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Inventory
An accurate, appropriate inventory of spare parts is essential to your maintenance effort. Parts must be easy to look-up, easy to find in the crib, and easy to report usage. view screenshot
SMMS offers a full-featured inventory management module integrated with work orders and purchasing modules. You can also seamlessly interface inventory with external systems such as ERP and accounting.
Part Inquiry and Maintenance Screen
The Part Inquiry and Maintenance
screen - view
screenshot - gives you access to functions related to your parts
inventory: part notes, inventory rules, availability status and stocking
locations, open & history purchase requisitions, and equipment cross-reference
requirements.
Each inventory part in your SMMS part master file is defined as one of the
following: assembly, sub-assembly, basic part, or a charge code.
Tracking Inventory Availability
The Inventory Part Status display
(a part of the Part Inquiry & Maintenance screen) summarizes on-hand, on-order,
work order commitments, and net available inventory, for each part number.
This screen - view
screenshot - also lists all inventory locations defined for the
part, and the quantity on hand in each location.
Users authorized to see costs and rates are also able to review the current
cost status and purchase background information on this screen.
SMMS offers four costing options for your inventory parts: average cost,
weighted average, standard cost or replacement costs. The inventory costing
method is selected at the Company / Division level and is applied across
all inventory parts.
Managing Inventory Levels: Stock and Non-stock
Parts
Parts may be considered "stocked"
or "non-stocked" items in the SMMS system.
"Stocked" parts are items normally kept in inventory at your plant until
needed by an order, and "non-stocked" parts are ordered and used based strictly
on current open work order requirements.
Inventory rules are defined for the “stocked” items on the Inventory rules
screen. view
screenshot
These rules are used by SMMS purchasing to determine when a requisition
is needed to replenish an inventory part.
You can also control purchasing on a job-by-job basis. In that case, purchase
requisitions are entered manually into the system and work order records
are automatically updated with the order requirements.
Issuing Parts to Work Orders
A good rule to make for any
maintenance operation is that "No parts are to be taken from inventory without
a valid open work order!"
When inventory is removed from the stockroom, the part number, location
and work order number are scanned into the system and the physical inventory
item is "relieved" against the work order. You can accomplish this scanning
with a portable data terminal as the item is taken from stock, or the mechanic
can take an "inventory ticket" and turn this ticket in with the completed
work order for scanning later.
This screen - view
screenshot - is a sample inventory ticket. Tickets such as these
are stored with the parts, and can be removed and turned in with the completed
work order. The inventory ticket contains all the information required to
issue the inventory to the work order, in bar code and human-readable formats.
(See the Work Orders overview for more
information on issuing consumed parts to work orders.)
Inventory Adjustments: Issues & Receipts
The Inventory Adjustment History screen - view
screenshot - provides a complete history of all inventory usage
reported by part number. This list includes all work order issues, purchase
receipts, and miscellaneous issues, receipts and adjustments --- in short,
any transaction impacting inventory levels or inventory cost.
Inventory Transaction Screens
In addition to standard work
order issues and purchasing receipts, SMMS provides a complete set of inventory
transaction screens for adjusting your inventory levels outside of these
modules. Screens are available to update standard cost, adjust inventory
based on shrinkage, report non-work order usage, and transfer inventory
between locations.
For clients who choose not to use SMMS purchasing, there are also adjustment
screens to enter "on order" and "receipt" quantities reported from other
systems.
Physical Inventory and Cycle Counting
SMMS provides complete functionality for periodic and annual physical inventory
counts. You can count your inventory manually or with the assistance of
a bar code scanner.
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