basic materials management webtma/tma desktop darren brown tma systems

Basic Materials ManagementWebTMA/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?

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