Clay's Blog

These are the official blogs about CalemEAM.
Clay Li

How to Generate Inventory Checkout Report


This blog describes the steps to run inventory checkout report for a given period. The first step is to select date range to run the report: Menu path: Inventory | Report | Transaction/Valuation  Select Transaction in the dropdown and set the date range to report Leave "Site" field blank to report on all sites accessible to the login user Clic...
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Clay Li

How to Freeze Inventory Transactions


​Freezing inventory transaction is available in release R20e of October 2020. This feature allows financial teams to prepare reports while placing inventory transactions on hold. Inventory transactions are not allowed, and error messages are shown when transactions matching a freezing rule are executed. Menu path: Admin | Data Design | Tr...
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Clay Li

Enhancements to Inventory Module in R20c


​Enhancements have been made in the inventory module for the coming release of R20c based on customer feedback. They enable better productivity for end-users. 1. History of Bins in Receiving Parts When receiving parts to stock Calem will display current bin used for the receiving item if there is stock. Otherwise, one has to use "Pick Oth...
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Clay Li

How to Barcode with Your Phone/Pad in Calem?


You can use barcode in Calem inventory, asset and work orders. You will need the following to get started with barcode: Your iPad/iPhone, or Android Phone or Tablets Install Calem Touch to your pad or phones Have a label printer or have existing barcode labels. 1. Calem Touch Calem Touch is the mobile application for Calem. You can install Calem To...
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Clay Li

How to Set up Inventory Average Unit Price


​Calem inventory includes global items and site inventory.  Items have unit prices which are intended as unit prices in work order miscellaneous cost calculation when an item is used as a miscellaneous line item in work orders.  Site Inventory has average unit price that is calculated based on inventory transactions as...
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Clay Li

How to Set up Generic Items in Calem


Generic items are transitional items that are purchased, used, but not stocked in storerooms. Dedicated item numbers are not intended for these items. Instead, a set of generic items are reused for this purpose. Generic items have been supported since release R20 in February 2020. Step 1. Create Generic Items A generic item can be created with...
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Clay Li

How to Link Warehouses from Different Calem Services


Remote inventory is a feature to link warehouses from different Calem services. Here is the user story: A customer has independent business units A, B and C each with own Calem service. Each Calem service has own inventory and stock. The Remote Inventory feature allows users from one business unit to search parts in other business units, ...
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Clay Li

How to Set up Inventory Units


Units, or Units of Measure (UOMs), are useful in managing inventory items. They allow items to be ordered and stocked in different units. For instance, washers are ordered from vendors by boxes (10 in a box), but checked out individually.  A site item has a unit for stock management A site item may have units for ordering from v...
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Clay Li

How to Report Asset Part Usage


The asset part usage report is available in the coming release R2020 of Calem Enterprise. The report is based on  inventory checkout transactions: Checkout to work order assets Checkout to assets directly Parts returned from the checkout transactions are excluded The menu path is: Asset | Report | Asset Part Usage. If the menu does n...
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Clay Li

How to Receive Services in Calem


​Services are provided by vendors. For instance, the installation of a new HVAC system is a service. Services can be received like parts in the coming release of R2019d and issued to work orders. This blog walks through steps to receive and charge services in Calem. Step 1. Service Item The first step is to create a service item...
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Clay Li

How to Report Inventory Valuation in Calem


An Inventory Valuation report has been added in release R2019c. The valuation is calculated by inventory transactions and an optional reference valuation from other sources (such as a financial system). Menu path: Inventory | Report | Transactions/Valuation | Report by Valuation The "Valuation Date" is the date of the valuation to calculate. T...
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Clay Li

When to Use Price Lot in Calem


Price Lots are introduced in Calem Enterprise R2019c in September 2019. The feature addresses the following request: To track the usage of inventory items by their receiving prices. For instance, an item with different prices in inventory are tracked by their prices. Price lots are created per receiving prices. An item is tracked in ...
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Clay Li

How to Calculate Inventory Valuation Change


​Finding out the inventory valuation change for a period of time is a use case addressed by this blog. The inventory transaction summary report is available for this purpose in the coming R2019c release.  Menu path: Inventory | Report | Transactions Select summary by date range to see valuation changes. The following transaction...
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Clay Li

How to Use Item Revision in Calem


Item revision is introduced in the coming release of R2019c. It is used to track the latest revision of an item. It is defined at global items and copied to site items. It is copied over to the lines of requisition and purchase orders It is not tracked in inventory stock. It is not used in inventory transactions. To track stock with revisions ...
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Clay Li

When to use Asset Item in Calem


​An asset item represents a group of identical assets. It can be the manufacturer catalog number or part number for an equipment. In cases the catalog or part numbers are not available one may define it by the make and model of an equipment. The advantages of asset item include: The asset item number allows one to manage an asset as inventory....
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Clay Li

How to Use Q-R Code with Calem


Q-R codea are two-dimentional barcodes and can be used just like stardard (one-dimentional) barcodes. Here are the steps to use Q-R codes with Calem. Step 1. Print Q-R Codes and Attach to Assets or Inventory Parts This step is done with your barcode printers supporting Q-R codes. For instance, to use Q-R codes with assets in Calem, use Ca...
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Clay Li

How to Do Inventory Physical Count in Barcode Module


Inventory physical count transactions are performed to synchronize stock quantities in Calem with storerooms. In the coming release of R2019c users can set stock quantity and change bin in a single physical count transaction in barcode module. Prior to R2019c a bin change has to be done with two physical count transactions: a) Transaction 1: set th...
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Clay Li

How to Manage Equivalent Spare Parts


A spare part may have equivalent ones that can be used in place of the spare part in case of shortage. Enhancements have been made to the management of equivalent parts in the coming R2019c release schedule for July 2019. 1. Define Equivalent Parts Equivalent parts can be defined in bulk from either site inventory or items forms. Men...
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Clay Li

How to Manage Asset Deployment in Calem


In the coming release of Calem Enterprise R2019b inventory checkout transactions have been extended to include checkout to a location or a project directly. Prior to R2019b checking to a location is done by checking out to a work order. The process to deploy an asset is: Receive an asset to inventory from a vendor Menu path: Inventor...
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Clay Li

Smart Lookup in Calem Enterprise R2019a


Smart lookup is introduced in Calem Enterprise R2019a. It reduces one mouse click when looking up certain values. It is activated when using lookup button or menu to pick a lookup value. Let's walk through an example to see it in action. A work order can have planned parts When checking out parts from a work order the lookup screen of the inve...
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