The IBM TRIRIGA system contains several ‘Process Objects’ specifically designed to pull functionality used by a specific ‘user role’ into a single interface. The Process Object forms can be left open throughout a user session (they are ‘persistent’), providing real-time access to system records and processes.
The Process Objects related to Maintenance and Operations covered in this section include:
Inventory Manager Form
Note – Refer to the IBM TRIRIGA 10 Maintenance and Service Management User Guide for information on additional process objects pertinent to Inventory such as:
Dispatch Manager Form
Resource Manager Form
Time Sheet Manager Form
Maintenance Manager
Inventory Manager Form
The Inventory Manager Form provides consolidated access for Inventory Managers to records and processes in the system that are filtered for the manager’s Organizations. This provides access to all functions a manager needs to effectively manage work, but also a filtered list specific to their area of responsibility.
Note – People in the system can be associated with multiple Workgroups (such as shops and teams) and a single Department. Therefore, it is possible for managers to obtain views across all organizations they are a member of.The Inventory Manager provides access to:
Material Orders
Assignable Inventory
Reservable Inventory With on-line actions to:
Manage Inventory Items and process Inventory Transactions
View available Inventory against incoming Material Orders
View available Products under Blanket Purchase Order Contracts against incoming Material Orders
Process Purchase Order Releases against Blanket Purchase Order Contracts
Create Purchase Requisitions for Re-stock
Create and Process Issue Tickets and Pick activities
Manage Reservable Inventory and Reservations
Step
Inventory Manager General Tab:
General Section:
The General section displays the Name of the Manager. This field defaults to the name of the person who opens the Inventory Manager Form.
My Organization Section:
The My Organizations section lists the organizations that the Manager is associated with.
All subsequent data displayed on the Inventory Manager Form is filtered for the Organizations listed in the My Organizations section.
Inventory Manager General Tab:
Primary Inv Locations Section:
The Primary Inventory Locations section displays all Inventory Locations managed by the Organizations that the Manager is associated with.
Inventory Manager Order Planning Tab:
The Order Planning tab provides a planning view of all pending Material Orders and allows you to place Hold Transactions against Inventory Items for the selected Material Order.
Selected Order Item Section:
The Selected Order Item Section displays information about the currently selected Material Order.
Step
Order Items Section:
The Order Items section displays a list of all ‘active’ Material Orders that have been assigned to the Organizations that the Manager is associated with.
• Select a Material Order Item and select the Show Details action
• The lower sections of this tab will display Matching (or compatible) Inventory Items, existing Transactions against the selected Material Order, and any Matching Specifications.
Note – Material Orders can be initiated from the Self-Service Product Request, from a Task, or from a Purchase Requisition. Material Orders are assigned by the system (based on setup, Contracts, and Service Agreements to the Inventory Location that handles the requested product at the requested location. Refer to the IBM TRIRIGA 10 Maintenance and Service Management User Guide for a complete description of the Service Assignment process.
Inventory Manager Order Planning Tab:
Matching Inventory Items Section:
This section contains several related reports that allow you to view:
• Inventory Items managed by your Organization that match
• Inventory Items for ALL organizations that
the requested item match
• Inventory Items managed by your Organization
the requested item
that are approved ‘compatible’ specifications
• Inventory Items for ALL organizations
for the requested item
that are approved ‘compatible’ specifications
the requested item
Note – The Inventory module provides the ability for the Inventory Manager to view his Inventory Items for matching Specifications AND Compatible Specifications. By defining a Compatible Specification you are determining that the compatible items are acceptable ‘alternates’.
Inventory Manager Order Planning Tab:
Matching Specification Section:
This section displays the Matching Specification record AND any Compatible Specifications for the selected item.
Step
Inventory Manager Order Processing Tab:
The Order Processing tab provides a view of all pending Material Orders and allows you to initiate an Issue Ticket or Pick Task against Inventory Items for the selected Material Orders.
You also can search the system for Matching Products (which have been negotiated by a Blanket Purchase Order) and create a Purchase Order Release to buy off the existing Contract.
Orders Section:
The Order section provides a view of all pending Material Orders
• Select a Material Order item from the list and Select action
• The System displays a list of Matching or Compatible Products
Matching Products Section:
The System will display a list of Matching or Compatible Products Inventory Manager
Order Processing Tab:
Issue Tickets Section:
The Issue Tickets section displays a list of all ‘in-progress’ Issue Tickets.
Matching Specifications Section:
This section displays the Matching Specification record AND any Compatible Specifications for the selected item.
Inventory Manager Inventory Tab:
Inventory Locations Section:
The Inventory Locations section displays all Inventory Locations managed by the Organizations that the Manager is associated with.
Step
Inventory Manager Inventory Tab:
Sub-Inventory Locations Section:
The Sub-Inventory Locations section displays all Inventory Storage Areas managed by the Organizations that the Manager is associated with.
To create a new Inventory Item:
• Select the Storage Area
• Select the New Inventory Item action
• The Inventory Item form will open in a separate window pre-populated with the selected Inventory Storage Area and Primary Location
Inventory Manager Inventory Tab:
Inventory Items - Adjustments Section:
The Inventory Items - Adjustments section displays a list of all Inventory Items managed by the Organizations that the Manager is associated with.
To create an Adjustment or Transfer transaction:
• Select the Inventory Item
• Select the Adjustment or Transfer action
• The Adjustment Transaction form will open in a separate window pre-populated with the Inventory Item information
• Refer to the section on Adjustment Transactions for the information and process to complete the transaction.
To create a new Inventory Item:
• Select the New Inventory Item action
• The Inventory Item form will open in a separate window Inventory Manager
Inventory Tab:
Inventory Items – Reorder/Count Section:
Step
Organizations that the Manager is associated with. You can initiate a Requisition or a Purchase Order directly from this section for re-stocking Inventory, and initiate a Cycle Count Task.
To create a Requisition, Purchase Order (PO), or Cycle Count Task:
• Select the Inventory Item(s)
• Select the Requisition, PO, or Count Task action
• The appropriate form will open in a separate window pre-populated with the Inventory Item(s) information
Inventory Manager Inventory Tab:
Contracts Section:
The Contracts section displays a list of all Contracts associated with the Inventory Manager’s Organizations.
Use the related reports to access either Purchase Requisitions or Blanket Purchase Orders.
This is a good way to keep track of the status of any Purchase Requisitions you have issued for re-stock.
Inventory Manager Inventory Tab:
Receiving Section:
The Receiving section displays a list of all Receipts or Purchase Orders associated with the Inventory Manager’s Organizations.
Use the related reports to access either Receipts or Blanket Orders.
To Receive items:
• Select the Purchase Order
• Select the Receive action
• The Receiving form will open in a separate window pre-populated with the Purchase Order information
Step
Inventory Manager
Reservable Inventory Tab:
The Reservable Inventory tab allows you to manage Inventory Items that contain ‘Reservable’
Assets. Reservable Assets are assets that are ‘loaned’ for typically a short period of time and are then returned to inventory (for example: Tools and Test Equipment that is reserved for use on specific Tasks; Conference Room Equipment reserved for a meeting; or Vehicles reserved from a motor pool.
List View Section:
The List View section displays a list of all Inventory Items where the Inventory Type field = Assets (Reservable).
To display the Assets associated with an Inventory Item:
• Select the Inventory Item
• Select the Select for Availability View action
• The Assets are displayed in the Selected Assets section Inventory Manager
Reservable Inventory Tab:
Availability View Section:
The Availability section displays the selected assets as well as their ‘commitments’ (blue horizontal bars represent reservations) and scheduled available time.
You can view an existing Reservation by double-clicking one of the horizontal bars. The Reservation will open in a separate window.
Details Section:
• You can change the Availability Start and Availability End Dates and Times to adjust the Availability View timescale bars (the area between the green and red bars) and refocus the view to display the selected Date
Use the scroll bar on the bottom of the Availability Section to scroll through future dates.
To add a Reservation for an Asset:
• Select the Asset(s) from the List View
Step
• The Asset Reservation form opens in a separate window pre-populated with the Assets and other reservation information
INDEX
Energy Rating Type, 24 Energy Rating Value, 24 Environmental Details, 24 Inventory Cost Group, 8 Inventory Cost Item, 9 Inventory Costing, 6
Inventory Count Work Task, 51 Inventory Items, 35, 42 Inventory Location Group, 29 inventory objects, 2
Inventory Objects
Inventory Items, 35, 42 Specifications, 20
Inventory Storage Area, 33 Inventory Transactions
Adjustment Transaction, 63 Issue Transaction, 73 Pending Transaction, 71 Purchasing Transaction, 67 Inventory Valuation Method, 6 Issue Tickets, 43
Key Inventory Features, 4 Overall Product Rating, 24 Process Hold Transactions, 42 Product Request, 44
Quick Fill Ticket, 49 Set Up
Classifications, 13 Specification Classes, 19 Specifications, 20
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