Clay's Blog

This feature is further revised. See this blog for the latest update. Inventory transfer and disposal are simplified in the coming release of R2024a. See this blog for the original processes for transfer and disposal. A part can be transferred to another site by checkout. A transient storeroom is no longer required.A part can be disposed by checkou...

Both date and time will be included in the work order timelines in the coming release of R2024a. The time portion allows better visibility of work order timelines.  1. WO Timeline View The timeline view is accessible from the TaskView or DataView of a work order.  2. Date Only in Timelines The time portion in the timeline views can be tur...

In the coming release of R2024a (for April 2024) a step condition can be surfaced to work orders based on their priorities. Here's the use case:A tech completing a step may flag the condition for a step to be poor so that supervisors may review and take further actions later.  1. WO Step Condition The condition of a work order step can be...

In the coming release of R2024 store-based pricing is available for inventory cost tracking. This blog explains when this feature may be used. 1. Site vs Store Pricing Average pricing per item per site (or Site-Average Pricing) is the default used for inventory cost tracking. It works fine for most use cases. For example, your i...

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...

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...

The Work Order (WO) Monthly KPI by assets or locations was added in R2023d (August 2023). The feature of a KPI by assets or locations will be extended to the "Summary" and "Asset" Tabs of the Dashboard Module in the coming release of R2024 (February 2024). The "Assets" menu can be launched to select a set of assets or ...

A new checkbox is added in purchase orders (POs) for capital expenditure (CapEx). It will be available in the coming release of R2024 in February 2024.  A user may set the checkbox to indicate a CapEx PO.Alternatively, the checkbox may be set by other fields including cost centers, projects and PO classes.  1. CapEx in Cost Centers A...

A new KPI for purchase orders (POs) and budgets is available in the coming release of R2024 in February 2024. It provides an insightful look into the total spending versus the budgets.  Committed POs (approved) are included in the KPIs.Click "List" menu to drill down to items purchased.  2. Multi-Site KPI The dashboard supports site ...

Work Order Monthly KPIs for the past 13 months will be available in the coming release of R2024 . It delivers more insights than the KPIs for the 12 months of the current year. The first screenshot is the monthly charts for the past 13 months. The next screenshot is for the current year. This feature may be extended to...

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...

Work order creation and changes by map is available in the coming release of R2023f (January 2024). The feature supports the following use cases: Support team drops a pin in a map or floorplan for an issue reported.Use menu "Assets Nearby" to show assets nearby (or Assets in a floorplan).Select an asset or location to create a work order....

The WO KPI by specialty is enhanced with category set filtering in the coming release of R2023f (December 2023). It allows one to show the WO KPI by specialty for corrective work orders. The WO KPIs by specialty are calculated for year and month.Click "Categories" to select a WO category set to show the count by specialty. For instan...

Signatures may be mandated when completing work order checklists in the coming release of R2023f. A safety or step may mandate a signature to complete by checking "Signature Reqd?" checkbox.Calem Mobile must be used to complete a safety or step when signatures are required. 1. Mandate Signatures in PM Safety/Steps Signatures may be mandat...

The requisition approval flow has been refactored for better support of Pre-Approval in the coming release R2023f (December 2023). It supports the following workflow:A REQ has to be pre-approved before it can be approved.Pre-Approved can only be set by users configured as Pre-Approvers in Org | ACL Profiles | Monitor User.Buyers can only appro...

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. ...

PM info has been enhanced in assets from release R2023e (November 2023). For instance, "PM Count" is surfaced in asset lists. It shows the number of PMs associated with an asset. A planner can use the PM count to determine if PMs have been set up for critical assets. The count includes PMs, PM inspection and round stops associat...

An optional is available to select stores for planned parts in work orders in the coming release of R2023e. The following screenshot is shown when "Use Item" or "Use All" is selected from "Planned Part" list of a work order (3rd screenshot below). Planned parts not filled will be displayed.Click a row to view stock and select one to use (...

Part ordered for a work order can be viewed from Planned Part list in the coming release of R2023e. Click "View Order" from Planned Part to view REQ and PO lines ordered for this work order (1st screenshot below).The REQ lines and PO lines are shown in two separate tabs (2nd screenshot below).Click "Open Lines" to show all open orders for...

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...