Overview

This process involves assigning additional resources to perform asset maintenance.

This scenario is for one-time purchases that rarely go through the purchasing department but are purchased by the consuming department itself directly from the vendor or in the hardware store. The prompt and quality of the material / services supply are more important than the best price.

It is necessary to determine the individual resources needed for specific maintenance activities and the required time. So that a purchase order for the material or external service is generated immediately.

As a result of the process, additional resources are assigned to an R&M order.

Request additional resources for R&M orders flowchart

How to evaluate demand in additional resources

This step is normally performed outside the system depending on the case specifics.

1. Evaluate the scope of activities under an R&M order to identify if additional (very specific) materials and works are required.

2. Approve the need to purchase them from external sources.

3. Find by yourself or through purchasing department potential contractors and provide them with details about the requested work or material.

4. Receive purchase quotations and evaluate market-specific pricing, quality, and timing.

Paths

How to assign additional materials and works

1. Go to Assets management and then click R&M orders under Repair and maintenance.

2. Open the appropriate R&M order.

3. In the R&M order document, click the Materials and works tab.

4. Add new lines and fill the Items and Quantity columns manually for additional materials and works approved for the maintenance order.

5. Select the Warehouse column for the material items.

6. Select the Separately check box for the material and work items to track the demand separately from other similar demand.

7. Fill To supply in the Actions column.

8. Fill the R&M column.

9. In the R&M order document, click the Comments tab.

10. Enter the information received from the counterparty.

11. Attach relevant files.

How to assign additional labor

1. In the R&M order document, click the Labor costs tab.

2. Add new lines and fill the Activity kind and Quantity columns manually for additional labor.

3. Fill the Work team and R&M columns.