Organisation structure covers many of the default integration parameters used downstream in 360°Strategic Asset Management.   By definition the organisation structure define all the rules how one organisation interfaces with another organisation within 360°Strategic Asset Management   as well as how the stock reservation, billing, financial accounting, etc. will be done for a certain organisation or organisation unit.

It is also important to setup physical locations in which an organisation is located. In principle it is possible for an organisation to be distributed across various physical locations. If AX Integration is on the Locations will be setup in Stock and Warehouse Management Module of standard AX.

Within the organisation structure functionality, the focus is on maintenance, service requests, equipment/operations management, contract management and the organisation allocation is driven by the organisational responsibility. All maintenance, operational and contract events within 360°Strategic Asset Management  are related to an 360°Strategic Asset Management  Organisation. These events must be allocated to an organisation and the organisation “supply” a vast amount of the defaults used in the creation of a new event.

Definition of Base Setup

The 360°Strategic Asset Management  general base setup will be used as base configuration throughout the application and assist in determining whether or not the configuration will be necessary for your particular implementation.

The following process will indicate the pre-requisite configuration that is needed for the major functionality within 360°Strategic Asset Management  module:

 

Status Configuration

The Base Status function is used to maintain the various status types, subsequent statuses, other status related conditions and stages. The use of the Status Codes in each business process enforces certain business rules, as defined by the user. The business rules applicable to the different processes ensure that best practices are executed within the applicable sub-module. The progression of the different business processes are defined by the allocated status sequence set up for the specific Status Type.

The system is released pre-configured with various status codes. The user can change the interaction between these codes but not the codes itself. The user can for instance configure he sequence and loops between statuses. In addition stages can be defined within a Status. No formal business logic is attached to a Stage and the latter gives the user more control of his process. During implementation it will be possible to attach certain business logic (such as “Alerts”) to user defined stages.

In general it is proposed that users do not change the existing status codes, but to merely select which codes are to be used and the sequence between these codes.

Setup

This function is used to create a default organisation setup record with basic data to identify the organisation and to be used throughout the system for the generation of system related information.

The default data will be used when nothing is specified by the user. Defaults are important for making the 360°Strategic Asset Management  system to behave in a predictable way without the user having to give obvious detail.

For more detail definition on the setup process, refer back to About Setup

Characteristics

Characteristics are user definable elements used to add more detail to the generic and specific instances of any object managed with the 360°Strategic Asset Management   t Suite . Use this form to create and maintain all the different characteristics. Characteristics are defined for object types such as Vehicles, Mines, Plants, Attachments, etc. and then used to give more definition to a specific instance of the object type. This form is therefore used to allocate generic characteristics to an object type. (For example: Location is an object type, and GPS (Global Position System Coordinates) can be defined as a characteristic, or an object type is a “human” and you might want to capture the “height” and “date of birth” as characteristics.) Characteristic groups are the grouping of specific characteristics that belong together.

For more detail definition on the setup process, refer back to About Characteristics

Standard Application Integration tables

UOM (Unit of Measure)

Use this form to create and maintain the base unit of measures. 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. In this instance the user will be allowed to add certain user specific information.

Each UOM will be classified according to different types of classification, such as meters, calendar, quantity, which will then further impact the type of data to be displayed.

Unit of Measure (UOM) Codes are used in different business processes to ensure that monitory values which are used throughout, are identified accordingly. The UOM form is where the monitory values will be setup for all the different measurements used in the business processes though this exclude Currency Codes, which have a separate maintenance form.

Unit of Measure codes are used to define the measurement in which an object will be managed with respect to meter, usage, condition and calendar management. Unit of Measure codes are used in most of the Business Processes to define the monitory values recorded. These codes are Corporate Data that will be set-up initially and used regularly throughout the system.

Currency

Use this form to create and maintain the currencies that your company uses and to setup the on line numeric conversion tool and rounding rules for the accounting currency and other currencies. 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.

Note

The primary (default) currency is typically considered the domestic currency of the country. For example – South Africa: Rand (ZAR), America: Dollar (USD), Europe: Euro (E) or Britain: Pound (GBP).

Resources

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 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. 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.

Note

In the event where a resource type is an Item, Service or Movable Item, the system will allow for the item, service or movable item to be linked to the Stock form. For example, an asset like a Toyota Corolla 1.6 that is an item can be linked to the Stock form.

Warehouses

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 setup 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.