Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Jul
27

Auto ABC Process for Inventory


Auto ABC Process is available in the coming release of R2024d. It allows inventory staff to prioritize items for ordering control based on their importance. Here is an introduction of inventory ABC process: https://en.wikipedia.org/wiki/ABC_analysis The ABC process groups inventory items into three categories: A, B and...
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Clay Li
Mar
04

How to Report a List of Items Checked Out


This blog demonstrates the use of lookup search by a list of values in inventory reports. For instance, one wants to find out inventory checkouts for a list of items. 1. List Report The first step is to launch "Inventory | Tran. Reports | Item Net Issues. This report shows all the net checkouts (i.e., checkouts minus returns).   Sele...
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Clay Li
Feb
17

How to Automate Pricing for Repaired Parts


Parts may be repaired and reused in maintenance operations. Pricing new and repaired parts differently may be implemented in Calem when needs arise. Furthermore, pricing repaired parts can be automated in the coming R2024 release.  When returning a repaired part to inventory, its price can be determined by a pricing rule so...
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Clay Li
Jan
31

Inventory KPIs for Consumables and Parts


A new inventory category, Consumable, is added in the coming release of R2024. It allows one to view inventory KPIs for consumables and parts. Consumables are items that are used up. For instance, lubrication oil is consumable.Parts are components for assets. Some of the spare parts may be repaired and reused.Both consumable and part...
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Clay Li
Dec
14

How to Report Inventory Valuation in Dual Currencies


Inventory valuation can be reported in dual currency in the coming release of R2023f (December 2023). Organizations with multi-currency setup may find this report useful. The following reports are enabled for dual currency summaries. Inventory | Report | Site Inventory Valuation by Avg PricingInventory | Report | Site Inventory by Bin 1. ...
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Clay Li
Nov
22

How to Mandate Picture and Document for Items


Picture and document can be mandated for items in the coming release of R2023e. In the screenshot below, one can mandate fields, picture and document for an item. 1. Mandatory Fields An inventory item is an object for a spare part or service. It is important to have all the required data populated. Here is the process to mandate fields in item...
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Clay Li
Nov
03

KPIs for Auto Min/Max Process


KPIs are available for the Auto Min/Max Process. They help measure the effectiveness of process.The first KPI is total stock value difference year over year.Inventory Value year over year is a KPI to show the inventory valuation of current year and previous year. The goal of the auto min/max process is to set min/max l...
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Clay Li
Oct
29

Auto Min/Max Process for Inventory


Auto Min/Max Process is introduced in the coming release of R23e. It allows an organization to better control when to order spare parts for maintenance operations. Here is a use case: An organization has multiple plants each has own warehouses. It would like to minimize parts stored in warehouses across the plants while meeting the maintenance...
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Clay Li
May
22

Best Practice 3: Multi-Site Inventory


The inventory module in Calem is built for an organization to have consistency of inventory naming across business units for better visibility and sharing. This blog covers the best practice for inventory management in Calem. 1. Item and Inventory Items include parts, services and repair services used in your organization. An item may be used ...
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Clay Li
Jul
14

When to Use Item Owner Groups


This feature is introduced to enable item access control. One use case is to segregate technical parts from non-technical parts in purchasing control: Buyers responsible for technical spare parts can purchase spare parts in requisition and purchase orders.Buyers who are not authorized to purchase technical spare parts can only place non-technical i...
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Clay Li
Apr
22

How to Reset "Qty to Order" in Site Inventory


Inventory "Qty to Order" and "Qty on Order" might be off in Calem due to the following factors: When an inventory is uploaded the ordering is not triggered by minimum/maximum stock control and order generation.  This is by design because you may upload inventory with min/max and order creation configuration, followed by uploadin...
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Clay Li
Mar
29

How to Manage Inventory Items Individually (or Item Serialization)


Inventory items are managed in bulk by bin/quantities in storerooms typically in Calem. For instance, there are three spark plugs in shelf 1 at the maintenance storeroom. However, managing inventory in bulk might not be sufficient for all organizations. For instance, there are three high precision cameras tha...
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Clay Li
Mar
17

How to Visualize Item Consumption Monthly


Monthly consumption for an individual item can be visualized in release R2022a of March 2022. It is based on the inventory KPI charts. Menu: Dashboard | Inventory Tab | Checkout Bar ChartClick Dashboard (1) to view Dashboard moduleClick "Inventory" Tab for inventory KPIs Click "Options" (2) in the chart above to set an individual item to show ...
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Clay Li
Jan
29

Multi-Site KPIs for Inventory


Multi-Site inventory KPIs are available in release R2022. They are accessible from the inventory KPIs in the "Inventory" tab of the dashboard. The multi-site KPIs are launched from summary inventory KPIs.A summary inventory KPI is based on all the site data accessible to the login user's profile.The "Multi-Site" menu icon launches the multi-si...
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Clay Li
Jan
29

How to Enforce Inspection before PO Receiving


Part inspection prior to receiving a PO is a process introduced in release R2022. The process allows one to enforce inspection before receiving a PO. For organizations that render payment when parts are received to inventory, this process adds a level of payment control. 1. Inspection Flag Inspection flag indicating the requirement of inspection fo...
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Clay Li
Jan
26

When to use Transient Storerooms


Transient storerooms are introduced in the coming release of Calem R2022. Parts stored in the transient storerooms cannot be checked out for use. A transient storeroom has its restriction attributes of value "Transient". For instance, a storeroom is created in the screenshot below to hold parts to be disposed.Parts can be moved into ...
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Clay Li
Dec
24

How to Set up Storerooms for Repaired Parts


Storerooms dedicated for repaired parts have been introduced in Calem R21f. This feature allows storerooms to be set up for new parts and repaired parts. 1. Storeroom and Bin for Repair The first step is to setup a storeroom for repair. Menu path: Inventory | Open | Store listCreate, or edit a storeroom and set its restriction to "Repaired" fo...
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Clay Li
Dec
24

Tips on Inventory Transaction Time


​Inventory transaction time is hidden in the transaction screen in Calem Release R21f. It simplifies the transaction forms and allows the server to set a transaction time to be the current time when a transaction is performed in the server. For instance, the checkout form does not have transaction time field. For customers who n...
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Clay Li
Dec
21

How to Avoid Duplicate Item by Part Number & Specification


Item Duplicate Prompt has been added in Calem Release R21f. It uses the manufacturer number to determine if a potential duplicate item has been entered. Item specification is also searched for potential duplicate. The screen flows below demonstrate the use of the duplicate prompt to avoid duplicate items. 1. Item Duplicate Menu path: Inventory | It...
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Clay Li
Oct
18

How to Prevent Over-Ordering of Spare Parts


In Release R21e a process is introduced to prevent ordering parts excessively. The process can help control the maintenance cost without affecting your maintenance operations. 1. Define Minimum and Maximum Stock Level The first step is to introduce minimum and maximum stock levels for your critical and expensive parts. Auto-requisition sh...
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