Stock on hand, availability and commitments inquiry across branches and locations.

• Search for items across multiple attributes with multiple search terms
• Filter items by categories
• View and add Item Master image attachments
• View Item Balance, commitments and availability for locations in one or multiple Branches
• Integrated with Inventory Transfer, Issue, Adjustments and Work Order Issue to search for item locations
• Barcode scanner with intelligent Item Number matching against other item attributes such as Catalog Number or Supplier Item

Issue parts with DMAAI or manual accounting, including subledger and equipment tracking.

• Prepare and refine multi-line Inventory Issue requirements by User ID, then process as a multiline issue
• Integrated with Inventory Inquiry to search and select Branch, Item and Location as a set
• Capture Transaction Explanation
• Process transaction with Master Business Functions for specified P4112 version

Intra- and inter-branch multiline inventory transfers.

• Prepare and refine multi-line Inventory Transfer requirements by User ID, then process as a multiline transfer
• Integrated with Inventory Inquiry to search and select Branch, Item and Location as a set
• Capture Transaction Explanation
• Process transaction with Master Business Functions for specified P4113 version

Inventory adjustments with DMAAI or manual accounting.

• Prepare and refine multi-line Inventory Adjustment requirements by User ID, then process as a multiline adjustment
• Integrated with Inventory Inquiry to search and select Branch, Item and Location as a set
• Capture Transaction Explanation
• Process transaction with Master Business Functions for specified P4114 version

Entry of existing cycle count data plus dynamic generation of new cycle counts based on user criteria.

• View Cycle Count records for existing counts, showing current entered values
• Enter and revise Cycle Count entries
• Navigate to item entry with Item barcode scan
• Show/hide counted item entries and highlight entries with variances
• Generate count by Branch and Item or Branch and Location Range, ready for immediate entry
• View or add Item Master primary image attachment

Create or modify requisitions and purchase orders for stock items, non-stock items and general expense lines. Kit and Configured items require AIS integration.

Review and approve purchase orders, requisitions, change requests and sub-contract orders.

• View a summary of orders awaiting approval by approval route code
• View order header and line details
• View purchase order and requisition header and line attachments
• Approve or reject with explanation

Receiving of stock, non-stock and general journal lines. Supports receipt routing operations and advanced pricing.

• View open purchase order lines with open quantities
• Full or partial receipt of open quantities using tolerance rules if over-receipts are processed
• Optional price and location overrides
• Capture supplier remarks
• Capture photographs of delivered items or delivery paperwork as purchase order header attachments

Review and approve or reject RSS purchase orders from the field.

• Check for requisition self-service orders waiting for approval
• View RSS order items
• Approve or reject a requisition self-service request

Find available work based on multiple criteria with multi-field search and map view.

• View work orders restricted by pre-defined filters such as Branch, Type and Status range
• Additional optional filters to further refine results, including asset and unit selection from the asset hierarchy
• Work orders sequenced to customer requirements, for example by descending priority then ascending planned finish date
• Multi-select assignment with filtered assignee list
• View work orders on a map by related asset location, with pin counts and related list displayed on click

Review and update work order header information and attachments. Supports all work order types.

• View work order attributes including description, failure description, asset, priority, status, dates, assignee and supervisor
• Maintain work order dates, assignee, supervisor and status
• View and append work order attachments, including automated audit entries for significant events
• Navigate to Work Requests, Work Order Parts, Labour/Routing and Equipment Work Order History

Create all Equipment and Service work order types, including references to parent and source work orders.

• Create Equipment (CAM) and Service work orders
• Defaults defined by the specified P17714 version Processing Options
• Override defaults during creation, including parent work order, status and category codes
• Optional parts and labour routing attachment during creation

Issue and return planned and unplanned parts and ingredients. Supports all work order types.

• View work order parts list with open planned parts separated from issued parts
• Issue or partially issue open planned parts, defaulting to the remaining open quantity
• Issue unplanned parts and reverse issued parts
• Add stock, non-stock and direct purchase items to the work order parts list
• Integrated with Purchase Order Creation for direct purchase parts list generation

Review all work order routing operations including text attachments and crew details.

• View routing operation details including text attachment, crew and planned labour and duration hours
• Add routing operations with operation sequence number, craft work centre, crew, labour hours and text attachment
• Update Labour Routing Operation Status

Record hours and quantities for manufacturing or service work orders, with clock-on/clock-off support.

• Record hours and quantities by Work Order Operation Sequence Number
• Record hours for the logged-in user or any selected resource from the resources list
• Real-time clock on/off or retrospective time entry
• Compatible with Kiosk and IoT solutions

Capture actual completions for discrete and process manufacturing work orders, with super-backflush and dual UOM support.

• Discrete and Process Manufacturing work order completions
• Super-backflush, super-backflush EDI or direct quantity completions
• Optional dual unit of measure
• Compatible with Kiosk and IoT solutions

Present summary and billing information for service and equipment work orders, with signature capture and geo-tagging for formal acceptance.

• Capture geo-tagged and timestamped approval signature and order details as a work order image attachment
• Add additional comments and closing remarks to the work order
• Optional work order status and category code updates
• Optional Failure Analysis integration

Review equipment master information, parts lists and attachments. Combine with Work Order Search to display full maintenance history.

• View equipment master information and parts list, including bill of materials, stock, non-stock and reference items
• View and capture photographs as equipment master image attachments
• Optionally combine with Work Order Search to view historical work orders including comments and attachments

Register GPS coordinates for equipment during work order or equipment operations. Requires Equipment Inquiry or Work Order Management.

• Update equipment geo-location using the device GPS as the new latitude and longitude
• Override location by repositioning a pin on a graphical map
• Incorporate with other processes such as meter entry or status update to automate location maintenance
• Supports both current enhanced JDE numeric and legacy string latitude/longitude data

Transfer equipment between locations, business units and parent assets from the field.

• Transfer between locations and sites
• Transfer between business units
• Re-assign to a different parent asset

Update equipment master information such as address numbers, operational status or categorisation codes directly from the field.

Review and record meter readings for equipment by any of the six asset meters.

• Review meter entries as at a specified date
• Enter meter readings for any of the six asset meters as at a specific date
• Optional EDI meter entry for review before posting

Answer a pre-defined list of questions to verify equipment is ready for operation. Questions have severity levels that determine fitness for purpose and can optionally trigger CBM alerts.

• Automatically generates equipment work orders as a record of checklist completion
• Uses JDE routing operations as checklist questions and records results in multiple locations
• Integrates with RAPS Condition Assessment for full-featured checklists with value recording and result-based actions

Trip preventative maintenance schedules directly from the PM backlog list in the field.

• Create maintenance and service work orders from PM Schedule definitions, consistent with the R12807 PM Status Update report
• Utilises Maintenance Rules to derive work order generation attributes combined with P17714 version Processing Options
• Uses the Template Model Work Order from the PM Schedule as the basis of the tripped work order

Review and update failure analysis information for maintenance work orders.

• Selection and revision of Failure, Analysis and Resolution codes with dependent validation to the defined failure analysis trees

Enter quality management test results including multiple samples, comments and image attachments.

• Test result entry for manufacturing quality management tests
• Multi-sample test entry support
• Evaluation of results against warning and failure thresholds
• Capture test comments and photos as image attachments

Create Condition Based Maintenance alerts incorporating text comments and photographs directly from the field.

Update CBM Alert Investigations including comments, image capture and status updates to completed.

View sales order information and dynamic picking lists with custom search criteria and sorting.

• Search for sales orders with custom search criteria and sort sequences
• Select a sales order to view line details

Create or modify sales orders for stock and non-stock items including advanced pricing. Kit and Configured items require AIS integration.

• Create or modify sales orders using the specified version of P4210 Processing Option configuration
• Add multiple lines of stock and non-stock items
• Pricing defaults including advanced pricing applied with optional price override

Record packing and shipping of partial or full lines with transportation management support.

• View items to be packed against a specified Sales Order or Shipment
• Capture packed item quantities as items are packed
• Process Pack/Ship Confirmation using the specified P4205 Ship Confirmation Processing Option settings
• Capture comments and photos as Sales Order header attachments

Record sales order or shipment delivery with signature capture, geo-tagging and optional invoice generation.

• View consignment item details to verify delivery
• Scan or check off items as they are delivered
• Capture geo-tagged and timestamped photographs as image attachments on the Sales Order header
• Capture proof of delivery signature and receiver name as image attachment
• Notify salesperson or responsible party if damage or shortage is identified
• Ship Confirmation of delivered items using the specified P4205 version
• Optional invoice generation