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Infor EAM User Guide 11.3

Infor EAM user GuideCopyright 2017 InforImportant NoticesThe material contained in this publication (including any supplementary information) constitutes andcontains confidential and proprietary information of gaining access to the attached, you acknowledge and agree that the material (including anymodification, translation or adaptation of the material) and all copyright, trade secrets and all otherright, title and interest therein, are the sole property of Infor and that you shall not gain right, title orinterest in the material (including any modification, translation or adaptation of the material) by virtueof your review thereof other than the non-exclusive right to use the material solely in connection withand the furtherance of your license and use of software made available to your company from Inforpursuant to a separate agreement, the terms of which separate agreement shall govern your use ofthis material and all supplemental related materials ("Purpose").

Jul 21, 2017 · modification, translation or adaptation of the material) and all copyright, trade secrets and all other right, title and interest therein, are the sole property of Infor and that you shall not gain right, title or ... Release: Infor EAM User Guide 11.3.2. Publication Date: July 21, 2017 ... Viewing capital planning requests for objectives

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Transcription of Infor EAM User Guide 11.3

1 Infor EAM user GuideCopyright 2017 InforImportant NoticesThe material contained in this publication (including any supplementary information) constitutes andcontains confidential and proprietary information of gaining access to the attached, you acknowledge and agree that the material (including anymodification, translation or adaptation of the material) and all copyright, trade secrets and all otherright, title and interest therein, are the sole property of Infor and that you shall not gain right, title orinterest in the material (including any modification, translation or adaptation of the material) by virtueof your review thereof other than the non-exclusive right to use the material solely in connection withand the furtherance of your license and use of software made available to your company from Inforpursuant to a separate agreement, the terms of which separate agreement shall govern your use ofthis material and all supplemental related materials ("Purpose").

2 In addition, by accessing the enclosed material, you acknowledge and agree that you are required tomaintain such material in strict confidence and that your use of such material is limited to the Purposedescribed above. Although Infor has taken due care to ensure that the material included in this publicationis accurate and complete, Infor cannot warrant that the information contained in this publication iscomplete, does not contain typographical or other errors, or will meet your specific requirements. Assuch, Infor does not assume and hereby disclaims all liability, consequential or otherwise, for any lossor damage to any person or entity which is caused by or relates to errors or omissions in this publication(including any supplementary information), whether such errors or omissions result from negligence,accident or any other limitation, export control laws and other applicable export and import laws govern youruse of this material and you will neither export or re-export, directly or indirectly, this material nor anyrelated materials or supplemental information in violation of such laws, or use such materials for anypurpose prohibited by such AcknowledgementsThe word and design marks set forth herein are trademarks and/or registered trademarks of Infor and/orrelated affiliates and subsidiaries.

3 All rights reserved. All other company, product, trade or servicenames referenced may be registered trademarks or trademarks of their respective informationRelease: Infor EAM user Guide Date: July 21, 2017 ContentsAbout this 1: the the user options on the the menu the the message bar ..30 Using the keyboard right-click information into fields with the equipment custom user defined lists ..38 Selecting rows in a list ..38 Defining quick filters on quick filters on columns in a list ..42 Resizing columns in a list ..43 Saving the list the total record audits for description electronic records and EAM user Guide | 3 ContentsAssociating a an existing a new a copy of an existing a saved Dataspy global the Start the Start Center up the Start Center screens from the Start Center the Start Center up the Start Center screens from Start Center your 2: Asset up initial equipment up equipment up closing up equipment details for risk matrix linear VMRS equipment using healthcare healthcare healthcare parts to components with VMRS codes with warranty claim vs.

4 Settlement warranty | Infor EAM user Guide ContentsViewing warranty claims for settlement details for warranty activities with warranty claim lines to warranty equipment equipment cost analysis for equipment equipment preferences for equipment equipment equipment cost the parents of assets, positions, or the parent of a child work the WO repair costs chart for the PM repair costs chart for references with linear for references to linear linear reference linear overview for linear overview linear direction equipment used for linear keys associated with routes to segments to right of ways to routes to meter physical logical meter readings for logical meter meter readings from batch meter warranties with EAM user Guide | 5 ContentsAdding calendar-based warranty coverage to usage-based warranty coverage to the nonconformities analysis the OEE metrics work orders for open repairs for parts associated to permits with PM schedules to functions for RCM Project and functional failures for consequences for

5 Functional failure functional failures for failure RCM for service codes with suppliers with suppliers and services associated with equipment between equipment equipment child equipment with equipment equipment configuration PM Schedules for equipment maintenance patterns with equipment logical meters for equipment calendar-based warranty coverage to equipment usage-based warranty coverage to equipment equipment using equipment equipment details for equipment equipment asset depreciation methods and daily periodic depreciation and book value depreciation depreciation units of and managing change change lines for change assets for change | Infor EAM user Guide ContentsDefining locations for change energy consumption for effective and expiration date calculations for design actual energy consumption information for Energy up Energy Energy Star Energy Star the Energy Star ratings chart equipment equipment equipment associated to equipment equipment rankings for the ranking equipment ranking values in a the ranking survey in a equipment ranking values to equipment in a equipment the reliability calculations strategies for objectives for energy targets for capital planning requests for parameters for asset inventory results for assets to observed physical location of work orders for sessions for asset sessions for asset safety data to lockout/tagout details for lockout/tagout details from

6 Lockout/tagout details from permits to settings for status dependencies for EAM user Guide | 7 ContentsDefining results of checklists for observations for nonconformity results of checklists for nonconformity nonconformity material types with nonconformity EMRS with nonconformity parts with nonconformity nonconformities associated with details for condition score matrix the reservation up defaults for reservation equipment locks for keys with rings of transactions for sets and equipment to sets and a furnishings with employees with equipment associated with workspaces associated with workspace associations for workspace and modifying equipment equipment equipment events and work orders for material purchase orders for structure details for operational status for work orders for equipment in need of preventive 3: Materials up initial materials commodity | Infor EAM user Guide ContentsDefining exchange rates for tax reasons for units of conversion for time-based inventory valuation (LIFO/FIFO).

7 244 Creating bins for part reservations for and managing parts multiple prices of parts (MOS)..259 Defining sales prices for manufacturers with suppliers with safety data to repair details for core tracked substitute part part number part reservations for and managing manufacturer manufacturer parts with a and managing supplier contacts for a supplier commodities with account numbers to equipment with purchase order history for rates for services to service codes with service code exclusions for stock stores with EAM user Guide | 9 ContentsEntering stock information for stockouts for economic order quantity (EOQ)..290 Associating nonconformity types with parts between parts without parts for services for requisition parts to services to work orders and activities on the Services assigning repair details for core tracked parts on open repairs for transactions for RFQs from and rejecting purchasing automatic purchase order a new purchase order from requisition line requisition line items to an existing purchase parts against purchase processed lines for PO non-purchase order and returning parts to work orders, equipment, or parts to multiple equipment work parts on a material list to an parts on a pick ticket to an parts from work orders, equipment.

8 Or parts from multiple equipment work parts from a stock record of a part ..348 Returning parts from a stock record of a part ..349 Returning parts to a part condition conditions to part condition conditions for | Infor EAM user Guide ContentsDefining kit template up kits ..356 Creating store transfer fees for store store-to-store store-to-store requisition parts to store-to-store store-to-store store-to-store issue parts to store-to-store store-to-store store-to-store receipt parts to store-to-store a return requisition for core tracked parts from a store-to-store internal repair internal repair receipt parts to internal repair pick pick ticket parts to a pick a parts list for a pick a physical a physical inventory counting physical inventory existing physical inventory ABC and modifying materials and modifying parts and modifying associated and modifying store and modifying stores associated with and modifying stock information for and modifying multiple prices of parts (MOS).

9 388 Viewing and modifying part usage and demand of part stock levels by part ..392 Viewing purchasing contracts for requisitions for purchase orders for purchase order history for EAM user Guide | 11 ContentsViewing stock values for LIFO/FIFO when and where a part has been stock transactions for stock in-transit for part parts associated with parts associated with stock for stock levels by stock transactions per bin iProcure items in the Infor EAM iProcure iProcure items with iProcure part items to iProcure sync warranty claims for parts to part warranty parts for part warranty imported 4: Purchasing initial purchase purchase order purchasing delivery credit users for credit and revising purchase purchase order part details to purchase assets for purchase order service details to purchase clauses with purchase purchase open repairs for purchase transactions for purchase tracking for purchase purchase order purchase and using blanket blanket order | Infor EAM user Guide ContentsAdding part details to blanket service details to blanket clauses with blanket purchase order terms with blanket blanket order user partial order blanket invoice regular invoice invoice requests for costs for clauses for parts with items on suppliers for services for services price information for parts

10 Price information for 5: Work initial work employee task plan job material material VMRS and rejecting work work work incident standard work standard work order EAM user Guide | 13 ContentsDefining standard work order standard work child work orders to standard work tools for standard work permits with standard work safety hazards and precautions to standard work sales prices for standard work estimated costs for standard work regular work regular work order regular work order a


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