Create and Install Serialized Item/Equipment Records at a Site

Outcome

The equipment that is installed at your site is registered. The equipment is defined as one of these equipment types:

• Items
• Non-inventory equipment
• Inventory accounting equipment.

A description of and the difference between the different equipment types is included in the Parameters to set section of this document.

Uses

You can connect the equipment to a geographical coordinate at a specific time in 'Equipment Address. Open' (MOS272), accessed by selecting an option in 'Equipment/Serialized Item. Open' (MMS240) or 'Model/Site. Browse' (MOS446). By doing so, you can keep track of the equipment's geographical movement over time.

The information about the equipment is:

• Displayed in 'As-Built Structure. Display Indented' (MOS252)
• Displayed in 'Work Order. Display Related Work Orders' (MOS110)
• Used when components are installed and removed in 'As-Built Structure. Update Removal/Inst' (MOS125)
• Used in 'Work Request. Open' (MOS170)
• Used in 'Model/Site Individual. Open' (MOS250)
• Used when complaints are registered in 'Complaint. Open' (MOS500).

How the system is affected

The information is stored in the these files:

• Lot master (MILOMA)
• Serial number (MILOIN)
• As-build list (MROABL)
• As-build structure (MROABS)
• Items (MITMAS)
• Locations (MITLOC)
• Meter per item (MMETER)
• Serial number service warranty (MILOSW).

Before you start

• The starting conditions in Creating a Site and Installing the Site Equipment must be met.
• A site must be created in 'Settings - Maintenance 1' (CRS788).
• Positions must be registered for the site in 'Model/Site. Connect Position' (MOS440).

Follow these steps

Create non-inventory equipment

1. Start 'Equipment/Serialized Item. Open' (MMS240/B6).

2. Select sorting order 6 and panel sequence H.

   The F panel can be accessed only when a record has been created and saved.

3. Specify an equipment number and ensure inventory accounting is not selected. Select 'New record' to display the H panel and continue to step 8.

   If a structured numbering system is used and the equipment is created outside this code, the 'Function area XXXXXX, position YYYYYY does not exist' warning is issued. Press Enter to continue if this message is displayed.

   When Enter is pressed, an item is created with the same item number as the equipment number. The serial number will default to 1.

   Equipment numbers can be auto-generated. If question marks (?) are entered, the system will automatically allocate the next free number depending on the number of question marks entered. For example, if ABC??? is entered and ABC125 already exists, the system will suggest ABC126. If ABC???? is entered, ABC0001 is suggested.

Create inventory accounting equipment

1. Start 'Equipment/Serialized Item. Open' (MMS240/B6).

2. Select sorting order 6 and panel sequence H.

   The F panel can be accessed only when a record has been created and saved.

3. Specify an equipment number and a valid item number to link the equipment to the item record.

4. Ensure that inventory accounting is selected and specify a serial number, if required. Select 'New record' to display the H panel.

   If no serial number is entered, the number will automatically default to the equipment number when the record is created. Note that if the equipment number is longer than 12 positions, it will be truncated since the serial number is only 12 positions long.

5. Specify a name and a description on the H panel.

6. Specify the next higher position and specify whether the next higher position refers to a position or to equipment.

7. Specify an item/equipment group and an item/equipment class, if required.

8. Specify an item/equipment type.

9. If required, specify an accounting control object and adjust the status and priority.

10. Specify the target effectivity and downtime cost, if available. Also specify a criticality class and an insurance number, if available.

11. Specify a commission date, a process, a subprocess, and a fixed asset ID (optional fields). Press Enter to save.

Specify supplier and manufacturer information (optional)

1. Start 'Equipment/Serialized Item. Open' (MMS240/B6).

2. Select sorting order 6 and panel sequence F.

3. Select the equipment record for which you wish to specify supplier and manufacturer information. Select option 2='Open to display' the F panel.

4. Specify the supplier and manufacturer identity, the item number used by the supplier or manufacturer, the serial number issued by the manufacturer and the date the equipment was made.

5. Specify the purchase price, date, and currency.

6. Specify the applicable warranty limits, the warranty date, and the warranty agreement.

7. If available, specify a buy-back date. Press Enter to finish. See Also

Parameters to set

Program ID/Panel	Field	The field indicates …
(MMS240/B6)	Equipment number/serial number	…the equipment number. Equipment can be either an inventory accounting item or a non-inventory accounting item. See the description below for a detailed description of both types. Inventory accounting items: Inventory accounting items are equipment that can be held in the warehouse, such as gearboxes, motors and pumps. For inventory equipment, an item is created in 'Item. Open' (MMS001) and then linked to the equipment in 'Equipment/Serialized Item. Open' (MMS240) when the equipment record is created. This means that several pieces of equipment can be linked to one item. For example, a service can be created against an item. Planned work orders will be created for all equipment linked to the item that is linked to the service. When an inventory accounting equipment is installed in the equipment structure, it is stored in the 'logical' or 'dummy' warehouse specified in 'Settings - Maintenance 1' (CRS788). When not installed in this warehouse, it can be installed in another warehouse such as a motor warehouse. 'Balance Identity. Display' (MMS060) can be used to see the inventory accounting equipment that is installed in the plant and also in the warehouse. Non-inventory equipment: This is equipment that is installed in the plant and probably moves around in the plant. However, this kind of equipment is never held in any warehouse. This is probably the most common type of equipment found in plants. Items: Regular item records can be created for a low value and a high number of equipment items. The advantage is that initial setup requirements are very low. The disadvantage is that no history is created for particular equipment items. The method is not described here.
(MMS240/B6)	Serial number	…a unique identity of for each individual item. No serial number need be entered. However, a serial number can be specified when inventory accounting equipment is created. If not entered, the equipment number will default to the serial number, which will be truncated to 12 characters.
(MMS240/H)	Name	…the equipment name. The equipment name is used in a number of areas of the system although the description is used in the site browser program 'Model/Site. Browse' (MOS446). For equipment held in stock, this description will default from the item name. The equipment name is normally the formal name of the equipment.
(MMS240/H)	Equipment description	…a description of the equipment. The equipment description is widely used, for example, in the plant browser 'Model/Site. Browse' (MOS446). If this field is left blank it will default from the equipment name. The equipment description would is normally be the local or detailed reference of the equipment. This description will also maintain the description in the (MMS001) record.
(MMS240/H)	Next higher position	…the next higher position in the structure. The reference indicates the position or equipment above the one being created. The equipment above is the current equipment's parent. The field will default to the expected code if a structured numbering system is used. The position or equipment reference must already exist. If left blank, the field will remain open and possible to edit later. An installation record will still be created if this field is left blank.
(MMS240/H)	Position/equipment selection	…whether the field for next higher position indicates a position or equipment. The valid alternatives are: Blank = Position Selected = Equipment.
(MMS240/H)	Inventory accounting	…whether the record being created is an inventory accounting record. The field should not be changed here as it is defaulted from the previous panel.
(MMS240/H)	Target effectivity	…the desired performance as a percentage. The value entered will default down the equipment structure from upper levels to lower levels.
(MMS240/H)	Item/equipment group	…an optional equipment group. Equipment groups are used to link technical data to equipment. For inventory accounting control objects this can default from the item record in 'Item. Open' (MMS001). If so, the field will be locked.
(MMS240/H)	Downtime cost	…the estimated cost of downtime if the position or equipment is out of commission. This can include the cost of lost production, increased overtime cost to complete the production run and any other increased costs. The downtime cost is used when a work order is closed and a downtime value is entered. The downtime cost normally entered per hour although any unit can be used as long as it is consistent with the unit used for work order feedback. The downtime cost is also used in statistical analysis in 'Maintenance Statistics. Display' (MCS400) and in the diagnostic components 'Serialized Item. Connect Error Code 2' (MMS237) and 'Error Code 3. Connect to Compl/Fail Class' (MMS234).
(MMS240/H)	Item/equipment class	…the equipment type. For inventory accounting control objects this can default from 'Item. Open' (MMS001). If so, the field is locked.
(MMS240/H)	Criticality class	…a user-defined criticality class. Criticality classes are used to classify items in relation to their significance to performance and reliability. Criticality classes are defined in 'Criticality Class. Open' (MOS044).
(MMS240/H)	Item/equipment type	…equipment type. Equipment types are user -defined and are used to distinguish between different types of equipment. Equipment types are defined in 'Item Type. Open' (CRS040).
(MMS240/H)	Insurance number	…the insurance number of the insurance covering the equipment. The field is used for information only.
(MMS240/H)	Accounting control object	…the accounting control object.
(MMS240/H)	Install date	…the date the equipment was installed. The date is used to create an installation record automatically when the equipment record is saved. Only dates valid within the system calendar in 'System Calendar. Open' (CRS900) can be used.
(MMS240/H)	Status	…the equipment status. This will default to 20, but can be changed. No meter values can be reported unless the equipment status is 20. If a main equipment status changes, this will also affect any sub-components. The valid statuses are: 10 = Preliminary 15 = Configuration structure complete 20 = Serviceable 30 = Serviceable with restrictions 40 = Standby 50 = Spare 80 = Unserviceable 89 = Scrap proposal 90 = Blocked/deleted (scrapped)
(MMS240/H)	Commission date	…the date the equipment was taken into service.
(MMS240/H)	Priority	…the priority of the equipment. The value entered here will default to equipment on lower levels in the equipment structure. The field is added to planned work orders when these are created against the equipment, providing parameter 360 in 'Work Order Type. Open' (MOS120) is set to priority 0.
(MMS240/H)	Process	…a free-format field where details can be entered.
(MMS240/H)	Sub-process	…a free-format field where details can be entered.
(MMS240/H)	Fixed asset/sub-asset	…the fixed asset and subasset numbers. Fixed assets are defined in 'Fixed Asset. Open' (FAS001).
(MMS240/H)	Item/equipment number	…the item/equipment number. This will default and is normally not changed.
(MMS240/H)	Serial number	…the new equipment's individual identification. This is defaulted and is not normally changed.
(MMS240/H)	Equipment number reference (EEQN)	...a reference which you can use to store a legacy equipment number, when coming from systems where this field is longer than the M3 equipment number. The new field is maintained in (MMS240) and MMS240MI, and it is available in the most commonly used work order (WO) programs and a printout of WO.
(MMS240/F)	Supplier	…the supplier of the equipment. Suppliers are defined in 'Supplier. Open' (CRS620).
(MMS240/F)	Manufacturer number	…a manufacturer number. Manufacturers are defined in 'Supplier. Open' (CRS620).
(MMS240/F)	Supplier/manufac-turer item number	…the item number the manufacturer or supplier uses for the equipment.
(MMS240/F)	Manufacturer's serial number	…the serial number used by the manufacturer for the equipment.
(MMS240/F)	Manufacture date	…the date the equipment was made, if known.
(MMS240/F)	Purchase price	…the purchase price, if known. This can be defaulted from the purchase order line. The price paiged for the equipment is indicated here, but additional charges such as transportation, insurance can also be considered to gain a better picture of the equipment's total price. This price can be analyzed against the cost of maintenance to begin to build up a picture of the maintenance cost versus the purchase cost.
(MMS240/F)	Purchase price date	…the date when the purchase price was entered or last changed. If a purchase price was entered, the date must also be entered.
(MMS240/F)	Currency	…the currency in which the purchase price was paid. Currencies are defined in 'Currency. Open' (CRS055).
(MMS240/F)	Warranty limit 1	…the length of the warranty provided by the manufacturer. The unit is based on the unit from the position record associated with the default item in 'Item. Open' (MMS001). The field will only be displayed if the meter is set up as a warranty meter.
(MMS240/F)	Warranty date	…the date that the warranty expires. The system will warn the user in a number of programs if the warranty has not yet expired. Working on equipment for which the warranty is still valid might invalidate the warranty agreement. Alternatively, the cost of any repairs can be charged back to the supplier or manufacturer of the equipment.
(MMS240/F)	Warranty limit 2	…the length of the warranty provided by the manufacturer. The unit is based on the unit from the position record associated with the default item in 'Item. Open' (MMS001). The field will only be displayed if the meter is set up as a warranty meter.
(MMS240/F)	Warranty agreement	…a free format field that can be used for a warranty reference or agreement number.
(MMS240/F)	Warranty limit 3	…the length of the warranty provided by the manufacturer. The unit is based on the unit from the position record associated with the default item in 'Item. Open' (MMS001). The field will only be displayed if the meter is set up as a warranty meter.
(MMS240/F)	Buy back date	…indicates the date that the supplier will buy back the equipment if such an agreement exists. For companies operating in this fashion, the system will provide information in good time to arrange the decommissioning and removal of the equipment prior to the buy back period. This could also provide sufficient warning to extend the agreement further if required.
(MMS240/F)	Warranty limit 4	…the length of the warranty provided by the manufacturer. The unit is based on the unit from the position record associated with the default item in 'Item. Open' (MMS001). The field will only be displayed if the meter is set up as a warranty meter.