Open the Inventory Maintenance Policy window.

Inventory Maintenance Policies

Through Inventory Maintenance Policies, you may establish trigger points linked to the Life or Installation of Inventory consumed (Related Requirements) by a Released Order when Posted. Date or Meter triggers may be established for any replacement part.

Inventory Policies are used by the Order Worksheet > Evaluate Policies process in much the same way a Date Meter Policy is used. For these Policies, the Evaluate Policies process uses the Inventory ledger in combination with the trigger point(s) established. Also, the Life and Install triggers are treated much like a Group on a Date Meter Policy. When reached, the Life trigger will supersede the Install trigger.

General Tab

No. – The number of the Inventory Maintenance Policy Card. The numbers are typically system generated as defined on the "No. Series" tab of Controls Setup form.

Description/Description 2 – A description of the Inventory Maintenance Card.

Priority – Use this field to select the Priority.

Region - Select or enter the Region for this policy.

Facility - Select or enter the Facility for this policy.

Inventory Type – Select the Inventory Type for the Inventory on for the Policy. You may choose Consumable or Item. This controls which Inventory is presented when drilling to select a Type No. In addition, the content of this field is used to "edit" the Type No. entered.

Inventory No. – Select or enter the number (identifier) for the Inventory Type you have specified.

No. Description – The description of the Inventory retrieved from either the Consumable or Item Card.

Critical Spare – Clicking this field will turn on or off a checkmark. The value in this field is used by the Below Minimum Quantity report.

Minimum Quantity – Enter a Minimum Quantity for the Inventory. The value entered into this field is used by the Below Minimum Quantity report.

Blocked – Use this tick box to Block an Inventory Policy. Once blocked, the Policy will be ignored by the Order Worksheet function or Evaluate Policies.

Assigned Tab

The fields on the Assigned Tab allow you to assign personnel or an OSP to the Policy. The assignments made here will be used when a Work Order is generated. The Technician Code, Supervisor Code and OSP No. fields are drillable fields.

The Life and Install Tabs on the Inventory Policy contain identical fields. For this reason, the Life Tab will be used as an example in this document. However, the Order Worksheet > Evaluate Policies does treat the triggers points established on these Tabs differently.

Life Tab

The contents on the Life Tab are evaluated first by the Evaluate Policies process. If it is determined it has reached its trigger point, an entry is created in the Order Worksheet and the information on the Install Tab is bypassed for evaluation. If the Life is not at trigger point, the evaluation process is executed for the information on the Install Tag. If it is determined to be at trigger point, an entry in the Order Worksheet is created.

Life Template No. – The number of the Inventory Policy. The numbers are typically system generated as defined on the "No. Series" tab of Controls Setup form.

Template Description/Description 2 – A description of the Date Meter Policy.

Work Order Description – A description to be used on a Work Order generated as a result of this Inventory Policy.

Policy Type – Policy Types are Date or Meter.

Life Expectancy – If the Policy Type is Date, enter the Life (or from Install) before TAG is to take action.

Meter Usage – If the Policy Type is Meter, enter the Life (or from Install) meter usage before TAG is to take action.

Tolerance # – Use this field to establish a period (time or meter usage) for the Inventory Policy. The time horizon entered here is used by the Evaluate Policies operation.

Tolerance % – Use this field to establish a Tolerance Percentage for the Inventory Policy. The percentage entered here is used by the Evaluate Policies operation.

Standard Time – This field is the total of the Standard Time in the Template Steps associated with this Inventory Policy.

Estimated Time – This field is the total of the Estimated Time in the Template Steps associated with this Inventory Policy.

Priority – Use this field to select the Priority.

Job No. – Link the Policy to a Navision Job through this field.

Maint. Type – Select the Reason Code for the Policy.

Reason Code – The Reason Codes are user defined and selected from the Reason Codes table.

Problem Code – Select the Problem Code for the Policy.

Order Type – Select the Order Type for this Policy.

Status – Select a Status Code to the Policy.

Work Code – Select the Work Code for the Policy.

Take OOS – When this toggle box is checked and the Function > Begin Work option is selected, the Equipment associated with a Released Order generated by this Inventory Policy will be placed in an Out of Service (OOS) condition.

OOS Days, OOS Hours and OOS Minutes – The entered values representing the amount of time the equipment will be OOS when the work begins.

Use Step Time – Clicking on this checkmark field box will cause TAG to duplicate the values found in the Step Hours and Minutes fields on the associated Template into the respective OOS Days, OOS Hours and OOS Minutes fields on the Inventory Policy. The action of duplication will replace any values found in the OOS fields with the values found in the Step fields. When this box is checked, the user may not change the values in OOS Days, OOS Hours and OOS Minutes.

Step Days, Step Hours and Step Minutes – These fields contain the calculated sum of all Estimated Time from the Step(s) on the Template.

Tracking Tab

Creation Date – Date the Policy was created.

Created By – The User ID that created the Policy.

Last Modified Date – Date the Policy was last changed.

Last Modified By – Who last changed the Policy.

Work Procedures – The number of Work Procedures upon which this Inventory is referenced. By clicking this field, you may drill down to view the list of all qualifying Work Procedures.

Assigned Templates – The number of Templates upon which this Inventory is referenced. By clicking this field, you may drill down to view the list of all qualifying Templates.

Planned Work Orders – The number of Planned Orders that currently exist as a result of the Inventory Policy. By clicking this field, you may drill down to view the details of each order.

Released Work Orders – The number of Released Orders that currently exist as a result of the Inventory Policy. By clicking this field, you may drill down and display the details of each order.

Finished Work Orders – The number of Finished Orders that currently exist as a result of the Inventory Policy. By clicking this field, you may drill down to see the details of each order.

Tip

See Also