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ProMRO Part 1 Intro & Equipment Details Table

ProMRO Solution Pt. 1 Intro & Equipment Details Table

This demo will demonstration the Dynamics AX Equipment Table in the ProMRO module (formerly known as the Extended Project Manager (EPM) Module.  The Equipment Table stores the details of Generic and Customer Specific Equipment.  When a piece of equipment is specified on a Project or Quotation it is automatically tracked on the Equipment Table.  Tracking the equipment from all projects and quotations creates a comprehensive view of the equipment history.  The equipment history contains all information, past and present, regarding equipment allocation in projects and quotes.  This enables the user to immediately see the status of the equipment.  Examples of equipment status could be shop floor, project allocation, approved lost or any value that fits your company’s way of working.  Right clicking and going to the main table on the project or quotation number opens the respective form.  This is where more in depth details are readily available.

Captions:

The Equipment Table keeps track of what project and quotations that Generic or Customer Equipment is linked to.  It gives a quick picture of when the Equipment has been worked on and what stage it is in.  It will also show users if a particular customer has had that specific equipment.

Users can quickly see which quotations have become projects, which quotes were lost, and which quotes are in process for a specific piece of Equipment.

The Dynamics AX Equipment Table in the ProMRO module adds a dimension of visibility to a repair or maintenance shop, allowing asset tracking from start to finish.

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Dynamics AX ProMRO Part 3: Service Profiles

ProMRO Module for Dynamics AX on Service Profiles

This demo will show you how to utilize Service Profiles in the ProMRO module for Dynamics AX.  Utilizing Service Profiles adds consistency to the Quotation and Project creation process.  Service profiles are easy to create, maintain, and update.  Service Profiles take the pressure and guesswork off of the estimator or project administrator because they contain all the necessary details about the Service in a ready to use template.  This is especially applicable to projects such as large turbine repairs and heavy equipment where services may vary due to a slight equipment change.

Service profiles can also be grouped by the estimate center specified in the work order, by equipment type and by service code.  There is also the ability to copy a service profile so that you can create additional templates with slight changes.  This aids in streamlining the creation of new service profiles.

In the ProMRO module, Service Profile must be set to a status of ‘Certified’ in order to be used on a Quote or a Project so there is no fear of an un-approved Service Profile being utilized.  Service Profiles are basically a template and when working with them in the Quick Quote or Quick Project Create forms, items can be added or hours can be changed as is dictated by the specific customer requirement without affecting the original Service Profile.

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QUESTIONS?

We’re here to help!
800.331.8382
sales@clientsfirst-tx.com

Burleson Texas Students Space Flight Experiments Program Winners

Burleson Students at Space Experiments Program

By: Mica Mitchell (Proud Mom of Westley Mitchell)

This month saw an amazing experience for four young people from North Texas in Washington D.C.

A team from Academy at Nola Dunn made Burleson Texas stand out a little brighter on the National map by grasping the initiative to extend their reach to DC and even into space.

The space adventure began for Burleson in 2014 when the Board of Directors decided to give Burleson schools the opportunity to participate in the National Center for Earth and Space Science Education’s (NCESSE) Students Spaceflight Experiments Program (SSEP). The SSEP is a competition where students are given the opportunity to design and propose an experiment to fly to the International Space Station (ISS) where resident astronauts will conduct the experiment. Upon return to Earth, the experiment is analyzed by the student team to determine the impact of microgravity.

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MROs Fuel Serviceable Materials Strategy with Dynamics AX and ProMRO

With air travel industry developing at a faster pace than ever before, the aircraft aftermarket has attracted the attention of original equipment manufacturers or OEMs, which found new ways to meet growing demand for aircraft spare parts and components. As leading providers of aftermarket services in the aviation industry, OEMs have generated billions of dollars in revenue per year, over the past several years. To remain competitive maintenance, repair and overhaul (MRO) providers cultivate new ways to generate more profit.  Read more

Free MRO Webinar: Used Serviceable Material Strategies – The Future of Cost Effectiveness

Free MRO Webinar: Used Serviceable Material Strategies – The Future of Cost Effectiveness

Thursday, May 28, 12pm CST

Why Attend our Webinar?

According to Oliver Wyman the used serviceable material strategies together with proprietary technologies are expected to revolutionize the entire MRO industry. Strategic sourcing combined with advanced technologies have already helped numerous airlines to increase the availability of used serviceable materials by 13 percent within one year. A recent survey of airlines indicated that 84 percent of the participants considered their approach to used serviceable materials as “active,” successfully embracing new serviceable material strategies to increase profit margins without additional costs. Read more

Aviation Workforce

Aviation Workforce: The Future of The MRO Industry

Our world is changing. And we’re not just talking about global warming, shifting demographics, and advanced technologies; we’re also talking about a new workforce slowly replacing previous generations of workers. For some industries, such as MRO, getting a new, digitally skilled aviation workforce can only mean good news. But are millennials really tech savvy? Can a “tech whiz kid” become a capable professional, who can be trusted with the lives of hundreds of people? Read more

MRO Software: Texas Manufacturing

Since 2010, Texas has continued to attract more manufacturing partnerships, multi-billion dollar investments, and skilled workforce than any other state. The success of the manufacturing sector in this state is thanks, in part, to the stable pro-business environment, low taxes, excellent transportation infrastructure, and competent labor force. The support received from MROs and advanced manufacturing facilities have also helped Texas to become a leading manufacturing state in the US.

Making available innovative technologies, complex MRO software solutions help MROs to improve processes, increase productivity, and cut costs. Unsurprisingly, technology innovation has become the centerpiece of economic development efforts, especially in the southern states.

Achieve Service Excellence with MRO Software

Carrying out a wide variety of maintenance and repair operations, MROs support the manufacturing sector by keeping manufacturing plants running at peak performance. But more important than this is that maintenance, repair, and overhaul efforts are dependent on advanced MRO software.

MRO Software

Set to make continuous investments in innovative MRO solutions, such as Microsoft Dynamics AX, a number of companies operating in Texas are ready to defeat their competitors across the US. With Dynamics AX, any organization can efficiently manage global operations, which translates into higher annual revenues. Specifically, Dynamics AX allows MROs to:

  • integrate the top floor with the plant floor to gain more insight into operations, identify where improvements can be made, and streamline all maintenance and repair activities to increase operational stability;
  • optimize supply chains by determining where exactly specific pieces of equipment, components, and parts must be relocated for the best results to be achieved;
  • accurately gather, process, and manage a large amount of data from different sources;
  • gain a competitive edge over business rivals by responding to complex challenges in real time;
  • rapidly change any aspect of MRO operations, according to company-specific needs, customer demands, and market opportunities;
  • achieve the kind of flexibility and responsiveness needed to improve service quality, boost productivity, reduce costs, and secure a strong position in the MRO sector;
  • bring new, competitive service offerings (e.g. performing repair tasks at clients’ locations) to the market faster than the competition, which will give any MRO company the opportunity to create and capture more value in emerging markets;
  • ensure optimal utilization of resources and reduce downtime by simply predicting and planning maintenance events ;
  • streamline business operations by collaborating effectively with partners, suppliers, and customers;
  • benefit from advanced MRO software applications, which enable companies to keep up with the rapid changes of the MRO sector and offer greater value to customers.

With Dynamics AX, a MRO company can make proactive decisions that maximize productivity and prevent breakdown scenarios. Tight integration with existing software solutions eliminates the need to run and maintain multiple separate systems, which enables superior control over teams, work orders, resource allocation, equipment, parts, and costs.

Once Dynamics AX is set up, information starts to flow seamlessly across all modules, in real time. As a result, any maintenance and repair activities can be scheduled accurately; work orders, equipment, parts, personnel, and downtime can be reserved based on up-to-date information; tasks are performed according to a predefined process so that no jobs will be skipped; available resources can be displayed by location, job type, capacity, etc.; and reports can be created at individual (project, equipment, parts, materials, etc.) levels.

Assessing the Impact

The number of southern states investing in advanced manufacturing, maintenance, repair, and overhaul technologies is growing continuously, bringing significant economic benefits to the entire region. As an example, South Carolina has received substantial foreign investments, Tennessee has become famous for its multiple auto-assembly plants, and Georgia has successfully reshored a variety of manufacturing operations back from overseas.

However, Texas is the only state winning gold in most economic categories. That’s because a high number of MROs currently operating in Texas have invested in advanced MRO software solutions. By placing innovation in maintenance, repair, and overhaul among their highest priorities, MRO companies support all manufacturing industry sectors, ranging from food processing to aerospace and defense.

MRO WEBINAR



ProMRO Module

MRO Software: ProMRO Quick Create

One of the basic features of the ProMRO module available for Microsoft Dynamics AX is the Project Quick Create. The Project Quick Create feature makes it easy for users to get started with projects in only a few clicks of the mouse. With this feature, users can create projects, contracts, work orders and invoices by only clicking a single button.

The Project Quick Create is based on a pre-configured template tailored for the needs of organizations in the Maintenance, Repair and Overhaul industry. To get started, users have to enter the correct information of the task they want to accomplish on the ProMRO module.

ProMRO Module

Creating a Project in ProMRO

Follow these steps to get started with Project Quick Create:

  1.  To create a new project, navigate to the ProMRO area and select Project Details. The Project Details window will be displayed.
  2.  Navigate to the top menu of the Project details and under Quick Functions, click the New Project A new project pre-filled with name of business relation, description and customer PO will be created.

Next, set the customer due date on the date selection display pop up and click OK.

  1.  The next step is to add the value on the Equipment ID. Click the drop down arrow to select the ID.
  2. You can also add the details of the customer to Equipment. Enter the details of the customer on the pop up dialog box after setting the Equipment ID. Make sure you check the Prompt for Engineering Value box.

When done, click OK to exit the dialog box.

  1. If you checked the Prompt for Engineering Value box, the Engineering Value screen will appear. On the screen, you can set the engineering test values for the equipment. Generally, you would have to work with another system or a spreadsheet to coordinate the test values of the equipment. The reference will be attached directly to the invoice, contract and quote throughout the project, allowing you to refer to it at any time without the need to look at a spreadsheet for additional assistance.
  2. Close the screen after setting all the Engineering values.

The next step is to set the values for the Estimate Center, Work Center and Person Responsible for the equipment.

  1. When done, click the Services tab on the bottom half of the Project MRO screen. To fill the values in the Service ID fields, enter the service or choose an available service from the drop down arrow. The only services you can choose are those already available at the Estimate center. However, you can use generic service names so that you can use them in other projects.
  2. Select the Service Profiles you want added to the project. The Service Profiles will be added with their existing line values. You can go through the values and customize them for your project. To edit a value, simply click on its column and enter the new value.
  3. After editing the Service Profile details to meet your requirements, click OK. A new project with the details you provided will have been created. Through the ProMRO Quick Create Process, the work order is created at the same time.

Your new project will be available on the Project Screen. You can see the details of the project by clicking on it. On the General tab, you can view the project contract and estimate project. Keep in mind that the project contract is automatically created with all the information you need by the ProMRO module when you create a Quick Project a project.

To view more details of the project, navigate through the Status, Address, Other and Dimension tabs. Click the close button to exit the screen.

You can also view the details of the Estimate project by clicking through the Overview, General, Status, Setup, Address, Dimension and ProMRO tabs. The ProMRO tab shows how all values are reference able from a single screen, including the equipment, service profile and quote. On the Equipment ID, you can drill down to specifics of the equipment, for example check whether there are customer specific details that you may have entered when creating the project.

MRO WEBINAR



MRO Software

MRO Software: Work Order Quote in ProMRO Module

Though Microsoft Dynamics AX has been designed specifically for manufacturing and Maintenance, Repair, and Overhaul (MRO) companies, advanced MRO softwaref functionality is sometimes needed to better support industry-specific operations. One of these solutions is the Work Order Quote Quick Create included in the ProMRO module, formerly referred to as Extended Project Manager (EPM). Built on top of Dynamics AX’s platform, the Work Order Quote Quick Create utilizes the technology already familiar to your staff, allowing them to develop work orders for small and large projects easily and quickly.

Improve Operational Performance with Project-Based Functionality

Managing complex work order data can be difficult, especially in a large MRO organization. To help MROs improve data accuracy, we came up with a simple yet ingenious MRO software solution that communicates with Dynamics AX in real time, facilitating accurate data flows throughout organizations. The Work Order Quote Quick Create allows MROs to:

MRO Software

  • Eliminate errors – Fully integrated with Dynamics AX, the Work Order Quote Quick Create ensures data accuracy by requiring users to fill in detailed information about projects, including project IDs, specifications, quotes, estimates, and even customer information. This will prevent users from creating projects that lack the information needed to obtain the desired outcomes. Then, the application will automatically transfer data from the top floor to the shop floor, eliminating the errors usually found in manual input systems. By using a special form to add detailed, accurate information to each project, you will benefit from improved inventory management, precise maintenance/repair schedules that will result in less downtime and more productivity, extensive data analysis, and comprehensive reporting capabilities, which will increase the overall efficiency.
  • Create new projects easily The Work Order Quote Quick Create enables users to develop new projects by copying and pasting service profiles. This feature is extremely useful when creating large projects, which are either identical or similar to previous jobs. In addition, you can sort service profiles by service code and equipment type, which will allow you to streamline the process of finding certain work orders, projects, tasks, etc.
  • Save time – Extending the functionality of Microsoft Dynamics AX, this MRO software solution automatically updates estimates, quotes, and timelines when new project data is entered. Since all the elements of a project are tightly linked and interrelated with each other, any authorized modification will affect the other components. For instance, when a project is modified, the system will automatically update work orders, recalculating costs, quotes, and invoices. This will help eliminate manual data entries later on, which not only saves time but also ensures greater data accuracy. With the Work Order Quote Quick Create, users can include new data or update existing information relating to equipment, parts, teams, budgets, work orders, etc.
  • Increase productivity – Depending on your internal maintenance, repair, and overhaul operations, you can use the Work Order Quote to associate projects with specific work orders, equipment, parts, and contracts. Since your employees will be able to access all the data they need to do their jobs proficiently through a single application, they’ll be more productive than before.

Additional features include Reporting, which can be used to capture, edit, and handle reports relating to labor, time frames, estimates, costs, etc.; Quick Invoice, which allows users to create invoices “on the fly”, check payment details, outstanding balance, etc.; and Quick Credit, which provides advanced credit control functionality.

Delivering a multitude of capabilities at your fingertips, the Work Order Quote Quick Create integrated with Dynamics AX allows you to automate common or repetitive tasks and manage a wide variety of projects with just a few clicks.

MRO WEBINAR



MRO Software

MRO Software: The ProMRO Equipment Table

The ProMRO module was especially developed to offer MRO companies the functionality they needed to manage industry-specific operations more efficiently. Minimizing paper-based administration and standardizing various processes, the module enables MROs to handle a variety of business processes, including quoting jobs, pre-defining project phases, and tracking equipment along with maintenance and repair tasks to extend the life cycle of operational equipment at minimal costs, prevent disruptions, and improve overall productivity. Besides advanced project, maintenance, and repair functionality, the module makes available a custom Equipment Table, which facilitates asset tracking within Dynamics AX and any other application interconnected.

MRO Software

MRO Software: Equipment Table Functionality

Specifically designed to allow MROs to record detailed, real-time information on equipment and parts, and access equipment history along with warranty, repair, and maintenance data, the Equipment Table can be used to:

  • Track equipment across different projects – One of the most valuable pieces of MRO software developed so far, the Equipment Table tracks materials, inventory, and equipment automatically, creating a comprehensive history for each piece of equipment you have used in your projects. By accessing the Equipment Table and highlighting a machine or part, you can get project, quote, repair, and allocation details relating to that piece of equipment. You can also use the Equipment Table to check the current status of a project, customer specifications, and equipment condition, which may range from “approved” and “shop floor” to “rented-out” and “lost” statuses. From the Equipment Table, you can also access the main table of each project to get in-depth details about different pieces of equipment and tasks.
  • Track warranties of equipment and parts – Not only the Equipment Table provides information about the original warranty of different pieces of equipment; it also indicates the equipment that needs to be sent off for repair or replaced before warranty expires. Additionally, by simply accessing the Equipment Table, technicians can get information about different pieces of equipment that cannot be repaired on warranty or in house and, therefore, must be replaced by Original Equipment Manufacturers (OEMs).
  • Track equipment location – The Equipment Table also allows users to identify the physical location of different pieces of equipment. This means that you can communicate to your clients exactly when and where their equipment has been allocated and even how much it will cost to deliver it to them. As you can find out the exact location of machines and parts without making phone calls or leaving your office, the Equipment Table can save you a lot of time and money.

Maintaining continuous operations in complex environments poses a major challenge for most MRO companies. Fortunately, the Equipment Table adds a new dimension to Dynamics AX, giving MRO companies a true 360-degree view of their equipment.

With this MRO software solution by your side, you’ll benefit from complete maintenance, repair, and overhaul support to achieve your equipment and productivity goals. Bringing about greater predictability, optimizing resource utilization, and helping you keep your own equipment along with your customers’ machines properly maintained and running smoothly, the Equipment Table is one “piece of the puzzle” you need to plan everything down to the smallest detail and avoid costly breakdowns.

In conclusion, the Equipment Table is a useful piece of MRO software that allows you to:

  • record and access detailed information relating to your equipment and services;
  • track equipment by physical location and status;
  • group pieces of equipment based on specific criteria;
  • associate equipment with projects and capacity planning;
  • keep detailed history, including warranty, quote, maintenance, and repair information;
  • view maintenance and repair reports whenever you need.

MRO WEBINAR



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