Basic Materials Management WebTMA/TMA Desktop

Basic Materials Management WebTMA/TMA Desktop Darren BrownTMA Systems

Basic Materials Management WHY, WHY, WHY? • Maintain accurate cost information for consumption and chargebacks • Reduce shrinkage and maintain accountability • Ensure critical parts are available when needed • Historical reporting on usage and cost for maintenance-worthy items

Basic Materials Management BUT, are you ready for the challenge? • How much stock, both in volume and cost, do you need to order, store, and issue? • Do you have the space and resources to properly manage that inventory?

Basic Materials Management Global Pre-setup

Basic Materials Management Planning • Define data format of part information from types to naming convention • Part code format to support bar coding (smart codes or generic) • Vendor and manufacture information – look to internal systems for this info (Purchasing) • Define process work flow and the staffing to support

Basic Materials Management Define data format of part information related to part types and naming convention • Part Types • Look to other system for examples • Stay away from trade classifications due to material that crosses trades • Naming • Stay consistent • Use noun – adjective format that will be sort friendly

Basic Materials Management Maintaining Control • Properly staffed • Restricted access • Accurate data tracking • Mobile device • Process at pickup • Accountable workflow

Basic Materials Management • Must have at least one warehouse • Use a master warehouse design, transfer functionality is available • Use shop stock or rolling stock?

Basic Materials Management Bar Codes • Work Order • Part SKU • Personnel

Basic Materials Management Vendor

Basic Materials Management Parts

Basic Materials Management Part Distribution • Mobile Devices • Warehouse clerk – check-out system • Kiosk for technicians • Log book – Last resort • Not Real-Time • Inaccuracies – unable to read someone’s writing • Double entry – someone else will have to retype the info back into the system

Basic Materials Management Quick Post Material

Basic Materials Management On-Hand Adjustments

Basic Materials Management Inventory

Basic Materials Management Purchase Order

Basic Materials Management Receiving

Basic Materials Management Reporting • Check overstock • Check understock • Check parts on order • ABC Analysis • Audit Trail reports with specific focus • Custom SQL options

Basic Materials Management Questions? Please complete the evaluation.

Basic Materials Management WebTMA/TMA Desktop