Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Apr
15

How to Run Purchase Summary Reports


​Purchase summary reports have been added to Calem Enterprise R2019 including purchase orders and invoices. Purchase managers can get insights of their operations from these reports along with vendor performance report. 1. PO List Report PO List report shows purchase orders or vendor summary for a given period of time. The menu path: Purchase ...
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Clay Li
Apr
09

How to Define Warehouse Staff/Storeroom Team in Calem


Warehouse staff are storeroom users performing inventory activities. Warehouse staff can be defined in teams and assigned to sites. This feature is available in Calem Enterprise R2019. It is backward compatible and will not impact current customers. This feature is turned on only after storeroom teams are defined. So, it is...
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Clay Li
Mar
31

How to Track Storeroom Activities in Calem


A new storeroom activity report has been added to Calem Enterprise R2019. It allows supervisors to view storeroom activities performed by warehouse staff. For a given time period the report lists: a) Summary of transactions by storeroom staff; or b) List of transactions by storeroom staff. The time period can be pre-defined, or a custom date r...
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Clay Li
Mar
31

How to Track Inventory Physical Counts in Calem


A new report has been added in Calem Enterprise R2019 to track physical count transactions. For a given time period, you can view physical count history for: a) Items counted; b) Items not counted; or c) A single item. The time period can be pre-defined, or a custom date range with a start and end date.  The report lists last activities a...
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Clay Li
Mar
28

How to Customize Asset Forms with Class (Categorization)


​Class (previously Categorization) allows one to group objects in Calem based on their category hierarchy. It also provides features including attributes and view customization. This blog discusses the view customization based on class. Asset object is used here as an example. The concept is applicable to other objects such as location. 1...
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Clay Li
Mar
20

How to Report Labor Hours in Work Orders


​Calem provides a few options to report labor hours in work orders. The options allow one to develop a process of labor reporting based on business requirements. Option 1. By Start and End Time This option is the default in Calem. Technicians report labor hours by start and end time. Go to Work Order module. Navigate to a work order to report ...
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Clay Li
Mar
18

How to Handle Multiple Assets and Locations in a Change


​A change request (or a MOC - management of change) can be created for an asset or a location. If the same change is required for many assets or locations, Calem allows you to create a single change request for them. This feature simplifies change management for multiple assets or locations. Here are the steps. Step 1. Create a ...
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Clay Li
Mar
17

How to Order Modules in Calem


​The module bar on the left of the Calem desktop is sorted by module names alphanumerically excepting Favorite and Dashboard modules that are placed on top. See the screenshot below. There are cases you may want to order the module bar differently. This blog discusses the options available to do it.  Step 1. Customize Module Bar The ...
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Clay Li
Mar
16

How to Set up Scheduled Reports in Calem


Scheduled reports have been improved in Calem Enterprise 2019. It allows one to set up a report and emailed to users based on time schedules. Work order reports are supported at this time. Additional reports may be added in the coming releases based customer feedback.  The following is a use case addressed by this feature. ...
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Clay Li
Mar
11

How to Create POs through Data Upload


The feature to upload POs and PO lines is available in Calem Enterprise 2019 available in March 2019. The use case is that often times you have many POs and PO lines from other sources in excel files. This blog discusses the steps to create POs and PO lines through data upload with the templates provided by Calem. Step 1. Data Upload Refe...
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Clay Li
Mar
10

Why Site Vendor Is Deprecated in Calem


Site vendor object is deprecated in Calem Enterprise in release 2019. It was intended to authorize vendors to supply parts to sites. The menu path was: Purchase | Open | Site Vendor. Once site vendor is defined, one may configure vendor prices for spare parts. The reasons to deprecate site vendor object include: Site vendor is maintained manua...
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Clay Li
Mar
03

How to Delete Inventory Items Permanently in Calem


It is possible to delete inventory items permanently from Calem. The need to delete an item permanently may arise from: a) The item is no longer used any more; b) It was created by mistake; or c) it is a temporary item for testing. Alternatively, one can set an inventory item's status to inactive so the item will not show in loo...
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Clay Li
Mar
02

How to Use and Customize Field Help


Field help is available in Calem Enterprise 2019 scheduled for March 2019. The help can be launched from read and edit forms. Administrators can also customize field help. 1. Field Help in Read and Edit Form A help button is revealed in a field label if a) help is available for a field;  and b) mouse is hovered over the fie...
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Clay Li
Feb
22

How to Track Critical Assets and Downtime


​When failed unexpectedly critical assets may cause production going down, safety and/or environmental impacts, etc. Calem provides the following processes for you to track critical assets and their downtime. 1. Identify Critical Assets The first step is to identify critical assets in Calem. Set an asset's criticality to indicate critical...
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Clay Li
Feb
21

How to Add New Items to POs


In the coming release of Calem Enterprise 2019 one can add new items directly from PO forms.  This feature make it much easier for buyers to create a new item and add it to a PO.  The first step is to navigate to a PO's item list. Click "+" to add a new item to PO.  Site inventory lookup form i...
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Clay Li
Jan
15

How to Modify Asset Items in Calem?

The process below has been deprecated. There is a new menu to modify asset items - see this blog. You may use this blog as a reference of what is involved in asset item changes. Asset items are inventory item numbers for assets. They allow Calem to a) manage asset spare parts by asset items; and b) manage assets as inventory items in stoc...
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Clay Li
Dec
20

How to Track Invoice and Payment in Purchase Module


Invoices and payments can be tracked in Calem Enterprise release R11i available in December 2018. A new tab "Invoice" has been added to purchase order form.  The "Invoice" Tab includes an invoice list that one can enter invoices received for a PO, and a payment list for one to track payments made to invoices. The PO header (the "Main...
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Clay Li
Dec
20

How to Use Quotation in Requisition Processes


Vendor quotation or pricing may be required for certain items so that managers can make informed decisions in approving requisitions to purchase those items. Vendor quotation or pricing can be enabled based on inventory items through their stock types. The stock type of an inventory item can be set to one of the following values: ​St...
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Clay Li
Dec
20

How to Track Outbound Emails in Calem


​Outbound emails in Calem are stored in the workflow email queue (Admin | Open | Workflow Email Queue). The queue holds all the outbound emails from Calem. An email has one of the following statuses: In-Process: to be sent Sent: Email sent Failed: Failed after a limited number of sending trials. Admin users can modify an email's...
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Clay Li
Dec
13

How to Move Assets with Assembly


Assets with assembly refer to assets with parent/child relationship. For instance, an engine is installed in a vehicle and is a child asset of the vehicle asset. Asset move is performed with "More" menu at the Asset Form:  ​An asset can be moved when a) the asset is unlinked from its parent asset if any; and b) the child assets are moved with ...
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