360° Strategic Asset Management > Setup > Object > Object Definition > Object Structure

It is possible to build structural relationships between objects. This is a single level association with a parent object. Use this form/process to create and maintain the structure of the object. In this instance the structure to be constructed can be organisation type, location type, equipment type or personnel type. Base on the selecting of the object type, the setup tasks available will be different, but the following tasks are available from setup.

Tasks that use this form

Create new object structure

Setup object structure characteristics

Setup object structure ageing

Setup object structure item

Setup object structure default accounts

Setup object structure generated numbers

Setup object structure related objects

Setup object structure permit

Setup object organisation permit

Setup object structure warehouse

Setup object structure related image

Setup object structure margins

Setup object price guide

Navigating the form

The following tables provide descriptions for the controls in this form:

Object Structure Actions

Action Buttons

Description

Object structure New

Create a new object structure.

Edit

Modify the details of the object structure. When you click this button, the object structure is switched from read-only mode to modify mode.

Delete

Delete the selected object structure.

Children

By selecting this all the children records linked to parent object will be filtered.

Setup

Open a menu with the following items:

·  Characteristics - Use this form/process to create and maintain the characteristic structures for an object type.

·  Ageing - Use this form/process to create and maintain to define the ageing parameters for the object type. Object structure ageing data is setup for a certain position in the structure.

·  Area size - Use this form/process to create and maintain to define the area size of a structure. This will be used for objects that are created for renting purposes.

·  Item - This form is used to define valid Item Numbers and Supplier Part Numbers per Object Type. An Object Type can be associated with multiple Item Numbers, but an Item Number can only ‘belong’ to a single Object Group.

·  Default Accounts - This form is used to define default accounts and to link the object and general ledger account. The account defined in this instance will be used as default for time and material events.

·  Structure Status impact - This form is used to define what structure position will be impacted when this status change.

·  Generated Numbers - Use this form/process to create the number sequences that are used as unique identifiers within 360° Strategic Asset Management.  Each key element (sub-module of 360° Strategic Asset Management) has its own number sequence. Number sequences can be defined per organisation unit and 360° Strategic Asset Management will utilise the latter as defined.

·  Related objects - Use this form/process to create and maintain the relationship between object structures for an object type and this object type will create or update structures for related object types defined for specific positions in the structure.

·  Permit - Use this form/process to create and maintain the permits for an object type.

·  Organisation Permit - Use this form/process to create and maintain the organisational permits/certificates for an object type.

·  Warehouse - This form is used to define which warehouse (defined as a warehouse which can perform maintenance) is doing execution for which organisation. This setup provides the default SUPPLY and EXECUTION WAREHOUSES which will be used for the stock movement for work orders. It is import to do this setup and ensure when AX integration is ON that the warehouses are correctly setup in the Stock and Warehouse Management Module of standard AX.

·  Related image - This function is used to load images of objects.

·  Object structure KPI - This form is used to define the set ups of KPI's for the object structure.

·  Codification - This function is used to add and maintain the codification codes of external/specific identity codes to objects.

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

·  Data error log - This is used to view the data error log.

Object structure margins

This is used to add the structure position factor for calculating the component costing.

Price Guide

The form is used to define the pricing guide detail for an object.

Attachments

View and open the documents that are attached to this object structure. This includes external documents.

Object Structure Functions

Function

Description

Specific

This function will open a form displaying the selected object and its lower level structure in a tree view format. This function is also used to update the specific structure in accordance with the generic structure.

Event objects

This function is used to define an Event Template in terms of information such as identification, duration, indicators (forecasting parameters), status and planned number of occurrences. Events Object Tasks should be defined for all tasks that are performed repetitively. Event templates created can be for repair tasks on a specific object structure or for tasks on how to remove an object from the structure, will be linked.

Warranty object

This function is used to register a new warranty claim or update a warranty for the selected object.

Note : Find and Tree Control

The find function can be used to find an object structure record selected from the pre-defined criteria.

The TREE view contains the graphical hierarchical view of the object structure. It can be switched on/off, to show a normal grid view of the information. By selecting this all the children records linked to parent object will be viewed in a tree view or use this to add children records to parent object.

Grid View

This detail is displayed only in the grid view of the form.

Field

Description

Object code

This field is a unique user definable code to identify an object. (For example vehicle model name will be the code for an object type vehicle to define the specific type of object.)

Structure code

This field is the structure position for the object. The code uniquely identifying the position of the item in the structure and is user definable. A Structure code of “0” is automatically allocated by the system for the top (Highest level) of every object.

Structure Description

The description of the structure position. This is normally descriptive of the type of component or assembly that fits into the position. Use this field to identify the position of the object in the higher level component. For instance “Bearing Left” or “Tire Left Front”.

Object type

This field defines the object type. For example helicopter, organisation, light vehicle, ground moving equipment, a person or a location.

Detail View

This detail is displayed only in the detail view of the form.

FastTab

Field

Description

General

Object code

This field is a unique user definable code to identify an object. For example Super Puma AS332 will be the code for an object type helicopter to define the specific type of helicopter.

Structure code

This field is the structure position for the object. The code uniquely identifying the position of the item in the structure and is user definable. A Structure code of “0” is automatically allocated by the system for the top (Highest level) of every object.

Structure Description

The description of the structure position. This is normally descriptive of the type of component or assembly that fits into the position. Use this field to identify the position of the object in the higher level component. For instance “Bearing Left” or “Tyre Left Front”.

Record Status

Shows the current status of the record. The status of the record can be changed with the Status function.

Baseline action

This field defines the baseline state of the object structure, for example active, inactive, etc. The field cannot be changed or edit by the user, it will update as the baseline state of the object is updated/changed.

Setup

HL Object

Indicates the parent (higher level) of the object. (This will only be visible if object type is part of a higher level structure)

HL Structure code

The code identifying the next upper level structure. (This will only be visible if object type is part of a higher level structure)

Max items

This is the maximum items that may be installed in this position at the same time. This field is only available for structure positions other than the top and if either the serial control or the item control indicator is selected. This field is NOT available for objects of type Organisation, Location or Human.

Calendar

Select the calendar that defines the calendar ID to be used to calculate the working days.

Structure type

This field will only be visible if the object type is of type = Equipment, Vehicle, Air craft or Facility. Select a value from the drop down list to classify the type of structure. For example: functional location, part or rotable. (Functional location is used for any object that is not serialised or have a related object that will be installed in the position. Part will only be selected if certain parts of an object is managed. (For example the air cleaner on a vehicle engine's, air filters are managed as a part.) Rotable is selected when an object is serialised and related objects are linked to the object to allow for the exchange process.

Structure Classification

This field defines the object structure position classification that will be managed. (For example: tyres, batteries, trailers, attachments, etc)

Position Critical

Select a value from the drop down list to define the criticality of the object within the structure and the organisation.

Usage

This field defines what this structure position will be used for when the object type = Facility/Building. Select from the pre-defined list of options the usage of the structure. (For example: rentable, common, etc).

Value model

This field define the identification of value model. The field will be added from the fixed asset information.

Fixed asset group

The field indicates the fixed asset group and must be selected from the available groups.

Auto capitalise stock

If the field is ticked, it will auto create journals for stock to fixed asset.

Fixed asset integration

The field indicates the integration to fixed asset. All specifics that will be created from this object type in specific register will be automatically integrate with the fixed asset register.

Stock journal

Select the field default journal name used for the object type when nothing else is specified.

Extended Billing

Tick the Extended billing indicator if this object is used on contracts and can be billed after the contract has been expired.

Latitude

This field defines the GPS latitude coordination of the location in signed degrees format. (Only visible if the object type = location)

Longitude

This field defines the GPS longitude coordination of the location in signed degrees format. (Only visible if the object type = location)

Indicators

Plan indicator

This field may only be check or contain a value if the object type = organisation (Will only be visible for "Organisations"). This indicator defines that the organisation can be used as a planning organisation and entails staffing and resource allocation.

Execution indicator

This field may only be check or contain a value if the object type = organisation (Will only be visible for "Organisations"). This indicator defines that the organisation can be used as execution organisation (Department) and will be used during the maintenance planning process, scheduling and execution work orders.

Operations indicator

This field may only be check or contain a value if the object type = organisation (Will only be visible for "Organisations"). This indicator defines that the organisation can be used as an operational organisation (Department) and Operations management refers to the activities, decisions and responsibilities of managing the resources which are dedicated to the production and delivery of products and services.

Accounting indicator

This field may only be check or contain a value if the object type = organisation (Will only be visible for "Organisations"). This indicator defines that the organisation can be used as an accounting organisation (Department) and provides accounting services and financial support to the organisation it belongs to. The department records accounts payable and receivable, inventory, payroll, fixed assets and all other financial elements. The department's accountants review the records of each department to determine the company's financial position and any changes required to run the organization cost effectively.

Contract indicator

This indicates that an internal organisation is allowed to create contracts. The contract organisation (Department) will provide a service delivery and management function for the organisation with regard to its contract management planning and process.

Check warranty indicator

This field defines that warranty checks should occur for this objects against this organisation. This is only a check indicator, therefore if there is no warranty setup for the object it will just give a warning after the check.

Create warranty indicator

This field defines if warranties should be created automatically if the indicator is selected else the user must specify if the warranty must be created for this object/organisation.

Auto Feedback

The auto feedback indicator should be set on for the scenario when stock items that are issued from inventory, are automatically consumed into the execution order where it is required. Otherwise it should be off. The effects of setting the auto feedback indicator are as follows: Auto Feedback Off - When feedback is done on the Feedback form, the cumulative value for the resource on the work order is updated immediately, irrespective if the journals are posted or not. Journals are only created for the quantity feedback value greater than the quantity reserved. Auto Feedback On - This is used for integration with the Product Information Management part of the system, when feedback is received automatically from the inventory side of the system into360° Strategic Asset Management.  Any update of the cumulative value on the Feedback form only happens when the inventory journals (issue or receipt) are posted. No extra journals will be created until the quantity reserved is issued from inventory. Then journal lines will be created, but the cumulative value will only be updated once those journals are posted. Any Issue or Receipt transaction against a project Id that exists as an Execution Order will affect the cumulative value of that item in the 360° Strategic Asset Management  Execution Order.

Auto Issue

Tick the Auto Issue field to indicate that stock items can automatically be issued from the warehouse.

Partial Issue

Tick the Partial Issue field to indicate that stock items can partially be issued from the warehouse.

Schedule Indicator

This indicator is ticked if the specific created from this object has to be scheduled for forecasting. When the object is created the indicator will be ticked. Once it is ticked it cannot be changed.

Must be installed

If this indicator is set (checked) then a serial item must be installed in this structure position. If an item is not installed within this structure position then the asset (object) may not be changed into ready status.

Can be removed

The item (object) can be removed and installed. (An exchange may be done on this structure position.) If this indicator is of then an exchange may not be done. The default setting of this field = OFF

Specific auto create

This indicator will be ticked if Specific ID has to be automatically created/generated when a specific is created from this object.

Available on contract

This field indicates that the object is available on contract and can be rent out to customers. The indicator will filter through when a specific is created from this object.

Project properties

Project integration/execution

Tick this field to integrate with projects for execution. This indicates that the execution register will integrate to projects and all transactions/costs will be managed in projects. (This field only visible if object type = organisation)

Project integration/contracts

Tick this field to integrate with projects for contracts. This indicates that the contract register will integrate to projects and all transactions/costs will be managed in projects. (This field only visible if object type = organisation)

Project integration/operations

Tick this field to integrate with projects for operations. This indicates that the operations register will integrate to projects and all transactions/costs will be managed in projects. (This field only visible if object type = organisation)

Charge

Default line property with a charge status that the transaction is attached to. This field is an attribute that defines cost and sales percentages and options for revenue accrual and capitalisation cost.

Overtime

Default line property with an overtime status that the transaction is attached to. This field is an attribute that defines cost and sales percentages and options for revenue accrual and capitalisation cost.

Non chargeable

Default line property with a non-chargeable status that the transaction is attached to. This field is an attribute that defines cost and sales percentages and options for revenue accrual and capitalisation cost.

Hour category

If this field is selected for an organisation the hourly category is used as a default. The project categories are setup for specific project types, for example Internal projects and External projects can have different expense categories for transactions.

Item category

If this field is selected for an organisation the hourly category is used as a default. The project categories are setup for specific project types, for example Internal projects and External projects can have different expense categories for transactions.

Fee category

If this field is selected for an organisation the fee category is used as a default. The project categories are setup for specific project types, for example Internal projects and External projects can have different expense categories for transactions.

Expense category

If this field is selected for an organisation the expense category (services) is used as a default. The project categories are setup for specific project types, for example Internal projects and External projects can have different expense categories for transactions.