For full contact details visit: www.spectec.net | info@spectec.net AMOS2 Maintenance & Procurement The New Generation of Asset Management AMOS2 Maintenance & Procurement AMOS2 Maintenance & Procurement (M&P) is a Windows application specialised in the managing of materials and implementation of maintenance procedures at your installations. Moreover, it keeps track of your stock items/ assets and procurement of needed materials. AMOS2 M&P works in conjunction with AMOS2 Enterprise Management Suite. The Work Flow tab Asset and Material management The modules contained in the Material Group are for managing the physical assets and stock areas of your organisation. According to your purchased license, the Material Group contains a combination of the following modules: Centralised management is the key to the material modules. To facilitate this core concept, the system allows you to defne how Asset and Material is distributed throughout your organisations different installations. 16 For full contact details visit: www.spectec.net | info@spectec.net AMOS2 Maintenance & Procurement The New Generation of Asset Management AMOS2 suite is driven by customisable WorkFlows The transformations and actions that are available depend on your organisations WorkFlow confguration, the access granted to each user, and the current status of the object whose status you are trying to change. You should use WorkFlow actions to transform the status of an object any time the objects record is updated. For example: A Work Order is planned in the Work Orders window A Function becomes inactive You create a new Work Instruction and want to make it available for use Functions Functions essentially represent the actual operational breakdown of your installation. Using the Functions window in the Maintenance Group, you can defne all the functions performed by equipment at your installations, and indicate which assets perform which function, at any time. You can then defne Maintenance Plans for these functions. Function Measure Points You can register Measure Points against functions. This allows you to record readings for a function regardless of the asset(s) performing it. There are two kinds of Measure Points defnable in AMOS2: Counters - the value of this type of metre is incremental. Updates are used to calculate an average value, which is then used for planned maintenance updates. An example of a counter metre type is Running Hours. Gauges - the value of this type of measure point is not incremental, and can have an up/down trend over time. Updates replace the previous reading with a new one and no average is maintained by the system. Comparison between the entered value and a set-point value or range are used to update the Maintenance schedules. An example of a gauge type is a Pressure Gauge. The Functions Measure Points tab Procurement Document Work Flow Version 1 START EMPTY Create Query Create Requisition Pre-approve Limit Activate Cancelled Cancel Cancel Parked Obsolete Create new Revision Issued Issue Revoke Approval Approve Approve Revoke Pre-approve Limit File Filed Convert To PO Convert to Requisition Convert to Query Activate Park Activate Approved Issue Quotation Create PO 17 For full contact details visit: www.spectec.net | info@spectec.net AMOS2 Maintenance & Procurement The New Generation of Asset Management Work Instructions In AMOS2, maintenance jobs are called Work Instructions. Work Instructions describe how the Maintenance jobs required according to manufacturers instructions and your maintenance policy will be performed on Functions or Assets. The instructions are based on Work Instruction Classes and consist of a name, code, and step-by-step instructions that detail the job. You may have multiple revisions of any work instruction as changes occur to the job, but only one revision with status Issued can be in use at a time. Maintenance Plan The Maintenance Plan window allows you to plan and implement automatic scheduling and initiating of all the maintenance activities to be performed at your installations. You use this window to generate and manage the tasks that trigger your work orders. A Maintenance Plan for a work order is made up of the following information: A Work Instruction which describes the job to be done One or more calendar-based intervals at which to perform the job One or more measure point frequencies or values (counters or gauges) One or more Trigger Events to activate the job The people, parts and tools required to do the job The forecasted costs of the job Maintenance Plans can be defned for a particular Asset, or Function, or neither. To defne any kind of Maintenance plan, you select a work instruction and defne a schedule and triggers. Then you enter additional information relating to the required parts, people and tools and classifcation of the job, regardless of whether the plan refers to an Asset, a Function, or neither of the two. The Work Instruction tab 18 For full contact details visit: www.spectec.net | info@spectec.net AMOS2 Maintenance & Procurement The New Generation of Asset Management Scheduling a Maintenance Plan The Maintenance Plan Schedule tab contains all the information needed to generate Work Orders for the selected plan. Generating work orders means the work is coming due and required to be carried out. There are three ways by which to schedule maintenance plans: Measure Points counters or gauges Calendar Trigger Events: Some Work Instructions are only performed as the result of an event - i.e. End of Voyage, Crew Change, etc. You can also schedule the plan using a combination of these methods. When you schedule a plan using a combination of these methods, one work order is typically generated for each schedule. However, to generate only one work order per maintenance plan, you can link one or more counter measure point schedules together with a calendar schedule. When schedules are merged like this, AMOS2 will analyse them all to determine the earliest due date, and generate just one work order with the earliest due date assigned, rather than creating multiple work orders for the same maintenance plan. Generating work orders AMOS2 uses Work Orders to determine which Maintenance Plan needs to be carried out, and also to maintain records of the attached work instructions which have been completed. Once work orders have been generated for the frst time, planned and carried out, AMOS2 will automatically generate the next orders for the same maintenance plan, once the status of the previous one is set to completed. 19 For full contact details visit: www.spectec.net | info@spectec.net AMOS2 Maintenance & Procurement The New Generation of Asset Management Work Request/Failure Using the Work Request and Failure module, you can create and process Maintenance Work Requests and record and classify equipment Failures, to provide data for trend analysis. You can also create Corrective Work Orders for the necessary repairs when a piece of equipment breaks down. History The History window in the Maintenance menu displays a record of all reported work. Procurement Using AMOS2 Enterprise Management Suites Procurement and Deliveries modules, you can: create forms to requisition query price and delivery time information procure the items (goods or services) that you need track each order until the goods arrive at your installation and are placed in your stock. You can order any Asset Type, Stock Type or Maintenance Work Order registered in your system. There are three kinds of Procurement Documents in AMOS2: Requisitions - an internal document generated to request assets, stock items or services that you see are needed. Query - a document that allows you to send requests for prices and delivery information, to different suppliers. Purchase Orders - a document that is sent to a supplier to commit to the purchase of the goods/services registered against it. All three types of Procurement Documents are created, converted and maintained using WorkFlow. The Procurement Group The History window 20 For full contact details visit: www.spectec.net | info@spectec.net AMOS2 Maintenance & Procurement The New Generation of Asset Management The History window Material Requirements The Material Requirements window shows you an overview of your current Material (both Assets and Stock) and assists you in determining which materials you require on your site. There are two ways to register requirements in the Material Requirements window: Manually - the user registers a need for a certain Stock (Type) or Asset (Type) directly in the window Automatically - AMOS2 can make a calculation based on the minimum, maximum and re-order levels (as registered in the Asset and Stock Windows) based on maintenance due and considering expired stock. The contents of the list will remain until they are transfer- red onto a procurement document. Transferring the List onto a Procurement Document When you are ready to convert the list of required materials onto a Procurement Document for ordering, you can do this from the Material Requirements window. AMOS2 will automatically group your items by supplier, creating a separate form for every supplier. Comparing Quotations AMOS2 can compare quotations and propose split scenarios for you, based on price and delivery time to fnd the best deal. When you have chosen the best option according to your selection criteria you can either: Select one of the suppliers and then convert the quotation into a purchase order with the supplier and line items automatically registered. Select one or more line items registered to one supplier and split these off to a new or existing form(s) for the selected supplier. The Material Requirements window The Calculate Wanted Quantities Dialog 21 For full contact details visit: www.spectec.net | info@spectec.net AMOS2 Maintenance & Procurement The New Generation of Asset Management Deliveries When the items you have ordered on Procurement Documents start to arrive you use AMOS2 to register Deliveries against them as they come in, defning information such as: the number of packages the total weight of a shipment contents of each package delivery dates A delivery can contain an unlimited number of intermediate locations along its way to your installation (supplier, forwarder, warehouse, agent, etc.) Furthermore, deliveries can be split, for example to separate urgent ones that need to follow an alternate route. Receiving When deliveries arrive at your site and are received using AMOS2 WorkFlow, the result is that the Assets or Stock Items are created in your database for you, depending on the way your system is confgured. When the goods are registered as received: your stock quantities are automatically updated transaction logs are created in the Stock Transactions window stock items that do not already exist in your database will be added (provided the stock type they belong to is defned) in the case of asset types arriving, the individual assets will be created in your database and a user can enter the serial numbers for each instance. The Delivery Window 22 For full contact details visit: www.spectec.net | info@spectec.net AMOS2 Maintenance & Procurement The New Generation of Asset Management Budget Using AMOS2 Budget, you can manage user defned Budget Periods (the time covered by a particular budget in terms of start and end dates), which can span over more than one Financial Year, or just cover a part of it. Vouchers The vouchers entity enables the registration of invoices and credit notes and thus allows you to charge the fnancial result to the budget. Both payable and receivable transaction types are supported. Vouchers can either be registered as a lump sum, or the contents can be specifed either manually or by linking them to one or more Procurement Documents. When cross-referencing a Procurement Document, the system will highlight any discrepancies between the Purchase Order that had been committed to and the one that had been invoiced for. Even though vouchers are a separate, Work Flow driven entity, they can be created from the Procurement Document window and reviewed and accessed from there. Budget s and Procurement Documents If your AMOS2 license includes the Procurement Module as well as Budget, you will have access to budgeting capabilities within the Procurement Document windows. This way you can charge all your procurement costs to the various budgets youve created and AMOS2 will track your expenses. When you create a Procurement Docu- ment, assigning it a budget Code defnes which budget (for example, purchasing) it belongs to. Setting a Budget Date indicates which date the cost is charged to that budget. The Budget window, General tab 23
What Is The Name of The Maintenance Plant? To Which Cost Center Is The Functional Location Assigned? Who Is The Person Responsible For The Cost Center? What Is The Main Work Center Called?