strategies for multiple locations
TRANSCRIPT
Sylvain Bujold
Software Engineer
Mike Barok, CMRP
Project Manager
What do we mean by “Multiple Locations”? Single Account Strategies
◦ Asset, PM and Work Order Strategies◦ Inventory Strategies
Multiple Account Strategies◦ Data Publisher◦ Consolidation of Multiple Datasets
Questions and Answers Wrap-Up and Summary
What are “Multiple Locations”?
One or more “Datasets” (accounts or systems) More than one group of things that are
handled separately◦ A group of assets, such as buildings in 2 physical
areas◦ More than one actively managed storeroom◦ More than one dataset
Multiple dataset strategies offer additional options
Single Account Strategies Multiple sites separated by the “Site” data field◦Assets◦Work Orders
Managing PMs using the “Site” field
Generating PMs using the “Site” field
The Site Field on Work Orders
Main Site
Main Site
Main Site
Main Site
Main Site
Adding Additional Inventory Storeroom Locations Ordering for Multiple Inventory Storeroom
Locations Stock Requisitions for Multiple Inventory
Storeroom Locations Parts Charges for Multiple Inventory Storeroom
Locations Parts Charge Reports filtered by Inventory
Storeroom Location
What are Multiple Storeroom Locations?
Each maintaining stock levels of identical items
Each storeroom sets its own reorder points and quantities
Part transactions and purchases include storeroom selection
Additional Inventory Storeroom Locations
Single Account Strategies “Site” field
◦ Assets◦ Work Orders◦ PMs
PM Management PM Generation
Multiple Storeroom Locations◦ Each storeroom can have same parts
Different Order Points and Quantities Different On Hand Quantities
◦ Each storeroom orders and issues individually
Multiple Account Strategies
Requires an extra dataset – a Master Account
◦Library of Assets and/or Parts
◦Used to populate the active accounts Master Account View Data Publisher Tool Searching for parts across other sites
Benefits of Data Publisher Create one of each type of common asset Create the “Bill of Materials” for each Create the PM schedule and tasks Each active account can import the generic
asset from the master account It is already set up with parts and PMs, all
that must be done is to change the Asset ID and enter any specific information desired (serial number, etc.)
Copy/Add will allow you to duplicate the new asset as needed
Can use all techniques we just covered with or without consolidation
The consolidated account allows easy global reporting
Can add a consolidated account at any time – does not have to be set up from the beginning
Each site maintains its own system (dataset)
Data from each site processed into one Consolidation Dataset at regular intervals
Each site can access the consolidated account
Consolidation Account
Site 1Site 4
Site 3Site 2
Create your own global reports by using the X3 Query Builder◦ Filter by site◦ Download to Excel for Management
Example Multi-Site Report
Single accounts strategies for Assets, PM and Inventories
Multiple datasets options, ◦ Data Publisher for Parts and Assets◦ Consolidation and reporting.
Future enhancements ?
How to handle Multiple Sites: It’s YOUR choice!
Session Summary
After Lunch, be sure not to missDavid Crockett’s presentation of
Good to Great
Vince is passing out evaluations for this session. Your input is very important to us; please don’t leave without completing it and giving it to Vince or another
eMaint staff member
Thank you for attending