1. Basic Materials Management WebTMA/TMA Desktop Darren Brown TMA Systems

2. 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

3. 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?

4. Basic Materials Management Global Pre-setup

5. 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

6. 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

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

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

9. Basic Materials Management Bar Codes – Work Order – Part SKU – Personnel

10. Basic Materials Management Vendor

11. Basic Materials Management Parts

12. 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

13. Basic Materials Management Quick Post Material

14. Basic Materials Management On-Hand Adjustments

15. Basic Materials Management Inventory

16. Basic Materials Management Purchase Order

17. Basic Materials Management Receiving

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

19. Basic Materials Management Questions? Please complete the evaluation.