AV-TSS 01 New Functional Features in 5.0.x Presented by: Maggie Mesonero 10/10/12

Smart Client User Interface Same functionality as classic application Ease of use Larger screen real estate Multiple object actions Easier data entry using editable data grids

Smart Client Interface – Features Allows Multiple object actions: Close, cancel, hold multiple objects at the same time Post multiple transactions at the same time Enables customization of user interface views and pages: Different object forms for same object, e.g. different forms for project entity, device entity Move Add-on fields to different pages/views. Change message severity for fields on pages Change labels that introduce fields, change position of fields Remove toolbar buttons User can define own worksheet grid and workspace display

Avantis Workspace Incorporates traditional desktop with additional access options Quicker access to functions, desktops and shortcuts Displays current site and user Customizable by user Hide/show panes Zoom Sort shortcuts by name or type Manually arrange large icons

Avantis Workspace Favorites Current Desktop Current Desktop Available Desktops User and Session Site 6

Smart Client Cabinet Viewer 7

Smart Client Work Order General data List of tasks 8

Smart Client Applications Avantis.PRO Workspace ( replaces classic Desktop ) Cabinet Viewer (replaces classic Cabinet Viewer) Interface to Maintenance Functions Entity Work Request Emergency Work Order Work Order (Multi-task) Statistic Reading Transaction Equipment Activity Worksheet Time Card Worksheet Catalog Request Worksheet

Smart Client Applications Interface to Inventory Transactions Count Adjustment Form Inventory Adjustment Form Issue Transaction Worksheet Miscellaneous Transaction Worksheet (new transaction) Receipt Transaction Worksheet Reclassification Form

Customization of User Interface New framework allows customers to more easily adjust the user interface forms to meet their business needs All business logic has been de-coupled from the user interface logic User interface is stored in xml files encrypted in the database 11

Customization of User Interface Examples of customization : Create different form layouts, for all sites or certain sites, for example: A project-type entity may not use as much information as an equipment-type entity does, hence this type of entity may not need all of the pages and views that the typical entity form presents Modify worksheet display Add or remove fields or columns from Worksheet Rules Move column positions within the grid 12

Customization of User Interface Standard Entity form

Customization of User Interface Simplified Project Entity form Contains only what is needed to track project information Pages removed from General Information view Views removed Toolbar buttons removed

Customization of User Interface Display of columns in a worksheet can be changed (saved by user by PC) Example - Activity Result, Completed By, Completed On columns moved over to the left as they are used most often by this user 15

Foundation Enhancements

General Ledger Account Setup New user interface to Chart of Accounts object allows G/L accounts to be: Added Deleted Suspended Released Imported/exported to excel

General Ledger Account Setup 18

Data Security Additional data restrictions available: Deletion of objects created by other users Attachments 19

Data Security Object Permissions: 20

Maintenance Enhancements

Procedures and Safety Text Option to copy procedures and safety text to work task when entity is defined as “Entity to Work On” Controlled by business policy If entity is an assembly: All Procedures and Safety text for child entities will be copied to work task If entity is moved from Work Order Related Procedures and Safety text will be removed from WO

Copy Work Task to another Work Order Ability to copy a work task from one order to another Optional copy of: Requirements OLE Attachments Avantis assigns new task number

Follow-up Work Request Ability to generate a follow-up work request from: Work order Work task Time card Existing Equipment Activity Record 24

Entity Hierarchy Available as printed report Prints hierarchy from the source entity down

Display of Planned Duration on Activity Planned duration displayed on all activities Total planned time calculated and displayed

Work Request Estimated Duration User has option to enter estimated duration on a work request Value copied to the work order 27

Resetting of PM Triggers Option whether to restart triggering cycle for PM when reopened PM Work Order is closed. Available at: Work Order close Work task close Business policy defines default If Work Task is closed automatically, default value used 28

Statistic Trigger Defaults Site-specific defaults on the statistic trigger tab can be defined in Business Policies: Default for Statistic Triggering Rule Actual readings Normal average values Normal averages and actual readings An average of readings over x time Default for Predicting Future Dates for Statistic Triggers

Maintenance Map New function Requires separate license (included in Release 5.0.1) Allows visualization of maintenance status of entity hierarchy Uses tree map control Nested rectangles Summary data Drill-down capabilities Provides overview of health of entity hierarchy Allows maintenance user to identify problem areas at a glance Data updated according to defined schedule

Inventory Enhancements

Synchronization of Inventory Item and PC Item New options to synchronize Inventory Item and PC Item: Number Description Controlled by business policies Business policy defines the “master” record - Inventory Item or PC Item Separate policies for number and description 32

Synchronization of Inventory Item and PC Item

Workspace Smart Client version will open

Inventory Count Adjustment

Inventory Adjustment

Inventory Reclassification

Issue Transaction Worksheet Charging information can be changed from Work Order defaults Controlled by business policy

Receipt Transaction Worksheet

Miscellaneous Transactions A miscellaneous transaction is one that does not typically originate in either Avantis Maintenance or Procurement Can be used to charge costs associated with materials or services not purchased through Procurement or issued from inventory, e.g. Purchases from petty cash Credit card purchases Internal charges Charged to entities, work orders, and/or work order tasks Securable access by user

Security Security Grant authorization to Miscellaneous Transaction Worksheet This allows authority to all actions on the worksheet

Miscellaneous Transactions Displayed in Miscellaneous Transaction cabinet Available on Accounting and Maintenance Mgr. desktops

Miscellaneous Transaction Worksheet

Miscellaneous Transaction Worksheet Option to enforce that the transactions on the worksheet balance to zero before posting them New message “The transactions do not balance to zero” is delivered with a severity of Error; severity can be changed When enforcing balanced transactions and user wants to post, all un-posted transactions on the worksheet will be validated and then the amounts will be totaled If the transaction amounts do not total to zero, the message will display (if not suppressed) The posting action will continue based on the response from the message

Miscellaneous Transaction Worksheet Transactions are processed via the MTP – as they are currently Transactions are visible in other objects Entity, Work Order and Work Task Transactions views G/L Transactions cabinet New Miscellaneous Transactions cabinet

Contractor Services Module

Contractor Services Management New module – separate license Provided with Release 5.0.1 Enables setup and management of Service Contracts Allows contractors to submit prices and expenses for the work they do

Benefits of Contractor Services Management Supports improvement of accuracy of Contractor expenses Provides maintenance with timely access to contract expenses Provides audit trail and reporting capabilities for Contractor expenses Enables approval of all contractor activities prior to payment Can handle contractor costs and expenses incurred during turnarounds and large shutdowns

Overview of Business Flow 49

Features of Contractor Services Management Allows a Contracting Vendor to: Maintain a list of equipment and employees who will submit expenses Securely submit prices and pricing rules for their services Avantis user cannot modify the contracting vendor’s proposed Prices Prices can be sent for approval Vendor sees expense sheets for purchase orders issued to them only Vendor sees pricing information relating to their services and prices only

Features of Contractor Services Management Allows Avantis user to: Create and manage a “Services” contract Track contractor expenditures by Entity, WO, Work Task Order/Task, PO Line Report on expenses for tracking, estimating and negotiating purposes Reconcile contracting vendor invoices to Avantis invoices

Questions? THANK YOU!