications with Employee Codes
By associating qualifications with an employee, you can establish the criteria to
determine whether an employee is qualified to perform work.
After defining a qualification, you can associate the qualification with an
employee record to add detailed information about the qualification, including
whether the employee has completed the necessary training courses for a
qualification, continuing education units (CEU), course cost, the duration of an
employees certification/qualification period, and the dates by which the system
validates whether an employees qualification is current or expired.
If you are using qualification enforcement for work, which is determined by the
WOQUAL installation parameter, and an employee has not completed the
necessary training courses required for a qualification, their certification/
qualification is expired, or if you have disqualified them for any reason, you
cannot schedule the employee to perform the work for which the qualification is
required.
Note You can also define qualifications as training records to create a
record of any job-related training employees receive that does not
need to be tracked for qualification enforcement.
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tab.
The
system
displays
the
Qualifications
page
(figure4.10.16).
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13. Certification
Number
Enter
the
certification
number
for
the
qualification.
14. Hours Enter the number of hours for the course.
15. CEU Enter the number of continuing education units for the course.
16. Purpose Enter the purpose of the course.
17. Click Submit. The system saves the record and updates the Qualifications
list.
Note To remove a qualification, select the qualification to remove, and then
click Remove Qualification. The system removes the record and
updates the Qualifications list.
Associating Employee Types
You can associate employee types with employees. An employee can have
multiple employee types.
Note Define employee types on the System Codes screen.
Follow these steps to associate employee types.
1. Open the Employees screen. The system displays the List View page.
2. Select the employee with whom to associate the employee type, and then click
the Types tab. The system displays the Types page (figure 4.10.17).
3. Click Add Type. The system inserts a new Type Details record.
4. Type Enter the type of the employee. The system automatically populates
the description of the type.
5. Click Submit. The system saves the record and updates the Types list.
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Note To delete a type, select the type to delete, and then click Delete Type.
The system deletes the record and updates the Types list.
4.10.9 Defining Shift Information
You can define shifts, days per shift, and associate employees with shifts.
Defining Shifts
To define the shifts used within the organization follow these steps.
1. Open the Shifts screen under the Work > Setup menu. The system displays
the List View page (figure 4.10.18).
2. Click
. The system inserts a new record and displays the Record View page.
3. Organization Enter the organization to which the shift belongs if you use
multi-organization security.
4. Shift Enter a unique code identifying the shift, and then enter a description
of the shift in the adjacent field.
5. Days in Rotation Enter the number of days in the shift.
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3. Click Add Day. The system inserts a new Day Details record.
4. Day Number Enter a new record for each day in the shift, numbered 1 , 2 ,
3 , etc.
5. Number of Hours Enter the number of hours worked in the shift for each
day. For days on which no work occurs, enter 0.
6. Start TimeSelect the time work begins, even for days on which no work
occurs, for each day in the shift. Enter the time in HH:MM screenat, e.g.,
08:00 for 8:00 AM.
7. Click Submit. The system saves the record and updates the Days list.
Note To delete a day, select the day to delete, and then click Delete Day.
The system deletes the record and updates the Days list.
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3. Click Add Employee. The system inserts a new Employee Details record.
4. Employee Enter the employee working on the shift. The system
automatically populates the description of the employee code.
5. Start Date and End Date Enter the first and last dates the employee
works on the shift.
Note You can assign an employee to multiple shifts, but the dates of the
shifts cannot overlap.
6. Click Submit. The system saves the record and updates the Employees list.
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2. Click
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3. Crew Enter a unique code identifying the crew, and then enter a
description in the adjacent field.
4. Organization Enter the organization to which the crew belongs.
5. Class Enter the class to which the crew belongs.
6. Supervisor Enter the supervisor of the crew.
7. Out of Service Select to not display the crew.
8. Click
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5 PREVENTATIVE MAINTENANCE
5.1 Process Overview and Concepts
In Infor EAM Preventative Maintenance allows periodic maintenance work
orders to be generated for any piece of equipment with a PM Schedule
associated. Once the PM WOs are created they can be assigned, worked on
and completed similarly to repair WOs.
PM WOs can be generated on time or meter intervals. Their required dates
can be fixed (ie always happen on the first of the month) or variable (ie the
next PM completion date is one month after the previous PM WO regardless
of whether the old PM was completed on-time or not).
Similarly to WOs, PM Schedules and WOs can have activities and tasks
associated with them. These can contain instructions as to what steps are
needed to complete the PM or a check-list that needs to be completed as the
PM is completed. These instructions are associated to the PM schedule, which
can apply to multiple pieces of the same or similar equipment. This make the
management of these instructions easier as changing the master copy on
the PM Schedule will cause all subsequent PM WOs to have the new
instructions. Whenever a PM WOs is created it takes the instructions from the
current PM Schedule.
For example: if there is a monthly visual inspection and operational test on
all HVAC units (one PM Schedule applied to multiple pieces of HVAC
equipment) which needs to have a filter inspection step included, you only
need to include that new instruction in the PM Schedule and all subsequent
PM WOs across all the HVAC units will have the new instruction.
When setting up and using PMs there are three main steps:
Creating the PM Schedule
Associating the PM Schedule to one or more pieces of equipment
Generating the PM WOs
Additionally there are some advanced PM features that can also be used to
improve or change the creation and execution of PMs:
OK, Near, Released Windows
Nesting
Routes
All of these are covered in this section.
2. Click
. The system inserts a new record and displays the Record View
10. Complete Status Select the status to assign to minor work orders
automatically bypassed and closed by the release of this PM through a
nesting reference.
11. OK Window Enter the value to use for the Ok window.
12. Near Window Enter the value to use for the near window.
13. Release Window Enter the value to use for the release window.
Note For more information on the OK, Near and Release windows see the
PM Advanced section.
14. Production Priority Select the production priority to assign to
resulting work orders.
Note The system populates Production Priority Descriptoion on resulting
PM work orders whose equipment have Track Resources selected.
15. Req. Start Date Buff. (Days) Enter the number of days for which to
buffer the requested start date.
Note The system populates Req. Start Date on resulting PM work orders,
based on this buffer, whose equipment have Track Resources
selected.
16. Req. End Date Buff. (Days) Enter the number of days for which to
buffer the requested end date.
Note The system populates Req. End Date on resulting PM work orders,
based on this buffer, whose equipment have Track Resources
selected.
The system automatically populates Revision and the Revision Status.
Note You can enter a Revision Status only if the PMRVCTRL installation
parameter is set to Yes. DFW is NOT using revision status.
17. WO Type Select the work order type for the PM schedule by default
this is Preventative Maintenance, however you are not limited to this type
and you may setup other work order types that are periodically generated
using PM Schedules.
18. Duration Enter the duration of the work order for the PM schedule.
The duration is the number of days from the scheduled start of the PM WO
before it is considered overdue.
19. WO Class Enter the class of the work order. The classes shown belong
to the EVNT entity.
20. Supervisor Enter the supervisor for the PM WOs created against this
PM schedule.
21. Priority Select the priority level for the PM WOs created against this
PM schedule.
22. Click
3. Click Add Activity. The system inserts a new Activity Details record.
4. Activity Enter a unique code identifying the activity number. If you do
not provide a number, the system enters a number, starting at 10 and
increasing by 10 for each record.
5. Task Enter the task code for this activity.
6. Material List Leave this blank DFW are not using the materials
module currently.
7. Estimated Hours Enter the number of estimated hours for the activity.
The system automatically selects Print with Document if the comments are
selected for printing on the work order activity. Refer to Entering Comments
Chapter 2 General Navigation.
4. Language Select the language for which to view the comments.
5. View and edit the comments.
6. Click Close. The system closes the View Comments popup.
system
automatically
populates
the
equipment
description,
9. Perform Every Enter the length of the interval of time to pass before
the system generates the next PM routine work order. You can enter any
value between 0 and 99999, and then select the unit of measure in the
adjacent field. The unit of measure for the PM period can be days, weeks,
months, quarters, or years.
10. Due Date Enter the due date of the first work order.
Notes
Each work order determines the due date of the following work
order. If you update the Due Date on the Equipment page, the
system updates the work order Due Date so that this due date
is later than the last work order completion date. The system
adds the interval to the entered Due Date on the Equipment
page until a date later than the last completion date is reached.
Future due dates are accepted without validation.
After a work order is generated for a PM, the system
automatically updates Due Date and Meter Due on the
Equipment page of the PM Schedules screen to reflect the
next anticipated time that the PM will be performed on the
associated equipment. The system automatically synchronizes
the Due Date on the Work Orders page of the PM Schedules
screen with a generated work order when a new work order is
completed or when the Due Date is updated on a work order,
which includes any minor work orders that are awaiting release
when a major PM work order is completed.
Dont forget the due date before saving the record or no PM
WOs will get generated!
Note Each work order determines the due reading of the following work
order. If you update Meter Due on the Equipment page, the system
updates the work order Meter Due so that this due reading is higher
than the reading on the last work order completed. The system adds
the interval to the entered Meter Due on the Equipment page until a
reading higher than the reading on the last work order completed is
reached. Future due readings are accepted without validation.
17. Click Submit. The system saves the record and updates the Equipment
list.
Note To delete equipment from the PM schedule, select the equipment to
delete, and then click Delete Equipment. The system deletes the
record and updates the Equipment list.
The system retrieves all PM work orders with a WO Status (system status or
user status equivalent) of Awaiting Release. You can use the Dataspy and
Quick Filter to find your PM for release.
2. WO Status For the PM work orders that you want to release, change
the status of the PM work order to R ( Released ).
3. Scheduled Start Date Update the scheduled start date for the PM
work order if necessary. Any changes made to the start date shifts the
activity start date but does not affect the duration for the work order.
Note Use F9 to pop-up the calendar.
The Generate Work Orders screen consists of two pages: the Parameters page,
on which you define the selection criteria for locating the PM work orders to
process in the batch release; and the Preview page, on which you can preview
the work orders in the batch prior to actually processing them and select or
unselect the work orders to process as necessary.
Follow these steps to batch generate work orders:
1. Open the Generate Work Orders screen under Work > Process menu
(figure 5.4.5). The system displays the Parameters page (figure 5.4.6).
Note The Generate WO screen can be used for more than just releasing PM
WOs: eg for mass updating WO statuses or generating repairable
spares WOs.
2. Organization Enter the organization to which the work order belongs if
you use multi-organization security.
3. Generate Through Enter the date until which to process the work
orders.
4. Department , Supervisor , Equipment , Location , Assigned To ,
PM , PM Class , WO Type , and Cost Code Enter one or all of these
selection parameters for generating the work order batch.
Note To generate all work orders meeting the specified selection criteria up
to the current date, leave Generate Through blank.
5. Change WO Status Leave blank when releasing PM WOs.
6. Current WO Status Leave blank when releasing PM WOs.
7. New WO Status Leave blank when releasing PM WOs.
8. Release WOs for Fixed/Variable PMs Select to create PM work
orders that are of the type Fixed or Variable when processing the work
order batch.
9. Generate WOs for Duplicate PMs Select to create PM work orders
that are of the type Duplicate when processing the work order batch.
Note The system releases the PM work orders to the status specified in the
WORKWOST installation parameter.
10. Generate WOs for Repairable Spares Leave blank when releasing
PM WOs.
11. Include Child Equipment Leave blank when releasing PM WOs.
12. Release Other WOs Leave blank when releasing PM WOs.
13. Current WO Status Leave blank when releasing PM WOs.
14. Print Summary Report Select to generate a summary report of all the
generated work orders after the batch generation process is complete.
15. Print Work Orders Select to print work order cards for the work
orders created/updated when processing the work order batch.
16. Click Process. The system displays the Preview page listing all of the work
orders meeting the selection criteria (figure 5.4.7).
The Preview page retains the settings for Print Work Orders from the
Parameters page. You can select or unselect Print Work Orders as
necessary.
17. SelectSelect each work order you wish to generate in the work order
batch as necessary, or you can unselect each work order you do not wish to
generate in the work order batch as necessary.
Note To select all the work orders at once, check Select. To unselect all the
work orders at once, uncheck Select.
18. Click Generate. The system generates the work order for the selected
records. If any errors occur, then the system changes the records visual
attribute to red and displays an error message in the Error Message
column of the Preview list.
Viewing Work Orders Per PM Schedule
You can view all the work orders for all equipment associated with each PM
Schedule.
Follow these steps to view work orders per PM Schedule:
1. Open the PM Schedules screen. The system displays the List View page.
2. Select the PM schedule for which to view work orders, and then click the
Work Orders tab. The system displays the Work Orders page (figure5.4.8).
3. The system shows all the work orders generated against the PM Schedule.
Okay: 50%
Near: 70%
Release: 90%
50
Okay
70
90
Near
100
Release
For example: Assume that the OK window is set to 50%. When the frequency
of the PM schedule is 100 days, the 50% OK indicates that for the 50 days
(50% of 100) after completing a PM WO, that PM does not need to be redone
if the object breaks down. The Near window (e.g. 70%) indicates that if a
breakdown occurs (Corrective Work Order) in this window (e.g. 30 days or
less before the next occurrence of the next PM WO) it might be worthwhile to
execute the PM together with the breakdown maintenance. When the Release'
value of 90% is reached (90 days have elapsed), the system will generate of the
PM work orders. There is no automatic release of PMs associated with this
function, the user still needs to generate the PM WOs. These windows are a
tool for decision making and helping you to facilitate the PM generation.
As an aside, the default settings for OK, Near, and Release are 0-100-100.
Leaving these settings means there is no leeway in PM releases and that you
will not get advance notice of a PM coming due until it is due. The Release
percent setting provides the notice and if it is 100%, Release enables on the
day a PM is due.
PM Nesting
The system also lets you set up parent PMs using what we call Nesting
References'. Think of Nesting as a way of linking selected PMs that have some
common tasks. If, for a single piece of equipment, you have several PMs
established and some of these PMs have tasks that overlap in their actions a
less frequent PM can include all the activities performed during a more
frequent PM then you can employ PM nesting. An example: a PM to rebuild
your cars engine after 90,000 mile also calls for you to change the engines
oil. That means the maintenance actions of an oil change PM will be
performed anyway, so why schedule your regular oil change PM? Nesting
helps to eliminate redundant work and redundant administrative labor.
When you are creating PM schedules to generate periodic work orders, you
can establish a "nesting reference" between major and minor PMs to bypass a
minor PM that coincides with the release of a major PM. Continuing the car
engine example, you create a major PM for the 90,000-mile engine rebuild,
for which the PM work order activities include changing the oil. You have also
created a minor PM for changing the oil every 3,000 miles. You can establish a
nesting reference between the major PM for 90,000-mile rebuild and the
minor PM for changing the oil after 3,000 miles to enable the system to
bypass the PM for changing the oil after 3,000 miles if its release coincides
with the release of the PM for 90,000-mile service.
The system can only bypass a minor PM if it is currently associated with a
major PM with a status of Released.
When bypassing a nested minor PM, the system assigns a status of Bypassed
to the minor PM until the major PM is completed. Upon completion of the
major PM, the system automatically assigns the status specified for Complete
Status on the Record View page of the PM Schedules screen to the minor PM,
e.g., Completed or Rejected.
Additionally, if you change the status of a released major PM to Awaiting
release, the system also sets the status of any related bypassed minor PMs to
Awaiting release.
You establish the Nesting hierarchy by filling in the Nesting Reference field in
the Record View of Preventive Periodic Maintenance Schedules using a
common Nesting Reference for all the PMs you want to link. You will see a
List of Values button with this field which usually means you have a limited
choice for entering values in the field. Not so with Nesting Reference. You are
free to create any Nesting Reference code you wish. When you nest PMs, make
sure that all PMs within a nest have the same issue type Fixed or Variable. If
you are nesting usage based PMs, make sure that there is a common unit of
measure for the usage component for all the linked PMs.
The Nesting hierarchy works based purely upon the frequency of the PMs in
the same Nest for the same piece of equipment (object). If, for example, you
think you have nested the oil change PM of your engine with the engine
overhaul. But if you have the oil change attached to the cars oil pan object and
the overhaul attached to the drive train object, there is no nest. Only if the
Nesting Reference is the same and the attached object is the same will your
nesting work. As far as being frequency-based is concerned, INFOR EAM
validates the Nest (checks for common Nesting Reference and Object) and
then compares PM frequency. For the nest, INFOR EAM will bypass the PM
with the more frequent periodicity the ones you perform more often.
That is not quite the end of the Nesting story. The bypassing process does not
simply eliminate or postpone more frequent PMs in favor of the least frequent
PM in a nest if all the PMs are scheduled on the same day. The chance of a
nests member PMs being simultaneously schedules is most rare. But you still
want to reduce or eliminate redundancy. INFOR EAM Nesting does this by
borrowing the percentage ideas from the OK, Near, Release concept. In
Nesting, that percentage is called Tolerance.
The Tolerance logic works like this. When there is a Nesting hierarchy, the
system examines the due dates for all the PM items below the less frequent
PM to be performed. INFOR EAM applies a 25% Tolerance factor for this
screening process meaning 25% of the periodicity of each PM in the nest. If
the periodicity of one PM is 100 days, the Tolerance is +/- 25 days. If another
PM in the nest has a periodicity of 20 days, the Tolerance for that PM is +/- 5
days.
Now that we have the ranges for the tolerances for each PM, here is what
happens in the system for determining whether a PM is bypassed or not.
Continuing our example, since the 100 day PM is the less frequently
performed job, the system applies the more frequently performed PMs
tolerance to the scheduled date of the less frequent PM.
In this case, +/- 5 days would be applied to the scheduled date of the 100-day
PM. If the more frequent PM is scheduled anytime within that 10-day window
both PMs being members of the same nest then the more frequent (20day) PM will be bypassed.
There is no limit to the number of levels in a nesting hierarchy. Returning our
car example, you may have the single object as Ferrari, and a Nesting
Reference as CAR. PMs in the nest might be: oil change (90 days), tire
rotation (180 days), car wash (250 days), engine overhaul (90,000 miles). The
list could go on and on. Do you see a problem with the list just begun? If you
rotate your tires as scheduled and happen to have your oil change due within
the 25% Tolerance period, do you really want to bypass the oil change?
The point here is: think about the nests you create. You do not have to have
nests at all. But if you do, make sure that potential bypasses make sense.
There is another consideration for nesting: if you have a PM related to safety,
think long and hard before you put that PM in a nest. In the car example,
delaying a brake inspection PM 25 days so that it can be performed as part of
another PM could have a most negative impact for a company, both
maintenance wise and in the legal realm.
There is one other feature of nesting to discuss. When bypasses take place and
the master PM (the one that encompasses the maintenance actions of more
frequent PMs) is completed, the system automatically resynchronizes all the
bypassed PMs with their original periodicity schedule. This means your oil
change, which was bypassed for the engine overhaul, gets scheduled for 90
days after the completion of the overhaul.
Note Be very careful when creating PM nesting to ensure that the necessary
work is getting done and that minor PM WOs that are open are not
getting unexpectedly closed from the release or closure of major PM
WOs.
PM Routes
Defining PM Routes and Equipment within Routes
Preventive maintenance jobs can be created for a single piece of equipment or
for several pieces of equipment, for example sub-objects. When several pieces
of equipment are serviced together (perhaps for routine lubrication and
inspection), it is often ideal for the service personnel to follow a particular
route to perform maintenance items. These routes must be identified and
given a specific route ID.
Follow these steps to define PM routes and equipment within routes.
1. Open the Routes screen under Work > WO Planning menu (figure 5.5.1).
The system displays the List View page (figure 5.5.2).
2. Click
. The system inserts a new record and displays the Record View
10. Click the Equipment tab. The system displays the Equipment page (figure
5.5.4).
11. Click Add Equipment. The system inserts a new Equipment Details
record.
12. Equipment Enter the equipment to include in the route.
The system automatically populates the equipment description, Equipment
Type, and Equipment Org.
13. Sequence Number Modify the sequence number as necessary.
14. Click Submit. The system saves the record and updates the Equipment
list.
Note To delete equipment from a route, select the equipment to delete, and
then click Delete Equipment. The system deletes the record and
updates the Equipment list.
Understanding PM Route usage
Using the routes for preventive maintenance is little different from a regular
work order activity performed on a series of equipments. When you use the
Equipment Tab to attach equipment to routes, you are also setting up a
sequence for equipment maintenance performance.
U-1203A (P)
SH-2001 (S)
U-1203B (P)
U-1203A (P)
U-1203B (P)
P-1203A (P)
P-1203B (P)
P-1203A (P)
P-1203B (P)
20300 (A)
20301 (A)
20300 (A)
20301 (A)
Menu Path
Parameters
No parameters
Report Type
Basic
Menu Path
Parameters
Report Type
Consumer
Menu Path
Parameters
Report Type
Consumer
Note: to print out individual PM WOs you should use the regular WO reports
(short, long card or list).
WARRANTIES
6.1
Process Overview
Infor EAM provides warranty capabilities to allow users to assign a warranty
(either time or usage based) against a piece of equipment. This allows any
work done on or parts assigned to that equipment during the warranty period
to be flagged for possible warranty claims. If a claim is deemed to be
appropriate, the system can generate and track the status of that warranty
claim.
To use the warranty functionality within EAM the user must follow these
steps:
Enter the warranty information for a manufacturer and equipment
Assign that warranty to one or more pieces of equipment
Flag any corrective work order on that equipment during the warranty
period that is covered under the warranty
Generate a warranty claim for the labor/parts cost under a warranty
Warranties 6-1
2. Click
. The system inserts a new record and displays the Record View
page.
Warranties 6-2
Warranties 6-3
Warranties 6-4
2. Click on the Equipment tab to display the Record View page. (Figure 6.3.2)
Warranties 6-5
Warranties 6-6
Warranties 6-7
DateEnter
the
Expiration
Date.
The
system
Warranties 6-8
Warranties 6-9
7. Duration UOM Enter the usage length of the warranty and the usage
unit of measure.
The system automatically populates Last Value with the most recent
meter reading of this equipment record and unit of measure. If there is no
meter reading, the system populates Last Value with the Total Usage of
the equipment record and unit of measure.
8. Threshold UOM Enter the amount of usage quantity prior to
expiration at which the system should notify you that the warranty is about
to expire.
9. Starting Usage Enter the amount of usage that occurred prior to the
warranty start date.
10. Expiration Usage Enter the amount of usage at which the warranty
expires. The system automatically populates this field based on Starting
Usage+ Duration UOM. Modify the Expiration Usage as necessary.
11. Click Submit. The system saves the record and updates the Warranties
list.
Note To delete warranty coverage from equipment, select the warranty
record to delete, and then click Delete Warranty Coverage. The
system deletes the record and updates the Warranties list.
Warranties 6-10
The user has to review the Work Order and decide whether this work should
be covered under the equipments warranty. If it is the user should check the
Work Order Warranty check box and save the record see figure 6.4.2 below.
Warranties 6-11
Once the Work Order is saved with the Warranty Checkbox marked, the
system recognizes this Work Order as available for a Warranty Claim.
Generating a New Warranty Claim
Follow these steps to create warranty claims:
1. Open the Claims screen under the Warranty menu (Figure 6.4.3). The
system displays the List View page.
2. Click
. The system inserts a new record and displays the Record View
Warranties 6-12
The
automatically
populates
Equipment
based
on
the
Warranties 6-13
Note
6. Activity Enter the work order activity with which to associate the
warranty claim.
The system automatically updates WO Labor, WO Hired Labor, WO
Services, WO Stock Items, WO Direct Purchases, WO Tools, WO
Claim Amount, and Total Claim Amount based on the warrantable
costs for the selected work order activity.
7. Equipment Enter the piece of equipment with which to associate the
warranty claim.
The system automatically populates Serial Number, Commission Date,
Part Details, and VMRS Code Details.
8. Commission Date Enter the equipments commission date.
9. Commissioning WO Enter the work order that commissioned the
installation of the equipment associated with this warranty claim.
10. Warranty Enter the warranty with which the claim is associated.
The system automatically populates Supplier.
11. Usage Enter a value to indicate the usage of the equipment when it
failed under warranty.
12. UOM Enter the unit of measure for the usage.
13. Top Parent Enter the highest-level parent of the equipment associated
with this warranty claim.
14. Top Parent Usage Enter the usage value of the highest-level parent
piece of equipment.
15. Class Enter the class of the claim.
The system automatically populates Class Org.
16. Supplier Enter the supplier of the warranty claim.
17. Date Filed Enter the date the warranty claim is filed.
Warranties 6-14
18. Date Reported Enter the date the warranty claim is reported.
19. Other Claim Amount Enter the work order costs not included in WO
Claim Amount.
The system automatically updates Total Claim Amount with the total of
WO Claim Amount and Other Claim Amount.
20. Click
The system automatically assigns the Status of Unfinished to new claims. After
creating and entering all of the information for the claim, update the claim
status to indicate its progress throughout the claim process. The standard
claim statuses are as follows:
Approved The system verifies that an attached work order has a
system status of Completed. If the work order does not have a system
status of Completed, the system verifies whether you want to continue.
Click Yes to change the status to Approved. Any future costs added to
or subtracted from the work order will not reflect on the warranty
claim.
Canceled The system closes the claim and protects all fields on the
Claims form except Status.
Completed The system closes the claim and protects all fields on the
Claims form except Status.
Response Received To put the Warranty claim in a status of
Response Received it has to have been Approved. Once in a
Response Received status, the system allows you to enter Settlement
Details. Refer to Entering Settlement Details for Warranty Claims.
Unfinished The system refreshes WO Labor, WO Hired Labor,
WO Services, WO Stock Items, and WO Direct Purchases based
on an attached work order each time the unfinished claim record is
selected for display on the Record View page.
Warranties 6-15
Warranties 6-16
13. Click
14. Change the status to Completed finish the Claim (see figure 6.4.8 below).
Warranties 6-17
Description
Menu Path
Warranties 6-18
Fields
Description
Parameters
Report Type
Basic
Warranties 6-19
REPAIRABLE SPARES
9. Core Value Enter the core value of the part at the store level. The core
value is the value of the part while it is in stock awaiting repair (for both
external and internal repairs). For example, you have a part CS-STSPROCKET-249x284 IN part (a carbon steel skip tooth sprocket .249" x
.284" thickness) valued at $200. The core value of CS-ST-SPROCKET249x284 IN is $70. You issue one CS-ST-SPROCKET-249x284 IN valued
at $200 to a piece of equipment. You also return one CS-ST-SPROCKET249x284 IN taken off of the piece of equipment for repair. Because the CSST-SPROCKET-249x284 IN must be sent to the machine shop for repair,
the system does not issue an inventory credit of $200. Instead, the system
issues a credit of the $70 core value to your inventory.
Note If the PRICELEV installation parameter is set to P, Core Value is
protected.
10. Default Repair Bin Enter the default repair bin to which to return the
broken repairable spare. If you specify a Default Repair Bin, the system
automatically returns the broken repairable spare part to the specified bin
location when you return it for repair from any form on which you can
return a part for repair.
Note Infor strongly recommends using the Default Repair Bin feature to
reduce the number of manual steps required to manage your
repairable spare data. Specifying a Default Repair Bin in the repair
details eliminates the need to manually enter a bin location for
returning the broken spare part when you actually return the part for
repair.
11. Use Stock Method Select to generate the quantity to repair based on
the default stock method specified for the part in the store. If you select
Use Stock Method, the system calculates the Qty. to Repair based on
the stock replenishment method specified for the part in the holding store.
For example, you selected Min/Max as the stock method for the part and
you specified 5 as the Minimum Qty. and 10 as the Maximum Qty. for
the part. The current Quantity of the part on hand is 4 and the Qty. for
Repair is 9. When you generate an internal repair work order for the part,
the system calculates the Qty. for Repair as 6 parts rather than 9 to
update the Qty. on Hand of the part in stock to the specified maximum of
10.
The Qty. for Repair represents the total number of broken parts that are
waiting for repair. The system calculates the Qty. to Repair, which is the
total number of parts that must be repaired and can be less than the Qty.
for Repair depending on the current stock/repair levels for the part.
12. Auto-Assign Select to indicate that the system automatically assign
parts for repair from the specified Default Repair Bin when generating a
repairable spare work order or requisition. If you select Auto-Assign, the
system attempts to assign the number of parts in Qty. to Repair from the
specified Default Repair Bin when generating repair work orders or
requisitions. If there are parts to be repaired in the Default Repair Bin,
the system automatically assigns the parts from the bin location to the
work order or requisition first. When the system assigns all of the parts for
repair located in the Default Repair Bin or if no parts are located in that
bin, the system then checks other bin locations for the parts to assign to the
work order or requisition.
Note The assignment process for a repairable spare part denotes a bin
location from which a part is to be taken for repair, not a location in
which to place a part for repair.
13. Click Submit. The system updates the stock record for the part in the
selected store with the repair details and saves the record.
Note If you are using LIFO/FIFO as your pricing method and the
RPPRCCAL installation parameter is set to NO, the system protects
the internal repair price and records the base price of the part in the
R5FIFO table.
Creating Repair Details for Repairable Spare Parts to Be Repaired
Externally
Create repair details for parts to be repaired externally. External repairs are
initiated using external repair requisitions submitted to a supplier who will
repair the part. If you select to generate external repair requisitions on the
Generate Requisitions form, the system checks to see if there is a Qty. for
Repair specified for any parts in inventory for which you have entered repair
details. If so, the system generates a requisition for the repairable spare part
based on the specified repair details for the part.
Follow these steps to create repair details for repairable spare parts to be
repaired externally.
1. Open the Parts form. The system displays the List View page.
2. Select the part for which to create repair details for repairable spare parts,
and then click the Repair Details tab. The system displays the Repair
Details page.
3. Select the store for which to create repair details for repairable spare parts.
The system displays the Repair Details.
4. External Repair Select to send the part to an external supplier for
repair.
Note If you select Internal Repair after saving the repair details as an
External Repair, the system displays a confirmation message asking
whether you wish to continue. If you select to continue, the system
clears Preferred Supplier, Lead Time (Days), and Min. Repair Qty.
The system enables WO Equipment, Department, and Standard
WO.
5. Core Value Enter the core value of the part at the store level. The core
value is the value of the part while it is in stock awaiting repair (for both
external and internal repairs). For example, you have a part CS-STSPROCKET-249x284 IN part (a carbon steel skip tooth sprocket .249" x
.284" thickness) valued at $200. The core value of CS-ST-SPROCKET249x284 IN is $70. You issue one CS-ST-SPROCKET-249x284 IN valued
at $200 to a piece of equipment. You also return one CS-ST-SPROCKET249x284 IN taken off of the piece of equipment for repair. Because the CSST-SPROCKET-249x284 IN must be sent to the machine shop for repair,
the system does not issue an inventory credit of $200. Instead, the system
issues a credit of the $70 core value to your inventory.
Note If the PRICELEV installation parameter is set to P, Core Value is
protected.
6. Default Repair Bin Enter the default repair bin to which to return the
broken repairable spare.
If you specify a Default Repair Bin, the system automatically returns the
broken repairable spare part to the specified bin location when you return a
broken repairable spare part from any form from which you can return a
part for repair.
Note Infor strongly recommends using the Default Repair Bin feature to
reduce the number of manual steps required to manage your
repairable spare data. Specifying a Default Repair Bin in the repair
details eliminates the need to manually enter a bin location for
returning the broken spare part when you actually issue/return the part
for repair.
7. Preferred Supplier Enter the preferred supplier for which to generate
the requisition for repair.
8. Lead Time (Days) Enter the lead time for the repairable spare in days.
The specified lead time is added to the date requested (system date) to
determine the amount of additional lead time necessary for processing the
repair.
9. Min. Repair Qty. Enter the minimum quantity for repair that will
trigger the generation of a requisition for the repairable spare.
Note To select all the work orders at once, check Select. To unselect all the
work orders at once, uncheck Select.
10. Click Generate. The system generates the work order for the selected
records. If any errors occur, then the system changes the records visual
attribute to red and displays an error message in the Error Message
column of the Preview list.
Important If you set up the system to require an electronic signature to
authorize status changes to work order headers, the system
displays the eSignature popup once for every work order in the
work order batch for which there is a status change. Refer to
Creating Electronic Records and Signatures Chapter 2 System
Security of the System Administrators Guide for more
information about signing electronic records.
Refer to the following processing rules when generating work orders for
repairable spare parts.
Refer to Understanding the Auto-assignment Processes for Repairable
Spare Parts Materials Management Module for more information
about the auto-assignment process for assigning repair details to work
orders.
If you selected Use Stock Method for a part on the Repair Details tab
of the Parts form, the system calculates the Qty. to Repair based on
the stock replenishment method specified for the part in the holding
store. For example, you create a part OOV-REX-TRA-25G for which
Min/Max is the Stock Method with a Minimum Qty. of 5 and a
Maximum Qty. of 10. The current Qty. on Hand of OOV-REX-TRA25G is 4 and the stock Qty. for Repair is 9. When you generate an
internal repair work order for the part, the system calculates the Qty.
to Repair on the work order as 6 parts rather than 9 to update the
Qty. on Hand of the part in stock to the specified maximum of 10.
If you do not select Use Stock Method for a part on the Repair Details
tab of the Parts form, the system automatically generates the work
order for the full Qty. for Repair on the Repair Details tab of the Parts
form.
If you do not select Auto Assign on the Repair Details tab of the Parts
form, the system automatically generates the work order for a Qty.
Assigned of 0, and you must use the Assign Repair Details popup on
the work order to make assignments.
LINEAR ASSETS
more
budget
to
the
highway
during
January
than December
Increase inventory for assets that are used each time a water line is
replaced
Linear assets allow simplified future integration of EAM with GIS. Linear
assets are not just for roads or highways, they can be used by utilities, oil & gas
pipelines, telecommunication cables any asset that has a natural length
characteristic.
Infor EAM supports dynamic segmentation. This enables linear assets to be
broken into pieces so that work and reporting can occur on-the-fly. Identifying
segments of an asset allows you to:
Find the total cost for a section of the asset over time
Communication Lines
Examples of non-linear assets:
Equipment
Fleet vehicles
Buildings
Plants
Aircraft
Ships
Defining Linear Assets in EAM
Linear equipment occupies a length of space, e.g., an interstate or bridge. You
can create work orders for specific points or segments of linear equipment
records, allowing you to track work orders, costs, and events along the
equipment.
Note
If you edit the length of a linear equipment record, the system may
automatically edit associated PM records when installation parameter
PMRVCTRL is set to No. If the new equipment length falls on or within the
length of the PM, the system automatically updates the To Point of the PM
record based on the new equipment length. If the new equipment length falls
outside of the length of the PM, the system does not update the PM record.
Follow these steps to define linear equipment:
1. Open the Assets, Positions, or Systems form. The system displays the List
View page.
2. Click
. The system inserts a new record and displays the Record View
Note
The system populates the from and to point unit of measure for
work orders based on the Linear Ref. UOM.
Linear references can have a different UOM than the Equipment
Length, e.g., if the system is integrated with ESRIs GIS, the
equipments map units may be in feet, but linear references, e.g.,
mile posts, may be defined in miles.
2. Select the asset, position, or system from which to begin your search, and
then click the Record View tab. The system displays the Record View page
(figure 8.3.1).
references that fall on or within the specified distance and meet the filter
criteria (see figure 8.3.4).
Note The system cannot display the Record View page of a linear reference
system or Point of Interest because they are not defined as equipment
records.
INSPECTION MANAGEMENT
Inspections 9-1
You can set up inspections for a category of objects (for example 1999 Ford
Vans or piping) or an individual object (a specific Ford van or a specific
separator). Within an inspection you can establish the high or low end of a
acceptable spectrum, you can set up the system to automatically initiate a
corrective work order on an inspection failure.
Overview of Inspection Module
Inspections 9-2
Term
Definition
Inspection
Point
Inspection
Point Type
Inspection
Aspect
Time
Dependence
Inspection
Point
Conditions
Inspections 9-3
Term
Definition
Example: When a snow tire is new, its tread is 9/32 of an
inch. The dealership recommends replacing the tire when
the tread reaches 2/32. The nominal value would be 9/32 of
an inch.
Extreme Value Either a minimum or maximum value that defines the range
of acceptable inspection readings
Example: The minimum extreme value for tire tread is 1/32.
The maximum value is 9/32. Tire tread measurements
between these two values are acceptable.
Critical Value
Tolerance
Inspection
A sorted list of inspection points defined for a category (not a
Route Template specific piece of equipment), outlining both the sequence and
the content of an inspection
Apply the template to any piece of equipment in a category.
The system stores the template in the database library and
attaches it to a work order when you need it.
Example: Set up a route template for 12,000, 36,000, and
60,000-mile tune-ups for vehicles. When it is time to
perform the tune-up, attach the tune-up template to a work
order for a specific vehicle
Inspection
An aspect-specific subset of an inspection route template that
Route for Work can associate a route with a specific work order
Order
Inspections 9-4
Term
Definition
Route Status
Finding Code
Result Type
Inspections 9-5
Inspections 9-6
2. Click
. The system inserts a new record and displays the Record View
page (figure 9.3.3).
3. Aspect Enter a unique code identifying the inspection aspect, and then
enter a description of the aspect in the adjacent field.
4. Time Dependency Select Linearly Increasing or Linearly
Decreasing. The time dependence parameter is used to calculate when
equipment will exceed safety margins.
5. Class Enter the class of the aspect.
The system automatically populates Class Org.
6. Out of Service Select this when you no longer want to use this aspect.
7. Random Result Select to permit entry of measurements without
requiring an associated inspection point.
8. Click
Inspections 9-7
Note You can delete aspect records only if there are no inspection points
associated with them.
You cannot delete inspection aspect codes after associating them with
inspection points.
Defining Properties of Inspection Aspects
You can create aspect prompts to add more information to your inspection
results. For example, if you have an inspection aspect such as wall thickness
for a pipe, you can add properties such as temperature and weight to further
classify the inspection results. Aspect prompts and their associated list of
values appear on the Results page of the Monitored Data form in addition to
the predefined properties. The aspect/prompt relationship acts in a similar
way as custom fields.
To setup the properties of an inspection aspect, you first, define prompts for
the inspection aspect, and then define the list of values for those prompts.
Define Prompts for Inspection Aspects
Follow these steps to define prompts for inspection aspects.
1. Open the Aspects screen from the Work > Inspections menu. The system
displays the List View page.
2. Select the aspect for which to define prompts, and then click the Prompts
tab (figure 9.3.4). The system displays the Prompts page.
Inspections 9-8
3. Click Add Prompt. The system inserts a new Prompt Details record.
4. Property Enter the code identifying the property, and then enter a
description of the property in the adjacent field.
Note You can define property codes and descriptions by creating custom
fields.
5. Upload Column Enter the database column where the system stores
prompt data.
6. Sequence Enter a number indicating the order in which the prompt
appears on the Results page of the Monitored Data form.
7. Default Enter the default value that will automatically display on the
Monitored Data form.
8. Validate Enter the code identifying the formula the system uses for
validation for the prompt.
9. Insert and Update Enter the code identifying the formula the system
uses to calculate values when you insert or update a record on the
Monitored Data form.
The system automatically populates the Length of the upload column.
Inspections 9-9
10. Length Enter the maximum number of characters allowed for prompt
values.
11. Display Select to indicate whether the system displays the prompt on
the Monitored Data form.
12. Mandatory Select to indicate whether the prompt is a required field on
the Monitored Data form.
Note If you select Mandatory, you must also select Display.
13. Print Select to indicate whether the system prints the prompt on the
reports. These reports are user-defined.
14. Uppercase Select to indicate whether values for the prompt should be
uppercase only.
15. Out of Service Select to indicate that the system does not use this
prompt on this aspect.
16. Click Submit. The system saves the record and updates the Prompts list.
Note To remove a prompt, select the prompt to remove, and then click
Remove Prompt. The system removes the record and updates the
Prompts list.
Define Lists of Values for Inspection Aspect Prompts
After you create a custom field property and classify it as a "list of values" for
an inspection aspect prompt, define the specific values of the custom field
property. For example, if the custom field type is set to "Character," for a field
named Color, define colors that are specific to the particular inspection aspect
prompt. When entering data on the Prompts page of the Aspects form, select
the color from this predetermined list of values.
Follow these steps to define lists of values for inspection aspect prompts:
1. Open the Aspects form. The system displays the List View page.
2. Select the aspect for which to define prompt lists of values, and then click
the Prompts tab. The system displays the Prompts page (figure 9.3.5).
Inspections 9-10
3. Select the prompt for which to define lists of values, and then click Define
Lookup Values. The system displays the Define Lookup Values popup
(figure 9.3.6).
4. Click Add Value. The system inserts a new Lookup Value Details record.
5. Value Enter the prompt value.
Inspections 9-11
6. Click Submit. The system saves the record and updates the Values list.
Note To delete a value, select the value to delete, and then click Delete
Value. The system deletes the record and updates the Values list.
7. Click Close. The system closes the Define Lookup Values popup.
Defining Inspection Point Types
Inspection point types are groups of similar inspection points. Associating
inspection points with point types simplifies data entry and analysis by
standardizing descriptions.
Note You cannot delete inspection point type codes after associating them
with inspection points.
Follow these steps to define inspection point types:
1. Open the Point Types screen from the Work > Inspections menu. The
system displays the List View page (figure 9.3.7).
2. Click
: The system inserts a new record and displays the Record View
Inspections 9-12
5. Click
Inspections 9-13
2. Click
: The system inserts a new record and displays the Record View
page (figure 9.3.11).
3. Method Enter a unique code identifying the inspection method, and
then enter a description of the method in the adjacent field.
4. Class Enter the class of the inspection method.
The system automatically populates Class Org.
5. Click
Inspections 9-14
Note Use the Comment tab to write the actual procedures for each code.
Figure 9.3.12)
Inspections 9-15
1. Open the Conditions screen from the Work > Inspections menu (figure
9.3.13). The system displays the List View page (figure 9.3.14).
2. Click
. The system inserts a new record and displays the Record View
page (figure 9.3.15).
3. Condition Enter a unique code identifying the inspection condition,
and then enter a description of the condition in the adjacent field.
4. Class Enter the class of the inspection condition.
The system automatically populates Class Org.
5. Click
Inspections 9-16
Inspections 9-17
2. Click
: The system inserts a new record and displays the Record View
page (figure 9.3.18).
3. Finding Enter a unique code identifying the inspection finding, and
then enter a description of the finding in the adjacent field.
4. General Select to associate the finding with all equipment inspections.
Unselect to associate specific equipment classes with the finding on the
Classes page of the Findings form. In this situation, the system displays the
finding in the list of values for the relevant equipment.
Note You cannot select General if the finding is associated with one or
more equipment classes.
5. Click
Inspections 9-18
2. Select the finding to which to assign an equipment class, and then click the
Classes tab. The system displays the Classes page (figure 9.3.20).
Inspections 9-19
3. Click Add Class (figure 9.3.21). The system inserts a new Class Details
record.
Inspections 9-20
The List View displays a listing of objects eligible for applying inspection
points. All of the fields shown are available for query criteria to find the
particular object to which you will associate your points. Be aware that you
can select an object Category for your Object. The system allows you to create
Points, associate Aspects, and create Aspects Points for a Category and the
information will flow automatically to all members of the selected Category.
Note the Point checkbox at the end of the List View scroll. When checked, this
checkbox indicates that the associated Object already has at least one
inspection point attached. This is purely an indication you can attach as
many inspections points to an object as you need.
Inspections 9-21
Inspections 9-22
3. Click Add Point. The system inserts a new Point Details record.
The system automatically populates Origin to represent the Object type
(or Category) of the selected object (A for ASSET for instance).
4. Point Type Enter the inspection type to associate with the equipment
or equipment category.
The system automatically populates the point type description.
5. Point Enter the inspection point number.
6. Click Submit. The system saves the record and updates the Points list.
Note To remove a point, select the point to remove, and then click Remove
Point. The system removes the record and updates the Points list.
You cannot remove point records that are indirectly associated with
the monitored data object.
Defining Equipment Inspection Aspects
You can associate aspects with equipment or categories. You can define
minimum and maximum measurement values for the equipment. When
inspection aspect measurements exceed acceptable values, the system
automatically generates work orders to correct the problems.
For example, specify a category of vans or a particular van, and then
associate it with the inspection aspect of measuring tire tread.
Follow these steps to define equipment inspection aspects:
1. Open the Monitored Equipment screen from Work > Inspections (figure
9.5.4). The system displays the List View page (figure 9.5.5).
Inspections 9-23
3. Click Add Aspect. The system inserts a new Aspect Details record.
The system automatically populates Origin.
4. Aspect Enter the inspection aspect with which to associate the
monitored data object.
Inspections 9-24
Inspections 9-25
Inspections 9-26
1. Open the Monitored Equipment screen under Work > Inspections (figure
9.5.7). The system displays the List View page (figure 9.5.8).
Inspections 9-27
3. Click Add Aspect Point. The system inserts a new Aspect Point Details
record.
The system automatically populates Origin and Date.
4. Aspect Enter the inspection aspect with which to associate the aspect
point.
The system automatically populates the Aspect Description, Method,
Nominal Value, Min. Extreme, Min. Critical, Min. Critical
Reached, Min. Tolerance, Min. Tolerance Reached, Min Std. WO,
Max. Extreme, Max. Critical, Max. Critical Reached, Max.
Tolerance, Max. Tolerance Reached, and Max. Std. WO from the
Aspect of the equipment or category. These can be manually adjusted if
necessary.
5. Point Type Enter the point type with which to associate the aspect
point.
The system automatically populates the Point Type Description.
6. Point Enter the point with which to associate the aspect point.
7. Method Enter the inspection method for the aspect as necessary.
8. Nominal Value Enter the starting value or normal value and unit of
measure for measurements on this aspect point. For example, if a new
pipes wall thickness is 3 mm, the nominal value is 3 and the unit of
measure is mm.
9. Min. Extreme Enter the minimum extreme value beyond the operating
specifications for the aspect point.
Note Min. Extreme must be less than Nominal Value.
10. Min. Critical Enter the lowest possible value for the aspect point.
Note Min. Critical must be between Min. Extreme and Nominal Value.
11. Min. Tolerance Enter the minimum percentage of critical value for the
aspect point.
12. Min. Std. WO Enter a standard work order to restore normal operating
conditions when the minimum critical value is reached.
13. Min. PM Enter a preventive maintenance work order to restore normal
operating conditions when the minimum critical value is reached.
Inspections 9-28
14. Max. Extreme Enter the maximum extreme value beyond the
operating specifications for the aspect point.
Note Max. Extreme must be greater than the Nominal Value.
15. Max. Critical Enter the highest possible value for the aspect point.
Note Max. Critical must be between Nominal Value and Max Extreme.
16. Max. Tolerance Enter the maximum percentage of critical value for
the aspect point.
17. Max. Std. WO Enter a standard work order to restore normal operating
conditions when the maximum critical value is reached.
18. Max. PM Enter a preventive maintenance work order to restore normal
operating conditions when the maximum critical value is reached.
19. Click Submit. The system saves the record and updates the Aspect Points
list.
Note To remove an aspect point, select the aspect point to remove, and
then click Remove Aspect Point. The system removes the record
and updates the Aspect Points list.
You cannot remove aspect point records that are indirectly associated
with the monitored data object.
Inspections 9-29
2. Select the monitored data object to which to copy aspect points, and then
click the Aspect Points tab. The system displays the Aspect Points page.
3. Click Copy Aspect Points. The system displays the Copy Aspect Points
popup (figure 9.5.14).
Inspections 9-30
Inspections 9-31
For example, the conditions on a boiler inspection, might require that you
block all inlet and outlet valves for both steam and water, cut the fires from
the burners approximately 24 hours prior to the inspection, and/or cool the
inside of boiler for 8 hours.
Follow these steps to define equipment inspection conditions:
1. Open the Monitored Equipment screen from Work > Inspections (figure
9.5.15). The system displays the List View page (figure 9.5.16).
3. Click Add Point Condition. The system inserts a new Point Condition
Details record.
The system automatically populates Origin.
Inspections 9-32
4. Point TypeEnter the point type with which to associate the inspection
condition.
The system automatically populates the Point Description.
5. Point Enter the point with which to associate the inspection condition.
6. Condition Enter the inspection condition.
The system automatically populates the condition description.
7. Aspect Enter the aspect with which to associate the inspection condition
as necessary.
Note Leave the Aspect blank if the Condition applies to all aspects for the
Point.
8. Click Submit. The system saves the record and updates the Point
Conditions list.
Note To remove a point condition, select the point condition to remove, and
then click Remove Point Condition. The system removes the record
and updates the Point Conditions list.
You cannot remove point conditions records that are indirectly
associated with the monitored data object.
You cannot create a new point condition with the same combination of
Point, Point Type, and Aspect as an existing point condition.
Inspections 9-33
Inspections 9-34
2. Select the inspection route for which to define inspection points, and then
click the Inspection Points tab. The system displays the Inspection Points
page (figure 9.6.3).
3. Click Add Point. The system inserts a new Inspection Point Details
record.
4. Equipment or Category Enter the equipment or category that is first
in the inspection route sequence.
The system automatically populates the Equipment Description or
Category Description.
Note For regular inspection routes, you associate equipment inspection
points. For route templates, you associate category inspection points.
5. Point Type Enter the point type.
Inspections 9-35
Inspections 9-36
. The system inserts a new record and displays the Record View
Inspections 9-37
Note If the Route is a template route, you must also enter Equipment.
5. Click
Inspections 9-38
3. Click Add Point. The system inserts a new Point Details record.
4. Point Enter the point to associate with the work order.
The system automatically populates Equipment, equipment description,
Equipment Type, Equipment Org., Point Description, Point Type,
Aspect, Method, and the Value unit of measure.
5. Sequence Number Enter the sequence number of the inspection
point.
The system automatically populates Sequence Number with the next
available integer provided by the installation parameter INCRLINO.
6. Method Enter the inspection method.
7. Date Enter the date of the inspection.
8. Result Enter the reliability code for the inspection (this code is also
used to decide whether to include the point in regression analysis). Choose
one of the following options:
The measurement is acceptable Select Valid.
The measurement is known to be inaccurate Select Invalid.
Inspections 9-39
The inspection point has been changed so drastically that all previous
inspection results for this point must be deactivated Select
Discontinuity.
Note If you are entering result details for the work order, you must enter
both Date and Result.
9. Value Enter the value and unit of measure of the inspection.
10. Finding Enter the inspection finding.
11. Inspected By Enter the employee by which the inspection was
performed.
12. Location Enter the location of the inspection.
13. Standard WO Enter the standard work order associated with the
inspection.
14. New WO Required Select to generate a work order based on the
inspection results.
15. Class Enter the class of the inspection.
The system automatically populates Class Org.
16. Note Enter any additional notes.
17. Comments Enter any additional comments.
Note The system automatically selects New WO Required if Value
exceeds the upper or lower critical value specified for the aspect point.
18. If necessary, click Create New WO to generate the work order
immediately. However, if the system status of the route is Approved, you
cannot create a new work order. You must also select New WO Required
to create new work orders. The system creates a new work order based on
the details of the work order inspection point and inserts the work order
number for Work Order.
Note If you do not create a new work order by clicking Create New WO, the
system automatically creates a work order after the inspection results
are approved.
19. Click
20. Note: To remove a point, select the point to remove, and then click
Remove Point. The system removes the record and updates the Points
list.
Inspections 9-40
3. Select the inspection point for which to change the inspection status, and
then click Change Inspection Status. The system displays the Change
Inspection Status popup (figure 9.7.2),
Inspections 9-41
The
system
automatically
populates
Work
Order,
work
order
Inspections 9-42
Inspections 9-43
Inspections 9-44
Note In order to approve inspection points, you must have the necessary
authorizations to the Approve Inspection Result form and the Preview
page, and you must enter a specific organization.
Follow these steps to approve inspection results:
1. Open the Approve Inspection Results screen under Work > Process (figure
9.8.1). The system displays the Parameters page (figure 9.8.2).
Inspections 9-45
Inspections 9-46
Inspections 9-47
2. Click
. The system inserts a new record and displays the Record View
Important
information.
6. Click
Inspections 9-49
2. Select the formula for which to associate parameters, and then click the
Parameters tab. The system displays the Parameters page (figure 9.9.5).
Inspections 9-50
2. Select the formula for which to edit parameters, and then click the
Parameters tab. The system displays the Parameters page.
3. Select the parameter to edit, and then click Edit Parameter Details
(Figure 9.9.7). The system displays the Parameter Details popup.
Inspections 9-51
5. Click Submit. The system saves the record and updates the Parameters
list.
Consumer
Inspections 9-52
Consumer
Consumer
Consumer
Inspections 9-53
10 PROJECT MANAGEMENT
10.1 Process Overview
During the course of a business year, most companies generate various
projects. A project is a collection of jobs that belong together, as components
of a large job that requires close management. For example, textile plants and
oil refineries shut down for a period each year to accomplish major plant
refurbishments and essential repairs that cannot be performed during the
routine production schedule. A project might also be the construction of a new
assembly line or building.
Project Management in EAM allows a customer to achieve the following
objectives:
Create separate budget codes for the project
Generate and save a series of shutdown jobs to be performed as part of
a project
Create sub-projects as parts of a major umbrella project
Generate jobs to be accomplished as part of a project, transfer existing
jobs into a project
Take action on outstanding jobs upon completion of a project
Track project progress and report costs
EAMs extensive project management tools facilitate the planning and
accomplishment of any type of project and provide a means of tracking and
controlling project costs.
10.2 Definitions
In EAM, managing a project entails assignment of budget codes, shutdown
work orders generation, project costs monitoring, monitoring progress of jobs
and purchase orders within the project. This section defines the various
elements that are present in an EAM project, the following section describes
the step-by-step process for creating and using them.
Projects 10-1
Projects 10-2
Sub-Projects
As with parent and child jobs, EAM allows a customer to designate projects as
sub-projects of other projects. A customer might establish this relationship for
a major project that contains several clearly defined elements that require
separate budgets and monitoring. For example, a customer might divide the
construction of a new facility into sub-projects for Physical Plant, Power
Services, Landscaping, and Environmental Control. All four of these subprojects are related to the master facility construction project but can be
budgeted and tracked individually.
Generate/Transfer Project Jobs
A project will rarely consist entirely of Shutdown jobs. Therefore, EAM also
allows users to write ad hoc jobs to be added to a project. For example, a plant
will be conducting routine shutdown maintenance for a two-week period
under Project 13-2000. An electrical foreman notes a pump motor that shows
signs of pending failure and writes a repair work order. Because Project 132000 begins in two days, the foreman includes the work order as part of
Project 13-2000. Of course, the project manager can remove inappropriate
project-associated jobs as well.
In addition to writing project jobs, customers often find that there are
numerous jobs that have already been written and would fit conveniently into
the scope and/or timing of a project. EAM provides a means to quickly screen
jobs and assign appropriate jobs to any project.
Any purchase order associated with a job will also transfer to the project.
Job Closeout at Project Completion
When the time allotted to a project expires, many of the jobs within the
project may have yet to be completed. EAM offers the customer the following
three choices for resolving these incomplete jobs:
Close JobsDesignate open project jobs as completed
Clear JobsCancel open project jobs
Remove JobsTransfer open projects jobs to the list of general jobs
not associated with a project
Projects 10-3
Each of these options can be completed easily through EAMs primary projects
form, which saves the customer substantial administrative time that would
ordinarily be required to resolve open project jobs.
Project Cost Reporting/Progress Tracking
EAM tracks costs at both the job and project levels. The system provides
standard reports pertaining to the costs incurred in projects. These reports
provide the customer with detailed analysis of current project status and
project cost breakdowns for Internal labor including the following details:
Contracted labor (time and material charged on an hourly rate)
Contracted services (fixed price services)
Stock parts used
Direct expense materials used
Tool costs
At any time during a project, a user can generate one of these reports to obtain
the projects current condition.
Projects 10-4
Projects 10-5
Note The system only displays Cost Area, Cost Center, and Code of
Accounts if the installation parameter PROJTRCK is set to ON,
otherwise these are not displayed. Cost Area, Cost Center, and Code
of Accounts are linked to entities for which you must define user
codes. Contact your system administrator for more information.
Follow these steps to define budget codes for projects.
1. Open the Project Budgets form under the Work > Projects Menu (see
figure 10.4.1). The system displays the List View page.
2. Click
. The system inserts a new record and displays the Record View
3. Project Budget Enter a unique code identifying the budget, and then
enter a description of the budget in the adjacent field.
4. Class Enter the class of the budget.
Projects 10-6
2. Click
. The system inserts a new record and displays the Record View
Projects 10-7
Projects 10-8
3. Click Add Equipment at the bottom of the equipment list. The system
inserts a new Equipment Details record. (Figure 10.4.6)
Projects 10-9
Projects 10-10
2. Click
. The system inserts a new record and displays the Record View
Projects 10-11
6. Parent Project Leave this blank if you are defining a parent project,
otherwise for a child project enter a parent project code.
Note You can only specify a parent project while defining a new project.
Once the project is saved, the system does not allow you to add a
parent project.
7. Estimated Start Date Enter the intended starting date for the project.
8. Estimated End Date Enter the intended ending date for the project.
9. Shutdown Enter a shutdown identification code to associate with the
project if the project requires the shutdown of equipment.
The system automatically populates Shutdown WOs.
10. Status Enter the status of the project.
Note All projects start with a status of Awaiting approval.
11. Actual Start Date Enter the actual starting date for the project.
12. Actual End Date Enter the actual ending date for the project.
13. Class Enter the class of the project.
Note The system automatically populates Capital Planning Request,
Capital Planning Request Org., Project WOs, and Shutdown WOs
Created for projects created on the Capital Planning Requests screen.
Refer to Asset Sustainability manual for Capital Requests
explanations;
14. Current Budget Enter the total budget amount for the project. Budgets
of child projects do not roll up to the budget of the parent project.
Note The system displays the estimated cost of completing the project in
Estimate to Complete and the total budget approved for the project in
Budget Approved.
15. Budget Date Enter the date the budget was established.
Note You must enter a Budget Date that is before or equal to the current
date.
16. Labor Enter the estimated internal labor costs.
17. Services Enter the estimated services costs.
18. Hired Labor Enter the estimated hired external labor costs.
19. Stock Items Enter the estimated stock material costs.
20. Direct Purchases Enter the estimated amount of money needed to
purchase materials not normally stocked in house.
Projects 10-12
Projects 10-13
3. Click Add Budget. The system inserts a new Budget Details record.
(Figure 10.5.4)
Projects 10-14
3. Click Add Default Budgets (figure 10.5.6). The system displays all of the
budget codes for which Default is selected on the Project Budget Codes
form.
Projects 10-15
Projects 10-16
Shortcut: Click Add Buyers to retrieve a list of all users set up as buyers for
the organization of the project. The system retrieves all users set up as buyers,
adds each buyer to the User Authorization list, and automatically selects
Approver for each user. You can unselect Approver for any user as
necessary. Contact your EAM Administrator for information about setting up
users as buyers.
Follow these steps to grant purchasing authorization permissions for projects.
1. Open the Projects form. The system displays the List View page.
2. Select the project for which to add authorized users, and then click the
User Authorization tab. The system displays the User Authorization page.
(Figure 10.5.7)
3. Click Add User. The system inserts a new User Details record (figure
10.5.8).
4. User Enter the user to add as an authorized user for the project.
5. Approver Select to indicate that the authorized user can approve
purchase requisitions and purchase orders for the project.
6. Click Submit. The system saves the record and updates the User
Authorization list.
Projects 10-17
Note To remove a user, select the user to remove, and then click Remove
User. The system removes the record and updates the User
Authorization list.
Viewing Project Hierarchy
You can view all child projects, or subprojects, related to a parent project.
Follow these steps to view project hierarchy.
1. Open the Projects form. The system displays the List View page.
2. Select the project for which to view hierarchy, and then click the Subprojects tab. The system displays the Sub-projects page. (Figure 10.5.9)
Projects 10-18
2. Click
. The system inserts a new record and displays the Record View
inc.
3. Enter information into the fields as necessary. Refer to the Work Order
chapter.
4. Project - Budget Enter the project and budget of the work order.
5. Department Enter the department of the work order.
6. Click
You can also see whether a work order is associated to a project budget from
the Work Order screen. In figure 10.6.1, the WO is associated with a ProjectBudget:
Projects 10-19
When we look at the record view screen for this project (see figure 10.6.2
below), the field Estimate to Complete is automatically updated from the
associated WO costs:
Projects 10-20
3. Project - Budget Enter the project and budget of the work order.
4. Click
5. Going to the Projects-Work Order tab we see that the Work Order is now
associated with the Project (figure 10.6.5).
Projects 10-21
Projects 10-22
4. You will get a message informing you of the successful creation of the new
work orders (figure 10.6.8).
5. You can see the work orders on the Project Work Orders tab (figure
10.6.9).
Note You may only create shutdown work orders for a project once. If you
have already generate at least 1 one WO, or the Shutdown WOs field
is >0, then the system does not allow you to create shutdown work
orders.
Viewing All Work Orders Associated with Projects
You are able to view all work orders related to projects. If necessary, you can
also disassociate work orders from a project.
Follow these steps to view all work orders associated with projects.
1. Open the Projects form. The system displays the List View page.
2. Select the project for which to view associated work orders, and then click
the Work Orders tab. The system displays the Work Orders page (figure
10.6.10).
Projects 10-23
Projects 10-24
Projects 10-25
Description
Menu Path
Projects 10-26
Parameters
Report Type
Consumer
Menu Path
Parameters
Report Type
Consumer
Menu Path
Parameters
Report Type
Consumer
Menu Path
Parameters
Report Type
Consumer
Projects 10-27
Menu Path
Parameters
Report Type
Consumer
Description
Menu Path
Parameters
Report Type
Consumer
Projects 10-28
MS Project 11-1
2. Choose Start | Run from the Windows taskbar. Windows displays the Run
dialog box.
3. Enter D:\SETUP.EXE, and then click OK. The system displays the first
installation dialog box.
Note If you are installing from a drive other than D: substitute that drive for
D: in these instructions.
4. Select a language to be used for this wizard Select the language to
be used in the installation, and then click OK. The system displays the next
dialog box.
5. Click Next. The system displays the next dialog box.
6. Folder Enter the folder in which to install the Infor EAM MS Project
Interface.
Note Click Disk Cost to view local disk drives and their available capacity.
7. Everyone Select to install the Infor EAM MS Project Interface for
anyone that uses the computer on which it is installed.
8. Just me Select to install the Infor EAM MS Project Interface for just the
current computer user.
9. Click Next. The system displays the next dialog box.
10. Wait for the system to complete the installation, and then click Next. The
system displays the next dialog box.
11. Select the language to be used in the Infor EAM MS Project Interface, and
then click OK. The system displays the final dialog box.
12. Click Close. The system closes the window.
MS Project 11-2
2. Click
MS Project 11-3
MS Project 11-4
2. Click Add Mapping. The system inserts a new Mapping Details record.
MS Project 11-5
3. Infor EAM Priority Select the Infor EAM work priority code to
associate with an MS Project priority code.
4. MS Project Priority Enter the MS Project priority code to associate
with the Infor EAM priority code.
5. Click Submit. The system saves the record and updates the Mappings list.
Note To delete a mapping, select the mapping to delete, and then click
Delete Mapping. The system deletes the record and updates the
Mappings list.
3. Click Create new scheduling session. The system displays the Define
Scheduling Session side-pane. (Figure 11.5.2)
MS Project 11-6
MS Project 11-7
7. From Enter the beginning date of the work order activity start dates
included in the session.
8. To Enter the ending date of the work order activity start dates included
in this session.
9. Click Save and go to Step 3. The system saves the record and displays
the Select Work Order Activities side-pane. (Figure 11.5.4)
MS Project 11-8
10. Choose one or more of the following criteria for filtering work orders to
include in the session:
11. ProjectClick Project, and then select the projects to include in the list
of work orders.
12. DepartmentClick Department, and then select the departments to
include in the list of work orders.
13. WO TypeClick WO Type, and then select the work order types to
include in the list of work orders.
14. WO StatusClick WO Status, and then select the work order statuses to
include in the list of work orders.
15. PriorityClick Priority, and then select the priorities to include in the
list of work orders.
16. TradeClick Trade, and then select the trades to include in the list of
work orders.
17. EquipmentClick Equipment, and then enter the first letter(s) in the
spelling of the pieces of equipment to include in the list of work orders.
Click Refresh. Select the pieces of equipment to include in the list of work
orders.
MS Project 11-9
21. Click Save and go to Step 4. The system saves the record and displays
the Select Employees side-pane. (Figure 11.5.5)
22. Choose one or more of the following criteria for filtering employees to
include in the session:
DepartmentClick Department, and then select the departments to
include in the list of employees.
MS Project 11-10
TradeClick Trade, and then select the trades to include in the list of
employees.
ClassClick Class, and then select the classes to include in the list of
employees. The system displays the selected criteria in the previewpane.
23. Click Display Results. The system displays a list of employees that
matches the criteria you selected. Select the employees to include in the
new scheduling session.
Note Check Select to select all of the employees.
24. Click Save and go to Step 5. The system saves the record and displays
the Select Suppliers side-pane. (Figure 11.5.6)
25. Click Class to select the classes to include in the list of suppliers. The
system displays the selected criteria in the preview-pane.
26. Click Display Results. The system displays a list of suppliers that
matches the criteria you selected. Select the suppliers to include in the new
scheduling session.
Note Check Select to select all of the suppliers.
27. Click Save and go to Step 6. The system saves the record and displays
the Select Maintenance Equipment side-pane. (Figure 11.5.7)
MS Project 11-11
28. Choose one or more of the following criteria for filtering maintenance
equipment to include in the session:
DepartmentClick Department, and then select the departments to
include in the list of maintenance equipment.
ClassClick Class, and then select the classes to include in the list of
maintenance equipment.
CategoryClick Category, and then select the categories to include in
the list of maintenance equipment.
29. Click Display Results. The system displays a list of maintenance
equipment that matches the criteria you selected. Select the maintenance
equipment to include in the new scheduling session.
Note Check Select to select all of the maintenance equipment.
30. Click Save and go to Step 7. The system saves the record and displays
the Select Tools side-pane. (Figure 11.5.8)
MS Project 11-12
31. Click Class to select the classes to include in the list of tools. The system
displays the selected criteria in the preview-pane.
32. Click Display Results. The system displays a list of tools that matches
the criteria you selected. Select the tools to include in the new scheduling
session.
Note Check Select to select all of the tools.
33. Click Save and Finish. The system saves the record (Figure 11.5.9), locks
the associated work order activities for scheduling, and creates a new
scheduling session. (Figure 11.5.10)
MS Project 11-13
Note When saving the record, the system also imports the work order
activity and resource (employee, supplier, maintenance equipment,
and tool) records for the session into MS Project
MS Project 11-14
Note To import data from Infor EAM, the current project in MS Project must
be empty.
4. Scheduling Session Select the scheduling session to import to MS
Project.
Note You can only import scheduling sessions with a status of Exported or
Ready to Export.
5. Click Import. The system imports the Infor EAM scheduling session work
order activity and resource (employee, supplier, maintenance equipment,
and tools) records into MS Project. (Figure 11.6.3)
MS Project 11-15
Figure 11.6.3 - Successful Import of existing session from Infor EAM to MS Project
MS Project 11-16
2. Click Create work order. The system displays the Create Work
Order/Activity form. (Figure 11.7.2)
MS Project 11-17
MS Project 11-18
29. Click Comments to add or edit comments for the work order or work
order activity. (Figure 11.7.5)
MS Project 11-19
30. Click User Defined Fields to add or edit UDF for the work order or work
order activity. (Figure 11.7.6)
31. Click Submit. The system saves the work order to the current Infor EAM
Scheduling Session.
Note Click Reset to clear the form.
Creating a Work Order Activity and Adding It to an Existing Scheduling
Session
Follow these steps to create a work order activity and add it to an existing
scheduling session:
1. Open the MS Project file that contains the open scheduling session for
which to add a work order activity. The system displays the Infor EAM
side-pane. (Figure 11.7.7)
Note You must first create or import a scheduling session in order to add a
work order activity.
MS Project 11-20
2. Click Create work order activity and select the work order for which to
add an activity. The system displays the Create Activity form. (Figure
11.7.8)
The system automatically populates Work Order, Work Order
Description, and WO Org.
MS Project 11-21
10. People Required Enter the number of people required to perform the
activity.
11. Click Comments to add or edit comments.
Note Click Reset to clear the form.
12. Click Submit. The system saves the work order activity to the selected
work order of the current Infor EAM Scheduling Session and shows a
success message. (Figure 11.7.9)
13. The MS Project now shows the new activity under the WO. (Figure 11.7.10)
MS Project 11-22
Note Infor EAM updates the resources assigned, Activity Start Date,
Activity End Date, Estimated Hours, and Percent Complete, and
sets Assigned By of the work order equal to Assigned By in MS
MS Project 11-23
Project.
4. Click Cancel to close the Export Scheduling Session side-pane without
exporting any records to Infor EAM.
5. Work order activities deleted in MS Project are not deleted in Infor EAM,
and new work order activities created in MS Project will not be exported
back to Infor EAM.
MS Project 11-24
3. Click Cancel Session. The system cancels the session and changes the
Status of the session in Infor EAM to Cancelled. (Figure 11.9.3)
MS Project 11-25
12 BUDGETS
12.1 Process Overview
Regardless of the size of an organization, the revenue generated, the product
or service offered, companies have one thing in common - the creation of a
budget. Even if you have just one employee, you are going to sit down and
figure out where to money, how much, and how often. Even though a budget is
really no more than some imaginary amount of money, there is probably no
corporate exercise that causes as much sweat or as many headaches as the
finalization of the annual budget.
Infor EAMs Budget Management cannot take away the need for a budget, but
it can reduce much of the frustration that occurs during the budgetary process.
Once you set up budget structure and detail in the system, you can reuse that
information from year to year. And, the system lets you set up as simple or as
complex a structure as you need. To simplify the steps, you can use the unique
copy feature and then fine tune changes as needed.
After the budget is set up, the next stage is to gather information. EAMs cost
tracking process is a painless and invisible one - day to day users on the system
do not even know that it is functioning. The system tracks costs from different
transactions - work orders, purchase orders, inventory transactions - and
tallies them against their various budgets. When you want to see what costs
have accumulated (this is called a budget position), you initiate a calculation
program. EAM pulls all of the information together and sorts it out. Then, you
just decide how you want that information presented for a report. Senior
management can review budget positions on a corporate wide level and
maintenance managers can review data just for their own departments, for
individual objects, etc.
As mentioned, the system automatically tracks associated costs against the
original budget amount. It may be helpful to know exactly what costs the
system monitors. They include those from the following sources:
Internal resources
Budgets 12-1
External resources
For internal resources and stock material usage, the system provides both
planned costs (costs that are anticipated from planned labor and material
usage) and actual costs. For the remaining cost types, the system provides
planned costs, actual costs and commitments (commitment costs are derived
from approved purchase orders).
Expected costs (due to planning or commitments) appear on the budget which
includes the target date of the work (or order) and its budget period. If the
duration of the activity exceeds the term of the budget, then the costs are
distributed proportionally over this and other budgets. Costs of planned
material usage, on the other hand, are always targeted completely on the start
date of the activity.
For planned costs and commitments, you can have the system calculate the
budget positions or totals. Budget positions show the current amounts planned but not yet ordered or realized, and on order but not yet received.
Budget totals show the total amounts - everything originally planned, whether
realized or not, and everything ordered, whether received or not.
Budgets 12-2
Budgets 12-3
2. Click
. The system inserts a new record and displays the Record View
Budgets 12-4
budget structure. As you can see, there are fields for entering Budget Code and
Description, Calendar Code and Description, and Parent Budget Code and
Description.
Budget Breakdown simply identifies the order in which you want to define
budget details later on in the set up process. It does not, in any way, affect the
way the information is captured and presented for analysis or data tracking. It
does, however, affect the display of subsequent screens. You can indicate the
order of budget breakdowns based on the following parameters:
Budgets 12-5
Period (When)
Location (Where)
Department (Who)
Equipment (Which)
WO type (What)
Cost type and Cost Code (How)
Project
Budgets 12-6
You can use as many or as few of these categories as you want. Period is the only
mandatory entity. Lets look at an example. Say, for instance, that your
organization has three sites and that your main office requires quarterly financial
reports from the satellite sites. At each site, the budget keepers maintain monthly
overviews and there are separate budgets for both internal and external resources.
See figure 12.3.4 below.
Budgets 12-7
2. Click
. The system inserts a new record and displays the Record View
Budgets 12-8
11. Level 5 Select the fifth level of the budget structure hierarchy.
12. Level 6 Select the sixth level of the budget structure hierarchy.
13. Click
2. Click
. The system inserts a new record and displays the Record View
Budgets 12-9
5. Calendar Type Enter the calendar type for the budget term.
The system automatically populates Number of Periods.
6. Start Date Enter the start date for the budget term.
7. End Date Enter the end date for the budget term.
8. Click
Budgets 12-10
Budgets 12-11
2. Click
. The system displays the Record View page. (See figure 12.3.11)
Budgets 12-12
Once a Budget Group has been created, items can be added to that group, e.g.,
within a budget group for the HVAC group you can add all pieces of equipment
associated with the HVAC system. Note: Items can belong to multiple budget
groups.
Follow these steps to assign items to budget groups.
1. Open the Budget Groups form. The system displays the List View page.
(See figure 12.3.13 below)
2. Select the budget group for which to assign an item, and then click the
Items tab. The system displays the Items page. (Figure 12.3.14)
3. Item Enter an item.
The system automatically populates description and Organization.
Budgets 12-13
Note To delete an item from a budget group, select the item to be deleted, and
then click Delete Item under the list. The system removes the item from
the budget group.
Budgets 12-14
Budgets 12-15
2. Click
. The system inserts a new record and displays the Record View
Budgets 12-16
Notes
Using the Details page of the Budgets form, you can combine budget
information and assign specific monetary amounts to each budget area. The
Details page contains budgeted amounts for individual budget items or groups
within the structure of a budget. Define budgets according to dollar amount for
individual budget items or for budget groups.
Follow these steps to define budget details.
1. Open the Budgets form. The system displays the List View page.
2. Select the budget for which to view details, and then click the Details tab.
The system displays the Details page showing the budget structure or
breakdown (see figure 12.4.3 below)
Note In the budget structure, the item code and organization will be
displayed with the budget amount if details already exist. Descriptions
are hover text only.
Budgets 12-17
3. Click Add Budget. The system enables the Budget Details section.
The system automatically populates Current Budget and Calculated
Budget.
Note If you click Add Sub-Level Budget, the fields will display in the same
manner but appear beneath the main budget heading for the next
lower level in the budget structure.
4. Enter information in the required fields.
Note When adding budgets and sub-level budgets, the fields vary
depending upon the levels set up in each budget structure. Complete
the required fields as they display. For each budget, select an
individual budget item or a budget group, and then assign a budget
amount. All other fields are protected.
5. Budget Amount Enter the amount for the currently selected budget.
The system automatically populates the budget amount currency.
6. Click Submit. The system saves the record.
In this example the budget structure has been
set-up as follows: <Org>-<Dept>-<Period><Cost Type>
Hence the 10 (SILOAM): 20,000.00 means
that for the Department 10, within the
organization SILOAM, the budget is
$20,000.
Then for periods 8 and 9 the budget
$2,000 each.
is
Calculating Budgets
You can calculate a budget to gather costs from work orders. Depending on the
scope of the budget, you may want to run the calculation process during down
times, such as in the evening or on the weekends, as it can be computationally
intensive and take some time to complete..
Note Budgets are not automatically updated when you incur costs.
Follow these steps to calculate budgets.
1. Open the Budgets form. The system displays the List View page.
Budgets 12-18
2. Select the budget to calculate, and then click the Record View tab. The
system displays the Record View page.
3. Right-click and then select Calculate Current Budget. The system
displays the Calculate Budget popup (see figure 12.4.5 below).
Note Alternatively you can click on the Calculate Current Budget button on
the Budget Record View screen
4. On the Calculate Budget popup, the system automatically populates
Budget Structure, Budget Description, Budget Term, and Term
Description (See figure 12.4.6 below).
Budgets 12-19
Budgets 12-20
Copying Budgets
The copy budget feature copies a Budget structure and term, including all the
lower-level budget details.
Follow these steps to copy budgets.
1. Create a budget. Refer to Defining Budgets
2. Right-click and then select Copy Budget. The system displays the Copy
Budget popup (see figure 12.4.8).
Note Alternatively you can click on the Copy Budget button on the Budget
Record View screen
3. The system automatically populates Budget Structure, Budget
Description, and Budget Term (see figure 12.4.9).
Budgets 12-21
Budgets 12-22
12. Click Submit. The system copies all budget details (items, groups, and
amounts) to the new budget structure and new budget term (see figure
12.4.10).
Then you can update the calculations (see Calculating Budgets above) and
check the results on the same report (Budget Summary figure 12.4.12).
Budgets 12-23
Budgets 12-24
Menu Path
Budgets 12-25
Parameters
Organization
Budget Structure
Budget Term
Cost Type
Cost Status
Period From
Period To
Department
Department Group
WO Location
WO Location Group
Equipment
Equipment Group
WO Type
WO Type Group
Cost Code
Cost Code Group
Project
Project Group
Report Type
Basic
Menu Path
Budgets 12-26
Report
Description
Parameters
Budget Structure
Budget Term
Period
WO Location
WO Location Group
Department
Department Group
Equipment
Equipment Group
WO Type
WO Type Group
Cost Type
Cost Type Group
Cost Code
Cost Code Group
Project
Project Group
Show Total (Or Positions) Select to display remaining
planned and on-order amounts. Unselect to display
actual planned and on-order amounts.
Free Budget Select to sort by Spent, On Order,
Planned, or All.
Report Type
Consumer
Menu Path
Parameters
Organization
Budget Structure
Budget Term
Report Type
Basic
Menu Path
Parameters
Budget Structure
Budget Term
Report Type
Consumer
Budgets 12-27
Menu Path
Parameters
Organization
Report Type
Consumer
Menu Path
Parameters
Budget Structure
Budget Term
Period
WO Location
WO Location Group
Department
Department Group
Equipment
Equipment Group
WO Type
WO Type Group
Cost Type
Cost Type Group
Cost Code
Cost Code Group
Project
Project Group.
Report Type
Consumer
Menu Path
Parameters
Budget Structure
Budget Term.
Report Type
Consumer
Budgets 12-28
Design
Consumption
tab.
The
system
displays
the
Design
Consumption page.
The system automatically populates Date Effective with the current date
and Date Expired with 12/31/2199. You can modify Date Effective as
necessary.
3. Utility Bill Source Enter the utility bill source to associate with the
equipment. The Utility Bill Source represents the billing structure
established to calculate a daily rate for utility/energy consumption for
invoice vouchers.
Note: If Utility Bill Level is not selected for the equipment, then a
Utility Bill Source is required.
4. Commodity Enter the commodity to associate with the equipment.
The system populates the Commodity UOM from the selected
Commodity.
If a record is inserted and the Date Effective and Date Expired of the
new record overlap with the Date Effective and Date Expired of
another record with the same Commodity, the system updates the Date
Expired of the new record with the oldest Date Effective to avoid
having an overlap. Refer to Understanding Effective and Expiration Date
Calculations for Design Consumption
5. Design Usage UOM Enter the unit of measure to be used for the
energy consumption design, e.g., hours.
The system populates Design Consumption UOM in the format
Commodity UOM/ Design Usage UOM.
6. Default Load Factor Enter the number to default for the maximum
factor for the load ranges. This value is used as the default when entering
records on the Actual Consumption page.
The system automatically populates Range-1 Low.
7. Range-1 High Enter the maximum load range for range 1.
21. Range-6 Low Enter the minimum load range for range 6.
22. Range-6 High Enter the maximum load range for range 6.
23. Range-6 Design Consumption Rate Enter the energy consumption
rate for the equipment. This indicates the amount of the commodity, e.g.,
electricity, that is consumed in the Design Usage UOM, e.g., hours. For
example, an equipment can be designed to use 10KW of electricity per
hour.
24. Range-7 Low Enter the minimum load range for range 7.
25. Range-7 High Enter the maximum load range for range 7.
26. Range-7 Design Consumption Rate Enter the energy consumption
rate for the equipment. This indicates the amount of the commodity, e.g.,
electricity, that is consumed in the Design Usage UOM, e.g., hours. For
example, an equipment can be designed to use 10KW of electricity per
hour.
27. Range-8 Low Enter the minimum load range for range 8.
28. Range-8 High Enter the maximum load range for range 8.
29. Range-8 Design Consumption Rate Enter the energy consumption
rate for the equipment. This indicates the amount of the commodity, e.g.,
electricity, that is consumed in the Design Usage UOM, e.g., hours. For
example, an equipment can be designed to use 10KW of electricity per
hour.
30. Range-9 Low Enter the minimum load range for range 9.
31. Range-9 High Enter the minimum load range for range 9.
32. Range-9 Design Consumption Rate Enter the energy consumption
rate for the equipment. This indicates the amount of the commodity, e.g.,
electricity, that is consumed in the Design Usage UOM, e.g., hours. For
example, an equipment can be designed to use 10KW of electricity per
hour.
33. Range-10 Low Enter the minimum load range for range 10.
34. Range-10 High Enter the maximum load range for range 10.
Date Expired
01/01/2006
06/30/2006
07/01/2006
12/31/2199
Record to be inserted
01/01/2007
12/31/2199
Date Expired
01/01/2006
06/30/2006
07/01/2006
12/31/2006
Record inserted
01/01/2007
12/31/2199
Date Expired
01/01/2006
12/31/2006
01/01/2007
12/31/2199
Record to be inserted
06/01/2006
12/31/2199
Date Expired
01/01/2006
05/14/2006
01/01/2007
12/31/2199
Record inserted
06/01/2006
12/31/2006
5. Actual Usage Enter the actual usage. This indicates the amount time
that was used to consume the value entered for Actual Consumption.
The system automatically calculates the Actual Consumption Rate.
6. Load Factor Enter the load factor for this actual consumption record,
overriding the default value defined on the Design Consumption page.
7. Click
2. Click
. The system inserts a new record and displays the Record View
page.
3. Organization Enter the organization to which the purchase order
belongs if you use multi-organization security.
The system automatically populates Created By and Date Created.
4. CPR Enter a description of the capital planning request in the adjacent
field. The system assigns a capital planning request number after you save
the record.
5. Status Select the status value of the capital planning request.
Note The system populates Authorized By and Authorization Date when
the capital planning request Status is Approved.
6. Equipment Select the equipment for which to make the capital
planning request.
7. The system automatically populates Equipment Org.
8. WO Type Choose one of the following options:
Breakdown Select to create a work order in response to an
equipment breakdown or failure.
PM Select to create a preventive maintenance work order. Refer to
Creating Preventive Maintenance Work Orders.
Scheduled Select to create a scheduled work order.
Repairable Spare Select to create a work order for repairable spare
parts. If you are creating a work order for repairable spare parts, you
must also add the parts to repair on the Repair Parts page. Refer to
Adding Repairable Spare Parts To Work Orders for Repair.
Standard WO Select to create a standard work order. Refer to
Creating Standard Work Orders.
Note The previously listed work order types are standard types in the
system. You can also create user-defined work order types.
9. Department Enter the department.
10. Requested By Enter the employee making the capital planning request.
11. Assigned To Enter the person responsible for the work to be completed
for the capital planning request.
12. Priority Select the priority level of the capital planning request.
13. Sustainability Select if the capital planning request is related to asset
sustainability features.
14. Class Enter the class of the capital planning request.
The system automatically populates Class Org.
15. Assigned By Enter the supervisor who assigned the work order.
16. Estimated Labor Cost Enter the estimated labor costs for the capital
planning request. The system automatically populates the currency
in the adjacent field and calculates the Total Estimated Cost with
the sum of the Estimated Labor Cost and Estimated Material Cost.
17. Estimated Material Cost Enter the estimated material costs of the
capital planning request. The system automatically populates the
currency in the adjacent field and calculates the Total Estimated
Cost with the sum of the Estimated Labor Cost and Estimated
Material Cost.
18. Cost Avoidance Enter the estimated cost avoidance for the capital
planning request. The system automatically populates the currency
in the adjacent field.
19. Appropriation Date Enter the date by which the capital request must
be appropriated.
20. Requested Appropriation Date Enter the date by which you are
requesting the appropriation of the capital request.
21. Major Group Enter the major group for the capital planning request.
22. Group Enter the group for which the capital request must be
appropriated.
23. Individual Enter the individual element for the capital request.
24. Additional Information Enter additional information for the capital
request as necessary.
25. Default Authorizer Enter the default authorizer for the capital
request.
26. Click
Note To create a work order for the capital planning request, right-click on
the Capital Planning Request form, and then click Create WO. The
system generates a work order and populates Work Order with the
generated work order number.
To create a project to associate to a capital planning request, right-click on the
Capital Planning Request form, and then click Create Project. The system
opens the Create Project popup. Refer to Associating Projects to Capital
Planning Requests.
Associating Projects to Capital Planning Requests.
Create a project to associate to a capital planning request.
Follow these steps to associate a project to a capital planning request.
1. Open the Capital Planning Requests form. The system displays the List
View page.
2. Select the capital planning request for which to associate a project, and
then click the Record View tab. The system displays the Record View page.
3. Click Create Project. The system opens the Create Project popup.
The system automatically populates Capital Planning Request.
4. Project Enter a unique code identifying the project, and then enter a
description of the project in the adjacent field.
5. Organization Enter the organization of the project.
6. Parent Project Enter the parent project if applicable.
7. Shutdown Enter a shutdown identification code to associate with the
project if the project requires the shutdown of equipment.
8. Status Select the status of the project.
Note All projects start with a Status of Awaiting approval.
12. Estimated End Date Enter the intended ending date for the project.
13. Actual Start Date Enter the actual starting date for the project.
14. Actual End Date Enter the actual ending date for the project.
15. Current Budget Enter the total budget amount for the project. Budgets
of child projects do not roll up to the budget of the parent project.
16. Labor Enter the estimated internal labor costs.
17. Stock Items Enter the estimated stock material costs.
18. Services Enter the estimated services costs.
19. Budget Date Enter the date the budget was established.
Note You must enter a Budget Date that is before or equal to the current
date.
20. Hired Labor Enter the estimated hired external labor costs.
21. Direct Purchases Enter the estimated amount of money needed to
purchase materials not normally stocked in house.
22. Tool Cost Enter the estimated cost of the tools.
23. Click Submit. The system saves the record and closes the popup.
. The system inserts a new record and displays the Record View
page.
3. Organization Enter the organization.
Note To populate the equipment list with equipment matching the search
criteria, click Create/Refresh Equipment List. The system deletes
records from the Equipment Equivalency page with Status of Not
Evaluated, and then refreshes the equipment list.
Evaluating Cost Analysis for Equipment
Select potential equipment records from which capital planning requests may
be created. Capital planning requests provide capital expenditure information
based on forecasted labor costs, forecasted material costs, and expected cost
avoidance.
Follow these steps to evaluate cost analysis for equipment.
1. Open the Equipment Evaluations form. The system displays the List View
page.
2. Select a record for which to evaluate equipment, and then click the Cost
Analysis tab. The system diplays the Cost Analysis page.
. The system inserts a new record and displays the Record View
page.
3. Fuel Enter a unique code identifying the fuel.
4. Fuel Description Enter a description of the fuel.
5. Fuel Type Select the fuel type.
6. UOM Enter the unit of measure in which to measure the fuel quantities.
7. Class Enter the class to which the fuel will belong.
8. The system automatically populates Class Org.
9. Blended Grade Select if this fuel is a blend of two or more grades.
10. Note: If you selected Blended Grade, continue to steps 10-19.
11. Fuel 1 Enter fuel type 1.
12. Blend % 1 Enter the percentage of blended grade 1.
13. Fuel 2 Enter fuel type 2.
14. Blend % 2 Enter the percentage of blended grade 2.
15. Fuel 3 Enter fuel type 3.
16. Blend % 3 Enter the percentage of blended grade 3.
17. Fuel 4 Enter fuel type 4.
18. Blend % 4 Enter the percentage of blended grade 4.
19. Fuel 5 Enter fuel type 5.
Creating Depots
Create depots to specify storage areas for fuel.
Follow these steps to create depots.
1. Open the Depots form. The system displays the List View page.
2. Click
. The system inserts a new record and displays the Record View
page.
3. Depot Enter a unique code identifying the depot.
4. Description Enter a description of the depot.
5. Depot Organization Enter the organization to which the depot
belongs.
6. Class Enter the class to which the depot belongs.
The system automatically populates Class Org.
7. Location Enter the location of the depot.
The system automatically populates Location Org.
8. Choose one of the following options:
Markup % Enter a markup percentage, to be added to the average price
when fuel is issued.
9. Fixed Markup Enter a fixed markup amount, to be added to the
average price when fuel is issued.
10. External Select to indicate that the depot is an external depot.
11. Out of Service Select to indicate that the depot is out of service.
12. Allow Tank Volumes Greater than Capacity Select to allow a tank
record to indicate a greater volume than set capacity.
13. Allow Negative Tank Volumes Select to allow a tank record with a
negative volume.
14. Click
1. Open the Depots form. The system displays the List View page.
2. Select the depot for which to associate pumps to tanks, and then click the
Tank/Pump tab. The system displays the Tank/Pump page.
3. Click Add Record. The system inserts a new Tank/Pump details record.
4. Tank Enter the tank to associate to the pump for the selected depot.
The system automatically populates the tank description and Fuel.
5. Pump Enter the pump to associate to the tank for the selected depot.
The system automatically populates the pump description.
6. Active Select to designate the pump as active on the selected tank.
7. Click Submit. The system saves the record.
Note To delete a tank/pump association, select the tank/pump combination
for which to delete the association, and then click Delete Record. The
system deletes the record.
Issuing Fuel
Issue fuel to vehicles or equipment, and then track the quantity and price of
fuel issued.
Follow these steps to issue fuel.
1. Open the Fuel Issues form. The system displays the Fuel Issues page.
2. Depot Enter the depot at which the fuel is located.
The system automatically populates the description of the depot, and
Organization.
3. Date Enter the date of the fuel issue.
Note: If you are entering multiple transactions for one date, entering
Date above will automatically populate Date below.
4. Click Add Fuel. The system inserts a new Transaction Details record.
5. Fuel Enter the fuel to be issued to the vehicle or equipment.
The system automatically populates the fuel description, Fuel Type, Fuel
UOM, and Blend.
6. Pump Enter the pump from which the fuel was issued.
system
automatically
populates
the
depot
description
and
Organization.
3. Date Enter the date and time for which the fuel issue will occur.
4. Click Add Tank. The system inserts a new Transaction Details record.
5. Tank Enter the tank to receive the fuel issue.
The system automatically populates the tank description, Fuel, fuel
description, fuel UOM, and Fuel Type.
6. Qty. Received Enter the fuel quantity to receive to the tank.
The system automatically populates the quantity received unit of measure.
7. Date Enter the date and time for which the fuel issue will occur.
8. Price Enter the price for the fuel issue.
9. Supplier Enter the fuel supplier.
10. Click Add to List. The system saves the record and updates the
Transaction Details list.
11. Click Submit Transaction. The system submits the transaction.