SOP-42Q-MES0075 CMMS Spare Parts

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CMMS Spare Parts MES15 Version A2 Work Instruction

This Work Instruction is 42Q's corporate standard. This document is under revision control. The latest revision is located on Intranet. Once printed it is an uncontrolled copy. All alterations to this work instruction require approval. Contact the IT Global Education and Training Department to submit suggested alterations and or updates.

This edition applies to MES15 Portal 1.0 and all subsequent releases and modifications until otherwise indicated in new revisions. 

Spare Parts

The Spare Parts portal provides a comprehensive tracking system to manage all machine parts in a manufacturing plant’s inventory. Administrators and operators receive, issue, or return parts; maintain warehouse stock; and manage vendor information.

1. There are 14 submodules located within Spare Parts:

• Part List
• Company
• Receive Parts
• Issue Parts
• Return Parts
• Adjust Parts
• Sub Inventory
• Scrap Parts
• Reuse Parts
• Cycle Count
• Inventory View
• Transfer Parts
• Transaction Logs
• Purchase Request

2. To navigate: Production > CMMS Spare Parts'

Figure 1: Spare Parts Module

Company

In the company sub-module page, users can search, add, edit and delete vendor and manufacturer company information.

Searching the Company List

To search the company list

1. Enter a partial or complete company name into the search field at the top of the page and select the Find button.

Figure 2: Search Company

2. Only the result or results meeting the search parameters entered are displayed.

Adding a Company

To add a company

1. From the Company List page select Add. The Add Company page appears and includes the following tabs: Address and Contact.

2. Under the main Add Company page, complete the fields provided:

• ID: Company ID
• Name: Name given to the company
• Category: Category given to the company: Manufacturer, Supplier or both
• Active: if register is active, should display marked

Figure3: Add Company

3. Under the Address tab, add, edit, or delete address information:

• Adding Address:
• To add an address information select Add. The Add Address pop-up appears.
• Complete the fields provided:

1. Address – company’s address

2. State – company’s state

3. City - company’s city

4. Country - company’s country

5. Zip/Code – company’s zip code

Select Save to finish or Close to abort.

Figure 4: Add Company – Address Tab

• Editing Address List:
• To edit an address, select an address from the Company Address list. The Edit function should now be available.
• Select Edit. The Edit Company Address pop-up appears.
• Edit any of the fields as needed.
• Select Save to finish; otherwise select Close to abort.
• Deleting an Address List:
• To delete an address, select an address from the Company Address list. The function should now be available.
• Select Delete. The selected address in now removed from the Company Address list.

4. Under the Company Contact Tab, the user may add, edit, or enable (active)/disable contacts.

• Adding Company Contacts:
• To add a company contact, select Add from the Company Contact List menu. The Add Contact pop-up appears.
• Complete the fields provided:

1. Contact Person

2. Email

3. Title

4. Work Phone

5. Fax

6. Mobile

7. Active [checkbox]

• Select Save to complete or Close to abort.

Figure 5: Add Company Contact

• Editing Company Contacts:
• To edit a company contact, select Edit from the Company Contact List menu. The Edit Contact pop-up appears.
• Edit any of the fields as needed.
• Select Save to finish; otherwise select Close to abort.
• Enabling/Disabling Company Contacts:
• To enable or disable a company contact, select a company contact from the Company Contact List. The Enable/Disable function should now be available.
• Select Enable/Disable. Any selected company contacts that were disabled are now enabled, whereas any select contacts that were enabled are now disabled.

Editing a Company

To edit a company

1. From the Company List sub-module page select a company from the list. The Edit function should now be available.

2. Select Edit. The Edit Company pop-up appears. The Edit Company pop-up included two tabs: Address and Contact.

3. Under the Company tab, edit any of the provided fields as needed:

• Company ID
• Company Name
• Category
• Active [checkbox]

NOTE: if a company is being used in the configuration of "Part list" or in the "AVL" list, category cannot be changed for a specific one, only to the generic "Both" option.

4. Under the Address tab, add, edit, or delete and company address listings as needed. NOTE: Please refer to the Add Company instructions above for additional information about the Address tab.

5. Under the Contact tab, add, edit, or disable/enable company contacts as needed. NOTE: Please refer to the Add Company instructions above for additional information about the Address tab.

Deleting a Company

To delete a company

1. From the Company List sub-module page select a company from the list. The Delete function should now be available.

2. Select Delete. The Delete confirmation message appears. Click Yes to finish or Cancel to abort.

NOTE: The system verifies if company register is being used in another table. If so, it is not possible to delete.

Part List

Under the Part List sub-module, the user can view all parts listed for the site and perform various functions. Functions that can be performed by the user include search/filtering part entries, adding parts, editing parts, and deleting parts. NOTE: With regard to the abbreviations in the sub-module list note that QOH denotes Quantity on Hand, QIT denotes Quantity in Transit, and Qty UOM denotes Quantity’s Units of Measure.

NOTE: AVL qty in the list should display color: red if < 2 lines. Green if > 2 and Yellow if =2.

Search/Filter Parts

Users can search and filter the list of parts that are displayed in the list.

1. To search entries, use the filters provided:

• Enter a partial or complete Part Number.
• Enter a partial or complete Part Name.
• Select a Manufacturer from the drop-down list.
• Enter a MFG PN (i.e., the part ID of the manufacturer).
• Select Active Part or Inactive

2. Select the Filter button to filter and search the list. Only entries consistent with the filter parameters that were entered should now be displayed in the list.

Figure 6: Search Part List

Add a Part

To add a part to the part list

1. Select Add from the Part List menu. The Add Part pop-up appears which is comprised of three tabs: Alternative Parts, Machine Type and AVL.

2. Complete the fields provided:

• Enter a Part Number.
• Enter a Part Name.
• Enter a Manufacturer. NOTE: This field lists all available companies, if you want to add, edit, or delete a company, go to Spare Parts > Company. When users enter information into the field, all company names that match the input parameters are listed.
• Enter MFG PN. This field denotes the part number—that is, the part ID for the manufacturer.
• Enter Max Inv. NOTE: This field denotes the maximum inventory. Max value should be higher or equal than minimum and minimum should be higher or equal than safe.
• Enter Min Inv. NOTE: This field denotes the minimum inventory.
• Enter Safe Inv. NOTE: This field denotes the safety stock.
• Enter QTY UOM from the drop-down list. NOTE: This field denotes the units and measurements used here.
• Enter Part Type from the drop-down list. Select whether the part is "Easy-expendable" or "Non-easy-expendable."
• Check whether Is Stock
• Select Status from the drop-down list. The user may select from the options: Active, Inactive, or Obsolete.
• Select Source Type from the drop-down list.
• Check if Reused.
• Check if Active.
• Enter a Description.

NOTE: QOH and QIT should use Inventory values: not developed yet.

Figure 7: Add a New Part Number Page

3. Under the Alternative Parts tab, add or delete alternative parts. The main purpose of this feature is associate parts with parts to define alternative choices. These actions refer to the selection of fungible parts.

• Adding alternative parts:
• To add an alternative part select Add from the Alternative Parts menu. The Alternative Part List pop-up appears.
• Search a part number or select items from the list.
• Select Add to finish or select Close to abort.
• Deleting alternative parts:
• Select an alternative part from the list.
• Select delete from the Alternative Part menu. This removes the selected alternative part from the list.
• The alternative parts are displayed in the list.
• Select Save to finish or Close to abort.

Figure 8: Add an Alternative Part Pop-Up

4. Under the Authorized Vendor List (AVL) tab, users may add, edit, or delete AVLs. The main purpose of this feature is to configure companies in charge of the Part Number.

• Adding an AVL:
• To add an AVL, from the AVL tab select Add from the menu. The Add Authorized Vendor pop-up appears.
• Complete the fields provided:

1. Select aCompany: drop-down list from company configuration where category is Both or Supplier – mandatory field.

2. Enter aMFG PN: free text – manufacture PN - optional

3. Enter a Lead Time: This refers to the delivery time (in days) of the given part- optional.

4. Selecta Currency: drop-down list with the currencies- optional.

5. Enter a Currency Price: optional.

6. Enter a Previous Price: optional

7. Check to Approve: default is checked.

• Enter a Remark: free additional text- optional.
• Select Save to finish or Cancel to abort.

Figure 9: Add an AVL Pop-Up Window

• Editing an AVL:
• To edit an AVL, select an AVL from the list and click Edit.
• The user may edit any of the fields provided:

1. Company

2. MFG PN

3. Lead Time

4. Currency

5. Current Price

6. Previous Price

7. Approve

8. Remark

• Select Save to finish or Close to abort.

• Deleting an AVL:
• To delete an AVL, select an AVL from the list and click Delete. This removes the AVL from the list.
• Select Save to finish or Close to abort.

5. Under the Machine Type tab, users can add and delete machine types.

• Adding machine types
• Select Add from the Machine Type Tab menu. The Add Machine Type pop-up appears.
• From the Add Machine Type page, select items from the list. Select Save to finish, or Close to abort.

Figure 10: Add Machine Type

• Deleting a Machine Type:
• To delete a Machine Type, select a Machine Type from the list and click Delete. This removes the Machine Type from the list.
• Select Save to finish or Close to abort.

Edit a Part List

Part lists can be edited in the Part List sub-module page. To edit a part list

1. Select a part from the list. The Edit function should become available.

2. Select Edit. The Part Properties pop-up appears which is comprised of three tabs: Alternative Parts, AVL, and Machine Type.

Figure 11: Edit a Part List Pop-Up Window General Tab

NOTE: All rules for Add Part are applicable for Edit Part. Please, refer to Add Part topic for further information.

Delete Part

To delete the part

1. Select a Part from the list and click Delete. This removes the Part from the list.

2. Select Save to finish or Close to abort.

Document Revision History

Date	Author	Title	Version	Change Reference
09/09/15	Elaine Fonaro	Technical Writer	v 1.0	This is the first revision of CMMS Spare Part for Cirrus
04/26/16	Elaine Fonaro	Technical Writer	v 1.0	Converted to 42Q
07/25/16	Molly Kitts	Technical Writer Intern	v 1.0	Converted to Google Docs