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Introduction
Datastream 7i Modules
Datastream 7i Documentation Set
Datastream 7i Wizards
Basics
Starting Datastream 7i
Changing the Password
Setting the Language
Understanding the User Interface
Working with the Database
Working with Forms
Working with Records
Working with Fields
Selecting Multiple Parts
Creating Classes
Understanding the Workload Inbox
Understanding the Balanced Scorecard
Exporting Records from Datastream 7i
Generating Reports
Saving Report Parameters
Exiting Datastream 7i
Asset Management
Understanding Equipment
Defining Initial Asset Information
Defining Equipment
Defining Equipment as Parts
Defining VMRS Equipment
Associating VMRS Codes with Warranty Documents
Creating Equipment Hierarchies
Defining Asset Profiles
Defining Assets Using Asset Profiles
Defining Meter Information
Creating Warranties and Warranty Claims
Creating Performance Indicators
Defining Repair and Return Information
Defining and Managing Change Notices
Searching for Equipment
Replacing Child Equipment
Transferring Assets Between Organizations (MOS)
Understanding Asset Depreciation
Asset Depreciation Methods
Entering Asset Depreciation Data
Exporting Depreciation Data from Datastream 7i to Microsoft Excel
Viewing Asset Information
Inventory Management
Defining Initial Materials Information
Defining Price Codes
Defining Price Codes of Transaction Classes
Defining Stores
Defining Lot Data
Understanding Time-Based Inventory Valuation (LIFO/FIFO)
Defining and Managing Parts Information
Defining and Managing Supplier Information
Defining and Managing Manufacturer Information
Defining and Managing Stock Information
Entering Parts Directly into Inventory
Defining and Managing Pick Lists
Counting Inventory
Evaluating Suppliers
Performing ABC Analysis
Performing EOQ Analysis
Updating Orders Based on EOQ Analysis
Purchasing and Receiving
Defining Initial Purchasing Information
Creating Purchase Requisitions
Creating Quotations
Creating and Revising Purchase Orders
Viewing Purchase Order History
Creating and Using Blanket Orders
Receiving Parts
Returning Parts to the Supplier
Viewing Requisition, Quotation, or Purchase Order Lines
Recording Invoice Vouchers
Materials Movement
Transferring Parts Between Stores
Transferring Parts Between Bins
Issuing and Returning Parts
Printing Transaction Notes for Material Transactions
Viewing Materials Information
Work Management
Defining Initial Work Information
Creating Work Requests
Creating Standard Work Orders
Creating Regular Work Orders
Creating Dispatch Work Orders
Creating Quick Work Orders
Creating Internal Repair Work Orders
Creating Preventive Maintenance Work Orders
Generating Batch Work Orders
Adding Custom Fields to PM Work Order Schedules for Printing Work Order Cards
Adding Custom Fields as Selection Parameters for Printing Work Order Cards
Creating PM Plans
Creating PM Work Packages
PM Revision Control
Requesting Tools for Work Orders
Recording Tool Usage
Calculating Usage Correlations
Booking Hours
Copying Work Orders, Material Lists, and PM Schedules
Scheduling Work
Completing Work
Viewing Work Information
Inspection Management
Inspection Management Terms
Defining Inspection Codes
Defining Points
Defining and Associating Routes
Entering Inspection Results
Risk-Based Inspection (RBI)
Understanding RBI Terms
Configuring Basic RBI Information
Defining the Risk Focus
Entering Monitored Data
Calculating Critical Values
Budget Management
Defining Initial Budget Information
Defining Budget Breakdown
Defining Budget Periods and Keepers
Defining Budget Details
Copying Budget Information
Approving Budgets
Updating Budget Records
Asset Management Services
Defining Customer Information
Defining Pricing Schedules
Defining Common Fixed Pricing Schedules (MOS)
Defining Customer Contracts
Recording Fixed Payments
Spreading Fixed Payments
Printing the Customer Contract
Calculating Work Order Costs
Correcting Work Order Charge Calculations
Generating Invoices from Work Order Charges
Canceling Invoices
Viewing Invoice Details
Printing Invoices
Processing a Single Work Order
Viewing Customer Contracts
Viewing Work Orders per Customer
Viewing Invoices per Customer
Data Collection
Defining Transaction Prompts
Defining Return Transaction Prompts
Importing Scanner Transaction Data
Entering Data with the Prompt Machine
Viewing Scanner Transactions to be Processed
Managing the Transaction Drivers
Viewing API Errors
Viewing Scanner Transaction Archives
Correcting Scanner Errors
Viewing Equipment Audit Batches
Printing the Equipment Audit Error Report
Posting Equipment Audit Results
Creating a Validation File
Project Management
Defining Initial Project Information
Setting Up Major Projects and Subprojects
Creating Project Work Orders
Removing and Clearing Project Work Orders
Closing All Project Work Orders
Viewing Project Purchase Orders
Viewing Detailed Project Cost Summaries
Barcode
Barcode Terms
Barcode Considerations
Setting Up Barcode
Defining Barcode Readers
Printing Barcode Labels
Printing Barcode Labels with External Label Software
Issuing Stock
Module Reports
Generating Asset Reports
Generating Materials Reports
Generating Purchasing Reports
Generating Work Reports
Generating Inspection Reports
Generating Budget Reports
Generating Data Collection Reports
Generating Project Reports
Calibration Management
Understanding Calibration Management
Defining Calibration Test Point Data
Entering Calibration Results
Viewing Loop Instruments for a Work Order
Viewing Calibration Results
Generating Calibration Reports
The MS Project Interface
Associating Datastream 7i Priority Codes with MS Project Priority Codes
Creating Planning Sessions in Datastream 7i
Importing Sessions into MS Project from Datastream 7i
Exporting Sessions from MS Project to Datastream 7i
Updating Information in Datastream 7i from MS Project
Accepting or Rejecting Scheduling Information
Viewing Work Order Predecessors and Schedules
Viewing Percent Complete of Work Order Activities
Viewing Work Orders
System Configuration
Configuration
Modifying Installation Parameters
Understanding Entities
Defining or Modifying User Codes
Defining or Modifying Functions
Modifying the Remember Mechanism
Defining Custom Fields Information
Defining Departments
Defining Measuring Units
Defining Cost Codes
Selecting Languages
Defining Employee Information
Defining Closing Periods
Setting Up Documents
Setting Up the Printer
Auditing Attributes
Auditing Comments
Defining Coding Structure
Setting Up Flex SQL
Defining Delivery Addresses
Setting Up Messenger
System Security
Setting Up New User Groups
Creating Users
Creating LDAP Roles
Implementing Multi-organization Security (MOS)
Defining Fiscal Years for Asset Depreciation
Offsetting the Server
Modifying Function-level Security
Setting Tab Permissions for Functions
Setting Group-level Permissions
Setting Group-level Tab Permissions
Setting Up Authorizations
Creating Electronic Records and Signatures
Viewing Active Users
Resetting Users Locked Out of Datastream 7i
Generating Access Violation Reports
Encrypting the Schema Password
Interface Configuration
Modifying Forms
Modifying Field Properties
Setting Up Hierarchical Menus
Modifying Hyperlink Functions
Modifying Pulldown Menus
Setting Up Back-end Menus
Changing Terms and Text
Personalizing the Home Page
Module Configuration
Defining Initial Asset Information
Defining Initial Material Information
Defining Initial Purchasing Information
Defining Initial Budget Information
Defining Initial Project Information
Reports Configuration
Defining New Reports
Defining User Exits for External Report Applications
Returning External Report Application Messagesto Datastream 7i
Defining Reports for Oracle Discoverer
Configuring Crystal Reports for Datastream 7i
Data Collection Configuration
Data Collection Data Flow
Identifying Data Collection Devices
Configuring Data Collection
Defining Transaction Types
Viewing Data Collection Information
Defining List of Values Codes
Defining List of Values Queries
Configuring the Data Collection Scanner
Setting Up the Scanner
Workflow
Workflow Overview
Setting Up Workflow
Workflow Basics
Implementing Workflow