C – Item Maintenance

Items #

As can be seen from the window below, the Item data is visible and editable from different tabs within the Item Definition window. It has been separated into logical sections for ease of use.



Item Base Data #

Item Information #


Item ID number; is a text field with up to 30 characters.

Description; is a text field with up to 100 characters.

Item type; is defined as one of 5, and this determines the rules by which ATMS manages the Items in use. An icon is displayed, which indicates what tool type is defined.
(For details, see the “terminology” section in the help guide.)

Item revision; allows the user to allocate revision levels to Items in ATMS, and is a 5 character text field.

Preferred Item: Each Item is categorised as either a preferred Item, or non-preferred Item, by the check box.

Alternative representation: is a 100 character text field, effectively an alias / alternative identification.

Colour coding bars are displayed, which indicate what materials the Item is used on. This is specified on the Item Technical tab.

Family information #

The family field allows similar Items to be grouped together (e.g. drills) to help users search for categorised Items. The field is a 16 character text field, but can be further categorised into Short Search (SS) codes.

Short Search Information #

These SS codes, are user defined, and each SS category has up to 25 geometry fields whose labels are user defined.

The family is selected from pre-defined categories available from within the combo boxes on screen, or can be created by transferring to the user definition screen using the relevant icon.

The geometry values entered against the Family / SS Code combination have to conform to the data type specified at definition in the reference section. That is, either alpha numeric characters or pure numeric values. For more information on these data types, see the Family / SS Code tab of the references section.

Locations #

All POI’s that have been assigned to the Item are visible in the list view on the locations tab. To see, or amend the details for a particular POI, select it from the list and select the Edit / Delete button from the right hand side of the list. The location details are visible and editable from the Location Details area below the list of POI’s.

Location Details and Stocking data #

The first entry is the location ID. that refers to the POI ID.

Each POI has:

New Location: The location of Items on hand in New location.

New Stock: The quantity of Items on hand in New location.

Used Location: The location of Items on hand in Used location.

Used Stock: The quantity of Items on hand in Used location.

Backup Location: The location of Items on hand in Backup location.

Backup Stock: The quantity of Items on hand in Backup location.

Note: Stores transactions cannot be made from the Backup location, but stock can be transferred from one to the other from this screen.

The reorder point: When stock levels are below this value (depending on the Item type) it will trigger an entry to be made on the reorder report.

Max Stock The quantity to which you will be advised to order up to, taking into account any in use and in stock quantities (depending on the Item type), and the packet size.

Unit of measure: Purely a reference field, could indicate units of 1 pint, 1 metre, etc. The contents of the combo box are defined from the User Definition screen – lists tab.

Item Supplier data #

Multiple suppliers can be specified against each Item, with multiple price structures in each case. Only one of these may be assigned as the preferred supplier.

For each supplier, a “buy in packets / quantities of” value can be specified. For instance, you may buy a particular insert from Kennametal in packets of 5, whereas Sandvik may only supply in packets of 10.

The net order requirement takes this value into account when analysing stock, and suggesting a quantity to reorder.

Suppliers can be allocated as suppliers of new Items only, regrind and repair only, or new and regrind and repair. This decision determines which suppliers will appear in the supplier combo / drop down box on the Maintenance tab.

Supplier and Manufacturer part numbers can also be allocated to specific Item/supplier combinations.

The area at the bottom of the screen, displays detailed supplier specific information, and the Supplier Price tab shows a list of prices for the selected supplier.