AMOS2 Maintenance & Procurement

The New Generation of Asset Management
For full contact details visit: www.spectec.net | info@spectec.net
AMOS2 Maintenance & Procurement
The New Generation of Asset Management
AMOS2 Maintenance & Procurement
AMOS2 Maintenance & Procurement (M&P) is a Windows
application specialised in the managing of materials
and implementation of maintenance procedures at your
installations. Moreover, it keeps track of your stock items/
assets and procurement of needed materials.
AMOS2 M&P works in conjunction with AMOS2 Enterprise
Management Suite.
The Work Flow tab
Asset and Material management
The modules contained in the Material Group are for managing
the physical assets and stock areas of your organisation.
According to your purchased license, the Material Group
contains a combination of the following modules:
Centralised management is the key to the
material modules. To facilitate this core
concept, the system allows you to defne how
Asset and Material is distributed throughout
your organisation’s different installations.
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AMOS2 Maintenance & Procurement
The New Generation of Asset Management
AMOS2 suite is driven by customisable WorkFlows
The transformations and actions that are available depend
on your organisation’s WorkFlow confguration, the access
granted to each user, and the current status of the object
whose status you are trying to change.
You should use WorkFlow actions to transform the status of an
object any time the object’s record is updated. For example:
A Work Order is planned in the Work Orders window
A Function becomes inactive
You create a new Work Instruction and want to make it
available for use
Functions
Functions essentially represent the actual operational
breakdown of your installation.
Using the Functions window in the Maintenance Group, you
can defne all the functions performed by equipment at
your installations, and indicate which assets perform which
function, at any time.
You can then defne Maintenance Plans for these functions.
Function Measure Points
You can register Measure Points against functions.
This allows you to record readings for a function regardless
of the asset(s) performing it.
There are two kinds of Measure Points defnable in AMOS2:
Counters - the value of this type of metre is incremental.
Updates are used to calculate an average value, which is
then used for planned maintenance updates. An example
of a counter metre type is ‘Running Hours’.
Gauges - the value of this type of measure point is not
incremental, and can have an up/down trend over time.
Updates replace the previous reading with a new one
and no average is maintained by the system. Comparison
between the entered value and a set-point value or range
are used to update the Maintenance schedules.
An example of a gauge type is a Pressure Gauge.
The Functions
Measure Points tab
Procurement Document
Work Flow Version
1
START
EMPTY
Create Query
Create Requisition
Pre-approve Limit
Activate
Cancelled
Cancel
Cancel
Parked
Obsolete
Create new Revision
Issued
Issue
Revoke Approval
Approve
Approve
Revoke Pre-approve Limit
File
Filed
Convert To PO
Convert to Requisition
Convert to Query
Activate
Park
Activate
Approved
Issue Quotation
Create PO
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AMOS2 Maintenance & Procurement
The New Generation of Asset Management
Work Instructions
In AMOS2, maintenance jobs are called Work Instructions.
Work Instructions describe how the Maintenance jobs
required according to manufacturer’s instructions and your
maintenance policy will be performed on Functions or
Assets.
The instructions are based on Work Instruction Classes and
consist of a name, code, and step-by-step instructions that
detail the job.
You may have multiple revisions of any work instruction as
changes occur to the job, but only one revision with status
Issued can be in use at a time.
Maintenance Plan
The Maintenance Plan window allows you to plan and
implement automatic scheduling and initiating of all
the maintenance activities to be performed at your
installations.
You use this window to generate and manage the tasks that
trigger your work orders.
A Maintenance Plan for a work order is made up of the
following information:
A Work Instruction which describes the job to be done
One or more calendar-based intervals at which to perform
the job
One or more measure point frequencies or values (counters
or gauges)
One or more Trigger Events to activate the job
The people, parts and tools required to do the job
The forecasted costs of the job
Maintenance Plans can be defned for a particular Asset,
or Function, or neither. To defne any kind of Maintenance
plan, you select a work instruction and defne a schedule
and triggers.
Then you enter additional information relating to the
required parts, people and tools and classifcation of the
job, regardless of whether the plan refers to an Asset, a
Function, or neither of the two. The Work Instruction tab
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AMOS2 Maintenance & Procurement
The New Generation of Asset Management
Scheduling a Maintenance Plan
The Maintenance Plan Schedule tab contains all the
information needed to generate Work Orders for the selected
plan.
Generating work orders means the work is coming due and
required to be carried out.
There are three ways by which to schedule maintenance plans:
Measure Points “counters or gauges”
Calendar
Trigger Events: Some Work Instructions are only performed as
the result of an event - i.e. End of Voyage, Crew Change, etc.
You can also schedule the plan using a combination of
these methods.
When you schedule a plan using a combination
of these methods, one work order is typically
generated for each schedule.
However, to generate only one work order per
maintenance plan, you can link one or more counter
measure point schedules together with a calendar
schedule.
When schedules are merged like this, AMOS2 will
analyse them all to determine the earliest due date,
and generate just one work order with the earliest
due date assigned, rather than creating multiple
work orders for the same maintenance plan.
Generating work orders
AMOS2 uses Work Orders to determine which Maintenance
Plan needs to be carried out, and also to maintain records of
the attached work instructions which have been completed.
Once work orders have been generated for the frst time,
planned and carried out, AMOS2 will automatically generate
the next orders for the same maintenance plan, once the
status of the previous one is set to completed.
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AMOS2 Maintenance & Procurement
The New Generation of Asset Management
Work Request/Failure
Using the Work Request and Failure module, you can
create and process Maintenance Work Requests and record
and classify equipment Failures, to provide data for trend
analysis. You can also create Corrective Work Orders for the
necessary repairs when a piece of equipment breaks down.
History
The History window in the Maintenance menu displays a
record of all reported work.
Procurement
Using AMOS2 Enterprise Management Suite’s Procurement
and Deliveries modules, you can:
create forms to requisition
query price and delivery time information
procure the items (goods or services) that you need
track each order until the goods arrive at your installation
and are placed in your stock.
You can order any Asset Type, Stock Type or Maintenance
Work Order registered in your system.
There are three kinds of Procurement Documents in AMOS2:
Requisitions - an internal document generated to request
assets, stock items or services that you see are needed.
Query - a document that allows you to send requests for
prices and delivery information, to different suppliers.
Purchase Orders - a document that is sent to a supplier to
commit to the purchase of the goods/services registered
against it.
All three types of Procurement Documents are created,
converted and maintained using WorkFlow.
The Procurement Group
The History window
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AMOS2 Maintenance & Procurement
The New Generation of Asset Management
The History window
Material Requirements
The Material Requirements window shows you an overview of
your current Material (both Assets and Stock) and assists you
in determining which materials you require on your site.
There are two ways to register requirements in the Material
Requirements window:
Manually - the user registers a need for a certain Stock
(Type) or Asset (Type) directly in the window
Automatically - AMOS2 can make a calculation based on
the minimum, maximum and re-order levels (as registered
in the Asset and Stock Windows) based on maintenance
due and considering expired stock.
The contents of the list will remain until they are transfer-
red onto a procurement document.
Transferring the List onto a Procurement
Document
When you are ready to convert the list of required materials
onto a Procurement Document for ordering, you can do this
from the Material Requirements window.
AMOS2 will automatically group your items by supplier,
creating a separate form for every supplier.
Comparing Quotations
AMOS2 can compare quotations and propose split scenarios
for you, based on price and delivery time to fnd the
best deal.
When you have chosen the best option according to your
selection criteria you can either:
Select one of the suppliers and then convert the
quotation into a purchase order with the supplier
and line items automatically registered.
Select one or more line items registered to one
supplier and split these off to a new or existing
form(s) for the selected supplier.
The Material Requirements window
The Calculate Wanted Quantities Dialog
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AMOS2 Maintenance & Procurement
The New Generation of Asset Management
Deliveries
When the items you have ordered on Procurement Documents
start to arrive you use AMOS2 to register Deliveries against
them as they come in, defning information such as:
the number of packages
the total weight of a shipment
contents of each package
delivery dates
A delivery can contain an unlimited number of intermediate
locations along its way to your installation (supplier,
forwarder, warehouse, agent, etc.)
Furthermore, deliveries can be split, for example to separate
urgent ones that need to follow an alternate route.
Receiving
When deliveries arrive at your site and are received using
AMOS2 WorkFlow, the result is that the Assets or Stock Items
are created in your database for you, depending on the way
your system is confgured.
When the goods are registered as received:
your stock quantities are automatically
updated
transaction logs are created in the Stock
Transactions window
stock items that do not already exist in
your database will be added (provided the
stock type they belong to is defned)
in the case of asset types arriving, the
individual assets will be created in your
database and a user can enter the
serial numbers for each instance.
The Delivery Window
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AMOS2 Maintenance & Procurement
The New Generation of Asset Management
Budget
Using AMOS2 Budget, you can manage user defned Budget
Periods (the time covered by a particular budget in terms of
start and end dates), which can span over more than one
Financial Year, or just cover a part of it.
Vouchers
The vouchers entity enables the registration of invoices and
credit notes and thus allows you to charge the fnancial
result to the budget. Both payable and receivable transaction
types are supported.
Vouchers can either be registered as a lump sum, or the
contents can be specifed either manually or by linking them
to one or more Procurement Documents.
When cross-referencing a Procurement Document, the system
will highlight any discrepancies between the Purchase Order
that had been committed to and the one that had been
invoiced for.
Even though vouchers are a separate, Work Flow driven
entity, they can be created from the Procurement Document
window and reviewed and accessed from there.
Budget s and Procurement
Documents
If your AMOS2 license includes the
Procurement Module as well as Budget, you
will have access to budgeting capabilities
within the Procurement Document
windows.
This way you can charge all your procurement
costs to the various budgets you’ve created
and AMOS2 will track your expenses.
When you create a Procurement Docu-
ment, assigning it a budget Code defnes
which budget (for example, purchasing) it
belongs to. Setting a Budget Date indicates
which date the cost is charged to that
budget.
The Budget window, General tab
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