abbreviations
Mnemonics
ABC analysis
Performing ABC Analysis
access violations
Generating Access Violation Reports
access violations: reports
Generating Access Violation Reports
action codes
Associating Action Codes with Classes
action codes: associating with classes
Associating Action Codes with Classes
action codes: defining
Defining Action Codes
activate multi
Activating Multi-organization Security
active users
Viewing Active Users
activities
Rescheduling Work
activities: associating with PM plans
Associating PMs and PM Activities with PM Plans
activities: booking hours per activity
Booking Hours for Activities
activities: defining materials lists
Defining Material Lists for Specific Activities
activities: requesting tools
Requesting Tools for Work Orders
activities: schedules: freezing activity schedules
Freezing and Unfreezing Activity Schedules
activities: schedules: generating daily schedules
Generating Daily Schedules
activities: schedules: planning daily employee schedules
Planning Daily Schedules for Employees
activities: schedules: updating daily schedules
Updating Daily Schedules
activities: service activities (creating from POs)
Adding Service Details to Purchase Orders
activities: viewing activities per date
Viewing Work Order Activities for a Specific Date
activities: work orders: backlogged work orders (viewing)
Viewing Work Backlog
activities: work orders: PM work orders
Defining Activities of PM Work Orders
activities: work orders: standard work orders
Defining Standard Work Order Activities
Actual labor hours against estimated report
Generating Work Reports
addresses
Associating Addresses
addresses: delivery
Defining Delivery Addresses
aliases
Creating Aliases for Mnemonics
aliases: mnemonics
Creating Aliases for Mnemonics
allocate parts
Reallocating Direct Materials
allocate parts: reallocating direct materials
Reallocating Direct Materials
allocate parts: to work orders
Allocating Parts
allocate parts: viewing allocated parts
Viewing Reserved and Allocated Parts
ALT+F4
Exiting Datastream 7i
alternative parts
Defining Interchangeable Parts
analysis
Performing ABC Analysis
analysis: ABC
Performing ABC Analysis
analysis: EOQ: performing
Performing EOQ Analysis
analysis: EOQ: updating orders
Updating Orders Based on EOQ Analysis
anodal protection
Understanding RBI Terms
anodal protection: definition
Understanding RBI Terms
APIs
Process 3. Application Programming Interfaces (APIs)
APIs: correcting scanner errors
Correcting Scanner Errors in APIs
APIs: viewing transactions
Viewing API Errors
application programming interface
Process 3. Application Programming Interfaces (APIs)
Viewing API Errors
approval lists
Defining Revision Control Approval Lists
approval lists: revision control
Defining Revision Control Approval Lists
Approval of inspection points report
Generating Inspection Reports
approve
Approving Budgets
approve workflow processes
Approving/Rejecting Workflow Processes via E-mail
approve workflow processes: budgets
Approving Budgets
approve workflow processes: pick lists
Approving or Rejecting Pick Lists
approve workflow processes: PM components
Approving PM Components
approve workflow processes: PM revisions
Approving or Rejecting a New Revision
approve workflow processes: requisitions
Approving or Rejecting Requisitions
approve workflow processes: stocktakes
Signing Off Stocktake and Updating Quantities
approve workflow processes: via e
Approving/Rejecting Workflow Processes via E-mail
approve workflow processes: within Datastream 7i
Approving/Rejecting Workflow Processes within Datastream 7i
approve workflow processes: within workflow monitor
Approving/Rejecting Workflow Processes within the Workflow Monitor
approve workflow processes: work requests
Screening Work Requests
Approved orders awaiting delivery report
Generating Purchasing Reports
archived data
Process 6. Archived Data
archived data: data collection
Process 6. Archived Data
aspect codes
Defining Equipment Inspection Aspects
aspect codes: categories
Defining Equipment Inspection Aspects
aspect codes: defining
Defining Inspection Aspects
aspect codes: equipment
Defining Equipment Inspection Aspects
aspect points
Entering Additional Aspect Point Information
aspects
Inspection Management Terms
aspects: definition
Inspection Management Terms
aspects: entering additional information (RBI)
Entering Additional Inspection Aspect Information
aspects: prompts: defining
Defining Prompts for Inspection Aspects
aspects: prompts: lists of values
Defining Lists of Values for Inspection Aspect Prompts
aspects: specific aspect
Entering Additional Aspect Point Information
asset depreciation
Defining Fiscal Years for Asset Depreciation
asset depreciation: defining fiscal years
Defining Fiscal Years for Asset Depreciation
asset management
Defining Assets Using Asset Profiles
asset management invoices
Viewing Invoices per Customer
asset management invoices: viewing
Viewing Invoices per Customer
asset management services
Defining Common Fixed Pricing Schedules (MOS)
asset management services: asset profiles: defining assets using asset profiles
Defining Assets Using Asset Profiles
asset management services: asset profiles: defining profiles
Defining Asset Profiles
asset management services: change notices
Defining and Managing Change Notices
asset management services: common fixed pricing schedules
Defining Common Fixed Pricing Schedules (MOS)
asset management services: contracts: viewing
Viewing Customer Contracts
asset management services: customer contracts
Defining Customer Contracts
asset management services: customer contracts report
Printing the Customer Contract
asset management services: customer information
Defining Customer Information
asset management services: equipment hierarchies
Creating Equipment Hierarchies
asset management services: equipment: defining assets: positions: and systems
Defining Equipment
asset management services: equipment: defining equipment as parts
Defining Equipment as Parts
asset management services: equipment: defining VMRS equipment
Defining VMRS Equipment
asset management services: fixed payments: recording
Recording Fixed Payments
asset management services: fixed payments: spreading across time
Spreading Fixed Payments
asset management services: initial information
Defining Initial Asset Information
asset management services: invoices: canceling
Canceling Invoices
asset management services: invoices: generating
Generating Invoices from Work Order Charges
asset management services: invoices: printing
Printing Invoices
asset management services: invoices: viewing details
Viewing Invoice Details
asset management services: meters
Defining Meter Information
asset management services: performance indicators
Creating Performance Indicators
asset management services: pricing schedules
Defining Pricing Schedules
asset management services: processing a single work order
Processing a Single Work Order
asset management services: replacing child equipment
Replacing Child Equipment
asset management services: reports
Generating Asset Reports
asset management services: searching for equipment
Searching for Equipment
asset management services: warranties
Creating Warranties and Warranty Claims
asset management services: work order charges: calculating
Calculating Work Order Costs
asset management services: work order charges: correcting calculations
Correcting Work Order Charge Calculations
asset management services: work order charges: generating invoices
Generating Invoices from Work Order Charges
asset management services: work orders: viewing
Viewing Work Orders per Customer
asset profiles
Defining Asset Profiles
asset profiles: defining
Defining Asset Profiles
asset profiles: using
Defining Assets Using Asset Profiles
Asset transfer log
Generating Asset Reports
assets
Defining Equipment
assign
Assigning Requisitions to Buyers
assign: buyers to requisitions
Assigning Requisitions to Buyers
assign: part codes
Modifying Part Codes
assign: parts in bins: internal repair work orders
Adding Parts to Internal Repair Work Orders
assign: parts in bins: repairable spare requisitions
Assigning Repair Requisition Lines to Parts in Bins
assign: parts in bins: viewing assigned bins
Viewing Assigned Bins
associating parts
Associating Parts
associating permits
Associating Permits
attributes
Defining Budget Periods and Keepers
attributes: auditing: setting up
Setting Up Auditing Attributes
attributes: auditing: viewing records
Viewing Audits
attributes: budgets
Defining Budget Periods and Keepers
audit
Setting Up Auditing Attributes
audit: attributes: setting up
Setting Up Auditing Attributes
audit: attributes: viewing records
Viewing Audits
audit: batches
Viewing Equipment Audit Batches
audit: comments: purging records
Purging Comment Audit Records
audit: comments: setting up
Setting Up Comment Audits per Entity
audit: comments: viewing
Viewing Comment Audit Records
audit: error report
Printing the Equipment Audit Error Report
audit: posting results
Posting Equipment Audit Results
audited records
Viewing Audited Status Changes
audited records: viewing
Viewing Audited Status Changes
authorization matrix
Setting Up Authorizations
authorizations
Defining Authorizations per Work Order Type
authorizations: work order type
Defining Authorizations per Work Order Type
authorize
Defining Blanket Order User Authorizations
authorize: blanket orders (per user)
Defining Blanket Order User Authorizations
authorize: PM revision approvals
Defining Revision Control Approval Lists
authorize: stocktakes
Signing Off Stocktake and Updating Quantities
AUTOEXEC.BAT
Editing AUTOEXEC.BAT
Average monthly usage analysis report
Generating Materials Reports
back
Setting Up Back-end Menus
background report parameters
Defining Background Report Parameters
backlogged work orders
Viewing Work Order Backlog
backlogged work orders: scheduling backlog
Viewing Work Order Backlog
backlogged work orders: viewing work to be performed
Viewing Work Backlog
balance workload
Balancing the Workload
balanced scorecard
Personalizing the Balanced Scorecard
balanced scorecard: KPI history
Viewing KPI History
balanced scorecard: overview
Understanding the Balanced Scorecard
balanced scorecard: personalizing
Personalizing the Balanced Scorecard
balanced scorecard: setting up
Setting Up the Balanced Scorecard
barcodes
Setting Up the Barcode Printer for Intermec and Oracle Reports
barcodes: : printer
Setting Up the Barcode Printer for Intermec and Oracle Reports
barcodes: character prefixes
Using Barcode Character Prefixes
barcodes: external label printer
Setting Up External Label Printers
barcodes: hardware
Choosing Hardware
barcodes: issuing stock
Issuing Stock
barcodes: labels: printing using external software
Printing Barcode Labels with External Label Software
barcodes: labels: printing using Intermec
Printing Barcode Labels Using Intermec
barcodes: labels: for goods received
Printing Barcode Labels for Goods Received
barcodes: labels: printing
Printing Barcode Labels using Oracle Reports
barcodes: prompt
Barcode Terms
barcodes: readers
Defining Barcode Readers
barcodes: terms
Barcode Terms
barcodes: Web: installation parameters
Defining Installation Parameters for Barcode
barcodes: Web: labels: received goods without POs
Printing Barcode Labels for Received Goods Without Purchase Orders
batch drivers
Process 4. Batch Driver
bids
Entering Supplier Bids for Parts
bids: parts
Entering Supplier Bids for Parts
bids: repairable spares
Entering Supplier Bids for Repairable Spares
bids: services
Entering Supplier Bids for Services
bins
Defining Stores
bins: defining
Defining Stores
bins: stock: defining
Defining Stock in Bins
bins: stock: viewing
Viewing Bin Stock
bins: transferring parts between bins
Transferring Parts Between Bins
Blanket order list report
Generating Purchasing Reports
blanket orders
Associating Clauses and Order Terms with Blanket Orders
blanket orders: clauses
Associating Clauses and Order Terms with Blanket Orders
blanket orders: creating
Creating and Using Blanket Orders
blanket orders: details
Adding Parts to Blanket Orders
blanket orders: direct materials
Adding Parts to Blanket Orders
blanket orders: generating: from purchase orders
Generating Purchase Orders from Blanket Orders
blanket orders: generating: from quotations
Creating Blanket Orders from Quotations
blanket orders: headers
Creating Blanket Order Headers
blanket orders: order terms
Associating Clauses and Order Terms with Blanket Orders
blanket orders: parts
Adding Parts to Blanket Orders
blanket orders: purchase orders: generating from
Generating Purchase Orders from Blanket Orders
blanket orders: purchase orders: relating lines to
Releasing Specific Blanket Order Lines to a Purchase Order
blanket orders: user authorizations
Defining Blanket Order User Authorizations
BMFUNC
Setting Group-level Permissions
BMUSER
Setting Group-level Permissions
BNINST
Resetting Users Locked Out of Datastream 7i
booking hours
Booking Hours for Activities
booking hours: per activity
Booking Hours for Activities
booking hours: per person
Booking Hours Per Person
booking hours: per trade
Booking Hours Per Trade
BRAUDT
Viewing Audited Status Changes
BRDCON
Generating Materials Reports
breakdown
Defining Budget Breakdown
breakdown: budget
Defining Budget Breakdown
BRSIGN
Generating Reports for Electronic Records
BRSNAP
Generating Reports for Electronic Records
BRTMPR
Generating Reports for Electronic Records
BRVIOL
Generating Access Violation Reports
Budget analysis report
Generating Budget Reports
Budget consistency control report
Generating Budget Reports
Budget position details report
Generating Budget Reports
budgets
Defining Budget Groups
budgets: approving
Approving Budgets
budgets: associating with projects
Associating Predefined Budget Codes with Projects
budgets: attributes
Defining Budget Periods and Keepers
budgets: breakdown
Defining Budget Breakdown
budgets: budget groups
Defining Budget Groups
budgets: calendars
Defining Calendars
budgets: copying information
Copying Budget Information
budgets: details
Defining Budget Details
budgets: generating reports
Generating Budget Reports
budgets: initial information
Defining Initial Budget Information
budgets: item codes
Defining Budget Item Codes
budgets: periods
Defining Budget Periods
budgets: project codes
Defining Project Budget Codes
budgets: reports
Generating Budget Reports
budgets: terms
Defining Budget Terms
budgets: updating records
Updating Budget Records
buffer
Process 1. Receiving Buffer
buffer: receiving
Process 1. Receiving Buffer
buyers
Assigning Requisitions to Buyers
buyers: assign to requisitions
Assigning Requisitions to Buyers
BXDCTL
Process 2. Transaction Driver
calculate
Calculating Critical Values
calculate: critical values
Calculating Critical Values
calculate: criticality codes
Calculating Criticality Codes
calculate: labor availability
Calculating Labor Availability
calculate: labor requirements
Calculating Required Labor
calculate: usage correlations
Calculating Usage Correlations
calculate: work order costs
Calculating Work Order Costs
calculations
Defining Formulae
calculations: defining for RBI
Defining Formulae
Calendar form
Selecting Dates with the Calendar Dialog Box
calendars
Defining Calendars
calendars: budgets
Defining Calendars
calendars: PM work orders
Setting Up PM Fixed Calendar Dates
calibration
Understanding Calibration Management Terms
Calibration analysis report
Generating Calibration Reports
Calibration due report
Generating Calibration Reports
Calibration equipment report
Generating Calibration Reports
calibration groups
Defining Calibration Groups
Calibration history report
Generating Calibration Reports
Calibration record report
Generating Calibration Reports
Calibration reverse traceability report
Generating Calibration Reports
Calibration reverse traceability report: terms
Understanding Calibration Management Terms
cancel invoices
Canceling Invoices
categories
Defining Equipment Inspection Aspects
categories: aspect codes
Defining Equipment Inspection Aspects
categories: condition codes
Defining Equipment Inspection Conditions
categories: copying inspection points
Copying Inspection Points for Equipment and Categories
categories: equipment
Defining Equipment Categories
categories: point type codes
Defining Equipment Inspection Points
cathodic protection
Understanding RBI Terms
cathodic protection: definition
Understanding RBI Terms
cause codes
Associating Cause Codes with Classes
cause codes: associating with classes
Associating Cause Codes with Classes
cause codes: defining
Defining Cause Codes
cGMP
Defining Locations
cGMP: locations
Defining Locations
change notices
Defining Change Notices
change notices: defining
Defining Change Notices
change notices: equipment: viewing
Viewing Equipment Affected by Change Notices
change notices: updating status
Updating Change Notice Status
character prefixes
Using Barcode Character Prefixes
charges
Adjusting Charges for Parts on Purchase Order Lines
charges: part charges: adjusting on purchase orders
Adjusting Charges for Parts on Purchase Order Lines
charges: part charges: extra charges per supplier
Defining Discounts/Extra Charges for Parts
charges: work orders: correcting calculations
Correcting Work Order Charge Calculations
charges: work orders: invoices
Generating Invoices from Work Order Charges
chemical data
Understanding RBI Terms
chemical data: definition
Understanding RBI Terms
child equipment
Replacing Child Equipment
child equipment: replacing
Replacing Child Equipment
child work orders
Assigning Child Work Orders to Standard Work Order Templates
child work orders: assigning to standard work order templates
Assigning Child Work Orders to Standard Work Order Templates
child work orders: viewing
Viewing Child Work Orders
children
Defining KPI Structures
children: KPIs
Defining KPI Structures
claims
Completing Warranty Claims
claims: warranty: completing
Completing Warranty Claims
claims: warranty: creating
Creating Warranty Claims
claims: warranty: updating closing details
Updating the Closing Details for Warranty Claims
classes
Creating Classes
Classes report
Generating Asset Reports
Classes report: creating
Creating Classes
Classes report: custom fields
Associating Fields with an Entity or Class
Classes report: definition
Understanding Entities
Classes report: equipment: defining
Defining Equipment Classes
Classes report: finding codes
Defining Inspection Findings
Classes report: inspection finding codes
Defining Inspection Findings
Classes report: piping: associating equipment
Associating Equipment with Piping Classes
Classes report: piping: defining
Defining the Piping Class
Classes report: piping: joint efficiency
Defining Joint Efficiency for Piping Classes
Classes report: piping: reconciling measurements
Reconciling Measurements for Piping Classes
Classes report: piping: wall thickness
Defining Wall Thickness for Piping Classes
clauses
Associating Clauses and Order Terms with Blanket Orders
clauses: blanket orders
Associating Clauses and Order Terms with Blanket Orders
clauses: hierarchies
Viewing Clause Hierarchies
clauses: purchase orders
Associating Clauses and Order Terms with Purchase Orders
clear work orders
Removing and Clearing Project Work Orders
close
Exiting Datastream 7i
close: Datastream 7i
Exiting Datastream 7i
close: project work orders
Closing All Project Work Orders
close: work orders
Closing Work Orders
closed work orders
Recording Work Done Comments on Closed Work Orders
closed work orders: recording comments
Recording Work Done Comments on Closed Work Orders
closed work orders: reopening
Reopening Closed Work Orders
closed work orders: viewing
Viewing All Work Orders
closed work orders: viewing per equipment
Viewing All Equipment Work Orders
closing periods
Defining Closing Periods
code
Defining Code-structure Combinations
code levels
Defining Code Levels
Defining Code-structure Combinations for Service Requests
codes
Associating Problem Codes with Classes
codes: action: associating with classes
Associating Action Codes with Classes
codes: action: defining
Defining Action Codes
codes: aspect
Defining Inspection Aspects
codes: budget items
Defining Budget Item Codes
codes: cause: associating with classes
Associating Cause Codes with Classes
codes: cause: defining
Defining Cause Codes
codes: class findings
Defining Inspection Findings
codes: commodity
Defining Commodity Codes
codes: condition
Defining Inspection Conditions
codes: cost
Defining Cost Codes
codes: criticality: associating with critical values
Defining Ranges for Critical Values
codes: criticality: calculating
Calculating Criticality Codes
codes: definition
Understanding Entities
codes: departments
Defining Departments
codes: diagnostic: associating with equipment
Associating Diagnostic Codes with Equipment
codes: diagnostic: defining
Defining Diagnostic Codes
codes: document
Defining Documents
codes: employee
Defining Employee Codes
codes: evaluation codes: associating with user groups
Associating Evaluation Codes with User Groups
codes: evaluation codes: defining
Creating Evaluation Codes
codes: failure: associating with classes
Associating Failure Codes with Classes
codes: failure: defining
Defining Failure Codes
codes: finding
Defining Inspection Findings
codes: inspection management
Defining Inspection Codes
codes: installation: Messenger
Defining Installation Parameters for Messenger
codes: installation: customizing
Modifying Installation Parameters
codes: installation: data collection
Planning Data Collection
codes: list of values
Defining List of Values Codes
codes: method
Defining Inspection Methods
codes: modifying part codes
Modifying Part Codes
codes: permits
Defining Permit Codes
codes: point type
Defining Inspection Point Types
codes: price codes
Defining Price Codes
codes: problem: associating with classes
Associating Problem Codes with Classes
codes: problem: defining
Defining Problem Codes
codes: risk focus
Defining Risk Focus Codes
codes: shutdown: associating with equipment
Associating Equipment with Shutdown Codes
codes: tax
Defining Tax Codes and Tax Code Rates
codes: tax rate
Defining Tax Rate Codes and Tax Rate Values
codes: URL
Setting Up Access to External Documents on the Web
codes: work order priority
Defining Work Order Priority Codes and Work Order Type Codes
codes: work order type
Defining Work Order Priority Codes and Work Order Type Codes
coding structure
Defining Coding Structure
colors
Field Colors
colors: fields
Field Colors
COM port
Barcode Terms
commands
Defining User Exit Commands
commands: user exit
Defining User Exit Commands
comments
Entering Comments
comments: auditing: purging records
Purging Comment Audit Records
comments: auditing: setting up
Setting Up Comment Audits per Entity
comments: auditing: viewing
Viewing Comment Audit Records
comments: work done
Recording Work Done Comments on Closed Work Orders
commodities
Associating Commodities with Suppliers
commodities: suppliers
Associating Commodities with Suppliers
commodity codes
Defining Commodity Codes
common tasks
Defining Common Tasks
common tasks: defining
Defining Common Tasks
common tasks: prices: defining
Defining Prices for Common Tasks (MOS)
communication port
Barcode Terms
condition codes
Defining Equipment Inspection Conditions
condition codes: categories
Defining Equipment Inspection Conditions
condition codes: defining
Defining Inspection Conditions
condition codes: equipment
Defining Equipment Inspection Conditions
configure
Host Machine Configuration
configure: host machine
Host Machine Configuration
configure: workflow
Defining Workflow Preferences
Consignment activity report
Generating Materials Reports
contacts
Defining Contacts
contract clauses
Associating Clauses and Order Terms with Blanket Orders
contract clauses: blanket orders
Associating Clauses and Order Terms with Blanket Orders
contract clauses: purchase orders
Associating Clauses and Order Terms with Purchase Orders
contracts
Defining Customer Contracts
contracts: clauses: classes
Defining Clauses of Contract Classes
contracts: clauses: defining
Defining Contract Clauses
contracts: creating
Creating Contracts
contracts: customers
Viewing Customer Contracts
contracts: customers: defining
Defining Customer Contracts
contracts: customers: payments: recording
Recording Fixed Payments
contracts: customers: payments: spreading across time
Spreading Fixed Payments
contracts: customers: report
Printing the Customer Contract
contracts: customers: status
Defining Customer Contracts
contracts: discounts: parts
Applying Discounts to Parts Listed on Contracts
contracts: discounts: parts: viewing
Viewing Part Discounts on Contracts
contracts: discounts: purchase orders
Applying Discounts to an Entire Purchase Order
contracts: header prompts
Defining Contract Header Prompts
contracts: headers
Creating Contract Headers
contracts: parts
Associating Parts with Contracts
control revisions
PM Revision Control
conversion factors (RBI)
Defining Conversion Factors for Measuring Units
copy
Copying Budget Information
copy: budget information
Copying Budget Information
copy: equipment hierarchies
Copying Equipment Hierarchies
copy: material lists
Copying Work Orders, Material Lists, and PM Schedules
copy: PM schedules
Copying Work Orders, Material Lists, and PM Schedules
copy: quotation details
Copying Existing Quotation Details
copy: standard work orders
Copying Work Orders, Material Lists, and PM Schedules
copy: temporary material lists
Copying Work Orders, Material Lists, and PM Schedules
copy: work orders
Copying Work Orders, Material Lists, and PM Schedules
correct errors
Process 5. Error Correction
correct errors: data collection
Process 5. Error Correction
correct work order charge calculations
Correcting Work Order Charge Calculations
corrosion circuits
Understanding RBI Terms
corrosion circuits: definition
Understanding RBI Terms
corrosion rates
Understanding RBI Terms
corrosion rates: definition
Understanding RBI Terms
cost codes
Defining Cost Codes
Cost of work orders per equipment report
Generating Asset Reports
costs
Viewing Work Order Cost
costs: per work order
Viewing Work Order Cost
costs: projects
Viewing Detailed Project Cost Summaries
costs: total per equipment
Viewing Equipment Costs
costs: work orders
Calculating Work Order Costs
costs: work orders per equipment
Viewing Work Order Costs
count inventory
Counting Inventory
coupons
Understanding RBI Terms
coupons: definition
Understanding RBI Terms
coverage periods
Updating Warranty Coverage Periods
coverage periods: warranties
Updating Warranty Coverage Periods
crafts
Booking Hours Per Trade
CRCLAL
Generating Purchasing Reports
CRCONF
Generating Purchasing Reports
CRCONL
Generating Purchasing Reports
CRCOTL
Generating Purchasing Reports
CRDEBL
Generating Purchasing Reports
Create result
Generating Inspection Reports
creating classes
Creating Classes
creatingwarranties
Creating Warranties and Warranty Claims
credit notes
Associating Credit or Debit Notes with Invoice Lines
credit notes: associating with lines
Associating Credit or Debit Notes with Invoice Lines
credit notes: recording
Applying Credit and Debit Notes to Invoice Vouchers
criteria for supplier evaluations
Defining Evaluation Criteria
Critical value report
Generating Inspection Reports
critical values
Calculating Critical Values
critical values: calculating
Calculating Critical Values
critical values: definition
Inspection Management Terms
Understanding RBI Terms
critical values: ranges
Defining Ranges for Critical Values
criticality codes
Defining Ranges for Critical Values
criticality codes: associating with critical values
Defining Ranges for Critical Values
criticality codes: calculating
Calculating Criticality Codes
criticality codes: definition
Understanding RBI Terms
criticality index
Defining the Criticality Index
criticality index: defining
Defining the Criticality Index
criticality index: definition
Understanding RBI Terms
CRORDL
Generating Purchasing Reports
CRUSGF
Generating Purchasing Reports
Crystal Reports
Configuring Crystal Reports for Datastream 7i
Crystal Reports: configuring for Datastream 7i
Configuring Crystal Reports for Datastream 7i
Crystal Reports: defining functions
Creating Functions for Crystal Reports
Crystal Reports: setting installation parameters
Setting Datastream 7i Installation Parameters for Crystal Reports
CTRL+C
Keyboard Shortcuts
CTRL+E
Keyboard Shortcuts
CTRL+F1
Keyboard Shortcuts
CTRL+F11
Keyboard Shortcuts
CTRL+F12
Keyboard Shortcuts
CTRL+F3
Keyboard Shortcuts
CTRL+F4
Keyboard Shortcuts
CTRL+P
Keyboard Shortcuts
CTRL+PAGE DOWN
Keyboard Shortcuts
CTRL+PAGE UP
Keyboard Shortcuts
CTRL+Q
Keyboard Shortcuts
CTRL+U
Keyboard Shortcuts
CTRL+V
Keyboard Shortcuts
CTRL+X
Keyboard Shortcuts
currencies
Defining Currencies
currencies: defining
Defining Currencies
custom fields
Entering Custom Fields
custom fields: classes
Associating Fields with an Entity or Class
custom fields: defining
Defining Custom Fields
custom fields: entities
Associating Fields with an Entity or Class
custom fields: entities and classes
Associating Fields with an Entity or Class
custom fields: list of values
Defining a List of Values for Custom Fields
custom tariffs
Defining Pricing Schedules
customer contracts
Defining Customer Contracts
customer contracts: defining
Defining Customer Contracts
customer contracts: payments: recording
Recording Fixed Payments
customer contracts: payments: spreading across time
Spreading Fixed Payments
customer contracts: status
Defining Customer Contracts
customer information
Defining Customer Information
customer information: defining
Defining Customer Information
customers
Associating Properties with Customers
customers: associating properties
Associating Properties with Customers
customers: creating callers
Creating Callers for Customers
customize
Personalizing the Balanced Scorecard
customize: balanced scorecard
Personalizing the Balanced Scorecard
customize: inbox
Personalizing the Inbox
Daily hours worked per employee report
Generating Work Reports
daily schedules
Generating Daily Schedules
daily schedules: generating
Generating Daily Schedules
daily schedules: planning employee schedules
Planning Daily Schedules for Employees
daily schedules: updating
Updating Daily Schedules
data collection
Process 6. Archived Data
data collection: archived data
Process 6. Archived Data
data collection: assigning warranty documents
Assigning Warranty Documents
data collection: AUTOEXEC.BAT
Editing AUTOEXEC.BAT
data collection: batch driver
Process 4. Batch Driver
data collection: creating menus
Defining Scanner Menus
data collection: creating scanner prompts
Creating Scanner Prompts to Load onto the Scanner
data collection: data flow
Data Collection Data Flow
data collection: devices
Identifying Data Collection Devices
data collection: equipment audit: error report
Printing the Equipment Audit Error Report
data collection: equipment audit: posting results
Posting Equipment Audit Results
data collection: equipment audit: viewing batches
Viewing Equipment Audit Batches
data collection: equipment repairs
Defining Repair and Return Information
data collection: equipment returns
Defining Repair and Return Information
data collection: error correction
Process 5. Error Correction
data collection: errors in APIs
Correcting Scanner Errors in APIs
data collection: function permissions
Defining Function Permissions by Menu Group
data collection: functions
Defining Functions for Transaction Types
data collection: host machine configuration
Host Machine Configuration
data collection: installation codes
Planning Data Collection
data collection: list of values codes
Defining List of Values Codes
data collection: list of values queries: Datastream 7i data
Defining List of Values Queries with Datastream 7i Data
data collection: list of values queries: SQL select statements
Defining List of Values Queries with SQL Select Statements
data collection: loading Datastream 7i files in scanner XE "scanners: loading Datastream 7i files
Loading Datastream 7i Files onto the Scanner
data collection: menu functions
Defining Top-Level Menu Function
data collection: menu user groups
Defining Scanner Menu User Groups
data collection: menus
Defining Scanner Menus
data collection: overview
Data Collection Overview
data collection: planning
Planning Data Collection
data collection: prompt machine
Entering Data with the Prompt Machine
data collection: receiving buffer
Process 1. Receiving Buffer
data collection: return prompts: defining
Defining Default SQL Statements
data collection: scanner menus
Defining Scanner Menus
data collection: scanner setup
Loading Datastream 7i Files onto the Scanner
data collection: scanner top
Defining a Scanner Top-level Menu Function
data collection: scanner transactions: correcting errors
Correcting Transaction Errors
data collection: scanner transactions: importing data
Importing Scanner Transaction Data
data collection: scanner transactions: viewing
Viewing Scanner Transactions to be Processed
data collection: scanner transactions: viewing archives
Viewing Scanner Transaction Archives
data collection: SQL select statements
Defining List of Values Queries with SQL Select Statements
data collection: start menu
Data Collection Start Menu Items
data collection: testing scanner prompts
Testing Scanner Prompts
data collection: transaction driver
Process 2. Transaction Driver
data collection: transaction drivers
Managing the Transaction Drivers
data collection: transaction layouts
Defining Transaction Layouts
data collection: transaction prompts
Defining Transaction Prompts
data collection: transaction types
Defining Transaction Types
data collection: validation file
Creating a Validation File
data collection: viewing API transactions
Viewing API Errors
data collection: viewing information
Viewing Data Collection Information
data entry guidelines
Entering Information into Datastream 7i
data flow
Data Collection Data Flow
data flow: data collection
Data Collection Data Flow
database
Working with the Database
database records
Exporting Depreciation Data from Datastream 7i to Microsoft Excel
database records: exporting
Exporting Depreciation Data from Datastream 7i to Microsoft Excel
Exporting Records from Datastream 7i
database records: working with
Working with the Database
Datastream 7i
Approving/Rejecting Workflow Processes within Datastream 7i
Datastream 7i Messenger
Setting Up Messenger
Datastream 7i Messenger: approving workflow processes
Approving/Rejecting Workflow Processes within Datastream 7i
Datastream 7i Messenger: balanced scorecard: KPI history
Viewing KPI History
Datastream 7i Messenger: balanced scorecard: overview
Understanding the Balanced Scorecard
Datastream 7i Messenger: balanced scorecard: setting up
Setting Up the Balanced Scorecard
Datastream 7i Messenger: bonus menu functions
Datastream 7i Bonus Functions
Datastream 7i Messenger: creating sessions
Creating Planning Sessions in Datastream 7i
Datastream 7i Messenger: data entry guidelines
Entering Information into Datastream 7i
Datastream 7i Messenger: database
Working with the Database
Datastream 7i Messenger: documentation set
Datastream 7i Documentation Set
Datastream 7i Messenger: entities
Understanding Entities
Datastream 7i Messenger: exiting
Exiting Datastream 7i
Datastream 7i Messenger: fields
Working with Fields
Datastream 7i Messenger: forms
Working with Forms
Datastream 7i Messenger: forms toolbar
Forms Toolbar
Datastream 7i Messenger: help
Datastream 7i Help
Datastream 7i Messenger: hot keys
Hot Keys
Datastream 7i Messenger: keyboard shortcuts
Keyboard Shortcuts
Datastream 7i Messenger: menu bar
Menu Bar
Datastream 7i Messenger: mnemonics: aliases
Creating Aliases for Mnemonics
Datastream 7i Messenger: mnemonics: overview
Mnemonics
Datastream 7i Messenger: modules
Datastream 7i Modules
Datastream 7i Messenger: records: editing
Editing Records
Datastream 7i Messenger: records: working with
Working with Records
Datastream 7i Messenger: rejecting workflow processes
Approving/Rejecting Workflow Processes within Datastream 7i
Datastream 7i Messenger: reports toolbar
Reports Toolbar
Datastream 7i Messenger: reports: generating
Generating Reports
Datastream 7i Messenger: setting up
Setting Up Messenger
Datastream 7i Messenger: standard menu functions
Standard Windows-compliant Functions
Datastream 7i Messenger: starting Datastream 7i
Starting Datastream 7i
Datastream 7i Messenger: workload inbox: accessing functions
Accessing Functions from the Workload Inbox
Datastream 7i Messenger: workload inbox: refreshing
Refreshing the Workload Inbox
Datastream 7i Messenger: workload inbox: setting up
Setting Up the Workload Inbox
dates
Calculating Required Labor by Day
dates: calculating required labor
Calculating Required Labor by Day
dates: Calendar form
Selecting Dates with the Calendar Dialog Box
dates: PM fixed calendar dates
Setting Up PM Fixed Calendar Dates
dates: viewing: activities per date
Viewing Work Order Activities for a Specific Date
dates: viewing: available labor
Viewing Required/Available Labor Per Date
dates: viewing: required labor
Viewing Required/Available Labor Per Date
debit notes
Associating Credit or Debit Notes with Invoice Lines
debit notes: associating with lines
Associating Credit or Debit Notes with Invoice Lines
debit notes: recording
Applying Credit and Debit Notes to Invoice Vouchers
decision trees
Defining the Decision Tree
decision trees: defining
Defining the Decision Tree
decision trees: definition
Understanding RBI Terms
defining custom fields as reports
Adding Custom Fields as Selection Parameters for Printing Work Order Cards
defining custom fields as reports: parameters for printing work order cards
Adding Custom Fields as Selection Parameters for Printing Work Order Cards
defining trade rates for employees
Defining Trade Rates for Employees
delete
Deleting Filters
delete: filters
Deleting Filters
delete: record sorts
Deleting Record Sorts
delivery addresses
Defining Delivery Addresses
Demonstration page
Workflow Pages
department
Defining Departments
department: defining codes
Defining Departments
departments
Defining Departments
departments: associating tools
Associating Tools with Departments
departments: groups
Defining Schedule Groups
depreciation
Defining Fiscal Years for Asset Depreciation
depreciation data
Exporting Depreciation Data from Datastream 7i to Microsoft Excel
depreciation data: exporting to Excel
Exporting Depreciation Data from Datastream 7i to Microsoft Excel
depreciation data: fiscal years
Defining Fiscal Years for Asset Depreciation
description translations
Entering Description Translations
details
Adding Parts to Blanket Orders
details: blanket orders: adding details
Adding Parts to Blanket Orders
details: blanket orders: relating lines to purchase orders
Releasing Specific Blanket Order Lines to a Purchase Order
details: budgets
Defining Budget Details
details: contracts: viewing customer contracts
Viewing Customer Contracts
details: invoice vouchers: viewing line item information
Viewing Voucher Line Item Information
details: invoices: viewing customer invoices
Viewing Invoice Details
Viewing Invoices per Customer
details: on
Recording Order Details
details: purchase orders: adding parts
Adding Part Details to Purchase Orders
details: purchase orders: adding repairable spares
Adding Repairable Spares Part Details to Purchase Orders
details: purchase orders: adding services
Adding Service Details to Purchase Orders
details: purchase orders: adjusting charges
Adjusting Charges for Parts on Purchase Order Lines
details: purchase orders: revising
Revising Purchase Order Details
details: purchase orders: viewing line information
Viewing Purchase Order Line Item Information
details: quotations: adding external repair requisition lines
Adding External Repair Requisition Lines to Quotations
details: quotations: adding requisitioned parts
Adding Requisitioned Parts to an Existing Quotation
details: quotations: copying
Copying Existing Quotation Details
details: quotations: part details
Adding Parts to Quotations
details: quotations: service details
Adding Service Details to Quotations
details: repair details (repairable spares)
Defining Repair Details for Parts
details: requisitions: adding internally repaired parts
Adding Parts to Internal Repair Requisitions
details: requisitions: adding parts
Adding Parts to Requisitions
details: requisitions: adding services
Adding Services to Requisitions
details: requisitions: assigning to parts in bins
Assigning Repair Requisition Lines to Parts in Bins
details: viewing PO: requisition and quotation lines
Viewing Requisition, Quotation, or Purchase Order Lines
details: work orders (viewing)
Viewing Work Order Detail Information
details: work orders: viewing customer work orders
Viewing Work Orders per Customer
deviation checks
Understanding RBI Terms
deviation checks: definition
Understanding RBI Terms
diagnostic codes
Associating Diagnostic Codes with Equipment
diagnostic codes: associating with equipment
Associating Diagnostic Codes with Equipment
diagnostic codes: defining
Defining Diagnostic Codes
dialog boxes
Closing Forms and Dialog Boxes
direct materials
Adding Parts to Blanket Orders
direct materials: blanket order lines
Adding Parts to Blanket Orders
direct materials: creating purchase order lines
Adding Part Details to Purchase Orders
direct materials: creating requisition lines
Adding Parts to Requisitions
direct materials: reallocating
Reallocating Direct Materials
direct materials: receiving parts
Receiving Parts Against Purchase Orders
discounts
Defining Discounts/Extra Charges for Parts
discounts: contracts: applying
Applying Discounts to Parts Listed on Contracts
discounts: contracts: viewing
Viewing Part Discounts on Contracts
discounts: parts
Defining Discounts/Extra Charges for Parts
discounts: purchase orders
Applying Discounts to an Entire Purchase Order
discrepancies
Creating and Reporting a Stocktake Discrepancy
discrepancies: stocktake
Creating and Reporting a Stocktake Discrepancy
dispatch work orders
Creating Dispatch Work Orders
dispatch work orders: creating
Creating Dispatch Work Orders
dispatch work orders: viewing
Viewing Dispatch Requests Logs
Document Nodes page
Workflow Pages
documentation
Datastream 7i Documentation Set
documentation conventions
Conventions
documents
Understanding Workflow Terms
documents: associating forms
Associating Documents
documents: codes
Defining Documents
documents: defining
Defining Documents
documents: definition (workflow)
Understanding Workflow Terms
documents: entities
Linking Documents to Datastream 7i Entities
documents: external
Setting Up Access to External Documents on the Web
documents: originators
Defining Originators
documents: setting up
Setting Up Documents
documents: sizes
Setting Up Document Sizes
documents: warranty information
Defining Documents
documents: warranty: assigning
Assigning Warranty Documents
documents: warranty: associating with equipment
Associating Warranties with Equipment
documents: warranty: defining warranties
Defining Warranty Documents
documents: warranty: updating coverage periods
Updating Warranty Coverage Periods
documents: warranty: viewing
Viewing Warranties
drill
Modifying Hyperlink Functions
drivers
Activating the E-mail Transaction Driver
drivers: batch
Process 4. Batch Driver
drivers: e
Activating the E-mail Transaction Driver
drivers: tracking
Process 3. Application Programming Interfaces (APIs)
drivers: transaction
Managing the Transaction Drivers
drivers: workflow
Starting the Workflow Driver
duplicate PM work orders
Generating Duplicate PM Work Orders
e
Activating the E-mail Transaction Driver
Approving/Rejecting Workflow Processes via E-mail
Correcting E-mail Errors
Creating E-mail Templates for Datastream 7i Messenger
Creating E-mail Triggers
Creating Messenger E-mail Triggers
Purging E-mail Records
Setting Up E-mail Parameters
Setting Up E-mail Trigger Conditions
Viewing Initiated E-mails
economical order quantity analysis
Performing EOQ Analysis
Edit menu
Standard Windows-compliant Functions
edit records
Editing Records
efficiency
Defining Joint Efficiency for Piping Classes
efficiency: joint
Defining Joint Efficiency for Piping Classes
electrical isolation
Understanding RBI Terms
electrical isolation: definition
Understanding RBI Terms
electronic records
Creating Electronic Records and Signatures
Electronic records report
Generating Reports for Electronic Records
Electronic records report: defining
Defining Entities for Electronic Records and Signatures
Electronic records report: signing
Signing Records
Electronic records report: viewing
Viewing Electronic Records and Signatures
electronic signatures
Creating Electronic Records and Signatures
electronic signatures: defining
Defining Entities for Electronic Records and Signatures
electronic signatures: signing
Signing Records
electronic signatures: viewing
Viewing Electronic Records and Signatures
employee codes
Defining Employee Codes
employee lists
Defining Employee Lists
employees
Associating Properties with Employees
employees: associating properties
Associating Properties with Employees
employees: availability: calculating
Calculating Labor Availability
employees: availability: viewing
Viewing Required/Available Labor Per Date
employees: balancing workload
Balancing the Workload
employees: blanket orders authorization
Defining Blanket Order User Authorizations
employees: booking hours
Booking Hours Per Person
employees: defining trade rates
Defining Trade Rates for Employees
employees: planning daily schedules
Planning Daily Schedules for Employees
employees: recording labor
Booking Hours Per Person
employees: scheduling for work packages
Scheduling Employees for the Work Package
employees: shifts
Defining Shift Personnel
enter
Entering Inspection Results
enter: inspection results
Entering Inspection Results
enter: monitored data
Entering Monitored Data
entities
Setting Up Comment Audits per Entity
entities: auditing comments
Setting Up Comment Audits per Entity
entities: custom fields
Associating Fields with an Entity or Class
entities: definition
Understanding Entities
entities: linking documents
Linking Documents to Datastream 7i Entities
entities: overview
Understanding Entities
EOQ analysis
Performing EOQ Analysis
EOQ analysis: performing
Performing EOQ Analysis
EOQ analysis: updating orders
Updating Orders Based on EOQ Analysis
equipment
Defining Equipment Inspection Aspects
equipment audit
Viewing Equipment Audit Batches
Equipment audit lines report
Generating Data Collection Reports
Equipment audit lines report: batches
Viewing Equipment Audit Batches
Equipment audit lines report: error report
Printing the Equipment Audit Error Report
Equipment audit lines report: posting results
Posting Equipment Audit Results
Equipment availability request report
Generating Work Reports
Equipment catalog report
Generating Data Collection Reports
equipment classes
Associating Action Codes with Classes
equipment classes: action codes
Associating Action Codes with Classes
equipment classes: cause codes
Associating Cause Codes with Classes
equipment classes: defining
Defining Equipment Classes
equipment classes: failure codes
Associating Failure Codes with Classes
equipment classes: problem codes
Associating Problem Codes with Classes
Equipment depreciation report
Generating Asset Reports
Equipment hierarchies report
Generating Asset Reports
Equipment history report
Generating Asset Reports
Equipment history report: aspect codes
Defining Equipment Inspection Aspects
Equipment history report: asset profiles: defining
Defining Asset Profiles
Equipment history report: asset profiles: using to define equipment
Defining Assets Using Asset Profiles
Equipment history report: assets: defining
Defining Equipment
Equipment history report: assets: definition
Understanding Equipment
Equipment history report: associating material standards
Associating Equipment with Material Standards
Equipment history report: associating to a risk focus
Associating Equipment with a Risk Focus
Equipment history report: associating with piping classes
Associating Equipment with Piping Classes
Equipment history report: associating: diagnostic codes
Associating Diagnostic Codes with Equipment
Equipment history report: associating: shutdown codes
Associating Equipment with Shutdown Codes
Equipment history report: calculating usage
Calculating Usage Correlations
Equipment history report: change notices: defining
Defining Change Notices
Equipment history report: change notices: updating status
Updating Change Notice Status
Equipment history report: change notices: viewing
Viewing Equipment Affected by Change Notices
Equipment history report: condition codes
Defining Equipment Inspection Conditions
Equipment history report: copying inspection points
Copying Inspection Points for Equipment and Categories
Equipment history report: costs: viewing
Viewing Equipment Costs
Equipment history report: critical values
Calculating Critical Values
Equipment history report: defining as parts
Defining Equipment as Parts
Equipment history report: defining equipment
Defining Equipment
Equipment history report: defining: categories
Defining Equipment Categories
Equipment history report: defining: classes
Defining Equipment Classes
Equipment history report: defining: locations
Defining Locations
Equipment history report: definitions
Understanding Equipment
Equipment history report: hierarchies: copying
Copying Equipment Hierarchies
Equipment history report: hierarchies: defining
Defining Equipment Hierarchies
Equipment history report: hierarchies: viewing
Viewing Equipment Hierarchies
Equipment history report: history
Viewing Equipment History
Equipment history report: inspection information
Entering Additional Equipment Inspection Information
Equipment history report: issuing parts to
Issuing Parts to Work Orders, Equipment, Projects, or Pick Lists
Equipment history report: locations: definition
Understanding Equipment
Equipment history report: material usage
Viewing Material Usage
Equipment history report: meters
Defining Meters as Equipment
Equipment history report: open work orders
Viewing Open Work Orders
Equipment history report: parent
Defining Equipment Hierarchies
Equipment history report: performance indicators: associating with equipment
Associating Performance Indicators with Equipment
Equipment history report: performance indicators: defining
Defining Performance Indicators
Equipment history report: performance indicators: measurements
Entering Performance Indicator Measurements
Equipment history report: PM routes: approving
Approving PM Components
Equipment history report: PM routes: defining
Defining PM Routes and Equipment within Routes
Equipment history report: PM work orders: adding to PM plans
Adding PM Equipment to PM Plans
Equipment history report: PM work orders: PM routines
Defining Equipment for PM Routines
Equipment history report: PM work orders: updating
Updating PM Equipment
Equipment history report: PM work orders: viewing
Viewing Equipment PMs
Equipment history report: PM work orders: windows (viewing)
Viewing Equipment PM Windows
Equipment history report: PM work packages
Defining PM Equipment of the Work Package
Equipment history report: point type codes
Defining Equipment Inspection Points
Equipment history report: positions: defining
Defining Equipment
Equipment history report: positions: definition
Understanding Equipment
Equipment history report: purchase orders: associating with
Entering Assets for Purchase Order Items
Equipment history report: purchase orders: viewing newly purchased assets
Viewing Newly Purchased Assets
Equipment history report: repair information
Defining Repair and Return Information
Equipment history report: replacing child equipment
Replacing Child Equipment
Equipment history report: return information
Defining Repair and Return Information
Equipment history report: returning parts from equipment
Returning Parts From Work Orders, Equipment, Projects, or Pick Lists
Equipment history report: searching: by general characteristics
Searching for Equipment by General Characteristics
Equipment history report: searching: through equipment hierarchy
Searching for Equipment through Equipment Hierarchy
Equipment history report: systems: defining
Defining Equipment
Equipment history report: systems: definition
Understanding Equipment
Equipment history report: tools
Defining Tools as Equipment
Equipment history report: VMRS equipment
Defining VMRS Equipment
Equipment history report: warranties: assigning documents
Assigning Warranty Documents
Equipment history report: warranties: associating with equipment
Associating Warranties with Equipment
Equipment history report: warranties: completing claims
Completing Warranty Claims
Equipment history report: warranties: creating claims
Creating Warranty Claims
Equipment history report: warranties: terms
Defining Warranty Terms
Equipment history report: warranties: updating closing details
Updating the Closing Details for Warranty Claims
Equipment history report: warranties: updating coverage periods
Updating Warranty Coverage Periods
Equipment history report: warranties: viewing
Viewing Warranties
Equipment history report: work orders: costs per equipment (viewing)
Viewing Work Order Costs
Equipment history report: work orders: viewing all work orders per equipment
Viewing All Equipment Work Orders
errors
Correcting Scanner Errors in APIs
errors: data collection
Process 5. Error Correction
errors: e
Correcting E-mail Errors
errors: scanners: APIs
Correcting Scanner Errors in APIs
errors: scanners: transaction
Correcting Transaction Errors
evaluations
Associating Evaluation Codes with User Groups
evaluations: suppliers: evaluation codes: associating with user groups
Associating Evaluation Codes with User Groups
evaluations: suppliers: evaluation codes: defining
Creating Evaluation Codes
evaluations: suppliers: evaluation criteria
Defining Evaluation Criteria
evaluations: suppliers: recording evaluations
Recording Supplier Evaluations
evaluations: suppliers: setting up evaluations
Setting Up Supplier Evaluation
evaluations: suppliers: viewing evaluations
Viewing Supplier Evaluations
Excel
Exporting Depreciation Data from Datastream 7i to Microsoft Excel
Excel: exporting to
Exporting Depreciation Data from Datastream 7i to Microsoft Excel
Exporting Records from Datastream 7i
exceptions
Recording Labor Availability Exceptions for Individual Employees
exceptions: labor availability
Recording Labor Availability Exceptions for Individual Employees
exchange rates
Defining Exchange Rates
exchange rates: defining
Defining Exchange Rates
exchange rates: Euro conversions
Defining Exchange Rates
exit commands
Defining User Exit Commands
exit Datastream 7i
Exiting Datastream 7i
Expired warranties report
Generating Work Reports
export depreciation data
Exporting Depreciation Data from Datastream 7i to Microsoft Excel
export records
Exporting Records from Datastream 7i
external documents
Setting Up Access to External Documents on the Web
external documents: access
Setting Up Access to External Documents on the Web
external label printers
Define Users for External Label Printers
external label printers: defining users
Define Users for External Label Printers
external label printers: setting up
Setting Up External Label Printers
external messages
Returning External Report Application Messagesto Datastream 7i
external repairs
Defining Repair Details for Parts
external repairs: adding parts to purchase orders
Adding Repairable Spares Part Details to Purchase Orders
external repairs: assigning parts in bins
Assigning Repair Requisition Lines to Parts in Bins
external repairs: defining repair details
Defining Repair Details for Parts
external repairs: quotations
Adding External Repair Requisition Lines to Quotations
external repairs: requisitions: adding parts
Adding Parts to Requisitions
external repairs: requisitions: defining headers
Creating Purchase Requisition Headers
external repairs: supplier bids
Entering Supplier Bids for Repairable Spares
external repairs: viewing assigned bins
Viewing Assigned Bins
extreme values
Inspection Management Terms
F1
Keyboard Shortcuts
F10
Keyboard Shortcuts
F11
Keyboard Shortcuts
F12
Keyboard Shortcuts
F2
Keyboard Shortcuts
F3
Keyboard Shortcuts
F4
Keyboard Shortcuts
F5
Keyboard Shortcuts
F6
Keyboard Shortcuts
F7
Keyboard Shortcuts
F8
Keyboard Shortcuts
F9
Keyboard Shortcuts
failure analysis
Associating Action Codes with Classes
failure analysis: associating with classes: action codes
Associating Action Codes with Classes
failure analysis: associating with classes: cause codes
Associating Cause Codes with Classes
failure analysis: associating with classes: failure codes
Associating Failure Codes with Classes
failure analysis: associating with classes: problem codes
Associating Problem Codes with Classes
failure analysis: defining: action codes
Defining Action Codes
failure analysis: defining: cause codes
Defining Cause Codes
failure analysis: defining: failure codes
Defining Failure Codes
failure analysis: defining: problem codes
Defining Problem Codes
failure codes
Associating Failure Codes with Classes
failure codes: associating with classes
Associating Failure Codes with Classes
failure codes: defining
Defining Failure Codes
Fault
Generating Asset Reports
field help text
Changing Field Help Text
field help text: changing
Changing Field Help Text
field properties
Modifying Field Properties
fields
Field Colors
fields: colors
Field Colors
fields: defining
Defining Custom Fields
fields: definition
Working with Fields
fields: entering information
Entering Information into Fields
fields: navigating
Navigating through Fields
File menu
Standard Windows-compliant Functions
filters
Applying Defined Filters
filters: applying
Applying Defined Filters
filters: defining
Defining New Filters
filters: deleting
Deleting Filters
filters: modifying
Modifying Filters
Find Notifications page
Workflow Pages
Find Processes page
Workflow Pages
finding codes
Defining Inspection Findings
finding codes: classes
Defining Inspection Findings
finding codes: defining
Defining Inspection Findings
finding codes: definition
Inspection Management Terms
fiscal years
Defining Fiscal Years for Asset Depreciation
fiscal years: defining
Defining Fiscal Years for Asset Depreciation
fixed payments
Recording Fixed Payments
fixed payments: recording
Recording Fixed Payments
fixed payments: spreading across time
Spreading Fixed Payments
fixed pricing schedules
Defining Common Fixed Pricing Schedules (MOS)
Flex SQL
Enabling Flex SQL
Flex SQL: enabling
Enabling Flex SQL
Flex SQL: procedures: defining
Setting Up Flex SQL
forms
Accessing Forms
forms toolbar
Forms Toolbar
forms toolbar: accessing
Accessing Forms
forms toolbar: associating documents
Associating Documents
forms toolbar: changing text
Changing Global Text
forms toolbar: closing
Closing Forms and Dialog Boxes
forms toolbar: creating
Defining or Modifying Functions
forms toolbar: modifying: with screen layout editor
Modifying Forms
forms toolbar: understanding interface
Understanding the Forms Interface
forms toolbar: viewing
Viewing Forms in List View and Record View
forms toolbar: working with
Working with Forms
formula evaluators
Understanding RBI Terms
formula evaluators: definition
Understanding RBI Terms
formulae
Defining Formulae
formulae: defining for RBI
Defining Formulae
freeze quantities for stocktake
Freezing Quantities for Stocktake
function
Modifying Function-level Security
functions
Setting Up Back-end Menus
Functions form
Setting Group-level Permissions
Functions form: back
Setting Up Back-end Menus
Functions form: background report
Defining Background Report Parameters
Functions form: data collection
Defining Functions for Transaction Types
Functions form: defining
Defining or Modifying Functions
Functions form: drill
Modifying Hyperlink Functions
Functions form: hyperlink
Modifying Hyperlink Functions
Functions form: permissions: by menu group
Defining Function Permissions by Menu Group
Functions form: permissions: viewing
Setting Group-level Permissions
Functions form: Record view page
Setting Group-level Permissions
Functions form: setting tab permissions
Setting Tab Permissions for Functions
Functions form: text: changing
Changing Text of a Specific Function
Functions form: user
Creating New User Functions for Reports
generate
Creating Blanket Orders from Quotations
generate: blanket orders
Creating Blanket Orders from Quotations
generate: daily schedules
Generating Daily Schedules
generate: internal repair work orders
Creating Work Orders from Internal Repair Requisition Lines
generate: PM work orders: all orders
Releasing All PM Work Orders
generate: PM work orders: duplicate orders
Generating Duplicate PM Work Orders
generate: PM work orders: for work packages
Generating Work Orders for PM Work Packages
generate: PM work orders: selected orders
Releasing Selected PM Work Orders
generate: purchase orders: from blanket orders
Generating Purchase Orders from Blanket Orders
generate: purchase orders: from low stock
Generating Requisitions and Purchase Orders from Low Stock
generate: purchase orders: from quotations
Creating Purchase Orders from Quotations
generate: purchase orders: from services purchase catalog
Creating Service Purchase Orders
generate: reports
Generating Reports
generate: requisitions: for repairable spares
Generating Repair Requisitions
generate: shutdown work orders
Generating Shutdown Work Orders
Global Preferences page
Workflow Pages
global text
Changing Global Text
goods
Receiving Parts Against Purchase Orders
Goods received note report
Generating Materials Reports
Goods return note report
Generating Materials Reports
group
Setting Group-level Permissions
Setting Group-level Tab Permissions
guidelines
Entering Information into Datastream 7i
guidelines: data entry
Entering Information into Datastream 7i
hardware
Choosing Hardware
hardware: barcode
Choosing Hardware
headers
Creating Blanket Order Headers
headers: blanket orders
Creating Blanket Order Headers
headers: contracts
Creating Contract Headers
headers: invoice vouchers: adjusting charges
Adjusting Charges on Voucher Headers
headers: invoice vouchers: credit notes
Creating Credit and Debit Note Headers
headers: invoice vouchers: debit notes
Creating Credit and Debit Note Headers
headers: invoice vouchers: nonpurchase order
Creating Non-purchase Order Vouchers
headers: invoice vouchers: regular
Creating Regular Invoice Voucher Headers
headers: pick lists
Defining Pick List Headers
headers: PM plans
Defining PM Plan Headers
headers: PM work packages
Defining the Work Package Header
headers: purchase orders: creating
Creating Purchase Order Headers
headers: purchase orders: revising
Revising Purchase Order Headers
headers: quotations: copying
Copying Existing Quotation Details
headers: quotations: creating
Creating Quotation Headers
headers: regular work orders
Defining Regular Work Order Headers
headers: requisitions
Creating Purchase Requisition Headers
headers: standard work orders
Defining Standard Work Order Headers
help
Datastream 7i Help
help: accessing
Datastream 7i Help
help: menu
Standard Windows-compliant Functions
hierarchical menus
Setting Up Hierarchical Menus
hierarchical menus: user groups
Setting Up Hierarchical Menus
hierarchical structure
Defining KPI Structures
hierarchical structure: KPIs
Defining KPI Structures
hierarchies
Copying Equipment Hierarchies
hierarchies: equipment: copying
Copying Equipment Hierarchies
hierarchies: equipment: defining
Defining Equipment Hierarchies
hierarchies: equipment: viewing
Viewing Equipment Hierarchies
history
Viewing Equipment History
history: equipment
Viewing Equipment History
history: on
Viewing On-dock Receipt History
history: purchase orders
Viewing Purchase History for Part/Supplier
history: revision control
Viewing Revision Control History
history: work orders
Viewing Work Order History
HOME
Adding Entries to the Workload Inbox
Setting Up the Balanced Scorecard
Home page
Understanding the User Interface
Home page form
Adding Entries to the Workload Inbox
Setting Up the Balanced Scorecard
Home page form: personalizing
Personalizing the Home Page
host commands
Defining Host Commands
host commands: defining
Defining Host Commands
host commands: parameters
Defining Host Command Parameters
host commands: syntax
Writing Host Command Syntax
host machine configuration
Host Machine Configuration
hot keys
Hot Keys
hours
Booking Hours for Activities
Hours needed for task report
Generating Work Reports
Hours needed for task report: activities
Booking Hours for Activities
Hours needed for task report: person
Booking Hours Per Person
Hours needed for task report: trades
Booking Hours Per Trade
hyperlink functions
Modifying Hyperlink Functions
IBIRTF
Generating Inspection Reports
import scanner transaction data
Importing Scanner Transaction Data
in
Viewing Stock In-transit
inbox
Accessing Functions from the Workload Inbox
inbox: accessing functions
Accessing Functions from the Workload Inbox
inbox: adding entries
Adding Entries to the Workload Inbox
inbox: defining entries
Defining Inbox Entries
inbox: deleting entries
Deleting Inbox Entries
inbox: entries sequence
Modifying the Sequence of Inbox Entries
inbox: entries: assigning to user groups
Assigning Inbox Entries to User Groups
inbox: overview
Understanding the Workload Inbox
inbox: personalizing
Personalizing the Inbox
inbox: refreshing
Refreshing the Workload Inbox
inbox: setting up
Setting Up the Workload Inbox
inbox: SQL select statements
Defining SQL Select Statements for Inbox Entries and Key Performance Indicators
indicators
Defining Performance Indicators
indicators: performance
Defining Performance Indicators
inhibitors
Understanding RBI Terms
inhibitors: definition
Understanding RBI Terms
initial information
Defining Initial Asset Information
initial information: asset management
Defining Initial Asset Information
initial information: budgets
Defining Initial Budget Information
initial information: materials management
Defining Initial Materials Information
initial information: projects
Defining Initial Project Information
initial information: purchasing management
Defining Initial Purchasing Information
initial information: RBI
Configuring Basic RBI Information
initial information: work management
Defining Initial Work Information
initialize stock records
Initializing Stock
initiated e
Viewing Initiated E-mails
inspection aspect codes
Defining Inspection Aspects
inspection aspects
Inspection Management Terms
inspection finding codes
Defining Inspection Findings
inspection methods
Defining Inspection Methods
inspection methods: codes
Defining Inspection Methods
inspection methods: definition
Inspection Management Terms
inspection point conditions
Inspection Management Terms
inspection point conditions: definition
Inspection Management Terms
inspection point conditions: definition (RBI)
Understanding RBI Terms
inspection point type codes
Defining Equipment Inspection Points
inspection point types
Inspection Management Terms
inspection points
Inspection Management Terms
inspection points: definition
Inspection Management Terms
inspection points: work orders
Defining Work Order Inspection Points
Inspection route report
Generating Inspection Reports
inspection routes
Defining Routes
inspection routes: defining
Defining Routes
inspection routes: for work order: definition
Inspection Management Terms
inspection routes: inspection points
Defining Route Inspection Points
inspection routes: templates: definition
Inspection Management Terms
inspection units
Inspection Management Terms
inspection units: definition
Inspection Management Terms
inspections
Defining Equipment Aspect Inspection Points
inspections: acceptable values
Defining Equipment Aspect Inspection Points
inspections: aspects
Defining Inspection Aspects
inspections: class findings
Defining Inspection Findings
inspections: codes
Defining Inspection Codes
inspections: conditions
Defining Inspection Conditions
inspections: entering results
Entering Inspection Results
inspections: equipment: aspect inspection points
Defining Equipment Aspect Inspection Points
inspections: equipment: inspection aspects
Defining Equipment Inspection Aspects
inspections: equipment: inspection conditions
Defining Equipment Inspection Conditions
inspections: equipment: inspection points
Defining Equipment Inspection Points
inspections: findings
Defining Inspection Findings
inspections: inspection points: copying
Copying Inspection Points for Equipment and Categories
inspections: methods
Defining Inspection Methods
inspections: point types
Defining Inspection Point Types
inspections: reports: list of
Generating Inspection Reports
inspections: results (on
Recording Inspection Results
inspections: routes: defining
Defining Routes
inspections: routes: defining points
Defining Route Inspection Points
inspections: routes: relating to work orders
Relating Routes to Work Orders
inspections: terms
Inspection Management Terms
inspections: tolerances
Defining Equipment Aspect Inspection Points
inspections: work order inspection points
Defining Work Order Inspection Points
installation codes
Planning Data Collection
Installation codes form
Resetting Users Locked Out of Datastream 7i
Installation codes form: data collection
Planning Data Collection
installation parameters
Defining Installation Parameters for Messenger
installation parameters: barcode for Web
Defining Installation Parameters for Barcode
installation parameters: Messenger
Defining Installation Parameters for Messenger
installation parameters: modifying
Modifying Installation Parameters
installation parameters: setting for Crystal Reports
Setting Datastream 7i Installation Parameters for Crystal Reports
interchangeable parts
Defining Interchangeable Parts
internal repairs
Defining Repair Details for Parts
internal repairs: adding parts to work orders
Adding Parts to Internal Repair Work Orders
internal repairs: assigning parts in bins
Assigning Repair Requisition Lines to Parts in Bins
internal repairs: defining repair details
Defining Repair Details for Parts
internal repairs: receiving parts
Receiving Internally Repaired Parts Against Work Orders
internal repairs: requisitions: adding parts
Adding Parts to Internal Repair Requisitions
internal repairs: requisitions: defining headers
Creating Purchase Requisition Headers
internal repairs: viewing assigned bins
Viewing Assigned Bins
internal repairs: work orders: creating from requisitions
Creating Work Orders from Internal Repair Requisition Lines
internal repairs: work orders: creating without requisitions
Adding Parts to Internal Repair Work Orders
inventory
Counting Inventory
inventory management
Defining Initial Materials Information
inventory management: FIFO
Understanding Time-Based Inventory Valuation (LIFO/FIFO)
inventory management: LIFO
Understanding Time-Based Inventory Valuation (LIFO/FIFO)
inventory valuation
Understanding Time-Based Inventory Valuation (LIFO/FIFO)
inventory valuation: LIFO
Understanding Time-Based Inventory Valuation (LIFO/FIFO)
inventory valuation: understanding time
Understanding Time-Based Inventory Valuation (LIFO/FIFO)
invoice vouchers
Associating Credit or Debit Notes with Invoice Lines
invoice vouchers: credit and debit notes: associating lines
Associating Credit or Debit Notes with Invoice Lines
invoice vouchers: credit and debit notes: recording
Applying Credit and Debit Notes to Invoice Vouchers
invoice vouchers: headers: adjusting charges
Adjusting Charges on Voucher Headers
invoice vouchers: headers: creating credit notes
Creating Credit and Debit Note Headers
invoice vouchers: headers: creating debit notes
Creating Credit and Debit Note Headers
invoice vouchers: headers: creating nonpurchase order
Creating Non-purchase Order Vouchers
invoice vouchers: headers: creating regular
Creating Regular Invoice Voucher Headers
invoice vouchers: line items
Viewing Voucher Line Item Information
invoice vouchers: lines: adding items
Adding Line Items to Regular Invoice Vouchers
invoice vouchers: lines: adjusting charges
Adjusting Charges on Voucher Lines
invoice vouchers: nonpurchase order charges: creating
Creating Non-purchase Order Vouchers
invoice vouchers: regular
Creating Regular Invoice Vouchers
invoices
Canceling Invoices
invoices: canceling
Canceling Invoices
invoices: credit and debit notes: overview
Applying Credit and Debit Notes to Invoice Vouchers
invoices: details
Viewing Invoice Details
invoices: generating from work order charges
Generating Invoices from Work Order Charges
invoices: printing (asset management services)
Printing Invoices
invoices: printing list of
Generating Purchasing Reports
IRAPRF
Generating Inspection Reports
IRCHKF
Generating Inspection Reports
IRCRIF
Generating Inspection Reports
IRJBRT
Generating Inspection Reports
IRLAPF
Generating Inspection Reports
IRRSLF
Generating Inspection Reports
ISO clauses
Viewing Clause Hierarchies
issue parts
Issuing Parts to Work Orders, Equipment, Projects, or Pick Lists
issue parts: from stores
Issuing Parts to Work Orders, Equipment, Projects, or Pick Lists
issue parts: to different stores (transfer)
Step 2. Issuing Parts to Different Stores
Item Type Definition page
Workflow Pages
items
Adding Line Items to Regular Invoice Vouchers
items: invoice vouchers: adding lines
Adding Line Items to Regular Invoice Vouchers
jobs
Creating Standard Work Orders
joint efficiency
Defining Joint Efficiency for Piping Classes
joint efficiency: defining
Defining Joint Efficiency for Piping Classes
JRACOS
Generating Project Reports
JRCODL
Generating Project Reports
JRCOSL
Generating Project Reports
JRJOBL
Generating Project Reports
JRORDL
Generating Project Reports
key performance indicators
Defining SQL Select Statements for Inbox Entries and Key Performance Indicators
Understanding the Balanced Scorecard
keyboard shortcuts
Keyboard Shortcuts
KPIs
Assigning KPIs to User Groups
KPIs: assigning to user groups
Assigning KPIs to User Groups
KPIs: balanced scorecard
Understanding the Balanced Scorecard
KPIs: defining
Defining Key Performance Indicators (KPIs)
KPIs: history
Viewing KPI History
KPIs: ranges: defining
Defining KPI Ranges
KPIs: SQL select statements
Defining SQL Select Statements for Inbox Entries and Key Performance Indicators
KPIs: structures: defining
Defining KPI Structures
labels
Printing Barcode Labels with External Label Software
labels: barcode: : printing using external software
Printing Barcode Labels with External Label Software
Printing External Barcode Labels
labels: barcode: : printing using Intermec
Printing Barcode Labels Using Intermec
labels: barcode: for goods received
Printing Barcode Labels for Goods Received
labels: barcode: printing
Printing Barcode Labels using Oracle Reports
labels: barcode: Web: for received goods without POs
Printing Barcode Labels for Received Goods Without Purchase Orders
labor
Calculating Labor Availability
labor: available labor: calculating
Calculating Labor Availability
labor: available labor: viewing
Viewing Required/Available Labor Per Date
labor: balancing workload
Balancing the Workload
labor: recording availability exceptions
Recording Labor Availability Exceptions for Individual Employees
labor: recording hours worked: per activity
Booking Hours for Activities
labor: recording hours worked: per person
Booking Hours Per Person
labor: recording hours worked: per trade
Booking Hours Per Trade
labor: required labor: calculating
Calculating Required Labor
labor: required labor: viewing
Viewing Required/Available Labor Per Date
languages
Selecting Languages
languages: selecting
Selecting Languages
languages: setting
Setting the Language
Launch Processes page
Workflow Pages
leak data
Understanding RBI Terms
leak data: definition
Understanding RBI Terms
levels
Understanding RBI Terms
levels: definition
Understanding RBI Terms
lines
Adding Parts to Blanket Orders
lines: blanket orders: adding details
Adding Parts to Blanket Orders
lines: blanket orders: relating to purchase orders
Releasing Specific Blanket Order Lines to a Purchase Order
lines: invoice vouchers: adding items
Adding Line Items to Regular Invoice Vouchers
lines: invoice vouchers: adjusting charges
Adjusting Charges on Voucher Lines
lines: invoice vouchers: credit notes
Associating Credit or Debit Notes with Invoice Lines
lines: invoice vouchers: debit notes
Associating Credit or Debit Notes with Invoice Lines
lines: invoice vouchers: viewing
Viewing Voucher Line Item Information
lines: invoice vouchers: viewing line item information
Viewing Voucher Line Item Information
lines: on
Recording Order Details
lines: purchase orders: adding parts
Adding Part Details to Purchase Orders
lines: purchase orders: adding repairable spares
Adding Repairable Spares Part Details to Purchase Orders
lines: purchase orders: adding services
Adding Service Details to Purchase Orders
lines: purchase orders: adjusting charges
Adjusting Charges for Parts on Purchase Order Lines
lines: purchase orders: revising
Revising Purchase Order Details
lines: purchase orders: viewing line item information
Viewing Purchase Order Line Item Information
lines: purchase orders: viewing lines
Viewing Requisition, Quotation, or Purchase Order Lines
lines: quotations: adding external repair requisition lines
Adding External Repair Requisition Lines to Quotations
lines: quotations: adding parts
Adding Parts to Quotations
lines: quotations: adding requisitioned parts
Adding Requisitioned Parts to an Existing Quotation
lines: quotations: adding services
Adding Service Details to Quotations
lines: quotations: copying
Copying Existing Quotation Details
lines: quotations: viewing lines
Viewing Requisition, Quotation, or Purchase Order Lines
lines: requisitions: adding internally repaired parts
Adding Parts to Internal Repair Requisitions
lines: requisitions: adding parts
Adding Parts to Requisitions
lines: requisitions: adding services
Adding Services to Requisitions
lines: requisitions: assigning to parts in bins
Assigning Repair Requisition Lines to Parts in Bins
lines: requisitions: viewing lines
Viewing Requisition, Quotation, or Purchase Order Lines
List of all PM schedules report
Generating Work Reports
List of budget codes report
Generating Budget Reports
List of budgets (lower level) report
Generating Budget Reports
List of budgets (top level) report
Generating Budget Reports
List of categories per class report
Generating Asset Reports
List of contract classes report
Generating Purchasing Reports
List of contract clauses report
Generating Purchasing Reports
List of debit discounts report
Generating Purchasing Reports
List of dual conversions report
Generating Materials Reports
List of electronic records report
Generating Reports for Electronic Records
List of equipment details report
Generating Asset Reports
List of equipment report
Generating Asset Reports
List of existing contracts report
Generating Purchasing Reports
List of inspection results report
Generating Inspection Reports
List of invoices report
Generating Purchasing Reports
List of outstanding requisition items report
Generating Materials Reports
List of permit issues report
Generating Work Reports
List of points to be inspected report
Generating Inspection Reports
List of purchases under contract report
Generating Purchasing Reports
List of quotations report
Generating Purchasing Reports
List of stock report
Generating Materials Reports
List of tampered records report
Generating Reports for Electronic Records
list of values
Defining List of Values Codes
list of values: codes: data collection
Defining List of Values Codes
list of values: custom fields
Defining a List of Values for Custom Fields
list of values: queries: Datastream 7i data
Defining List of Values Queries with Datastream 7i Data
list of values: queries: scanners
Defining List of Values Queries
list of values: queries: SQL select statements
Defining List of Values Queries with SQL Select Statements
list of values: report parameters
Modifying Report Parameter List of Values
List of work orders bypassed due to nesting report
Generating Work Reports
List of work orders for project report
Generating Project Reports
lists
Defining Employee Lists
lists of values
Defining Lists of Values for Inspection Aspect Prompts
lists of values: employee
Defining Employee Lists
lists of values: inspection aspect prompts
Defining Lists of Values for Inspection Aspect Prompts
lists of values: using
Selecting Values from Lists of Values
locations
Defining Locations
locations: cGMP
Defining Locations
locations: definition
Understanding Equipment
log in
Logging in to the Workflow Monitor
log in: workflow monitor
Logging in to the Workflow Monitor
logical meters
Defining Logical Meters
logical meters: defining
Defining Logical Meters
logical meters: definition
Defining Meter Information
logical meters: meter readings
Entering Meter Readings for Logical Meters
login
Generating Access Violation Reports
login: violation reports
Generating Access Violation Reports
Long term work order list report
Generating Work Reports
lots
Defining Lot Data
lots: defining
Defining Lot Data
LOV
Selecting Values from Lists of Values
manufacturers
Associating Manufacturers with Parts
manufacturers: associating with parts
Associating Manufacturers with Parts
manufacturers: defining
Defining Manufacturer Information
manufacturers: viewing parts
Viewing Manufacturer Parts
MAT
Understanding RBI Terms
MAT: definition
Understanding RBI Terms
material lists
Approving PM Components
material lists: approving
Approving PM Components
material lists: copying
Copying Work Orders, Material Lists, and PM Schedules
material lists: temporary: copying
Copying Work Orders, Material Lists, and PM Schedules
material lists: temporary: defining
Defining Temporary Material Lists
Material requirements analysis report
Generating Work Reports
material standards
Associating Equipment with Material Standards
material standards: associating equipment
Associating Equipment with Material Standards
material standards: basics
Defining Material Standards Basics
material standards: defining
Defining Material Standards
material standards: definition
Understanding RBI Terms
material standards: stress
Defining Material Standards Temperature and Stress
material standards: temperature
Defining Material Standards Temperature and Stress
material transactions
Printing Transaction Notes for Material Transactions
material usage
Viewing Material Usage
materials
Adding Parts to Blanket Orders
materials costs (per equipment)
Viewing Work Order Costs
materials lists
Defining Material Lists for Specific Activities
materials lists: defining for activities
Defining Material Lists for Specific Activities
materials management
Performing ABC Analysis
materials management: ABC analysis
Performing ABC Analysis
materials management: allocating parts
Allocating Parts
materials management: counting inventory
Counting Inventory
materials management: entering parts directly into inventory
Entering Parts Directly into Inventory
materials management: EOQ analysis
Performing EOQ Analysis
materials management: initial information
Defining Initial Materials Information
materials management: lots
Defining Lot Data
materials management: manufacturers
Defining and Managing Manufacturer Information
materials management: parts: defining
Defining and Managing Parts Information
materials management: parts: receiving
Receiving Parts
materials management: parts: returning
Returning Parts to the Supplier
materials management: pick lists
Defining and Managing Pick Lists
materials management: price codes
Defining Price Codes
materials management: reallocating direct materials
Reallocating Direct Materials
materials management: requisitions
Creating Purchase Requisitions
materials management: reserving parts
Reserving Parts
materials management: stock
Defining and Managing Stock Information
materials management: stores
Defining Stores
materials management: supplier evaluations
Evaluating Suppliers
materials management: suppliers
Defining and Managing Supplier Information
materials management: transaction classes
Defining Price Codes of Transaction Classes
materials movement
Issuing and Returning Parts
materials movement: direct: blanket order lines
Adding Parts to Blanket Orders
materials movement: direct: creating purchase order lines
Adding Part Details to Purchase Orders
materials movement: direct: creating requisition lines
Adding Parts to Requisitions
materials movement: direct: reallocating
Reallocating Direct Materials
materials movement: direct: receiving parts
Receiving Parts Against Purchase Orders
materials movement: issuing parts
Issuing and Returning Parts
materials movement: printing transaction notes
Printing Transaction Notes for Material Transactions
materials movement: returning parts
Issuing and Returning Parts
materials movement: transferring parts: between bins
Transferring Parts Between Bins
materials movement: transferring parts: between stores
Transferring Parts Between Stores
matrix
Setting Up Authorizations
matrix: authorization
Setting Up Authorizations
Mean time between failures per equipment report
Generating Asset Reports
measurements
Reconciling Measurements for Piping Classes
measurements: reconciling for piping classes
Reconciling Measurements for Piping Classes
measurements: unit conversion factors in RBI
Defining Conversion Factors for Measuring Units
measuring units
Defining Measuring Units
menu bar
Menu Bar
menu function
Defining Top-Level Menu Function
menu function: scanners
Defining Top-Level Menu Function
menu functions
Datastream 7i Bonus Functions
menu functions: bonus
Datastream 7i Bonus Functions
menu functions: standard windows
Standard Windows-compliant Functions
menu user groups
Defining Scanner Menu User Groups
menu user groups: defining
Defining Scanner Menu User Groups
menu user groups: function permissions
Defining Function Permissions by Menu Group
menus
Setting Up Back-end Menus
menus: back
Setting Up Back-end Menus
menus: data collection: start menu
Data Collection Start Menu Items
menus: hierarchical
Setting Up Hierarchical Menus
menus: hyperlink
Modifying Hyperlink Functions
menus: pulldown
Modifying Pulldown Menus
menus: scanners: creating
Defining Scanner Menus
menus: scanners: defining
Defining Scanner Menus
menus: scanners: functions
Defining a Scanner Top-level Menu Function
menus: scanners: user groups
Defining Scanner Menu User Groups
menus: top
Defining Top-Level Menu Function
menus: user groups
Assigning Menus to User Groups
messages
Returning External Report Application Messagesto Datastream 7i
messages: return
Returning External Report Application Messagesto Datastream 7i
Messenger
Creating E-mail Templates for Datastream 7i Messenger
Messenger: creating e
Creating E-mail Templates for Datastream 7i Messenger
Messenger: e
Creating Messenger E-mail Triggers
Messenger: installation parameters
Defining Installation Parameters for Messenger
Messenger: setting up
Setting Up Messenger
Meter history report
Generating Asset Reports
meters
Defining Meters as Equipment
meters: defining as equipment
Defining Meters as Equipment
meters: equipment
Entering Meter Readings for Logical Meters
meters: logical: defining
Defining Logical Meters
meters: logical: definition
Defining Meter Information
meters: logical: meter readings
Entering Meter Readings for Logical Meters
meters: physical: defining
Defining Physical Meters
meters: physical: definition
Defining Meter Information
meters: physical: meter readings
Entering Meter Readings for Unlinked Meters
meters: unlinked meter readings
Entering Meter Readings for Unlinked Meters
method codes
Defining Inspection Methods
methods
Inspection Management Terms
methods: inspection: definition
Inspection Management Terms
minority groups
Defining Minority Groups
mnemonics
Mnemonics
mnemonics: abbreviations
Mnemonics
mnemonics: aliases
Creating Aliases for Mnemonics
modifying filters
Modifying Filters
modifying part codes
Modifying Part Codes
modifying part codes: parts
Modifying Part Codes
modifying sorts
Modifying Record Sorts
modules
Datastream 7i Modules
monitored
Understanding RBI Terms
monitored data
Understanding RBI Terms
monitored data: definition
Understanding RBI Terms
monitored data: entering
Entering Monitored Data
Monthly usage trends report
Generating Materials Reports
MS Project
Exporting Sessions from MS Project to Datastream 7i
MS Project: exporting sessions
Exporting Sessions from MS Project to Datastream 7i
MS Project: importing sessions
Importing Sessions into MS Project from Datastream 7i
MS Project: introduction
Datastream 7i Modules
MS Project: priority codes
Associating Datastream 7i Priority Codes with MS Project Priority Codes
MS Project: scheduling information: accepting
Accepting or Rejecting Scheduling Information
MS Project: scheduling information: rejecting
Accepting or Rejecting Scheduling Information
MS Project: sessions: creating in Datastream 7i
Creating Planning Sessions in Datastream 7i
MS Project: sessions: exporting
Exporting Sessions from MS Project to Datastream 7i
MS Project: sessions: importing
Importing Sessions into MS Project from Datastream 7i
MS Project: updating information in Datastream 7i
Updating Information in Datastream 7i from MS Project
MS Project: viewing: predecessors and schedules
Viewing Work Order Predecessors and Schedules
MS Project: work order activities: percent complete
Viewing Percent Complete of Work Order Activities
MS Project: work order predecessors
Viewing Work Order Predecessors and Schedules
MS Project: work order schedules
Viewing Work Order Predecessors and Schedules
multi
Activating Multi-organization Security
Associating Users with Organizations
Defining Common Fixed Pricing Schedules (MOS)
Defining Organizations
Defining Prices for Common Tasks (MOS)
Defining Prices of Common Parts (MOS)
Defining Purchase Order, Requisition, and Pick List Limits for Multiple Currencies (MOS)
Implementing Multi-organization Security (MOS)
Setting Tab Permissions for Functions
multilingual
Selecting Languages
multilingual: selecting
Selecting Languages
multiple currencies
Defining Purchase Order, Requisition, and Pick List Limits for Multiple Currencies (MOS)
multiple currencies: defining limits
Defining Purchase Order, Requisition, and Pick List Limits for Multiple Currencies (MOS)
navigate fields
Navigating through Fields
Navigate menu
Standard Windows-compliant Functions
Navigator
Understanding the User Interface
nesting reference
Creating Preventive Maintenance Work Orders
nesting reference: PM work orders
Creating Preventive Maintenance Work Orders
new part codes
Modifying Part Codes
new users
Creating Users
new users: creating
Creating Users
nominal values
Inspection Management Terms
normalization
Understanding RBI Terms
normalization: definition
Understanding RBI Terms
notes
Applying Credit and Debit Notes to Invoice Vouchers
notices
Defining Change Notices
notices: change
Defining Change Notices
Notification Rules page
Workflow Pages
numeric data
Understanding RBI Terms
numeric data: definition
Understanding RBI Terms
objects
Understanding Equipment
offsetting the server
Offsetting the Server
on
Receiving Goods On-dock
Receiving Parts to Stores
Recording Inspection Results
Recording On-dock Receipt
Recording Order Details
Viewing On-dock Receipt History
open previously closed work orders
Reopening Closed Work Orders
open work orders (viewing)
Viewing All Work Orders
Options menu
Standard Windows-compliant Functions
Oracle Discoverer
Defining Reports for Oracle Discoverer
Oracle Discoverer: creating new reports
Creating Reports in Oracle Discoverer
Oracle Discoverer: defining functions
Defining Functions
Oracle Discoverer: setting up
Setting Up Datastream 7i for Oracle Discoverer
ORCAEQ
Generating Calibration Reports
ORCAHI
Generating Calibration Reports
ORCATL
Generating Asset Reports
ORCCOL
Generating Asset Reports
ORCHLL
Generating Asset Reports
ORCLAI
Generating Asset Reports
ORCLSL
Generating Asset Reports
ORCSTL
Generating Asset Reports
ORDEPR
Generating Asset Reports
order terms
Associating Clauses and Order Terms with Blanket Orders
order terms: blanket orders
Associating Clauses and Order Terms with Blanket Orders
order terms: purchase orders
Associating Clauses and Order Terms with Purchase Orders
orders
Updating Orders Based on EOQ Analysis
orders: updating based on EOQ analysis
Updating Orders Based on EOQ Analysis
ORFLTG
Generating Asset Reports
organizations
Associating Users with Organizations
organizations: associating users
Associating Users with Organizations
organizations: defining
Defining Organizations
organizations: security
Associating Users with Organizations
ORHISL
Generating Asset Reports
originators
Defining Originators
ORLCOL
Generating Asset Reports
ORMHST
Generating Asset Reports
OROBJF
Generating Asset Reports
OROBJL
Generating Asset Reports
OROCOL
Generating Asset Reports
OROCST
Generating Asset Reports
OROMFL
Generating Asset Reports
ORTECL
Generating Asset Reports
ORTRAS
Generating Asset Reports
Out of tolerance PMs report
Generating Work Reports
outstanding stock
Viewing Outstanding Stock Ordered
overdue PM work orders
Defining Tolerance for PM Work Orders
overview of documents
Viewing Documents
packing slips (on
Recording Order Details
parameters
Defining Installation Parameters for Messenger
parameters: barcode for Web
Defining Installation Parameters for Barcode
parameters: e
Setting Up E-mail Parameters
parameters: host commands
Defining Host Command Parameters
parameters: installation: modifying
Modifying Installation Parameters
parameters: Messenger: installation
Defining Installation Parameters for Messenger
parameters: report: background report
Defining Background Report Parameters
parameters: report: defining custom fields for printing work order cards
Adding Custom Fields as Selection Parameters for Printing Work Order Cards
parameters: report: list of values
Modifying Report Parameter List of Values
parameters: report: modifying
Modifying Report Parameters
parent
Defining KPI Structures
parts
Defining and Managing Parts Information
parts associated
Associating Parts
Parts currently reserved
Generating Materials Reports
parts overview
Selecting Multiple Parts
parts overview: ABC analysis
Performing ABC Analysis
parts overview: adding to forms
Selecting Multiple Parts
parts overview: allocating parts: reallocating direct materials
Reallocating Direct Materials
parts overview: allocating parts: to work orders
Allocating Parts
parts overview: allocating parts: viewing allocated parts
Viewing Reserved and Allocated Parts
parts overview: applying discounts
Applying Discounts to Parts Listed on Contracts
parts overview: associating with contracts
Associating Parts with Contracts
parts overview: blanket orders
Adding Parts to Blanket Orders
parts overview: common parts: prices
Defining Prices of Common Parts (MOS)
parts overview: counting parts
Counting Inventory
parts overview: creating new purchase orders from requisition line items
Creating a New Purchase Order from Requisition Line Items
parts overview: creating new quotations from requisition line items
Creating a New Quotation from Requisition Line Items
parts overview: defining
Defining Parts
parts overview: defining equipment as
Defining Equipment as Parts
parts overview: discounts
Defining Discounts/Extra Charges for Parts
parts overview: entering directly into inventory
Entering Parts Directly into Inventory
parts overview: extra charges
Defining Discounts/Extra Charges for Parts
parts overview: interchangeable parts
Defining Interchangeable Parts
parts overview: inventory
Entering Parts Directly into Inventory
parts overview: issuing: from stores
Issuing Parts to Work Orders, Equipment, Projects, or Pick Lists
parts overview: issuing: to different stores (transfer)
Step 2. Issuing Parts to Different Stores
parts overview: issuing: viewing net issues to work orders
Viewing Parts Issued to Work Order Activities
parts overview: manufacturers: associating with parts
Associating Manufacturers with Parts
parts overview: manufacturers: viewing
Viewing Manufacturer Parts
parts overview: modifying codes
Modifying Part Codes
parts overview: on
Receiving Parts to Stores
Recording Inspection Results
Recording On-dock Receipt
Recording Order Details
Viewing On-dock Receipt History
parts overview: pick lists: adding parts
Defining Parts for Pick Lists
parts overview: pick lists: viewing
Viewing Pick Lists
parts overview: prices: changing part prices
Changing Prices
parts overview: prices: common parts
Defining Prices of Common Parts (MOS)
parts overview: printing: receipts
Printing Receipts for Received Goods
parts overview: printing: return notes
Printing a Goods Return Note
parts overview: purchase orders: adding part details
Adding Part Details to Purchase Orders
parts overview: purchase orders: adding requisitioned parts
Adding Requisition Line Items to an Existing Purchase Order
parts overview: purchase orders: adjusting part charges
Adjusting Charges for Parts on Purchase Order Lines
parts overview: purchase orders: revising
Revising Purchase Order Details
parts overview: purchase orders: viewing lines
Viewing Purchase Order Line Item Information
parts overview: purchasing history
Viewing Purchase History for Part/Supplier
parts overview: quotations: adding part details
Adding Parts to Quotations
parts overview: quotations: adding requisitioned parts
Adding Requisitioned Parts to an Existing Quotation
parts overview: quotations: entering supplier bids
Entering Supplier Bids for Parts
parts overview: re
Revaluing Parts
parts overview: reallocating direct materials
Reallocating Direct Materials
parts overview: receiving: against purchase orders
Receiving Parts Against Purchase Orders
parts overview: receiving: direct materials
Receiving Parts Against Purchase Orders
parts overview: receiving: from another store (transfer)
Step 3. Receiving Parts in Stores
parts overview: receiving: on
Receiving Goods On-dock
parts overview: receiving: overview
Receiving Parts
parts overview: receiving: without purchase orders
Receiving Parts Without Purchase Orders
parts overview: rejection reasons
Defining Reasons for Part Rejection
parts overview: repairable spares
Defining Parts
parts overview: requisitions: adding parts
Adding Parts to Requisitions
parts overview: requisitions: approving
Approving or Rejecting Requisitions
parts overview: requisitions: rejecting
Approving or Rejecting Requisitions
parts overview: reserving parts: for work orders
Reserving Parts
parts overview: reserving parts: viewing reserved parts
Viewing Reserved and Allocated Parts
parts overview: returning: repairable spare
Returning Repairable Spare Parts Tracked By Asset
Returning Repairable Spare Parts Tracked By Asset Parts from Internal Repair Work Orders
parts overview: returning: to stores
Returning Parts From Work Orders, Equipment, Projects, or Pick Lists
parts overview: returning: to suppliers
Returning Parts
parts overview: searching
Selecting Multiple Parts
parts overview: selecting
Selecting Multiple Parts
parts overview: stocktake
Initiating a Stocktake
parts overview: suppliers: associating parts with suppliers
Associating Parts with Suppliers
parts overview: suppliers: associating with parts
Associating Suppliers with Parts
parts overview: tools
Defining Tools as Parts
parts overview: transferring: between bins
Transferring Parts Between Bins
parts overview: transferring: between stores
Transferring Parts Between Stores
parts overview: transferring: creating requisition headers
Creating Purchase Requisition Headers
parts overview: transferring: viewing outstanding store
Viewing Outstanding Requisitions for Store-to-Store Transactions
parts overview: viewing: transactions
Viewing Transactions
password
Changing the Password
password: changing
Changing the Password
password: encrypting
Encrypting the Schema Password
payments
Recording Fixed Payments
payments: recording
Recording Fixed Payments
payments: spreading across time
Spreading Fixed Payments
performance indicators
Associating Performance Indicators with Equipment
performance indicators: associating with equipment
Associating Performance Indicators with Equipment
performance indicators: defining
Defining Performance Indicators
performance indicators: measurements
Entering Performance Indicator Measurements
periodic preventive maintenance
Defining PM Routes and Equipment within Routes
permissions
Setting Tab Permissions for Functions
permissions: functions
Setting Tab Permissions for Functions
permissions: setting up
Setting Group-level Permissions
permissions: tab
Setting Group-level Tab Permissions
permit codes
Defining Permit Codes
permits
Associating Permits
Permits for work orders report
Generating Work Reports
Permits for work orders report: printing
Generating Work Reports
personalize
Personalizing the Balanced Scorecard
personalize: balanced scorecard
Personalizing the Balanced Scorecard
personalize: inbox
Personalizing the Inbox
personnel
Defining Shift Personnel
personnel: shifts
Defining Shift Personnel
physical inventory
Counting Inventory
physical meters
Defining Physical Meters
physical meters: defining
Defining Physical Meters
physical meters: definition
Defining Meter Information
physical meters: meter readings
Entering Meter Readings for Unlinked Meters
pick lists
Defining Parts for Pick Lists
pick lists: adding parts
Defining Parts for Pick Lists
pick lists: approving
Approving or Rejecting Pick Lists
pick lists: headers
Defining Pick List Headers
pick lists: issuing parts to
Issuing Parts to Work Orders, Equipment, Projects, or Pick Lists
pick lists: limits
Defining Purchase Order, Requisition, and Pick List Limits for Multiple Currencies (MOS)
pick lists: multiple currencies
Defining Purchase Order, Requisition, and Pick List Limits for Multiple Currencies (MOS)
pick lists: overview
Defining and Managing Pick Lists
pick lists: printing
Generating Materials Reports
pick lists: rejecting
Approving or Rejecting Pick Lists
pick lists: returning parts from
Returning Parts From Work Orders, Equipment, Projects, or Pick Lists
pick lists: viewing
Viewing Pick Lists
pigging
Understanding RBI Terms
pigging: definition
Understanding RBI Terms
piping classes
Associating Equipment with Piping Classes
piping classes: associating equipment
Associating Equipment with Piping Classes
piping classes: defining
Defining the Piping Class
piping classes: definition
Understanding RBI Terms
piping classes: joint efficiency
Defining Joint Efficiency for Piping Classes
piping classes: reconciling measurements
Reconciling Measurements for Piping Classes
piping classes: wall thickness
Defining Wall Thickness for Piping Classes
plan
Planning Data Collection
plan daily schedules
Planning Daily Schedules
plan daily schedules: data collection
Planning Data Collection
plans (PM)
Defining PM Plan Headers
PM plans
Adding PM Equipment to PM Plans
PM plans: adding PM equipment
Adding PM Equipment to PM Plans
PM plans: associating PMs and activities
Associating PMs and PM Activities with PM Plans
PM plans: headers
Defining PM Plan Headers
PM revision control
Approving or Rejecting a New Revision
PM revision control: approving
Approving or Rejecting a New Revision
PM revision control: creating
Creating New PM Revisions
PM revision control: maintaining approval lists
Defining Revision Control Approval Lists
PM revision control: PM components
Approving PM Components
PM revision control: rejecting
Approving or Rejecting a New Revision
PM revision control: status
Approving or Rejecting a New Revision
PM revision control: viewing history
Viewing Revision Control History
PM work orders
Creating Preventive Maintenance Work Orders
PM work orders: nesting reference
Creating Preventive Maintenance Work Orders
PMs
Associating PMs and PM Activities with PM Plans
PMs: activities: associating with PM plans
Associating PMs and PM Activities with PM Plans
PMs: activities: defining
Defining Activities of PM Work Orders
PMs: associating with PM plans
Associating PMs and PM Activities with PM Plans
PMs: components: approving
Approving PM Components
PMs: equipment: adding to PM plans
Adding PM Equipment to PM Plans
PMs: equipment: associating with work packages
Defining PM Equipment of the Work Package
PMs: equipment: defining
Defining Equipment for PM Routines
PMs: equipment: updating
Updating PM Equipment
PMs: equipment: viewing
Viewing Equipment PMs
PMs: equipment: within routes
Defining PM Routes and Equipment within Routes
PMs: fixed calendar dates
Setting Up PM Fixed Calendar Dates
PMs: PM plans
Defining PM Plan Headers
PMs: releasing: all orders
Releasing All PM Work Orders
PMs: releasing: duplicate orders
Generating Duplicate PM Work Orders
PMs: releasing: selected orders
Releasing Selected PM Work Orders
PMs: routes
Defining PM Routes and Equipment within Routes
PMs: schedules: copying
Copying Work Orders, Material Lists, and PM Schedules
PMs: schedules: defining
Defining Preventive Maintenance Schedules
PMs: tolerances: defining
Defining Tolerance for PM Work Orders
PMs: windows
Defining Preventive Maintenance Schedules
Viewing Equipment PM Windows
PMs: work packages
Defining the Work Package Header
point conditions
Inspection Management Terms
point conditions: definition
Inspection Management Terms
point type codes
Defining Equipment Inspection Points
point type codes: categories
Defining Equipment Inspection Points
point type codes: defining
Defining Inspection Point Types
point type codes: equipment
Defining Equipment Inspection Points
point types
Inspection Management Terms
point types: definition
Inspection Management Terms
positions
Defining Equipment
PPMs
Defining PM Routes and Equipment within Routes
PRBPOL
Generating Purchasing Reports
preferences
Defining Workflow Preferences
preferences: workflow
Defining Workflow Preferences
preventive maintenance
Defining PM Routes and Equipment within Routes
preventive maintenance work orders
Creating Preventive Maintenance Work Orders
preventive maintenance work orders: nesting reference
Creating Preventive Maintenance Work Orders
PRHISL
Generating Purchasing Reports
price codes
Defining Price Codes
price codes: defining
Defining Price Codes
price codes: transaction classes: defining
Defining Price Codes of Transaction Classes
prices
Changing Prices
prices: changing
Changing Prices
prices: common parts
Defining Prices of Common Parts (MOS)
prices: common tasks
Defining Prices for Common Tasks (MOS)
prices: supplier task
Defining Supplier Task Prices
prices: supplier trade
Defining Supplier Trade Prices
pricing schedules
Defining Common Fixed Pricing Schedules (MOS)
pricing schedules: common fixed cost prices
Defining Common Fixed Pricing Schedules (MOS)
pricing schedules: work orders
Defining Pricing Schedules
print
Printing Barcode Labels with External Label Software
Print barcode labels form
Printing Barcode Labels using Oracle Reports
Print contract report
Generating Purchasing Reports
Print pick list report
Generating Materials Reports
Print purchase order revision report
Generating Purchasing Reports
Print purchase order with cost code report
Generating Purchasing Reports
Print work order cards report
Generating Work Reports
Print work order cards using barcodes report
Generating Work Reports
Print work order cards using barcodes report: barcode labels: Web: for received goods without POs
Printing Barcode Labels for Received Goods Without Purchase Orders
Print work order cards using barcodes report: barcode labels: : external software Intermec
Printing Barcode Labels with External Label Software
Printing External Barcode Labels
Print work order cards using barcodes report: barcode labels: : using Intermec
Printing Barcode Labels Using Intermec
Print work order cards using barcodes report: barcode labels: for goods received
Printing Barcode Labels for Goods Received
Print work order cards using barcodes report: customer contracts report
Printing the Customer Contract
Print work order cards using barcodes report: document overview
Viewing Documents
Print work order cards using barcodes report: invoices
Generating Purchasing Reports
Printing Invoices
Print work order cards using barcodes report: parts return notes
Printing a Goods Return Note
Print work order cards using barcodes report: permits
Generating Work Reports
Print work order cards using barcodes report: pick lists
Generating Materials Reports
Print work order cards using barcodes report: purchase orders
Printing Purchase Orders
Print work order cards using barcodes report: quotations
Printing Quotations
Print work order cards using barcodes report: receipts
Printing Receipts for Received Goods
Print work order cards using barcodes report: requisitions
Printing Purchase Requisitions
Print work order cards using barcodes report: transaction notes
Printing Transaction Notes for Material Transactions
Print work order cards using barcodes report: work order cards using barcodes
Generating Work Reports
printers
Setting Up the Barcode Printer for Intermec and Oracle Reports
printers: setting up
Setting Up the Barcode Printer for Intermec and Oracle Reports
Setting Up the Printer
PRINVL
Generating Purchasing Reports
priority codes
Associating Datastream 7i Priority Codes with MS Project Priority Codes
priority codes: Datastream 7i
Associating Datastream 7i Priority Codes with MS Project Priority Codes
priority codes: MS Project
Associating Datastream 7i Priority Codes with MS Project Priority Codes
probes
Understanding RBI Terms
probes: definition
Understanding RBI Terms
problem codes
Associating Problem Codes with Classes
Problem codes hierarchy report
Generating Work Reports
Problem codes hierarchy report: associating with classes
Associating Problem Codes with Classes
Problem codes hierarchy report: defining
Defining Problem Codes
process data
Understanding RBI Terms
process data: definition
Understanding RBI Terms
processes
Approving/Rejecting Workflow Processes via E-mail
processes: workflow: approving: via e
Approving/Rejecting Workflow Processes via E-mail
processes: workflow: approving: within Datastream 7i
Approving/Rejecting Workflow Processes within Datastream 7i
processes: workflow: approving: within workflow monitor
Approving/Rejecting Workflow Processes within the Workflow Monitor
processes: workflow: initiating
Initiating Workflow Processes
processes: workflow: reassigning
Reassigning Workflow Processes
processes: workflow: rejecting: via e
Approving/Rejecting Workflow Processes via E-mail
processes: workflow: rejecting: within Datastream 7i
Approving/Rejecting Workflow Processes within Datastream 7i
processes: workflow: rejecting: within workflow monitor
Approving/Rejecting Workflow Processes within the Workflow Monitor
processes: workflow: viewing
Viewing Workflow Processes
Profile catalog report
Generating Data Collection Reports
profiles
Defining Asset Profiles
profiles: assets: defining
Defining Asset Profiles
profiles: assets: using
Defining Assets Using Asset Profiles
Project area cost summary report
Generating Project Reports
Project cost breakdown report
Generating Project Reports
Project cost summary report
Generating Project Reports
Project purchase orders report
Generating Project Reports
projects
Associating Equipment with Shutdown Codes
projects: associating with equipment: shutdown codes
Associating Equipment with Shutdown Codes
projects: basics
Defining Project Basics
projects: budgets
Associating Predefined Budget Codes with Projects
projects: cost summary
Viewing Detailed Project Cost Summaries
projects: defining: budget codes
Defining Project Budget Codes
projects: defining: shutdown codes and equipment
Defining Shutdown Codes
projects: hierarchy
Viewing Project Hierarchy
projects: initial information
Defining Initial Project Information
projects: issuing parts to
Issuing Parts to Work Orders, Equipment, Projects, or Pick Lists
projects: major projects
Setting Up Major Projects and Subprojects
projects: purchase orders
Viewing Project Purchase Orders
projects: reports: list of
Generating Project Reports
projects: returning parts from
Returning Parts From Work Orders, Equipment, Projects, or Pick Lists
projects: status
Updating the Project Status
projects: subprojects
Defining Subprojects
projects: work orders: associating
Associating Existing Work Orders with Projects
projects: work orders: clearing
Removing and Clearing Project Work Orders
projects: work orders: closing
Closing All Project Work Orders
projects: work orders: creating
Creating New Project Work Orders
projects: work orders: generating shutdown
Generating Shutdown Work Orders
projects: work orders: removing
Removing and Clearing Project Work Orders
projects: work orders: viewing
Viewing All Work Orders Associated with Projects
prompt machine
Entering Data with the Prompt Machine
prompts
Creating Scanner Prompts to Load onto the Scanner
prompts: definition
Barcode Terms
prompts: entering data
Entering Data with the Prompt Machine
prompts: inspection aspects
Defining Prompts for Inspection Aspects
prompts: lists of values
Defining Lists of Values for Inspection Aspect Prompts
prompts: scanners: creating
Creating Scanner Prompts to Load onto the Scanner
prompts: scanners: return
Defining Default SQL Statements
prompts: scanners: testing
Testing Scanner Prompts
prompts: transaction
Defining Transaction Prompts
PRONIL
Generating Purchasing Reports
PRONOL
Generating Purchasing Reports
properties
Modifying Field Properties
properties: field
Modifying Field Properties
PRORDI
Generating Purchasing Reports
PRREVF
Generating Purchasing Reports
pulldown menus
Modifying Pulldown Menus
Purchase history per item
Generating Purchasing Reports
Purchase history per order
Generating Purchasing Reports
purchase orders
Entering Assets for Purchase Order Items
Purchase orders awaiting invoicing report
Generating Purchasing Reports
Purchase orders awaiting invoicing report: associating assets
Entering Assets for Purchase Order Items
Purchase orders awaiting invoicing report: blanket orders
Creating and Using Blanket Orders
Purchase orders awaiting invoicing report: clauses
Associating Clauses and Order Terms with Purchase Orders
Purchase orders awaiting invoicing report: creating
Creating and Revising Purchase Orders
Purchase orders awaiting invoicing report: creating from requisition line items
Creating a New Purchase Order from Requisition Line Items
Purchase orders awaiting invoicing report: creating: adding requisitioned parts
Creating a New Purchase Order from Requisition Line Items
Purchase orders awaiting invoicing report: direct materials
Adding Part Details to Purchase Orders
Purchase orders awaiting invoicing report: discounts
Applying Discounts to an Entire Purchase Order
Purchase orders awaiting invoicing report: generating from low stock
Generating Requisitions and Purchase Orders from Low Stock
Purchase orders awaiting invoicing report: generating: from blanket orders
Generating Purchase Orders from Blanket Orders
Purchase orders awaiting invoicing report: generating: from low stock
Understanding Automatic Purchase Order Generation
Purchase orders awaiting invoicing report: generating: from quotations
Creating Purchase Orders from Quotations
Purchase orders awaiting invoicing report: generating: from services purchase catalog
Creating Service Purchase Orders
Purchase orders awaiting invoicing report: headers: creating
Creating Purchase Order Headers
Purchase orders awaiting invoicing report: headers: revising
Revising Purchase Order Headers
Purchase orders awaiting invoicing report: history: viewing
Viewing Purchase History for Part/Supplier
Purchase orders awaiting invoicing report: limits
Defining Purchase Order, Requisition, and Pick List Limits for Multiple Currencies (MOS)
Purchase orders awaiting invoicing report: line items: adding requisitioned parts
Adding Requisition Line Items to an Existing Purchase Order
Purchase orders awaiting invoicing report: line items: viewing
Viewing Purchase Order Line Item Information
Purchase orders awaiting invoicing report: lines: viewing
Viewing Requisition, Quotation, or Purchase Order Lines
Purchase orders awaiting invoicing report: multiple currencies
Defining Purchase Order, Requisition, and Pick List Limits for Multiple Currencies (MOS)
Purchase orders awaiting invoicing report: order terms
Associating Clauses and Order Terms with Purchase Orders
Purchase orders awaiting invoicing report: outstanding orders: viewing
Viewing Outstanding Stock Ordered
Purchase orders awaiting invoicing report: parts: adding
Adding Part Details to Purchase Orders
Purchase orders awaiting invoicing report: parts: adjusting charges
Adjusting Charges for Parts on Purchase Order Lines
Purchase orders awaiting invoicing report: parts: receiving
Receiving Parts Against Purchase Orders
Purchase orders awaiting invoicing report: parts: revising
Revising Purchase Order Details
Purchase orders awaiting invoicing report: printing
Printing Purchase Orders
Purchase orders awaiting invoicing report: projects
Viewing Project Purchase Orders
Purchase orders awaiting invoicing report: repairable spares
Adding Repairable Spares Part Details to Purchase Orders
Purchase orders awaiting invoicing report: service details: adding
Adding Service Details to Purchase Orders
Purchase orders awaiting invoicing report: service details: revising
Revising Purchase Order Details
Purchase orders awaiting invoicing report: status
Creating and Revising Purchase Orders
Purchase orders awaiting invoicing report: terms
Defining Purchase Order Terms
Purchase orders awaiting invoicing report: understanding automatic purchase order generation
Understanding Automatic Purchase Order Generation
Purchase requisition report
Generating Materials Reports
purchase requisitions
Creating Purchase Requisitions
purchasing management
Creating and Using Blanket Orders
purchasing management: blanket orders
Creating and Using Blanket Orders
purchasing management: clauses: hierarchies
Viewing Clause Hierarchies
purchasing management: contracts: associating parts
Associating Parts with Contracts
purchasing management: contracts: creating
Creating Contracts
purchasing management: contracts: headers
Creating Contract Headers
purchasing management: contracts: part discounts: applying
Applying Discounts to Parts Listed on Contracts
purchasing management: contracts: part discounts: viewing
Viewing Part Discounts on Contracts
purchasing management: contracts: purchase order discounts
Applying Discounts to an Entire Purchase Order
purchasing management: initial information
Defining Initial Purchasing Information
purchasing management: invoices vouchers: regular
Creating Regular Invoice Vouchers
purchasing management: parts: viewing discounts
Viewing Part Discounts on Contracts
purchasing management: purchase orders
Creating and Revising Purchase Orders
purchasing management: quotations
Creating Quotations
purchasing management: reports
Generating Purchasing Reports
purchasing management: requisitions
Creating Purchase Requisitions
purge
Purging Comment Audit Records
purge: audit comments records
Purging Comment Audit Records
purge: e
Purging E-mail Records
QMQUOT
Creating and Revising Purchase Orders
QRQUOF
Generating Purchasing Reports
QRQUOL
Generating Purchasing Reports
Qualification Expiration Report
Generating Work Reports
Qualification requirement report
Generating Work Reports
quantities for stocktake
Entering Stocktake Physical Quantities
quantities for stocktake: entering
Entering Stocktake Physical Quantities
quantities for stocktake: freezing
Freezing Quantities for Stocktake
quantities for stocktake: updating
Signing Off Stocktake and Updating Quantities
queries
Applying Stored Queries
queries: applying stored queries
Applying Stored Queries
queries: for records
Querying the Datastream 7i Database for Records
queries: sorting
Storing Queries
quick work orders
Creating Quick Work Orders
quotations
Creating Blanket Orders from Quotations
Quotations form
Creating and Revising Purchase Orders
Quotations form: blanket orders
Creating Blanket Orders from Quotations
Quotations form: creating
Creating Quotations
Quotations form: creating from requisition line items
Creating a New Quotation from Requisition Line Items
Quotations form: creating: adding requisitioned parts
Creating a New Quotation from Requisition Line Items
Quotations form: defining headers
Creating Quotation Headers
Quotations form: entering supplier bids: parts
Entering Supplier Bids for Parts
Quotations form: entering supplier bids: repairable spares
Entering Supplier Bids for Repairable Spares
Quotations form: entering supplier bids: services
Entering Supplier Bids for Services
Quotations form: line items: adding requisitioned parts
Adding Requisitioned Parts to an Existing Quotation
Quotations form: lines: viewing
Viewing Requisition, Quotation, or Purchase Order Lines
Quotations form: Parts page
Creating and Revising Purchase Orders
Quotations form: parts: adding
Adding Parts to Quotations
Quotations form: parts: copying
Copying Existing Quotation Details
Quotations form: parts: supplier responses by part
Viewing Supplier Responses to Part Quotations
Quotations form: printing
Printing Quotations
Quotations form: purchase orders (generate)
Creating Purchase Orders from Quotations
Quotations form: ratings
Assigning Quotation Ratings
Quotations form: repairable spares
Adding External Repair Requisition Lines to Quotations
Quotations form: services: adding
Adding Service Details to Quotations
Quotations form: services: copying
Copying Existing Quotation Details
Quotations form: services: supplier responses by trade
Viewing Supplier Responses to Service Quotations
Quotations form: status
Creating Quotations
Quotations form: task lists: creating
Entering Supplier Bids for Services
ranking
Understanding RBI Terms
ranking levels
Understanding RBI Terms
ranking levels: definition
Understanding RBI Terms
ranking levels: definition
Understanding RBI Terms
rapid work requests
Creating Rapid Work Requests
rating quotations
Assigning Quotation Ratings
RBI
Entering Additional Aspect Point Information
RBI: aspect point information
Entering Additional Aspect Point Information
RBI: calibration groups
Defining Calibration Groups
RBI: conversion factors for measuring units
Defining Conversion Factors for Measuring Units
RBI: critical values: calculating
Calculating Critical Values
RBI: critical values: defining ranges
Defining Ranges for Critical Values
RBI: criticality codes: associating with critical values
Defining Ranges for Critical Values
RBI: criticality codes: calculating
Calculating Criticality Codes
RBI: criticality index
Defining the Criticality Index
RBI: decision tree
Defining the Decision Tree
RBI: equipment inspection information
Entering Additional Equipment Inspection Information
RBI: formulae
Defining Formulae
RBI: initial information
Configuring Basic RBI Information
RBI: inspection aspects: additional information
Entering Additional Inspection Aspect Information
RBI: inspection aspects: prompts
Defining Prompts for Inspection Aspects
RBI: inspection aspects: properties
Defining Properties of Inspection Aspects
RBI: inspection results
Recording Inspection Results for Risk-based Inspections
RBI: material standards
Defining Material Standards
RBI: monitored data
Entering Monitored Data
RBI: piping classes: associating equipment
Associating Equipment with Piping Classes
RBI: piping classes: defining
Defining the Piping Class
RBI: piping classes: joint efficiency
Defining Joint Efficiency for Piping Classes
RBI: piping classes: reconciling measurements
Reconciling Measurements for Piping Classes
RBI: piping classes: wall thickness
Defining Wall Thickness for Piping Classes
RBI: prompt lists of values
Defining Lists of Values for Inspection Aspect Prompts
RBI: risk focus: associating equipment
Associating Equipment with a Risk Focus
RBI: risk focus: codes
Defining Risk Focus Codes
RBI: risk focus: defining
Defining the Risk Focus
RBI: terms
Understanding RBI Terms
re
Revaluing Parts
Revaluing Stock and Updating the Price Type
readers
Defining Barcode Readers
readers: barcode
Defining Barcode Readers
readings
Entering Meter Readings for Logical Meters
readings: meters: equipment
Entering Meter Readings for Logical Meters
readings: meters: unlinked
Entering Meter Readings for Unlinked Meters
reallocate direct materials
Reallocating Direct Materials
reasons for part rejection
Defining Reasons for Part Rejection
receive parts
Receiving Parts Against Purchase Orders
receive parts: direct materials
Receiving Parts Against Purchase Orders
receive parts: in storeroom: against purchase orders
Receiving Parts Against Purchase Orders
receive parts: in storeroom: without purchase orders
Receiving Parts Without Purchase Orders
receive parts: internally repaired parts
Receiving Internally Repaired Parts Against Work Orders
receive parts: on
Receiving Goods On-dock
Receiving Parts to Stores
Recording Inspection Results
Recording On-dock Receipt
Recording Order Details
receive parts: overview
Receiving Parts
receive parts: printing receipts
Printing Receipts for Received Goods
receiving buffer
Process 1. Receiving Buffer
record
Recording Work Done Comments on Closed Work Orders
record: comments on closed work orders
Recording Work Done Comments on Closed Work Orders
record: inspection results (RBI)
Recording Inspection Results for Risk-based Inspections
record: on
Recording Inspection Results
Recording On-dock Receipt
Recording Order Details
record: performance indicator measurements
Entering Performance Indicator Measurements
record: supplier evaluations
Recording Supplier Evaluations
records
Viewing Audits
records: audit comments: purging
Purging Comment Audit Records
records: audit comments: viewing
Viewing Comment Audit Records
records: audit: viewing
Viewing Audits
records: e
Purging E-mail Records
records: editing
Editing Records
records: exporting
Exporting Records from Datastream 7i
records: querying
Querying for Specific Records
records: retrieving
Retrieving All Records in a Form
records: sorted: deleting
Deleting Record Sorts
records: sorting
Sorting Records
records: updating budget records
Updating Budget Records
records: working with
Working with Records
regular work orders
Creating Regular Work Orders
regular work requests
Creating Regular Work Requests
reject
Defining Reasons for Part Rejection
reject workflow processes
Approving/Rejecting Workflow Processes via E-mail
reject workflow processes: parts: reasons for
Defining Reasons for Part Rejection
reject workflow processes: pick lists
Approving or Rejecting Pick Lists
reject workflow processes: PM components
Approving PM Components
reject workflow processes: PM revisions
Approving or Rejecting a New Revision
reject workflow processes: requisitions
Approving or Rejecting Requisitions
reject workflow processes: via e
Approving/Rejecting Workflow Processes via E-mail
reject workflow processes: within Datastream 7i
Approving/Rejecting Workflow Processes within Datastream 7i
reject workflow processes: within workflow monitor
Approving/Rejecting Workflow Processes within the Workflow Monitor
reject workflow processes: work requests
Screening Work Requests
release PM work orders
Releasing All PM Work Orders
release PM work orders: all orders
Releasing All PM Work Orders
release PM work orders: duplicate orders
Generating Duplicate PM Work Orders
release PM work orders: selected orders
Releasing Selected PM Work Orders
remaining life
Understanding RBI Terms
remaining life: definition
Understanding RBI Terms
remember mechanism
Modifying the Remember Mechanism
remove work orders
Removing and Clearing Project Work Orders
renewal indicators
Understanding RBI Terms
renewal indicators: definition
Understanding RBI Terms
reopen work orders
Reopening Closed Work Orders
repairable spare parts
Returning Repairable Spare Parts Tracked By Asset
repairable spare parts: returning
Returning Repairable Spare Parts Tracked By Asset
Returning Repairable Spare Parts Tracked By Asset Parts from Internal Repair Work Orders
repairable spares
Generating Materials Reports
Repairable spares assignment details report
Generating Materials Reports
Repairable spares assignment details report: assignment details report
Generating Materials Reports
Repairable spares assignment details report: bids from suppliers
Entering Supplier Bids for Repairable Spares
Repairable spares assignment details report: defining initial bin quantities
Defining Stock in Bins
Repairable spares assignment details report: defining parts as
Defining Parts
Repairable spares assignment details report: defining repair details
Defining Repair Details for Parts
Repairable spares assignment details report: entering supplier bids
Entering Supplier Bids for Repairable Spares
Repairable spares assignment details report: purchase orders
Adding Repairable Spares Part Details to Purchase Orders
Repairable spares assignment details report: quotations
Adding External Repair Requisition Lines to Quotations
Repairable spares assignment details report: receiving: external repairs
Receiving Parts Against Purchase Orders
Repairable spares assignment details report: receiving: internal repairs
Receiving Internally Repaired Parts Against Work Orders
Repairable spares assignment details report: receiving: on
Receiving Parts to Stores
Repairable spares assignment details report: repair work orders: adding parts
Adding Parts to Internal Repair Work Orders
Repairable spares assignment details report: repair work orders: creating from requisitions
Creating Work Orders from Internal Repair Requisition Lines
Repairable spares assignment details report: repair work orders: creating without requisitions
Adding Parts to Internal Repair Work Orders
Repairable spares assignment details report: replacing child equipment
Replacing Child Equipment
Repairable spares assignment details report: requisitions: adding parts (external repairs)
Adding Parts to Requisitions
Repairable spares assignment details report: requisitions: adding parts (internal repairs)
Adding Parts to Internal Repair Requisitions
Repairable spares assignment details report: requisitions: assigning parts in bins
Assigning Repair Requisition Lines to Parts in Bins
Repairable spares assignment details report: requisitions: defining headers
Creating Purchase Requisition Headers
Repairable spares assignment details report: requisitions: generating
Generating Repair Requisitions
Repairable spares assignment details report: returning: parts to be repaired
Returning Parts From Work Orders, Equipment, Projects, or Pick Lists
Repairable spares assignment details report: returning: to suppliers
Returning Parts
Repairable spares assignment details report: supplier information: associating parts with suppliers
Associating Parts with Suppliers
Repairable spares assignment details report: supplier information: associating with parts
Associating Suppliers with Parts
Repairable spares assignment details report: transferring: between bins
Transferring Parts Between Bins
Repairable spares assignment details report: transferring: between stores
Transferring Parts Between Stores
Repairable spares assignment details report: viewing assigned bins
Viewing Assigned Bins
repairs (equipment)
Defining Repair and Return Information
report stocktake discrepancies
Creating and Reporting a Stocktake Discrepancy
Reporting stocktake discrepancy report
Generating Materials Reports
reports
Generating Access Violation Reports
reports toolbar
Reports Toolbar
reports toolbar: access violations
Generating Access Violation Reports
reports toolbar: asset reports
Generating Asset Reports
reports toolbar: budget reports
Generating Budget Reports
reports toolbar: Crystal Reports
Configuring Crystal Reports for Datastream 7i
reports toolbar: Crystal Reports: defining functions
Creating Functions for Crystal Reports
reports toolbar: defining
Defining New Reports
reports toolbar: equipment audit error
Printing the Equipment Audit Error Report
reports toolbar: generating
Generating Reports
reports toolbar: host commands: defining
Defining Host Commands
reports toolbar: host commands: parameters
Defining Host Command Parameters
reports toolbar: host commands: syntax
Writing Host Command Syntax
reports toolbar: inspection reports
Generating Inspection Reports
reports toolbar: Oracle Discoverer
Defining Reports for Oracle Discoverer
reports toolbar: Oracle Discoverer: creating new
Creating Reports in Oracle Discoverer
reports toolbar: Oracle Discoverer: defining functions
Defining Functions
reports toolbar: Oracle Discoverer: setting up
Setting Up Datastream 7i for Oracle Discoverer
reports toolbar: parameters: background
Defining Background Report Parameters
reports toolbar: parameters: host command
Defining Host Command Parameters
reports toolbar: parameters: list of values
Modifying Report Parameter List of Values
reports toolbar: parameters: modifying
Modifying Report Parameters
reports toolbar: project reports
Generating Project Reports
reports toolbar: purchasing reports
Generating Purchasing Reports
reports toolbar: return messages
Returning External Report Application Messagesto Datastream 7i
reports toolbar: user exit commands
Defining User Exit Commands
reports toolbar: user exits
Defining User Exits for External Report Applications
reports toolbar: user functions
Creating New User Functions for Reports
Request discount based on purchases report
Generating Purchasing Reports
requests
Creating Regular Work Requests
Requests for quotation report
Generating Purchasing Reports
requisitions
Approving or Rejecting Requisitions
requisitions: approving
Approving or Rejecting Requisitions
requisitions: buyers: assigning
Assigning Requisitions to Buyers
requisitions: creating
Creating Purchase Requisitions
requisitions: direct materials
Adding Parts to Requisitions
requisitions: generating: for repairable spares
Generating Repair Requisitions
requisitions: generating: from low stock
Generating Requisitions and Purchase Orders from Low Stock
requisitions: headers
Creating Purchase Requisition Headers
requisitions: internal repair work orders
Creating Work Orders from Internal Repair Requisition Lines
requisitions: limits
Defining Purchase Order, Requisition, and Pick List Limits for Multiple Currencies (MOS)
requisitions: lines: viewing
Viewing Requisition, Quotation, or Purchase Order Lines
requisitions: multiple currencies
Defining Purchase Order, Requisition, and Pick List Limits for Multiple Currencies (MOS)
requisitions: parts
Adding Parts to Requisitions
requisitions: printing
Printing Purchase Requisitions
requisitions: purchase orders: adding requisitioned parts
Adding Requisition Line Items to an Existing Purchase Order
requisitions: quotations: adding requisitioned parts
Adding Requisitioned Parts to an Existing Quotation
requisitions: rejecting
Approving or Rejecting Requisitions
requisitions: repairable spares
Adding Parts to Internal Repair Requisitions
requisitions: services
Adding Services to Requisitions
requisitions: viewing outstanding transfers
Viewing Outstanding Requisitions for Store-to-Store Transactions
reschedule
Balancing the Workload
reschedule: to balance workload
Balancing the Workload
reschedule: work orders
Rescheduling Work
reserve parts
Reserving Parts
reserve parts: for work orders
Reserving Parts
reserve parts: viewing reserved parts
Viewing Reserved and Allocated Parts
result type
Inspection Management Terms
result type: definition
Inspection Management Terms
results
Entering Inspection Results
results: inspection
Entering Inspection Results
results: RBI inspections
Recording Inspection Results for Risk-based Inspections
return
Returning Parts From Work Orders, Equipment, Projects, or Pick Lists
return merchandise authorization
Defining Repair and Return Information
return messages
Returning External Report Application Messagesto Datastream 7i
return prompts
Defining Default SQL Statements
Return summary report
Generating Materials Reports
Return summary report: parts: to stores
Returning Parts From Work Orders, Equipment, Projects, or Pick Lists
Return summary report: parts: to suppliers
Returning Parts
Return summary report: printing goods return notes
Printing a Goods Return Note
Return summary report: repairable spares
Returning Parts
returning parts
Returning Repairable Spare Parts Tracked By Asset
returning parts: repairable spare
Returning Repairable Spare Parts Tracked By Asset
Returning Repairable Spare Parts Tracked By Asset Parts from Internal Repair Work Orders
returns (equipment)
Defining Repair and Return Information
review
Screening Work Requests
revision control
PM Revision Control
revisions
PM Revision Control
revisions: preventive maintenance
PM Revision Control
risk focus
Associating Equipment with a Risk Focus
risk focus codes
Understanding RBI Terms
risk focus codes: definition
Understanding RBI Terms
risk focus ranges
Understanding RBI Terms
risk focus ranges: associating equipment
Associating Equipment with a Risk Focus
risk focus ranges: codes
Defining Risk Focus Codes
risk focus ranges: decision tree
Defining the Decision Tree
risk focus ranges: defining
Defining the Risk Focus
risk focus ranges: definition
Understanding RBI Terms
risk focus ranges: definition
Understanding RBI Terms
risk items
Understanding RBI Terms
risk items: definition
Understanding RBI Terms
role
Understanding Workflow Terms
role: definition
Understanding Workflow Terms
root cause hierarchy
Defining a Root-cause Hierarchy
route status
Inspection Management Terms
route status: definition
Inspection Management Terms
routes
Approving PM Components
routes: approving
Approving PM Components
routes: defining
Defining Routes
routes: inspection points
Defining Route Inspection Points
routes: PMs
Defining PM Routes and Equipment within Routes
routes: relating to work orders
Relating Routes to Work Orders
routes: templates
Inspection Management Terms
scanners
Correcting Scanner Errors in APIs
scanners: errors: APIs
Correcting Scanner Errors in APIs
scanners: errors: transaction
Correcting Transaction Errors
scanners: functions
Defining Functions for Transaction Types
scanners: importing transaction data
Importing Scanner Transaction Data
scanners: list of values: queries
Defining List of Values Queries
scanners: loading Datastream 7i files
Loading Datastream 7i Files onto the Scanner
scanners: menus: creating
Defining Scanner Menus
scanners: menus: defining
Defining Scanner Menus
scanners: prompts: creating
Creating Scanner Prompts to Load onto the Scanner
scanners: prompts: testing
Testing Scanner Prompts
scanners: setting up
Loading Datastream 7i Files onto the Scanner
scanners: top
Defining a Scanner Top-level Menu Function
Defining Top-Level Menu Function
scanners: transactions: archives
Viewing Scanner Transaction Archives
scanners: transactions: layouts
Defining Transaction Layouts
scanners: transactions: viewing
Viewing Scanner Transactions to be Processed
scanners: user groups
Defining Scanner Menu User Groups
schedule
Freezing and Unfreezing Activity Schedules
Schedule attainment report
Generating Work Reports
Schedule attainment report: activities: freezing
Freezing and Unfreezing Activity Schedules
Schedule attainment report: balancing workload
Balancing the Workload
Schedule attainment report: daily schedules: generating
Generating Daily Schedules
Schedule attainment report: daily schedules: planning employee schedules
Planning Daily Schedules for Employees
Schedule attainment report: daily schedules: updating
Updating Daily Schedules
Schedule attainment report: employees for work packages
Scheduling Employees for the Work Package
Schedule attainment report: groups
Defining Schedule Groups
Schedule attainment report: PM work orders: defining schedule
Defining Preventive Maintenance Schedules
Schedule attainment report: PM work orders: fixed calendar dates
Setting Up PM Fixed Calendar Dates
Schedule attainment report: work orders: reschedule
Rescheduling Work
Schedule attainment report: work orders: scheduling
Scheduling Work
Scheduled
Generating Work Reports
Scheduled activities report
Generating Work Reports
schema password
Encrypting the Schema Password
screen layout editor
Modifying Forms
screen work requests
Screening Work Requests
search for equipment
Searching for Equipment by General Characteristics
search for equipment: by general characteristics
Searching for Equipment by General Characteristics
search for equipment: through equipment hierarchy
Searching for Equipment through Equipment Hierarchy
security
Generating Access Violation Reports
security: access violation reports
Generating Access Violation Reports
security: activating
Activating Multi-organization Security
security: active users
Viewing Active Users
security: associating organizations
Associating Users with Organizations
security: associating users
Associating Users with Organizations
security: authorization matrix
Setting Up Authorizations
security: defining organizations
Defining Organizations
security: encrypted passwords
Encrypting the Schema Password
security: function
Modifying Function-level Security
security: functions
Setting Tab Permissions for Functions
security: group
Setting Group-level Permissions
Setting Group-level Tab Permissions
security: multi
Implementing Multi-organization Security (MOS)
security: multiple currencies
Defining Purchase Order, Requisition, and Pick List Limits for Multiple Currencies (MOS)
security: tab permissions: group
Setting Group-level Tab Permissions
security: tab permissions: setting for functions
Setting Tab Permissions for Functions
security: unlocking
Resetting Users Locked Out of Datastream 7i
security: user groups
Setting Up New User Groups
security: users
Creating Users
security: Users form
Setting Group-level Permissions
server offset
Offsetting the Server
service codes
Creating Service Codes
service requests
Associating Properties with Customers
service requests: associating properties with customers
Associating Properties with Customers
service requests: associating properties with employees
Associating Properties with Employees
service requests: creating callers
Creating Callers for Customers
service requests: creating service codes
Creating Service Codes
service requests: defining code levels
Defining Code Levels
service requests: defining structures
Defining Code-structure Combinations for Service Requests
service requests: setting up
Setting Up Service Requests
service requests: viewing
Viewing Service Requests
services
Adding Service Details to Purchase Orders
services: activities
Adding Service Details to Purchase Orders
services: bids
Entering Supplier Bids for Services
services: purchase catalog
Creating Service Purchase Orders
services: purchase orders: revising details
Revising Purchase Order Details
services: purchase orders: adding service details
Adding Service Details to Purchase Orders
services: purchase orders: creating from services purchase catalog
Creating Service Purchase Orders
services: purchase orders: viewing lines
Viewing Purchase Order Line Item Information
services: quotations
Adding Service Details to Quotations
services: requisitions: adding services
Adding Services to Requisitions
services: requisitions: approving
Approving or Rejecting Requisitions
services: requisitions: rejecting
Approving or Rejecting Requisitions
services: work orders
Adding Service Details to Purchase Orders
set language
Setting the Language
SHIFT+F1
Keyboard Shortcuts
SHIFT+F2
Keyboard Shortcuts
SHIFT+F3
Keyboard Shortcuts
SHIFT+F4
Keyboard Shortcuts
SHIFT+F6
Keyboard Shortcuts
SHIFT+TAB
Keyboard Shortcuts
shifts
Defining Shift Cycles
shifts: cycles
Defining Shift Cycles
shifts: defining
Defining Shifts
shifts: personnel
Defining Shift Personnel
Short term work order list (activities) report
Generating Work Reports
Short term work order list report
Generating Work Reports
shutdown
Defining Shutdown Codes
shutdown codes
Associating Equipment with Shutdown Codes
shutdown codes: associating with equipment
Associating Equipment with Shutdown Codes
shutdown codes: defining
Defining Shutdown Codes
Shutdown form
Defining Shutdown Codes
Shutdown form: Record view page
Defining Shutdown Codes
shutdown work orders
Generating Shutdown Work Orders
shutdown work orders: equipment
Defining Shutdown Codes
snapshots
Creating Electronic Records and Signatures
sort records
Sorting Records
sorted records
Deleting Record Sorts
sorted records: deleting
Deleting Record Sorts
sorts
Modifying Record Sorts
sorts: modifying
Modifying Record Sorts
spares
Replacing Child Equipment
spares: replacing child equipment
Replacing Child Equipment
SQL select statements
Defining SQL Select Statements for Inbox Entries and Key Performance Indicators
SQL select statements: inbox entries
Defining SQL Select Statements for Inbox Entries and Key Performance Indicators
SQL select statements: KPIs
Defining SQL Select Statements for Inbox Entries and Key Performance Indicators
SQL select statements: list of values queries
Defining List of Values Queries with SQL Select Statements
SQL statements
Defining Default SQL Statements
SQL statements: default: defining
Defining Default SQL Statements
SRBLAB
Printing Barcode Labels using Oracle Reports
SRCONS
Generating Materials Reports
SRHISL
Generating Purchasing Reports
SRLOWL
Generating Materials Reports
SRPICK
Generating Materials Reports
SRPOLD
Generating Materials Reports
SRRCVF
Generating Materials Reports
SRREQF
Generating Materials Reports
SRREQL
Generating Materials Reports
SRRESL
Generating Materials Reports
SRRETF
Generating Materials Reports
SRRETN
Generating Materials Reports
SRRQAS
Generating Materials Reports
SRSTDL
Generating Materials Reports
SRSTOL
Generating Materials Reports
SRTOLD
Generating Materials Reports
SRTRAL
Generating Materials Reports
SRUSAL
Generating Materials Reports
SRUSTL
Generating Materials Reports
standard work orders
Creating Standard Work Orders
standing work orders
Creating Dispatch Work Orders
standing work orders: creating
Creating Dispatch Work Orders
standing work orders: viewing dispatches
Viewing Dispatch Requests Logs
start
Starting Datastream 7i
start menu
Data Collection Start Menu Items
start menu: data collection
Data Collection Start Menu Items
start menu: Datastream 7i
Starting Datastream 7i
status
Updating Change Notice Status
Status entities
Understanding Entities
Status of inspection points report
Generating Inspection Reports
Status of inspection points report: change notices
Updating Change Notice Status
Status of inspection points report: customer contracts
Defining Customer Contracts
Status of inspection points report: inspection route
Inspection Management Terms
Status of inspection points report: on
Receiving Goods On-dock
Recording Inspection Results
Status of inspection points report: projects
Updating the Project Status
Status of inspection points report: purchase orders
Creating and Revising Purchase Orders
Status of inspection points report: quotations
Creating Quotations
Status of inspection points report: revisions
Approving or Rejecting a New Revision
Status of inspection points report: work order charges
Correcting Work Order Charge Calculations
step
Understanding Workflow Terms
step: definition
Understanding Workflow Terms
stock
Viewing Outstanding Requisitions for Store-to-Store Transactions
Stock issues history by part report
Generating Materials Reports
Stock issues history by part type report
Generating Materials Reports
Stock transactions report
Generating Materials Reports
Stock value listing by part type report
Generating Materials Reports
Stock value listing by part type report: creating in bins
Defining Stock in Bins
Stock value listing by part type report: defining
Defining Stock Records
Stock value listing by part type report: freezing levels for stocktakes
Freezing Quantities for Stocktake
Stock value listing by part type report: in
Viewing Stock In-transit
Stock value listing by part type report: initializing stock records
Initializing Stock
Stock value listing by part type report: issuing parts: from stores
Issuing Parts to Work Orders, Equipment, Projects, or Pick Lists
Stock value listing by part type report: issuing parts: to different stores (transfer)
Step 2. Issuing Parts to Different Stores
Stock value listing by part type report: issuing via barcode
Issuing Stock
Stock value listing by part type report: outstanding stock
Viewing Outstanding Stock Ordered
Stock value listing by part type report: prices: changing
Changing Prices
Stock value listing by part type report: re
Revaluing Stock and Updating the Price Type
Stock value listing by part type report: requisitions: viewing outstanding
Viewing Outstanding Requisitions for Store-to-Store Transactions
Stock value listing by part type report: returning parts to stores
Returning Parts From Work Orders, Equipment, Projects, or Pick Lists
Stock value listing by part type report: transactions per store
Viewing Stock Transactions per Store
Stock value listing by part type report: viewing: stock in bins
Viewing Bin Stock
Stock value listing by part type report: viewing: stock levels
Viewing Stock Levels
Stock value listing by part type report: viewing: stock per store
Viewing Stock per Store
stockouts
Viewing Stockouts
stocktakes
Signing Off Stocktake and Updating Quantities
stocktakes: authorizing system inventory updates
Signing Off Stocktake and Updating Quantities
stocktakes: discrepancies
Creating and Reporting a Stocktake Discrepancy
stocktakes: initiating
Initiating a Stocktake
stocktakes: lists
Creating a Stocktake List
stocktakes: quantities: entering
Entering Stocktake Physical Quantities
stocktakes: quantities: freezing
Freezing Quantities for Stocktake
stocktakes: quantities: updating
Signing Off Stocktake and Updating Quantities
stores
Receiving Parts to Stores
stores: on
Receiving Parts to Stores
stores: receiving parts: in stores (transfer)
Step 3. Receiving Parts in Stores
stores: receiving parts: with purchase orders
Receiving Parts Against Purchase Orders
stores: receiving parts: without purchase orders
Receiving Parts Without Purchase Orders
stores: transferring parts: defining requisition headers
Creating Purchase Requisition Headers
stores: transferring parts: with requisitions
Transferring Parts With Requisitions
stores: transferring parts: without requisitions
Transferring Parts Without Requisitions
stores: viewing: all transactions
Viewing Transactions
stores: viewing: stock per store
Viewing Stock per Store
stores: viewing: stock transactions
Viewing Stock Transactions per Store
stress material standards
Defining Material Standards Temperature and Stress
structures
Viewing Equipment Hierarchies
sub
Setting Up Hierarchical Menus
subjobs
Viewing Child Work Orders
subprojects
Defining Subprojects
substitute parts
Defining Interchangeable Parts
supplier task prices
Defining Supplier Task Prices
supplier trade prices
Defining Supplier Trade Prices
suppliers
Entering Supplier Bids for Parts
suppliers: bids: parts
Entering Supplier Bids for Parts
suppliers: bids: repairable spares
Entering Supplier Bids for Repairable Spares
suppliers: bids: services
Entering Supplier Bids for Services
suppliers: commodities
Associating Commodities with Suppliers
suppliers: contacts
Defining Contacts
suppliers: defining
Defining Suppliers
suppliers: discounts
Defining Discounts/Extra Charges for Parts
suppliers: evaluations: recording
Recording Supplier Evaluations
suppliers: evaluations: setting up
Setting Up Supplier Evaluation
suppliers: evaluations: viewing
Viewing Supplier Evaluations
suppliers: parts: associating suppliers with parts
Associating Suppliers with Parts
suppliers: parts: associating with suppliers
Associating Parts with Suppliers
suppliers: purchasing history
Viewing Purchase History for Part/Supplier
suppliers: quotation responses: by part
Viewing Supplier Responses to Part Quotations
suppliers: quotation responses: by trade (services)
Viewing Supplier Responses to Service Quotations
suppliers: receiving parts from
Receiving Parts
suppliers: requisitioning services
Adding Services to Requisitions
suppliers: returning parts
Returning Parts
suppliers: tasks
Associating Tasks with Suppliers
syntax
Writing Host Command Syntax
syntax: host commands
Writing Host Command Syntax
systems
Defining Equipment
tab permissions
Setting Tab Permissions for Functions
tab permissions: functions
Setting Tab Permissions for Functions
tab permissions: group level
Setting Group-level Tab Permissions
Table of equipment with custom fields report
Generating Asset Reports
tariffs
Defining Pricing Schedules
tasks
Approving PM Components
tasks: approving
Approving PM Components
tasks: associating with suppliers
Associating Tasks with Suppliers
tasks: common: defining
Defining Common Tasks
tasks: common: defining prices
Defining Prices for Common Tasks (MOS)
tasks: creating on quotations
Entering Supplier Bids for Services
tasks: defining: information
Defining Task Information
tasks: supplier prices: defining
Defining Supplier Task Prices
tax code rates
Defining Tax Codes and Tax Code Rates
tax codes
Defining Tax Codes and Tax Code Rates
tax rate codes
Defining Tax Rate Codes and Tax Rate Values
tax rate types
Defining Tax Rate Types
temperature material standards
Defining Material Standards Temperature and Stress
templates
Creating E-mail Templates for Datastream 7i Messenger
templates: asset profiles: defining
Defining Asset Profiles
templates: asset profiles: using
Defining Assets Using Asset Profiles
templates: e
Creating E-mail Templates for Datastream 7i Messenger
templates: PM routes
Defining PM Routes and Equipment within Routes
templates: standard work orders: assigning child work orders
Assigning Child Work Orders to Standard Work Order Templates
templates: standard work orders: creating regular work orders
Creating Regular Work Orders from Standard Work Order Templates
templates: standard work orders: defining
Defining Standard Work Order Headers
temporary material lists
Defining Temporary Material Lists
terms
Understanding RBI Terms
terms: RBI
Understanding RBI Terms
terms: warranty
Defining Warranty Terms
test scanner prompts
Testing Scanner Prompts
text
Changing Field Help Text
text: field help
Changing Field Help Text
text: global
Changing Global Text
text: specific function
Changing Text of a Specific Function
time
Defining Pricing Schedules
Understanding Time-Based Inventory Valuation (LIFO/FIFO)
time dependence
Inspection Management Terms
time dependence: definition
Inspection Management Terms
time dependence: server offset
Offsetting the Server
TMBOIO
Booked hours interface (TMBOIO)
TMISSU
Issues interface (TMISSU)
TMMINO
Manufacturer interface overview (TMMINO)
TMOBIO
Equipment interface (TMOBIO)
TMRECV
PO receipts interface (TMRECV)
TMRINO
Readings interface (TMRINO)
TMWOIO
Work orders interface (TMWOIO)
tolerances
Inspection Management Terms
tolerances: definition
Inspection Management Terms
tolerances: inspections
Defining Equipment Aspect Inspection Points
tolerances: PM work orders
Defining Tolerance for PM Work Orders
toolbar
Workflow Toolbar
toolbar: workflow
Workflow Toolbar
toolbars
Forms Toolbar
toolbars: forms toolbar
Forms Toolbar
toolbars: reports
Reports Toolbar
tools
Defining Tools as Equipment
tools: associating with departments
Associating Tools with Departments
tools: defining
Defining Tools
tools: equipment
Defining Tools as Equipment
tools: parts
Defining Tools as Parts
tools: recording usage
Recording Tool Usage
tools: requesting for work orders
Requesting Tools for Work Orders
tracking driver
Process 3. Application Programming Interfaces (APIs)
trade rates
Defining Trades and Trade Rates
trade rates: defining for employeesxe "defining trade rates for employees
Defining Trade Rates for Employees
trades
Defining Trades and Trade Rates
trades: balancing workload
Balancing the Workload
trades: booking hours
Booking Hours Per Trade
trades: calculating required labor
Calculating Required Labor by Trade
transaction classes
Defining Price Codes of Transaction Classes
transaction driver
Process 2. Transaction Driver
Transaction driver control form
Process 2. Transaction Driver
Transaction driver control form: data collection
Process 2. Transaction Driver
Transaction driver control form: e
Activating the E-mail Transaction Driver
transaction notes
Printing Transaction Notes for Material Transactions
transaction notes: printing
Printing Transaction Notes for Material Transactions
transaction prompts
Defining Transaction Prompts
transaction prompts: defining
Defining Transaction Prompts
transaction types
Defining Transaction Types
transaction types: data collection: defining
Defining Transaction Types
transaction types: data collection: functions
Defining Functions for Transaction Types
transactions
Process 3. Application Programming Interfaces (APIs)
transactions: API
Process 3. Application Programming Interfaces (APIs)
Viewing API Errors
transactions: drivers
Managing the Transaction Drivers
transactions: layouts: scanners
Defining Transaction Layouts
transactions: scanners: archives
Viewing Scanner Transaction Archives
transactions: scanners: viewing
Viewing Scanner Transactions to be Processed
transactions: stock per store
Viewing Stock Transactions per Store
transactions: viewing
Viewing Transactions
transfer parts
Transferring Parts Between Bins
transfer parts: between bins
Transferring Parts Between Bins
transfer parts: between stores: defining requisition headers
Creating Purchase Requisition Headers
transfer parts: between stores: viewing outstanding requisitions
Viewing Outstanding Requisitions for Store-to-Store Transactions
transfer parts: between stores: with requisitions
Transferring Parts With Requisitions
transfer parts: between stores: without requisitions
Transferring Parts Without Requisitions
transition
Understanding Workflow Terms
transition: definition
Understanding Workflow Terms
translations
Entering Description Translations
translations: description
Entering Description Translations
TRAUDT
Generating Data Collection Reports
triggers
Creating E-mail Triggers
triggers: e
Creating E-mail Triggers
Creating Messenger E-mail Triggers
Setting Up E-mail Trigger Conditions
TROLAB
Generating Data Collection Reports
TRPROF
Generating Data Collection Reports
Type entities
Understanding Entities
understanding calibration management terms
Understanding Calibration Management Terms
units
Defining Conversion Factors for Measuring Units
units of measure
Defining Measuring Units
units of measure: conversion factors in RBI
Defining Conversion Factors for Measuring Units
units of measure: defining
Defining Measuring Units
units of measure: definition
Inspection Management Terms
units of measure: KPIs
Defining KPI Ranges
unlocking users
Resetting Users Locked Out of Datastream 7i
URBANA
Generating Budget Reports
URBCOL
Generating Budget Reports
URBDEL
Generating Budget Reports
URBUCL
Generating Budget Reports
URBUDL
Generating Budget Reports
URBUML
Generating Budget Reports
URL
Identifying the Workflow URL
URL codes
Setting Up Access to External Documents on the Web
URL codes: workflow
Identifying the Workflow URL
usage
Calculating Usage Correlations
usage correlations
Calculating Usage Correlations
usage correlations: calculating
Calculating Usage Correlations
usage correlations: equipment (calculating)
Calculating Usage Correlations
usage correlations: materials
Viewing Material Usage
usage correlations: tools
Recording Tool Usage
user
Entering Custom Fields
user codes
Defining or Modifying User Codes
user codes: defining
Defining or Modifying User Codes
user codes: definition
Understanding Entities
user groups
Assigning Inbox Entries to User Groups
user groups: assigning inbox entries
Assigning Inbox Entries to User Groups
user groups: assigning KPIs
Assigning KPIs to User Groups
user groups: authorization matrix
Setting Up Authorizations
user groups: data collection
Defining Scanner Menu User Groups
user groups: evaluation codes
Associating Evaluation Codes with User Groups
user groups: function permissions
Defining Function Permissions by Menu Group
user groups: menus
Assigning Menus to User Groups
user groups: security
Setting Up New User Groups
user groups: setting up
Setting Up New User Groups
user interface
Understanding the User Interface
User Preferences page
Workflow Pages
users
Creating Users
Users form
Setting Group-level Permissions
Users form: active
Viewing Active Users
Users form: associating with organizations
Associating Users with Organizations
Users form: blanket order authorizations
Defining Blanket Order User Authorizations
Users form: creating
Creating Users
Users form: exit commands
Defining User Exit Commands
Users form: exits for external applications
Defining User Exits for External Report Applications
Users form: functions
Creating New User Functions for Reports
Users form: locked out
Starting Datastream 7i
Users form: passwords
Changing the Password
Users form: PM revision approval authorization
Defining Revision Control Approval Lists
Users form: security
Setting Group-level Permissions
Users form: security
Associating Users with Organizations
Users form: setting up
Setting Up Users
Users form: unlocking
Resetting Users Locked Out of Datastream 7i
validation file
Creating a Validation File
validation file: creating
Creating a Validation File
validation rules
Setting Up Flex SQL
values
Calculating Critical Values
values: critical: calculating
Calculating Critical Values
values: critical: definition
Inspection Management Terms
values: critical: ranges
Defining Ranges for Critical Values
values: extreme
Inspection Management Terms
values: KPIs
Defining KPI Ranges
values: nominal
Inspection Management Terms
Vehicle Maintenance Reporting System
Defining VMRS Equipment
vendors
Defining Suppliers
View menu
Standard Windows-compliant Functions
VMRS
Generating Work Reports
VMRS: ac
Generating Work Reports
VMRS: common tasks
Defining Common Tasks
VMRS: defining VMRS equipment
Defining VMRS Equipment
VMRS: PM work order activities
Defining Activities of PM Work Orders
VMRS: standard work order activities
Defining Standard Work Order Activities
wall thickness
Defining Wall Thickness for Piping Classes
wall thickness: defining
Defining Wall Thickness for Piping Classes
warranties
Associating Warranties with Equipment
warranties: associating with equipment
Associating Warranties with Equipment
warranties: claims
Creating Warranties and Warranty Claims
warranties: claims: completing
Completing Warranty Claims
warranties: claims: creating
Creating Warranty Claims
warranties: claims: updating closing details
Updating the Closing Details for Warranty Claims
warranties: claims: work order activities
Creating Warranties and Warranty Claims
warranties: claims: work orders
Creating Warranties and Warranty Claims
warranties: creating
Creating Warranties and Warranty Claims
warranties: documents: assigning
Assigning Warranty Documents
warranties: documents: defining
Defining Warranty Documents
warranties: multiple claims
Creating Warranties and Warranty Claims
warranties: statuses
Understanding Warranty Claim Statuses
warranties: terms: defining
Defining Warranty Terms
warranties: understanding warranty claim statuses
Understanding Warranty Claim Statuses
warranties: updating coverage periods
Updating Warranty Coverage Periods
warranties: viewing
Viewing Warranties
warranty claims
Creating Warranties and Warranty Claims
Warranty claims report
Generating Asset Reports
warranty information
Defining Documents
WBEXCL
Recording Labor Availability Exceptions for Individual Employees
wildcards
Querying for Values using Wildcards
Window menu
Standard Windows-compliant Functions
windows
Defining Preventive Maintenance Schedules
windows: defining PM windows
Defining Preventive Maintenance Schedules
windows: viewing equipment PM windows
Viewing Equipment PM Windows
WMROUT
Defining Routes
work management
Booking Hours
work management: booking hours
Booking Hours
work management: completing work
Completing Work
work management: copying
Copying Work Orders, Material Lists, and PM Schedules
work management: dispatch work orders
Creating Dispatch Work Orders
work management: initial information
Defining Initial Work Information
work management: internal repair work orders
Creating Internal Repair Work Orders
work management: PM plans
Creating PM Plans
work management: PM revision control
PM Revision Control
work management: PM work orders
Creating Preventive Maintenance Work Orders
work management: PM work packages
Creating PM Work Packages
work management: quick work orders
Creating Quick Work Orders
work management: regular work orders
Creating Regular Work Orders
work management: scheduling work
Scheduling Work
work management: standard work orders
Creating Standard Work Orders
work management: tools: recording information
Recording Tool Usage
work management: tools: requesting for work orders
Requesting Tools for Work Orders
work management: usage correlations
Calculating Usage Correlations
work management: work requests
Creating Work Requests
work order cards
Generating Work Reports
work order cards: printing using barcodes
Generating Work Reports
Work order cost by equipment report
Generating Asset Reports
Work order cost by type
Generating Asset Reports
Work order cost by type: cost code: or dept report
Generating Asset Reports
Work order cost of equipment per location report
Generating Asset Reports
Work order cost summary report
Generating Asset Reports
work order priority codes
Defining Work Order Priority Codes and Work Order Type Codes
work order type authorizations
Defining Authorizations per Work Order Type
work order type codes
Defining Work Order Priority Codes and Work Order Type Codes
work orders
Associating PMs and PM Activities with PM Plans
work orders: activities: associating PMs with PM plans
Associating PMs and PM Activities with PM Plans
work orders: activities: viewing per date
Viewing Work Order Activities for a Specific Date
work orders: allocating parts: to work orders
Allocating Parts
work orders: allocating parts: viewing allocated parts
Viewing Reserved and Allocated Parts
work orders: backlogged work orders: scheduling backlog
Viewing Work Order Backlog
work orders: backlogged work orders: viewing work to be performed
Viewing Work Backlog
work orders: charges: correcting calculations
Correcting Work Order Charge Calculations
work orders: charges: invoices
Generating Invoices from Work Order Charges
work orders: child work orders: assigning to templates
Assigning Child Work Orders to Standard Work Order Templates
work orders: child work orders: viewing
Viewing Child Work Orders
work orders: closed (viewing)
Viewing All Equipment Work Orders
work orders: closing
Closing Work Orders
work orders: comments: recording work done
Recording Work Done Comments on Closed Work Orders
work orders: copying standard work orders
Copying Work Orders, Material Lists, and PM Schedules
work orders: costs
Calculating Work Order Costs
work orders: costs: per equipment
Viewing Work Order Costs
work orders: costs: per work order
Viewing Work Order Cost
work orders: defining
Defining Pricing Schedules
work orders: details (viewing)
Viewing Work Order Detail Information
work orders: dispatch work orders
Creating Dispatch Work Orders
work orders: equipment: viewing open and closed work orders
Viewing All Equipment Work Orders
work orders: equipment: viewing open work orders
Viewing Open Work Orders
work orders: history (viewing)
Viewing Work Order History
work orders: inspection points
Defining Work Order Inspection Points
work orders: internal repairs: adding parts
Adding Parts to Internal Repair Work Orders
work orders: internal repairs: creating from requisitions
Creating Work Orders from Internal Repair Requisition Lines
work orders: internal repairs: creating without requisitions
Adding Parts to Internal Repair Work Orders
work orders: issuing parts to
Issuing Parts to Work Orders, Equipment, Projects, or Pick Lists
work orders: parent
Viewing Child Work Orders
work orders: part issues and returns
Viewing Parts Issued to Work Order Activities
work orders: PM plans: adding PM equipment
Adding PM Equipment to PM Plans
work orders: PM plans: associating PMs and activities
Associating PMs and PM Activities with PM Plans
work orders: PM plans: defining headers
Defining PM Plan Headers
work orders: PM work orders: activities
Defining Activities of PM Work Orders
work orders: PM work orders: defining equipment
Defining Equipment for PM Routines
work orders: PM work orders: equipment: updating
Updating PM Equipment
work orders: PM work orders: fixed calendar dates
Setting Up PM Fixed Calendar Dates
work orders: PM work orders: routes
Defining PM Routes and Equipment within Routes
work orders: PM work orders: schedules
Defining Preventive Maintenance Schedules
work orders: PM work orders: tolerance: defining
Defining Tolerance for PM Work Orders
work orders: processing a single work order
Processing a Single Work Order
work orders: projects: associating
Associating Existing Work Orders with Projects
work orders: projects: clearing
Removing and Clearing Project Work Orders
work orders: projects: closing
Closing All Project Work Orders
work orders: projects: creating
Creating New Project Work Orders
work orders: projects: generating shutdown
Generating Shutdown Work Orders
work orders: projects: removing
Removing and Clearing Project Work Orders
work orders: projects: viewing
Viewing All Work Orders Associated with Projects
work orders: quick work orders
Creating Quick Work Orders
work orders: reallocating direct materials
Reallocating Direct Materials
work orders: regular work orders: creating from standard templates
Creating Regular Work Orders from Standard Work Order Templates
work orders: regular work orders: defining headers
Defining Regular Work Order Headers
work orders: regular work orders: temporary material lists
Defining Temporary Material Lists
work orders: relating inspection routes
Relating Routes to Work Orders
work orders: reopening
Reopening Closed Work Orders
work orders: requests: creating rapid work requests
Creating Rapid Work Requests
work orders: requests: creating regular work requests
Creating Regular Work Requests
work orders: requests: dispatch requests log
Viewing Dispatch Requests Logs
work orders: requests: screening
Screening Work Requests
work orders: requests: service requests
Viewing Service Requests
work orders: rescheduling
Rescheduling Work
work orders: reserving parts: for work orders
Reserving Parts
work orders: reserving parts: viewing reserved parts
Viewing Reserved and Allocated Parts
work orders: returning parts from
Returning Parts From Work Orders, Equipment, Projects, or Pick Lists
work orders: services
Adding Service Details to Purchase Orders
work orders: standard work orders: assigning child work orders
Assigning Child Work Orders to Standard Work Order Templates
work orders: standard work orders: copying
Copying Work Orders, Material Lists, and PM Schedules
work orders: standard work orders: defining activities
Defining Standard Work Order Activities
work orders: standard work orders: defining headers
Defining Standard Work Order Headers
work orders: standing work orders: creating
Creating Dispatch Work Orders
work orders: standing work orders: viewing dispatches
Viewing Dispatch Requests Logs
work orders: task lists
Entering Supplier Bids for Services
work orders: templates: assigning child work orders
Assigning Child Work Orders to Standard Work Order Templates
work orders: templates: creating regular work orders from
Creating Regular Work Orders from Standard Work Order Templates
work orders: templates: defining
Defining Standard Work Order Headers
work orders: templates: PM routes
Defining PM Routes and Equipment within Routes
work orders: tools: requesting
Requesting Tools for Work Orders
work orders: tools: usage
Recording Tool Usage
work orders: viewing all work orders
Viewing All Work Orders
work orders: work packages: defining headers
Defining the Work Package Header
work orders: work packages: generating work orders
Generating Work Orders for PM Work Packages
work orders: work packages: PM equipment
Defining PM Equipment of the Work Package
work orders: work packages: scheduling employees
Scheduling Employees for the Work Package
work packages
Defining the Work Package Header
work packages: defining headers
Defining the Work Package Header
work packages: generating work orders
Generating Work Orders for PM Work Packages
work packages: PM equipment
Defining PM Equipment of the Work Package
work packages: scheduling employees
Scheduling Employees for the Work Package
work requests
Viewing Dispatch Requests Logs
work requests: dispatch requests
Viewing Dispatch Requests Logs
work requests: rapid requests
Creating Rapid Work Requests
work requests: regular requests
Creating Regular Work Requests
work requests: screening requests
Screening Work Requests
work requests: service requests
Viewing Service Requests
workflow
Creating Messenger E-mail Triggers
workflow driver
Starting the Workflow Driver
workflow instance
Understanding Workflow Terms
workflow instance: definition
Understanding Workflow Terms
workflow monitor
Approving/Rejecting Workflow Processes within the Workflow Monitor
workflow monitor: approving workflow processes
Approving/Rejecting Workflow Processes within the Workflow Monitor
workflow monitor: home page
Understanding the Workflow Monitor Home Page
workflow monitor: logging in
Logging in to the Workflow Monitor
workflow monitor: rejecting workflow processes
Approving/Rejecting Workflow Processes within the Workflow Monitor
workflow process
Understanding Workflow Terms
workflow process: definition
Understanding Workflow Terms
workflow toolbar
Workflow Toolbar
workflow toolbar: driver
Starting the Workflow Driver
workflow toolbar: example
Sample Workflow
workflow toolbar: Messenger e
Creating Messenger E-mail Triggers
workflow toolbar: monitor
Logging in to the Workflow Monitor
workflow toolbar: pages: Demonstration
Workflow Pages
workflow toolbar: pages: Document Nodes
Workflow Pages
workflow toolbar: pages: Find Notifications
Workflow Pages
workflow toolbar: pages: Find Processes
Workflow Pages
workflow toolbar: pages: Global Preferences
Workflow Pages
workflow toolbar: pages: Item Type Definition
Workflow Pages
workflow toolbar: pages: Launch Processes
Workflow Pages
workflow toolbar: pages: Notification Rules
Workflow Pages
workflow toolbar: pages: User Preferences
Workflow Pages
workflow toolbar: pages: Worklist
Workflow Pages
workflow toolbar: preferences
Defining Workflow Preferences
workflow toolbar: processes: approving via e
Approving/Rejecting Workflow Processes via E-mail
workflow toolbar: processes: approving within Datastream 7i
Approving/Rejecting Workflow Processes within Datastream 7i
workflow toolbar: processes: approving within workflow monitor
Approving/Rejecting Workflow Processes within the Workflow Monitor
workflow toolbar: processes: initiating
Initiating Workflow Processes
workflow toolbar: processes: reassigning
Reassigning Workflow Processes
workflow toolbar: processes: rejecting via e
Approving/Rejecting Workflow Processes via E-mail
workflow toolbar: processes: rejecting within Datastream 7i
Approving/Rejecting Workflow Processes within Datastream 7i
workflow toolbar: processes: rejecting within workflow monitor
Approving/Rejecting Workflow Processes within the Workflow Monitor
workflow toolbar: processes: viewing
Viewing Workflow Processes
workflow toolbar: setting up
Setting Up Workflow
workflow toolbar: terms: document
Understanding Workflow Terms
workflow toolbar: terms: role
Understanding Workflow Terms
workflow toolbar: terms: step
Understanding Workflow Terms
workflow toolbar: terms: transition
Understanding Workflow Terms
workflow toolbar: terms: workflow instance
Understanding Workflow Terms
workflow toolbar: terms: workflow process
Understanding Workflow Terms
workflow toolbar: URL: identifying
Identifying the Workflow URL
workflow toolbar: users: setting up
Setting Up Users
Worklist page
Workflow Pages
workload
Balancing the Workload
workload inbox
Accessing Functions from the Workload Inbox
workload inbox: accessing functions
Accessing Functions from the Workload Inbox
workload inbox: adding entries
Adding Entries to the Workload Inbox
workload inbox: balancing
Balancing the Workload
workload inbox: deleting entries XE "inbox: deleting entries
Deleting Inbox Entries
workload inbox: entries sequence
Modifying the Sequence of Inbox Entries
workload inbox: overview
Understanding the Workload Inbox
workload inbox: refreshing
Refreshing the Workload Inbox
workload inbox: setting up
Setting Up the Workload Inbox
WRACTL
Generating Work Reports
WRACTV
Generating Work Reports
WRBOOL
Generating Work Reports
WRBYPL
Generating Work Reports
WRCALA
Generating Calibration Reports
WRCALD
Generating Calibration Reports
WRCALR
Generating Calibration Reports
WRCART
Generating Calibration Reports
WRHREL
Generating Work Reports
WRHRIL
Generating Work Reports
WRJOBB
Generating Work Reports
WRJOBF
Generating Work Reports
WRJOBL
Generating Work Reports
WRJOBN
Generating Work Reports
WRJOLL
Generating Work Reports
WRMATL
Generating Work Reports
WROBAF
Generating Work Reports
WRPERF
Generating Work Reports
WRPERL
Generating Work Reports
WRPMTL
Generating Work Reports
WRPPML
Generating Work Reports
WRQEXP
Generating Work Reports
WRQREQ
Generating Work Reports
WRRCOL
Generating Work Reports
WRSCHA
Generating Work Reports
WRSCHD
Generating Work Reports
WRSCHS
Generating Work Reports