Infor EAM Training

Booking Labor: How you book labor can change how you report time

We recently were asked if a report will show the hours team members book labor for during the previous shift. This seems very straight forward. They book hours, with a date, and you just need to report on past 24 hours, right? Well yes and no. Do they work from 12am to 12am? Then it may not always be that easy.

Here’s How It’s Done:

You can use Cognos to create offsets from the systems time to report on the information about yesterday’s shift. Or, you could improve your book labor accuracy by having your team book the hours with the time they worked on the work order. For example, instead of booking 4 hours, you could book 1:00pm to 5:00pm. If you are familiar with the mobile app this is super easy to do. Booking labor by time fields are right there to choose your start time and end time and voila! You have now successfully booked your time with the actual hours you worked.

In EAM (the application) there is some admin work that needs to happen…

Scenario:

We want to start booking labor using Start time and End Time.

NOTE: Screen designer is required

Solution:

  1. In the application go to Work | Work Orders | Book Labor tab
  2. Open Screen Designer for the user groups that need to book labor with Start time/End time
  3. Find the fields Start Time/End Time and make them available (or required)

Booking Labor Infor EAM

 

 

4. On the Book Labor tab the hours field will still be required, but now you can enter the Start Time and End Time of the labor you are booking.

Booking Labor EAM 2

 

That’s It!

For more help with booking labor in the application or the mobile app or anything else EAM don’t hesitate to contact us. We would love to help you improve your labor accuracy or reporting and KPIs!

PM Schedules/Work Orders with Routed Equipment – Organizational Options

Are your PM Schedules or work orders created with equipment on a route? If so, then you may be wondering if all the equipment will be listed on the work order or just the main piece of equipment selected. Furthermore, maybe you aren’t sure if EAM will create work orders for all the equipment or does it just create a work order for the one main equipment record. Those questions can quickly be answered with 2 Organizational Options.

By remembering these 2 organizational options listed below, you’ll be able to select the way you want to capture the information. You can find them by going to Administration à Security à Organizations. You will likely have to click the “More” tab and click on options.

Organizational Options:

MEROUTWO Determines which equipment to copy to route-based PM work orders. Select ‘C’ for route equipment only, ‘H’ for header equipment only, or ‘B’ to have both header and route equipment copied.
ROUTEEOB If Y, the system will create Multiple Equipment Child type work orders for each route equipment when route based PM work orders are released.   They will be related to the parent job.

 

You can always play around with the options, set them one way then test it out, then change it and test again. That is what your training environment is for. If you change the options, you must close the released PM work order. Log out and back in then generate PM work orders again for the changes to take effect.

I hope some of these tips help! If you have any further questions or need any help, feel free to let me know. I am always happy to help.

Cascading Report Prompts on Custom Reports

When writing custom reports for customers, most of them will give us a list of prompts that they want to use when creating it. In this blog, I would like to quickly explain the usefulness of cascading prompts on your custom reports and why they can be beneficial. Below are a couple of common situations where cascading prompts will be helpful.

Issue:

Customer needs a report for labor hours for specific organization and wants to be able to select one or more employees to run the report on.

Solution:

Build the custom report with a prompt for organizations that also cascades (filters) for only the employees for that organization.

Issue:

Customer needs a report for Parts for a specific organization and supplier by store/bin location.

Solution:

Build a custom report that prompts for organization and cascading (filtering) prompts for parts in that organization and store/bin location for the parts.

 

These are just two common reports that we can write for customers. But report writing is limitless. We can discuss your needs and draft out a report that is customized for your specific needs. We can also continue customizing it until it is exactly what you want. Remember, writing reports and even revising versions of a report that you may already have in EAM can be tedious. During our discussions with you, we will be upfront with you on what it will take on our part to meet your expectations so we can either continue or scale it back a little and revise it at a later time.

We have lots of experience in working with custom reports. As a result, we have many ways of customizing them and making them work for you. As always, reach out to us for any questions, concerns, or for any further help on this topic. Thank you for reading!

 Are you having trouble running reports after you upgraded to Infor EAM v11.3?

A customer of ours recently had an issue running reports after recently upgrading to v11.3. The issues were with custom reports but also with some of the ‘canned’ (Infor) reports as well. I wanted to share the details of this specific issue and the simple solution to the problem.

Issue: When printing from the PO Receipt screen or running the report from the report menu, several PO Receipts were coming back as “No Records Found”.

Troubleshooting: Investigated the reports in Cognos to see if there was anything that would causing the errors. They used a modified version on the Goods Received Note, so we looked at the original version of Goods Received. We found there were issues running that report as well. At this point, since we were unable to identify any issues that would be causing these reports to error, we submitted an incident to InforXtreme.

Solution:

  1. Go to Administration | Setup | Reports
  2. Filter for Base Reports
  3. Find report SZRCVF
  4. Click on the Parameters Tab
  5. Find the Print report parameter
  6. Change the default value from blank to +
  7. Save the change

You will not see this parameter on the prompt page for the report when you run it from the menu in EAM. The only place to change this parameter is the parameter tab of the Report Setup. This is not something that customers have been made aware of. Therefore, we wanted to share the solution to keep you from getting frustrated by looking for an issue in the actual reports. If you do any report writing, you know how daunting and time consuming it can be to look for that needle in the haystack.

If you apply this solution and still are having issues, please reach out to us or your EAM support team.

Change a Supplier on a PO

I have been asked this question a lot recently. We all know that sometimes the Requisition may request a part or parts from a Vendor, then the Buyer realizes there is a better Vendor for that part… “How can I change a supplier on a PO?” Well to the answer the question, you can’t… Good news is there is a way to fix your problem!

The idea is to delete the part lines from the PO and cancel the PO. Then you go to the Requisition and change status to “Unfinished” and then change the Supplier. You can approve the Requisition and generate another PO.  Here is the quick down and dirty way to get this PO to your vendor.

Scenario: Requisition is “Approved”, PO was generated. Buyer figures out the Supplier is incorrect.

Steps to correct the issue:

Buyer: Navigate to Purchasing | Purchase Orders

  1. Go to the PO that is incorrect, make sure the status is “Unfinished”
  2. On the Parts Tab, Delete the Part Lines from the PO
  3. Go to the record view of the PO and change the status to “cancelled”(Do not cancel the Requisition/Lines when the windows asks if you want to)

Requisitioner: Navigate to Materials | Requisitions

  1. Go to the Requisition with the incorrect Supplier
  2. Change status to “Unfinished”
  3. Go to the Part line with the incorrect supplier and choose the correct Supplier
  4. On record view change the status back to “Approved”

Buyer: Navigate to Purchasing | Process | Generate POs

  1. Enter the Orginator
  2. Enter the supplier in the Supplier field (this is not required, just narrows the results to help)
  3. Click on the Preview tab
  4. Select the Requisition lines you corrected the Supplier on
  5. Click the Generate button

Now you have corrected the Supplier and created a new PO. As always, if you need any help or more information on this topic, please reach out to us. We would be thrilled to help you out!

Custom vs User Defined Fields – Which is better?

Is it better to use custom fields or user defined fields? And really what is the difference? Can I create a lookup for a user defined field? Will they both show up on mobile? These are questions I often hear when users need a field to enter/collect data on Equipment, Parts, Work Orders, etc.. Unfortunately, the field is not offered in EAM. Really, the availability of both types of fields is great in EAM and there are some significant differences – which is why you need to know the difference before you choose which one to use.

Here is what you should know:

  • What you need to know about User Defined Fields:

    • You can have user defined character, number, or date fields. There are also user defined checkboxes and buttons.
    • You can define a default value or create a list of values for a lookup.
    • You can make the user defined fields available on mobile devices.
    • You can select if the field prints on work orders.
    • You can create them specific to one or multiple user groups of your choosing.
    • You can search based on the values in a user defined field.
    • User defined fields will only show on the screen it is created for. For example, if you create a UDF on the asset record view, you will not see that same UDF on a system, position, or location field.
  • What you need to know about Custom Fields:

    • You must create them for a specific entity (Equipment, Events (work orders, work requests), etc.)
    • You can create them for a specific class within that entity. For example, you can create a custom field that will only show up when someone looks up or creates an asset record for an asset with the class of motor or pump.
    • You can specify if the field is character, numeric, date, date/time, code+description, or entity.  Furthermore, you can require a specific minimum/maximum length and have it included on the grids (or list view).
    • You can define the lookup type and list of values of the lookup.
    • You can select if you print the custom field.
    • You can choose if users can update the field.

We are here if you need us!

I hope this quick list helps you understand and decide which field is best to use. However, if you still have questions please feel free to reach out and email me. I would be more than happy to answer your questions.

Should you send your EAM users to DigitalThinker for training?

I am often asked if it is really that much more beneficial to send a team to our office for team training vs having us come on site. For me the answer is very simple – YES!!! Send your team to our office in Simpsonville, South Carolina to train.

Why It’s Beneficial

Most successful people know that it is so much more beneficial to train in a quieter, less chaotic environment, rather than trying to learn in a hectic and typically noisy environment. Most importantly, it ensures no one can be interrupted by someone running in or calling over the radio for a maintenance issue. Traveling to our facility to train simply allows for everyone to focus better on learning EAM.

Team Training Experience

I bring this topic up because I just did a training class for a group of 7 maintenance managers and supervisors. They came ready to learn and with questions on how to make EAM better. Not only for all of their sites, but for the company as a whole as well. Because most of them work in different states, it gave them a chance to meet up with each other to discuss problems within their organization and share ideas. Most importantly, we were able to train users from multiple sites together at one time which saved them money. This also gave everyone a chance to share solutions or brainstorm ideas on how to fix their problems together.

These guys only spent 2 days at our office but we covered a lot of ground. I’m sure the customers who traveled to our office would say that it will benefit you much more to come to DigitalThinker.

In Conclusion

Don’t get me wrong, having us come to your site can also be important. We love to travel on site when necessary and we will continue to do so anytime you need us. However, when it comes to core team training, I feel that getting your employees into our training room allows them to be more relaxed. As a result, they can focus better and learn more so they can be the Champion of EAM for your company.

For more about training, please visit our training page by clicking here, or call us at 864-520-1115.