Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
May
02

How to Manage Asset and Location Status from Work Orders


We have discussed monitoring asset status via APIs here. In Calem Enterprise R2019a and R2022d (case 8350), asset and location status can be managed at work order creation and completion. 1. "Asset Down" at WO Creation from Web and API "Asset Down" checkbox at WO creation tells Calem to automate the asset and location status management. T...
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Clay Li
May
02

How to Set Up Vendor Tax Codes


Vendor tax codes have been improved in Calem Enterprise R2019a. It supports single site and multiple sites deployment. A default tax code can be configured at vendor or vendor site. The tax code will be used as default tax code for the vendor and vendor site.A site specific tax code can be configured for a vendor site.  This setup is usef...
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Clay Li
May
02

How to Configure Default Values for Lookup Fields


​Default values can be configured in Calem Enterprise since the beginning. In Calem Enterprise R2019a the default values for lookup fields can also be configured. For instance, the "Unit" field in items table is a lookup field. A default value "EA" (each) can be configured so when you create a new item, the "Unit" field will be filled out with...
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Clay Li
May
02

How to Change Asset Items in Assets?


Assets in Calem can be managed in inventory as asset items. Asset items are tracked individually in inventory through asset serial numbers. Asset item changes in assets are supported through a process defined here. In the coming release of Calem Enterprise R2019b, asset item change is available as a menu in asset form.  Enter the new asse...
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Clay Li
Apr
15

How to Enable Full-Web Client for Touch Devices


​Calem Enterprise comes with client options to maximize user productivity. This blog discusses turning off Calem touch web client. Instead, full-web client is enabled for mobile web client. The use case is for large screen touch devices such as 17" tablets to use full-web client, instead of touch web client. A full-web client for bro...
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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 priority, or criticality to ...
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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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