The topics in this section provide information about setting up and maintaining base set-up tables for 360 Strategic Asset Management.

Base Set-up forms and usage of forms

The following are main functionalities in the set-up module.

Task

Forms

Usage

Base

Account setup for customers

This function is used to set up the default accounts to be used on the customers accounts when submitting financial transactions. This is specifically used for different customers, and each customer can have their own default account settings. This default set up includes the following:

  • Default specific and resource data can be selected for a specific customer and account type.
  • Default project information (only if project integration is ON), project categories and default line properties.
  • Default account type information for execution type, contract type and inventory account, as well as ledger dimension.
  • Default financial dimensions can be selected for a selected ledger.

Account setup for organisations

This function is used to set up the default accounts to be used on the organisation accounts when submitting financial transactions. This is specifically used for certain account types, for example default records will be created for maintenance organisations (Workshops, departments). The default set up will includes the following:

  • Default specific and resource data can be selected for a specific organisation structure and account type.
  • Default project information (only if project integration is ON), project categories and default line properties.
  • Default account type information for execution type, contract type and inventory account, as well as ledger dimension.
  • Default financial dimensions can be selected for a selected ledger.

Ageing period definiton

Use this form to create and maintain the ageing period definitions that will be used for management process.

Characteristics

Use this form to create and maintain all the different characteristics for an object.

Characteristics Group

Use this form to create and maintain all the different characteristics groups to uniquely define characteristics.

Codification setup

Use this form to create and maintain the codification set up of external/specific identity codes of objects.

Currency

Use this form to create and maintain the currencies that your company uses and to set up the on line numeric conversion tool and rounding rules for the accounting currency and other currencies. This will only be done manually if AX Dynamics integration is OFF.

Notification settings

This form is used to create/maintain default notification settings for a specific environment.

Permit

Use this form to create and maintain the base permit templates (types). The form contains detail that can be used when specific permits are registered. On each permit type a related permit type can be linked.

Resource

Use this form to create and maintain all the base resource data to be used as resources throughout 360° Strategic Asset Management. This form (and associated tables) is part of the interface between 360° Strategic Asset Management and you ERP system. If you have an ERP and electronic interface in place this form and associated tables will be populated from the ERP. In the latter instance the ERP will be the master of the bespoke information and the form will only be for viewing purposes. Resources are linked to events and execution work orders, contracts and various other modules. Typically the resource data are stock, supply of materials, staff and/or assets that can be drawn on by a person or organisation in order to function effectively. The data can be populated from a source table or the main system via interfaces. (For certain resource types this will only be a manual/import process if the AX Dynamics integration is OFF. When integration is ON, the process will be automatically synchronise from the different AX Dynamics Modules.)

Route

Use this table to create and maintain the different routes travelled to pre-defined destinations.

Route leg

Use this table to create and maintain the different routing legs with the distance travelled between predefined destination (route name).

Sorting

Use this form to create and maintain the sorting values for user defined different categories for reporting purposes.

Status

The Base Status function is used to maintain the various status types, subsequent statuses, other status related conditions and stages for specific business processes.

UOM

Use this form to create and maintain the base unit of measures. This will only be done manually if AX Dynamics integration is OFF.

Utilisation condition

Use this form to create and maintain the base utilisation condition codes that can be used for the set up of event intervals used for scheduling under specific conditions.

Warehouse

Use this form to create and maintain the list of warehouses, setup of stock and locations that will be used in the system. Warehouses can be defined as a geographical location or a particular function which can be stores or warehouses that supply the organisations with stock/spares. Warehouses are linked to Items to identify item location and to Organisations to set up a supply structure. This form (and associated tables) is part of the interface between 360° Strategic Asset Management and your ERP system. If you have an ERP and electronic interface in place this form and associated tables will be populated from the ERP. In the latter instance the ERP will be the master of the bespoke information and the form will only be for viewing purposes.

Validate data

The purpose of validating data is to ensure that the data used within the system is clean, useful and correct.