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)

Before you start

• You must meet the starting conditions in Creating a Site and Installing the Site Equipment.
• Create a site in 'Site. Create' (MOS268).
• Register positions for the site in 'Model/Site. Connect Position' (MOS440).

Follow these steps

Create non-inventory equipment

Follow these steps in creating non-inventory equipment:

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

2. Select sorting order 6 and panel sequence H.

   You can access the F panel only after you create and save a record.

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 has a default value of 1.

   Equipment numbers can be auto-generated. If you specify question marks, the application allocates the next free number depending on the number of question marks specified. For example, if you specify ABC???, and ABC125 already exists, the application suggests ABC126. If you specify ABC????, the application suggests ABC0001.

Create inventory accounting equipment

Follow these steps in creating inventory accounting equipment:

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

2. Select sorting order 6 and panel sequence H.

   You can access the F panel only after you create and save a record.

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 you do not specify a serial number, serial number 1 is set as default when you create the record.

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. Specify a criticality class and an insurance number, if available.

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

Specify supplier and manufacturer information (optional)

Optionally, follow these steps in specifying supplier and manufacturer information:

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

2. Select sorting order 6 and panel sequence F.

3. Select the equipment record to specify supplier and manufacturer information. Select option 2='Open to display' 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 equipment's manufacturing date.

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

Parameters to set

Program ID/Panel	Field	Description
(MMS240/B6)	'Equipment number/serial number'	This field indicates 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 are 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 substitute 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'	This field indicates a unique identity of for each individual item. No serial number need be specified. However, a serial number can be specified when inventory accounting equipment is created. If you do not specify a serial number, serial number 1 is set as default when you create the record.
(MMS240/H)	'Name'	This field indicates 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, the description uses the item name as the default. The equipment name is normally the formal name of the equipment.
(MMS240/H)	'Equipment description'	This field indicates 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, the description uses the equipment name as the default. The equipment description is normally the local or detailed reference of the equipment. This description also maintains the description in the (MMS001) record.
(MMS240/H)	'Next higher position'	This field indicates 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 uses the expected code as the default if a structured numbering system is used. The position or equipment reference must already exist. If left blank, the field remains open and possible to edit later. An installation record is still created even if this field is left blank.
(MMS240/H)	'Position/equipment selection'	This field indicates whether the field for next higher position indicates a position or equipment. These are the valid alternatives: Blank = Position Selected = Equipment
(MMS240/H)	'Inventory accounting'	This field indicates whether the record being created is an inventory accounting record. Do not change the field here because it uses the default value from the previous panel.
(MMS240/H)	'Target effectivity'	This field indicates the desired performance as a percentage. The specified value is the default that applies down the equipment structure from upper levels to lower levels.
(MMS240/H)	'Item/equipment group'	This field indicates 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 is locked.
(MMS240/H)	'Downtime cost'	This field indicates 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 specified. The downtime cost normally specified 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'	This field indicates 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'	This field indicates 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'	This field indicates the 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'	This field indicates the insurance number of the insurance covering the equipment. The field is used for information only.
(MMS240/H)	'Accounting control object'	This field indicates the accounting control object.
(MMS240/H)	'Install date'	This field indicates the date the equipment is 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'	This field indicates the equipment status. This default value is 20, but it can be changed. No meter values can be reported unless the equipment status is 20. If a main equipment status changes, the change also affects any sub-components. These are the valid statuses: 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'	This field indicates the date the equipment is taken into service.
(MMS240/H)	'Priority'	This field indicates the priority of the equipment. The specified value becomes the default for equipment at 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'	This field indicates a free-format field where details can be specified.
(MMS240/H)	'Sub-process'	This field indicates a free-format field where details can be specified.
(MMS240/H)	'Fixed asset/sub-asset'	This field indicates the fixed asset and subasset numbers. Fixed assets are defined in 'Fixed Asset. Open' (FAS001).
(MMS240/H)	'Item/equipment number'	This field indicates the item/equipment number. The value is the default and is normally not changed.
(MMS240/H)	'Serial number'	This field indicates the new equipment's individual identification. The field uses the default value and is not normally changed.
(MMS240/H)	'Equipment number reference' (EEQN)	This field indicates 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'	This field indicates the supplier of the equipment. Suppliers are defined in 'Supplier. Open' (CRS620).
(MMS240/F)	'Manufacturer number'	This field indicates a manufacturer number. Manufacturers are defined in 'Supplier. Open' (CRS620).
(MMS240/F)	'Supplier/manufac-turer item number'	This field indicates the item number the manufacturer or supplier uses for the equipment.
(MMS240/F)	'Manufacturer's serial number'	This field indicates the serial number used by the manufacturer for the equipment.
(MMS240/F)	'Manufacture date'	This field indicates the date the equipment is made, if known.
(MMS240/F)	'Purchase price'	This field indicates the purchase price, if known. The field can use the default value from the purchase order line. The price paid 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'	This field indicates the date when the purchase price is specified or last changed. If a purchase price is specified, the date must also be specified.
(MMS240/F)	'Currency'	This field indicates the currency in which the purchase price is paid. Currencies are defined in 'Currency. Open' (CRS055).