The specific asset register is crucial in defining how a specific instance of this object will be managed throughout its life cycle.

Equipment Register: Specifics can be specific detail to a part, item, etc. This function will open a form displaying the only information of type Equipment and its lower level structure in a tree view format. This function is also used to update the specific structure for the equipment type in accordance with the generic structure. It should only be necessary to use this function if the generic configuration structure template of the object type has been changed. Tangible properties (asset) which include things such as various equipment types, mobile equipment, etc. which is used in the operations of a business. Examples of equipment include ground moving equipment, support equipment, etc.

Transport Register: Include things such as vehicles, air craft and water crafts, etc. which is used for operations of a business. Maintaining the transport register enables the business to manage its transport assets across the entire operation. This implies that control is gained over the inventory items between measuring points in a particular path, expressed in quantitative and/or financial terms.

Objectives of Specific Register:

The Objectives are:

  • To define and setup specifics for equipment, facilities, vehicles, personnel, livestock, etc. (Assets)
  • To classify specifics into groups
  • To link the physical asset to an specific type, organisation and events
  • To understand why and how to manage the activities and details pertaining to the registered physical assets
  • Maintain specific structures

Definition of Specific

Management requires information at strategic level to plan object utilisation. Every object is registered and their statuses are monitored. The specific, rental and operational statuses of an object must be known to make informed decisions with respect to its rental and/or operational utilisation while taking cognisance of the current status and historical performance. Various functionalities on 360° Strategic Asset Management allow the owner to gain access to the necessary information.

Use this process to create and maintain a list of specifics for an object. Specifics can be specific detail to a part, item, person, etc. 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. It should only be necessary to use this function if the generic configuration structure template of the object type has been changed.

Setup of Specific Register

The process is initiated when an instruction is received to register a new, or maintain a current specific object. Firstly, it must be classified into a group. An object group is made up from similar object types e.g. aircraft, vessels, motor vehicles, manufacturing equipment, etc. The current status of all the registered objects needs to be maintained as this can influence the intended utilisation of your specific objects.

Use this form to create and maintain a list of specifics for an object. Specifics can be specific detail to a part, item, person, etc. 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. It should only be necessary to use this function if the generic configuration structure template of the object type has been changed.

Before you can release specific equipment for a job or rent it on contract it is important to take cognisance of its current status with respect to the following:

  • Is the specific object available for rental period?
  • Are there any open work orders against the equipment? If so, will the work order influence the intended application of the equipment?
  • Will any warranties be violated when the equipment is utilised to perform the intended job?
  • Are all the required equipment accessories available to perform the intended job?
  • Are the necessary permits still valid and current to perform the intended job with the equipment?
  • Have all the scheduled maintenance tasks been performed on the equipment, or will one become due during the contract period?
  • Will the equipment be capable of performing the intended job according to the registered parameters?

For more detail information to create Specific Structure for an Equipment/Transport Specific, refer back to Setup and Maintain of Specific Register

Setup of Characteristics

With the setup of characteristics to a specific object, you will allocate characteristics that will define the object uniquely. For more detail information to create Specific Characteristic, refer back to Setup and Maintain of Specific Characteristic

Setup of Ageing

This function displays the current ageing status of the specific. The data displayed is the current meter reading, cumulative meter reading, the reading when installed in the current position and the reading of the parent when it was installed. The mentioned data is displayed for each UOM applicable to the specific. Ageing parameters are used to measure and record the age of specific meters and current values, for scheduling of maintenance or administration. Object structure ageing data is setup for a certain position in the structure. If a source structure is defined the item installed in the selected position will inherit ageing data from the source position. If a source is not defined the item is seen as having its own meter data against which usage feedback is done.

For more detail information to create Specific Ageing, refer back to Setup and Maintain of Specific Ageing

Setup of Plan Usage

It is important that the servicing and maintenance of the equipment is scheduled on the intervals that is required. For the forecast scheduling to work, the future planned usage or utilisation of the specific object has to be defined. The records entered for this specific may never overlap and no gaps may exist between the entries.

For more detail information to create Specific Plan Usage, refer back to Setup and Maintain of Specific Plan Usage

Setup of Resources

Specific resources can be allocated to a specific, for example a person (trades) and assets. With AX integration ON, this table will be updated on regular intervals from the following AX standard tables and 360° Strategic Asset Management tables:

  • Customers (Customer table – Sales Ledger)
  • Facilities (Specific Structure table –360° Strategic Asset Management)
  • Fixed assets (Assets table – Fixed Assets)
  • Items (Items table, released only – Product Information Management)
  • Service Items (Items table, released only – Product Information Management)
  • Suppliers (Vendor table – Purchase Ledger)
  • Support Equipment (Specific Structure table – 360° Strategic Asset Management)

For more detail information to create Specific Resources, refer back to Setup and Maintain of Specific Resources

Setup of Permit

If a valid permit is needed for this specific, create the permit type and allocate to the specific. This is applicable to all types of licenses, certificates.

For more detail information to create Specific Permit, refer back to Setup and Maintain of Specific Permit

Create Menu options from Specific

From a specific you can create one of the following:

  • Contracts
  • SLA Contracts
  • Maintenance
  • Failure
  • Operations
  • Incident
  • Specific Warranty
  • Warranty claim

Function Menu for a Specific

The following functions can be done on a specific:

  • Change Parameters
  • Exchange/Remove/Install Process
  • Structure classifications
  • Component costing

Summary function Menu on Specific

This function will allow the user to VIEW the all records created for the selected specific in:

  • Contract
  • Execution/Operation
  • Failure
  • Incident
  • Warranty
  • Permits

Enquiries Menu on Specifics

From the enquiries function the user will be allowed to view certain graphs, reports and history for the selected specific.

How to create a new Specific

1.      Click Specific Register (Different views can be opened on Specifics Register. The following views: Equipment Register - View only specifics of type Equipment. Facility Register - View only specifics of type facility. Personnel Register - View only specifics of type personnel. Specific Register - End Use - View all specifics that are created as the complete end use items. Specific Register - View all the specifics in the register.)

2.      The following is an example for creating an equipment specific in the Specific Register.

 

To create a new record press CTRL+N or the Specific Structure New button. The following provide descriptions for the create process in this form:

 

3.      Select the Object code field from the available list of definable objects and select the equipment type, for this example it is a vehicle.

4.      The Structure code field will automatically be added from selected object.

5.      Edit the Description field of the object to a description for the specific.

6.      Enter a Specific ID to define the specific. This is an unique user definable field, and for example can be the vehicle registration number, or an unique asset number.

7.      Enter the Commissioning date field to indicate on when the object was commissioned or started to operate. This date is primarily used in the forecasting process.

8.      Select the Calendar that was defined to calculate the working days.

9.      Select the Ownership type to define the ownership that an organisation have towards a specific.

10.  Click in the Primary serial field and enter the asset serial number that is unique to a specific. In some instances this will be used for the vehicle registration number, if the specific ID is used by another unique number, for example a bar coded asset number.

If the asset/specific has a Secondary serial classification that will uniquely define the specific, it can be entered.

11.  Click Next to add detail about the specific, or Finish if detail is not available currently.

12.  The following is an example for Organisation Structure part of wizard.

 

13.  Select the Owner organisation that indicates which organisation is currently the owner of the specific. This information is defaulted from the object structure base if the object was created with the organisation.

The Owner org structure code will be defaulted from the organisation structure base.

14.  Select the Allocated to org that indicates the organisation currently using this object or to whom this object is allocated to.

The Allocated to structure code will be defaulted from the organisation structure base.

15.  Select the Locality code that indicates the current location of the object.

The Location structure code will be defaulted from the organisation structure base.

16.  The following is an example of the selecting of Specific Characteristics.

 

17.  The purpose of this Characteristics form is to allocate specific characteristics values for the selected object. The user may add/remove characteristics as previously defined for the specific.

18.  The following is an example of the Specific Ageing.

 

19.  Specific ageing - This form is used to define ageing parameters for the specific object type. Ageing parameters are used to measure and record the age of specific meters and current values, for scheduling of maintenance or administration. Object structure ageing data is setup for a certain position in the structure. If a source structure is defined the item installed in the selected position will inherit ageing data from the source position. If a source is not defined the item is seen as having its own meter data against which usage feedback is done.

20.  Click Finish to finalise the creating of the specific.

Process of Updating a specific

1.      Click Specific Register (Different views can be opened on Specifics Register. The following views: Equipment Register - View only specifics of type Equipment. Facility Register - View only specifics of type facility. Personnel Register - View only specifics of type personnel. Specific Register - End Use - View all specifics that are created as the complete end use items. Specific Register - View all the specifics in the register.)

2.      The following is an example of an equipment specific in the Specific Register.

 

3.      To edit the Specific register, find the specific to be edit and click on the edit button:

Click on the specific Fast tab to edit the necessary fields.

4.     Create Menu Options

The following is an example of the Create options from a Specific Register.

 

The CREATE Button on the action pane of Specific Register is used to create new actions for the specific. The detail create process for each is under the specific functionality detail.

Click on the Contracts button to create a new Contract from within the specific register for the selected specific. For more detail information to create Specific Contracts, refer back to Setup and Maintain of Contract

Click on the Execution button to create a new Execution from within the specific register for the selected specific. For more detail information to create Specific Execution, refer back to Setup and Maintain of Execution Register

Click on the Failure button to create a new Failure from within the specific register for the selected specific. For more detail information to create Specific Failures, refer back to Setup and Maintain of Failure Register

Click on the Incident button to create a new Incident from within the specific register for the selected specific. For more detail information to create Specific Incidents, refer back to Setup and Maintain of Incident Register

Click on the Warranty button to create a new Warranty from within the specific register for the selected specific. For more detail information to create Specific Warranties, refer back to Setup and Maintain of Warranty Register

5.     Setup Menu Options

The following is an example of the Setup options from a Specific Register.

The SETUP Button on the action pane of Specific Register is used to SETUP new actions for the specific. The detail setup process for each is under the specific functionality detail.

 

6.     Facility Usage

The setup of Facility Usage is ONLY used when the specific is of type Facility.

7.     Characteristic

With the setup of characteristics to a specific object, you will allocate characteristics that will define the object uniquely. For example: An object type (equipment) with a specific identification (Toyota Yaris LE) will have a characteristic of “mass”. Different characteristic types can be defined for a specific object. The following is an example of the setup of Equipment characteristics.

 

Click on the Group field, and select a group if one was defined to group a list of characteristics.

Click on the Characteristic code to define the characteristic and select from the available lookup values that were define in the base characteristics. The characteristic type, object type and characteristic code uniquely identifies the characteristics.

The characteristic class and the variables fast tab fields will automatically be completed from the base table information.

8.     Ageing

The following is an example of the setup of Vehicle Ageing. Ageing parameters are used to measure and record the age of specific meters and current values, for scheduling of maintenance or administration.

 

The Specific ID field and the Structure code will be added from the specific register.

Click on the UOM code and select from the available lookup values the UOM value for the specific record.

The current age, installation age, cumulative age and parent age will be automatically added from the specific record.

The meter feedback will be done through the METER FEEDBACK button on the ageing form.

9.     Plan Usage

The following is an example of the setup of vehicle Plan Usage. The is used if any of the vehicles needs to be scheduled for future planned usage or utilisation, it can be added.

 

10. Resource

The following is an example of the setup of Vehicle type Resources. The only resource that can be allocated to the specific is resource type "Trade". None of the other types will display on the form.

 

11. Permit

The following is an example of the setup of Permit for vehicle. If a valid permit is needed for this specific, create the permit type and allocate to the specific. For example, the driver of the vehicle has to have a valid driver’s license in order to use the vehicle, and the vehicle needs a valid registration license. This information is created with permits and will be used by the maintenance planner to ensure that vehicle licenses are valid and renewed on time. The system verifies that work orders, created from event templates, contain valid permits for all the permit templates linked to the event template. If the Hot work indicator is switched on, on either the event template or the work order, it will also validate that ANY valid permit has been associated with the work order.

For more on permits/certificates refer back to Setup and Maintain of Specific Permits on the specific, menu button - SETUP.

 

12. Address

Usually your business address will be added as the default address. Other addresses, for example postal address, or if business address is not the delivery address then a delivery address can also be added as a type of address.

13. Validate Data and Data error log

The validation of data and data error log refer back to Data Validation

14. Function Menu Options

The following is an example of the Function options from a Specific Register.

 

Change Parameters

Change Parameters - This function allows the user to change object parameters or to update the owner organisation, physical location or allocated organisation of the selected item/object.

For the Change parameters function refer back to Change Parameters

Exchange

Exchange Process – This function allows the user to perform component exchanges on the equipment for which a work order has been created. The user registers the structure codes on the equipment where the exchanges are to be done and then, using the exchange button, to select whether he wants to perform all the exchanges. This will only be active if there is an exchange object available for the specific.

Install/Remove an item/object - If the item/object to be installed or removed is an assembly, all lower level items/objects of the assembly will be installed or removed as well. When the process was successfully completed, the Removed or Installed indicators will be selected. Valid stock numbers or item numbers must be defined for a specific which can be installed in a position in the structure. The install or exchange process validated against these values. If valid items are defined for a position, the install process will validate that the item selected to install, conforms to one of the items defined here. If not, the system will not allow installation of the item.

Exchange an item/object - To perform an exchange, select both remove specific id to remove and install specific id to install on one row. The rules applicable to individual installation and removal still apply. When the process was successfully completed, both the Removed and Installed indicators are selected.

For the Exchange function refer back to Exchange

15. Enquiries Menu Options

The following is an example of the Enquiries options from a Specific Register.

 

The ENQUIRIES Button on the action pane of Specific Register is used for enquiries actions for the specifics.

Gantt: This function displays the forecast events in a Gantt chart format. For more detail information, refer back to Gantt

Budget vs Actual Calculations: This function must be executed to process the calculations for budget vs actual cost and sales for the selected event. For more detail information, refer back to Budget vs Actual Calculations

Budget vs Actual Cost Results: This function must be executed to view the calculation results for budget vs actual cost for the selected event. For more detail information, refer back to Budget vs Actual Cost Results

Budget vs Actual Sales Results: This function must be executed to view view the calculation results for budget vs actual sales for the selected event. For more detail information, refer back to Budget vs Actual Sales Results

Financial Transactions: This list displays information about all the financial transactions that were executed. For more detail information, refer back to Financial Transactions

History: This list displays a complete history record of all changes that occurred for a specific object. For more detail information, refer back to History

Specific Event: This list displays linked information of all events related to a specific. For more detail information, refer back to Specific Event