Cmt User Manual

CMT User's Manual

Table of Contents

1. Introduction 3

1.1 The Big Picture 3 1.2 CMT Features 4 1.3 CMT System 4 1.4 Access Authorisation 4 1.5 Information & Queries 4

2. CMT Set-Up 5

2.1 Structure 5 2.2 CMT Terminology & Definitions 7

3. Screen Basics & Navigation 13

3.1 Objects 13 3.2 Modes 15 3.3 Operations 15 3.4 Screen Features 15

4. Search 20

4.1 Catalogue Search 20 4.2 Enquire Formatted Items 37 4.3 Enquire Unformatted Items 39 4.4 View Associations & Related Spares 41

5. Maintain Structure 43

5.1 Maintain Noun/Modifiers & Synonyms 43 5.2 Maintain Characteristics Types 47 5.3 Maintain Formats 50 5.4 Copy Characteristics feature 56 5.5 Transfer Material Items feature 60

6. Maintain Item Values 62

6.1 Maintain Formatted Items / Template Items 62 6.2 Maintain Unformatted Items 70 6.3 Maintain Company References 75 6.4 Maintain Equipment Asset Numbers 78 6.5 Maintain Item Associations 80 6.6 Maintain Material Item Details 85

April 2002 1

CMT User's Manual

6.7 Maintain Buying Description 88 6.8 Block Updates 90 6.9 Change MESC Number 101

7. Maintain Reference Data 103

7.1 Maintain Additional Documents 103 7.2 Maintain Material Item Indicators and Indicator Types 106 7.3 Maintain Material Item Association Types 108 7.4 Maintain MESC Hierarchy / Coding Schedule 110 7.5 Maintain Organisations and Roles 113 7.6 Maintain Organisation Role Types 116 7.7 Maintain Product Groups 118 7.8 Maintain Reference Number Types 120 7.9 Maintain Standards Information 122 7.10 Maintain Units - Value Units - Units of Measure 125

8. Reports 128

8.1 Report Selection 128

9. Additional Information 138

9.1 System Administration 138 9.2 CMT Database Basics 142

10. Index 144

April 2002 2

CMT User's Manual

CMT Catalogue Management Tool, an efficient approach towards Materials Catalogue

Management

1. Introduction CMT is the successor of the MESC system and continues to use the MESC culture and terminology

1.1 The Big Picture In a business-wide environment, the various disciplines such as Procurement, Inventory, Engineering, Standardization, Manufacturing, and Technical Maintenance, all share technical material information. In a broader view also Operating Companies share this information and also with Third Parties. An integral approach for managing and sharing this technical information in a structured and advanced method is essential for improving cost control and efficiency.

CMTCore Database

Engineering

Inventory

Standardisation

TechnicalMaintenance

Procurement

Manufacturing

Figure 1 - CMT The Big Picture

CMT as a Materials Catalogue offers the tool for efficient management of a Materials Database by: • containing information on materials & equipment in use & recommendation for use

within the organisation • promoting standardisation and variety control. • enabling "perfect requisitions" • supporting communication (in operating companies and externally)

April 2002 3

CMT User's Manual

1.2 CMT Features CMT as a Materials Catalogue offers a Technical Database of Specifications with the following: • "Formatted Descriptions" providing consistent & structured item descriptions • "Unformatted Descriptions" for Proprietary Items/Spares • "Formats" which replace MESC coding schedule • Item relationships/associations to other items and manufacturers/suppliers • Multiple access paths: such as on "Word", "Characteristic", "Standard", "MESC No"

etc. • Reference tables: such as Standards, Abbreviations, Value Units • Highlighting the differences between catalogue descriptions

1.3 CMT System The CMT system characteristics are: • Oracle 7 Relational Database Management System based • Client/Server technology with Windows based PC Clients

1.4 Access Authorisation The access in CMT is user related. CMT basically distinguishes two types of user roles with different access rights as follows: • Users who have Maintain & Search access • Users who have Search access only via the Search functionality

For those Users having Maintain & Search access rights the whole of this Manual applies. For those Users with Search access rights only, need only refer to the following parts of this manual: 1, 2, 3, 4 and 8.

1.5 Information & Queries For information and queries on CMT please contact: Shell Global Solutions International B.V. Bart van Hees P.O. BOX 541 2501 CM The Hague The Netherlands Tel.: + 31 70 3775395 Fax: + 31 70 3775400 or Mainpro B.V. Engelandlaan 162 2711 DW Zoetermeer The Netherlands Tel: +31 79 3418183 Fax: +31 79 3418194

April 2002 4

CMT User's Manual

2. CMT Set-Up

2.1 Structure The CMT core materials database will hold all materials related information in a highly structured manner, accessible to the end-users. In order to achieve the advanced and structured specification ensuring uniformity in item specification, CMT makes use of the following main entities: • Nouns & Modifiers • Characteristics • Formats • Formatted Items • Template Items • Unformatted Items • Associations • Reference Data

CMT Setup

Noun/ModifiersMescHierarchy Characteristics

Formats

Formatted ItemsUnformatted Items Template Items

Item Associations

Reference Data

Figure 2 - CMT Setup

• Each block represents an entity or group entity in CMT • The lines represent the mandatory relations between the entities • The dotted lines represent optional relations between the entities

An explanation and definition of each entity in Figure 2 is given in paragraph 2.2. For clarity of the main structure not all CMT entities are represented in Figure 2

April 2002 5

CMT User's Manual

2.1.1 Explanation of the entity relations (Figure 2 - CMT Setup) • A Format is created when Characteristics are linked to a Noun/Modifier • A Format is needed to create Formatted and Template Items • The MESC Hierarchy is needed to assign the Material Item numbering to Formatted

and Unformatted Items • Formatted and Unformatted items can be associated in the Item Associations entity • Reference data such as Standards and Additional Documents can be related to items

and their associations. • An Unformatted Item can optionally be linked to a Noun/Modifier

April 2002 6

CMT User's Manual

2.2 CMT Terminology & Definitions

2.2.1 Nouns and Modifiers The classification of commodities in CMT is by Nouns. Example: all valves will be classified under the noun "Valves". Each noun can be further specified by a maximum of 3 modifiers. Noun Modifier 1 Modifier 2 Modifier 3 Valves Check Piston type, welded cover Butt-weld Valves Check Piston type, welded cover Flanged Valves Check Piston type, bolted cover Flanged

Figure 3 - Noun/Modifier examples

2.2.2 Characteristics Characteristics are used to describe a material item in a structured way. In CMT the characteristics are maintained in a separate reference table. The characteristics can be selected from this table and linked to Noun/modifiers in order to create a format (template) for specifying material items in detail. Examples of characteristics: • Material • Length • Diameter, inside • Voltage, rated • Construction, body

2.2.3 Formats A Format is a consistent layout or pattern to all descriptions, where data is stored in specific fields of entry. The layout of descriptions is defined by a unique set of Nouns and Modifiers supported by a comprehensively defined set of characteristics. Noun Modifier 1 Modifier 2 Modifier 3 Valves Check Piston type, welded cover Flanged

Characteristics

Design spec Pattern Desig spec, end flanges Pressure desig Facing flange Etc.

Figure 4 - Example Format

April 2002 7

CMT User's Manual

2.2.4 Formatted items A formatted item is created by making use of an existing format (framework) and entering values for the format characteristics "Characteristic Values" and other attributes related to a formatted item. Example of a formatted item: Noun Modifier 1 Modifier 2 Modifier 3 Valves Check Piston type, welded cover Flanged

Characteristic Characteristic

Value Value Unit

Design spec BS5352 1994 Pattern Straight Desig spec, end flanges ANSI/ASME B16.5 Pressure desig 150 ANSI Class Facing flange Smooth

Figure 5 - Example Formatted Item

2.2.5 Template Items A special type of a formatted item is a so-called Template Item. Template items are not fully specified formatted items and when required will be used as a blue print for the creation of formatted Items. Make use of Template items, where many items use common values within a format, but the variety of those items is substantial and all of them may not be required by the business.

2.2.6 Unformatted items In CMT basically two types of items are distinguished i.e. Formatted items and Unformatted items. The unformatted items are specified without making use of a format (framework). This is the case, for example, with unique spare parts which are normally specified in relation to the parent equipment. Also special equipment, sub-assemblies, and specific components, which are considered to be not general supply items, should be registered as unformatted items. In general these items will be specified with their short description, the manufacturer's reference, additional free text, and their association(s) with other material items

2.2.7 Material Item Details Materials item details enables the user to store additional information about Material Items. The additional information being: Additional text, Unit of Purchase, Unit of receipt, Receipt of issue and their conversion factors, Usage codes, etc.

April 2002 8

CMT User's Manual

2.2.8 Item Associations Item associations serve to indicate the various relations between items such as: • parent equipment and its spare parts • parent equipment and its sub-assemblies • which item to be used in conjunction with another item. • equivalent items • substitute items

2.2.9 Buying Descriptions The buying description is the full specification of a Material Item. This may be either Formatted or Unformatted. Template items are excluded. The full buying description for formatted items comprise the Noun/modifier, Characteristics, Characteristic values, Issue unit, and Short description.

2.2.10 Company References A Company reference for a Material Item can be a Manufacturer and/or Supplier name & code with the unique reference number for that item (e.g.: Part, Model, Serial, Drawing numbers etc.). In this way these Reference Numbers identify the Catalogue Item uniquely for that Company.

2.2.11 Reference Data In CMT, Reference Data in tables ensure minimizing manual effort while ensuring high quality information and maintenance at one place. These tables can be selected from look up help provided in form of List of Values (LoV), for inclusion into specific transactions. All important information is maintained in these reference tables e.g.: Standards (internal & external), Additional Documents, Units, Format Characteristics, Product Groups, Alternate Hierarchy (MESC), Organisation & roles, Organisation role types, Company reference number types, Association types, Material item indicator types, and Material Item association types

2.2.11.1 MESC Hierarchy and Coding Schedule The MESC hierarchy is a classification system for commodities with three hierarchical levels: Main group, Sub-group and Sub-Sub group. There are 100 Main groups. Each Main group is divided into 100 Sub-groups. Each Sub-group on its turn is divided into 100 Sub-Sub groups. This MESC hierarchy up to the sub-sub group level is called the Coding Schedule. The MESC hierarchy and coding schedule are further used to compose the item codes in CMT. Each sub-sub group can hold 1000 item numbers ranging from 001 to 999. Example of a MESC coding schedule is: Main group 77 VALVES & ACCESSORIES Sub-group 77.10 VALVES, CHECK, CARBON STEEL FLANGED Subsub group 77.10.21 VALVES, CHECK, CS, FLG, BS, TRIM 13CR

April 2002 9

CMT User's Manual

2.2.11.2 Material Item A Material Item in CMT has an article code consisting of the first 6 positions of the Coding Schedule together with an index of 3 positions defining the item in detail. Also a 10th position is added as an indicator (See Material Item Indicator). Example of a Material Item number derived from the coding schedule with its abbreviated description is: 77.10.21.003.1 CHFLPT WLD CL150 DN15

2.2.11.3 Material Item Indicators Material Item Indicator codes serve to further specify MESC codes, to indicate CSS (Company Selected Standards used by Stock Analysts), MIS (Material Info Statistics), Usage codes, and Codes for Local use. Examples: MESC code indicators 1 Centrally coded item 2 Centrally coded spare part 3 Locally coded spare part 9 Locally coded item For other Material Item Indicators refer to screen CMT250 "Maintain Material Item Indicators and Values".

2.2.11.4 Material Item Association Types Material Item Association types indicate the Association Role between one item to another being for example: • Accessory for • In conjunction with • Equivalent for • Sub-assembly for • Spare part for • Substitute for • Etc.

2.2.11.5 Additional Documents Additional documents in CMT are all documents containing information in text or images that can be referenced to material items. Additional documents can be requirements or specifications issued by internal organisational bodies within the Company or Company Group. They contain information used in catalogue descriptions, e.g. Inspection & marking requirements.

2.2.11.6 Organisations & Roles Organisations in CMT can be Source companies for material items (e.g. suppliers , manufacturers) or Custodians within the organisation who are responsible for maintaining certain areas of the catalogue (e.g. departments, sections, individuals). These organisations & Roles are stored & maintained in a separate table (library).

2.2.11.7 Product Groups A product group is an expenditure commodity classification serving Stock Analysts and procurement purposes. The product groups can be linked on various levels such as: Noun/modifier, MESC coding schedule, or at item level. These Product group codes have to be determined by the custodian in charge of the product group codes.

April 2002 10

CMT User's Manual

2.2.11.8 Reference Number Types Reference number types indicate what type of reference is involved. These Reference number types are maintained in a separate table in CMT. Example of Reference number types can be: CER Certificate DOI Document & Item number DW Drawing MM Manufacturers model MS Manufacturers serial number PN Part number

2.2.11.9 Standards References Standards reference information relevant to catalogue items is stored in a separate table in CMT. The standards can be: • international • national • regional • local.

The actual standards are not stored as part of the catalogue, only the reference information about them such as: • Standards Institute information

Code AISI Name American Iron & Steel Institute Country US Status A=(active)

• Standard information Prefix AISI

Reference 304 Issue 1996 Title --- Status A(active)

• Reference information Selected reference 18CR - 8NI

Status A(active)

April 2002 11

CMT User's Manual

2.2.11.10 Units of Measure (UOM) In CMT all applied Units, Value units, and Units of measure are stored and maintained in a separate table. The following Units of measure (UOM) are distinguished for Material Items 1) UOM of Issue 2) UOM of Purchase 3) UOM of Receipt For the Format Characteristics the units of measure can be according to the "Syteme International" (e.g. m, PSI, kg, etc.) or according to "User defined" units of measure (ANS class, etc.).

April 2002 12

CMT User's Manual

3. Screen Basics & Navigation This section is essentially designed to cater for the user of an application developed using Oracle forms. In particular it addresses the CMT System. This section is subdivided into: • Objects • Modes • Validations and • Operations

3.1 Objects Normally, an application developed using Oracle Forms consists of the following objects from a user's point of view: Windows, Canvases, Menu bar, Scroll bar, Text items, Selection List fields, Check boxes, LoV (List of Values) buttons, Text editors, Static text, Push Buttons and Radio Buttons. Objects like Scroll bar, Text items, Check boxes, Static text, Push Buttons and Radio Buttons are placed on the canvas and a canvas is assigned to be displayed in a window. A form consists of at least one window, one canvas and a menu bar. A form comes up with the menu bar assigned to it. When a form is invoked from another form, the called form may come up with a new menu bar or the existing menu bar depending on the way in which the form is invoked. Logically, a form consists of blocks and records.

Figure 6 - CMT Screen Objects

Application Title

Scroll Bar

Application. Menu Bar

Screen Title

PushButton Tool bar

Tape recoder buttons

Screen Mode

LoV Button

Message line

Check Box

Minimise, Maximise, Close: Screen

Radio Button Group

Block

Selection List Field

April 2002 13

CMT User's Manual

3.1.1 Block A group of objects which may be directly linked to a table in the database. In CMT, a block is identified by a block header and separated form another block by a horizontal red line. It is primarily through the blocks that the data is created/updated (deleted) in/from the system. A block may consist of a single record or multiple records as required. It is possible that blocks have a relation between them. Typically, A "Master - Detail" relation is common whenever a One to many relation exists between two blocks in a form. Example of a "Master - Detail" relation is a Format where the Noun/Modifier (master) has characteristics (details).

3.1.2 Text field A field where the user types in the data which may correspond to a column in the database.

3.1.3 Text editor An editor where the user types in the data which may correspond to a field in the database. It may be compared to a multiline text item.

3.1.4 Check Box A box where the user can check or uncheck the data in a field in the database. It is, usually, used in place of a text item which can take only one of two valid values.

3.1.5 Scroll Bar A vertical rectangular bar with a movable button, used to scroll up or down in a multiple records block. This corresponds to a block.

3.1.6 Static text A constant piece of text to label the check boxes, text items, etc.

3.1.7 Radio Button/Group A group of fields from which the user can choose only one. When the user chooses a radio button other than the one that has been already selected, the earlier selection gets canceled automatically.

3.1.8 Selection List field A field displaying pre-defined selections from which the user can select by clicking on the down arrow symbol next to the field. Default just the active selection is displayed.

3.1.9 Push Button A button which helps the user to show an image, invoke a new window, save the record, perform any special function.

3.1.10 LoV (List of Value Button) In CMT, the LoV (List of Value) buttons are as push buttons represented with two dots on it. On pressing these buttons the user can invoke an LoV screen which will display data of the corresponding field to the right or left of this LoV button.

April 2002 14

CMT User's Manual

3.2 Modes Form screens essentially operate in two modes: • Maintain mode • Query Mode

3.2.1 Maintain mode In this mode, the user can create, update and delete the data from the database. This mode is referred to as Maintain Mode in the CMT.

3.2.2 Query mode In this mode the user can specify the retrieval conditions of the screen. When the user executes a query, the records corresponding to the query conditions are retrieved and the screen will go into the Maintain Mode.

3.3 Operations The primary operations that can be performed in the forms are: Insert/Create : Mode = maintain Update : Mode = maintain Delete : Mode = maintain View : Mode = query How these operations are accomplished in the CMT system is explained in Section 5.2.

3.3.1 Insert/Create This operation helps to insert/create records in the database. In order to create data the user should be in the Maintain Mode, enter a new record and save it.

3.3.2 Update This operation helps to modify the existing data in the database. In order to update the existing data, the user should retrieve data using Query Mode and then modify and save it.

3.3.3 Delete This operation helps to remove irrelevant and obsolete data in the system. In order to delete the existing data, the user should retrieve it using Query Mode and then delete and save the transaction by clicking on the "Save" button.

3.3.4 View This operation enables the user to view the data stored in the database. In order to view the existing data, the user must specify the retrieval condition in the Enter-query Mode (i.e., Query Mode of CMT) and execute the query.

3.4 Screen Features The screens and menus are Windows based. There are essentially two Menus:

1) CMT Main Menu 2) CMT Screen Menu See also Figure 6 - CMT Screen Objects

April 2002 15

CMT User's Manual

Figure 7 - CMT000 Main Menu

Selecting a CMT screen the following is displayed:

Application Title Application Menu Bar Screen Title Bar

Client Area

Screen Tool Bar

Message Line

Figure 8 - CMT Example Screen

1) Application Title bar On top of the screen displaying the Application name "Catalogue Management Tool"

2) Application Menu bar Appears below the CMT application Title bar. All menus will be drop down menus.

3) Screen Title Bar Appears below the Menu bar. It contains the abbreviation "CMT", Screen Id, and Screen title.

April 2002 16

CMT User's Manual

4) Screen Tool Bar Appears below the Screen Title bar. It will have 3 segments: Mode segment, Common button segment, and Navigation Segment. Each segment is separated by a thin "Red Line".

5) Client Area Here the user can create/update/delete transactions. The client area may consist of one or more blocks. In case there are more blocks, they will be divided by thin red lines.

The application menu bar basically provides menu options which are common to each screen. For example, with the "Edit" sub menus the user can cut, copy and paste text. The "Record" sub menu enables row transactions such as Previous, Next, Clear, Delete, Insert, Duplicate, Go Top and Go Bottom of displayed records. The Tool bar "button" options are also covered under the Menu bar options "Action", "Menu", "Item", and "Query".

3.4.1 Screen Modes Mode of each screen will be displayed to the user, when the screen is opened. The screen can be either in "Maintain Mode" or "Query Mode". The user can toggle between modes by selecting the "Change" button.

• In Query Mode: Buttons Save and Delete are disabled. Screen menu option "Menu" is not available. Screen menu option "Action/Rollback", "Action/Save", "Block/Previous", "Block/Next", "Record/Next", Record/Previous", "Record/Insert", Record/Delete", "Record/Duplicate", "Record/Go Top", "Record/Go Bottom", "Query/Enter", "Query/Fetch Next Set" are disabled.

• In Maintain Mode: Buttons Execute and cancel button are disabled. Screen menu option Query/Execute, Query/Last /Count Hits are disabled.

3.4.2 Button Tool bar operations Change : Changes the mode of the screen i.e. Query and Maintain. Save : Save the changes Delete : Delete the selected record Execute : Executes Query Clear : Clears the selected block Cancel : Cancels the Query Fast backward (<<) : Fetch next set of records Forward (<) : Fetch next record Backward (>) : Fetch the previous record Fast forward (>>) : Fetch previous set of records

3.4.3 CMT Navigation Allowed User can navigate from one screen to another screen in following ways: • Through "Menu" menu option. • Through buttons available in third segment of tool bar. • Through LoV (List of Value) buttons. These buttons trigger pop-up screens with

listing of values for the corresponding fields.

April 2002 17

CMT User's Manual

3.4.4 General Screen Navigation Depending on the Screen, Screen Mode, User access and current Transaction, some of the menu and button tool bar options may not be available. This will be indicated by dimmed appearances of the menu options or button tool bar options. The CMT menu bar options "Menu" with its pull-down sub-menu's have the same functionality as some of the Tool bar buttons. Use Menu options "Block" and "Record" to move through or clear the respective block or records in the Client Area. For example, to clear the current block, place the cursor in a field within the block and select Menu Option "Block" followed by "Clear". Alternatively the standard command buttons located in the tool bar can be used. The command button "Clear" has the same functionality as its corresponding Menu Option. Use the command button "Delete" for record deletions and always confirm with the "Save" button. For toggling through multiple records, after having executed a Query, use the tape recorder buttons "<<", "<", ">", ">>", or Arrow key buttons.

3.4.5 Help Help is provided in following formats:

3.4.5.1 Field level help Provided for each field in the message line at the bottom o f the screen. User can also select Help/Field level menu option to display field help for the current cursor position.

3.4.5.2 Screen level help Gives complete overview of the screen usage. User can select Help/Screen level menu option to display help. Screen help is available only when that screen is active.

3.4.5.3 System level help Gives application overview. User can select Help/System level menu option to display help. System Help is available at all times.

3.4.6 Messages User messages are displayed at: • Message Line : Message appears at the bottom of the screen. • Alert Box : Message appears in alert box with appropriate symbol and

comment. Messages of "Information" and "Query" type would be displayed at the bottom of the screen. All other types of messages would be displayed in alert boxes.

3.4.7 Colours Following colour schema is used: In Maintain mode all mandatory fields have "Blue" colour. User cannot leave them blank. In Query Mode these fields can be left blank. All insert allowed/update allowed / display fields have "White" colour. User may or may not enter data into field for insert/update allowed fields.

April 2002 18

CMT User's Manual

3.4.8 LoV (List of Values) & LoV Button symbols Following button symbols are used: Buttons having ".." ( 2 dots) as labels are list of value buttons. By pressing on the LoV button the data is displayed of the field to the right or left of the LoV button if there is any. Next the user can view or select a record from the available list of values. A LoV screen may have various columns per row (See Figure 9 below). The pop-up LoV screens have a "Find" text field at the top default presented with a "%" wild card search sign. By typing a character string in front of the "%" sign will result in a listing that matches the values in the first column of the LoV. Typing a string after the "%" sign will result in a listing that matches the values in the next column., etc. The user can select a row by highlighting the row and clicking on the "OK" button. Use the Cancel button to cancel and return to the previous screen.

Figure 9 - Example LoV (list of Values for Noun Modifiers)

April 2002 19

CMT User's Manual

4. Search This Search functionality provides the user with a single entry point for various common search patterns. The user is provided with enhanced search facilities, allowing linked screens to be selected. The Search options in CMT are: • On Word • On Reference • On MESC • On Equipment Asset No. • On Coding Schedule • On Additional Document • On Standard • On Product Group • Formatted Search • Unformatted Search • View Associations and Related Spares • Others: On Characteristic

On Template Item No. Abbreviated Description Historic MESC

4.1 Catalogue Search

4.1.1 Screen CMT060 - Catalogue Search

4.1.1.1 Menu navigation From the Main menu select option "Search". Next select one of the following search entries from the sub menu list to come in Screen CMT060 "Catalogue Search": • On Word • On Reference • On MESC • On Equipment Asset No. • On Coding Schedule • On Additional Document • On Standard • On Product Group • Others - On Characteristic • Others - Template Item No. • Others - Abbreviated Description

April 2002 20

CMT User's Manual

4.1.1.2 Screen Structure

Figure 10 - CMT060 Catalogue Search

This screen is divided into three blocks as follows: • The upper block is for the user to enter a retrieval query based on one of the available

search options. Click in the list field "Select Search Option" to select one of the search options

• In the middle block the user can specify the search criteria. The middle block is dynamic, dependent upon the search option being queried by the user

• The third block displays the Noun/Modifier information of the Search result

4.1.1.3 Mode The screen can be used in "Query" mode only

4.1.1.4 Screen Navigation Use Menu options "Block" and "Record" to move through or clear the respective block or record/records. For example, to clear the current block, place the cursor in a field within the block and select Menu Option "Block" followed by "Clear". Alternatively the standard command buttons located in the tool bar can be used. The command button "Clear" has the same functionality as its corresponding Menu Option.

April 2002 21

CMT User's Manual

4.1.1.5 Search functionality Within the CMT060 "Catalogue Search" the user can again redefine (see Figure 10) one of the below listed search options in the "Select Search option" field: • On Word Search • On Characteristic Search • On MESC Search • On Short Description search • On Company Reference No. Search • On Equipment Asset No. Search • On Template Item No. Search • On Standards Search • On Product Group • On Additional Documents Search.

The Catalogue Search screen eventually serves to retrieve a material item via the various search options. From there on continue to view/maintain related information to the Material Item in the following screens by clicking on the screen menu buttons: • CHGE MESC screen CMT240 Change MESC Number • VW ASSOC screen CMT010 View Associations and Related Spares • MNT FOR IT screen CMT020 Maintain Formatted Items • MNT UNF IT screen CMT030 Maintain Unformatted Items • MNT EQ NO screen CMT220 Maintain Equipment Asset Number • ENQ FOR IT screen CMT200 Enquire Formatted Items • BUY DESC screen CMT400 On line display of Buying Description

Depending on the retrieved item type (Formatted or Unformatted) or the user role (Maintain Access or Search Access) the above listed Buttons will be available or not.

April 2002 22

CMT User's Manual

4.1.1.6 Word Search The user can retrieve Noun/Modifier records by either: a) selecting the "Execute" button and using the arrow buttons to toggle through to the

required record, or; b) entering a wild card search in the "Word Search" field and selecting the "Execute"

button to retrieve those records matching the search criteria. After having retrieved a Noun/Modifier record the user can continue via one of the inter linked screens to retrieve more details on the Noun/Modifier related items.

Figure 11 - CMT060 Word Search

April 2002 23

CMT User's Manual

4.1.1.7 Characteristic Search The search on Characteristic will enable the user to see which Noun/Modifiers are linked to a certain characteristic. The user can retrieve records by either: a) entering a wild card search in the "Characteristic Search" field and clicking the

"Execute" button. Next the user can select the record matching the search criteria from the LoV screen. By doing this the next LoV screen will appear listing the Noun/Modifiers linked to the selected characteristic. By selecting a Noun/Modifier the user returns to the Catalogue Search screen with the retrieved data, or

b) clicking the "Execute" button and selecting the Characteristic from the CMT410 Characteristic Types LoV.

After having retrieved a Noun/Modifier record the user can continue via one of the inter linked screens to retrieve more details on the Noun/Modifier related items.

Figure 12 - CMT060 Characteristic Search

April 2002 24

CMT User's Manual

4.1.1.8 MESC No. Search The MESC No. Search enables the user to retrieve a MESC item and the related Noun/Modifier. The user can retrieve MESC items by either: a) entering wild card search criteria in the "MESC" field and clicking the "Execute"

button. Next the user can select from the MESC sub-sub groups from the LoV, By doing this the next LoV screen will appear listing the MESC item(s) linked to the selected MESC sub-sub group. By selecting a MESC item the user returns to the Catalogue Search screen with the retrieved data, or

b) entering a Group, Subgroup or Sub-sub-group and then select from the LoV as in (a), or

c) entering a complete MESC code in the MESC field, click the Execute button. Next the LoV screen with the item can be selected.

After having retrieved a record the user can continue via one of the inter linked screens to retrieve more details on the related item.

Figure 13 - CMT060 MESC Search

April 2002 25

CMT User's Manual

4.1.1.9 Coding Schedule Search The Coding Schedule search enables the user to retrieve a MESC item and the related Noun/Modifier via the hierarchical steps of the MESC coding schedule of Group, Sub-group and Sub-Sub group. The user can retrieve MESC items by either: 1) Selecting the "Execute" button and selecting the MESC Group from the LoV screens:

680 LoV MESC Main Group: to select a main group, next 690 LoV MESC Sub group : to select a Sub Group within the pre-selected Main Group, next 300 LoV MESC Sub Sub Group :to select a Sub Sub Group within a pre-selected Sub Group, next 530 LoV MESC :to select a Material item within the pre-selected Sub Sub Group.

After having retrieved a Noun/Modifier record the user can continue via one of the inter linked screens to retrieve more details on the Noun/Modifier related items.

Figure 14 - CMT060 Coding Schedule Search

April 2002 26

CMT User's Manual

4.1.1.10 Company Reference Number Search

Figure 15 - CMT060 Catalogue Search: On Company Reference

The user can retrieve records by: 1) Entering a wild card search or full value in either of the following fields and selecting

the "Execute" button to retrieve those records matching the search criteria: "Company", "Ref No.", "Ref. No. type"

2) Selecting the LoV to the right of the "Ref. No. Type" field and selecting the required record from the pop up LoV 490 Reference Number.

April 2002 27

CMT User's Manual

Figure 16 - CMT490 LoV: Reference Number Types

3) Selecting the "Execute" button and selecting the required Material Item from the pop up LoV 520 "Company, Reference No., Short Description, MESC".

Figure 17 - CMT520 LoV: Company, Reference Number, Abbrev Description, MESC

4) Once the required item has been retrieved the user can view related information to the Material Item in: screen 010 View Associations and Related Spares screen 030 Maintain Unformatted Items screen 400 On line display of Buying Description screen 650 Enquire Unformatted Item

After having retrieved a record the user can continue via one of the inter linked screens to retrieve more details on the record related items.

Figure 18 - CMT060 Catalogue Search: On Company Reference

April 2002 28

CMT User's Manual

4.1.1.11 Abbreviated Description Search The user can retrieve records by: 1) Entering a wild card search in the "Abbrev. Desc." field and selecting the "Execute"

button 2) Next, retrieve those records matching the search criteria from the pop-up LoV 570

"Material Items per Short Description".

Figure 19 - CMT060 Catalogue Search on: Abbreviated Item Description

April 2002 29

CMT User's Manual

4.1.1.12 Equipment Asset Number Search An Equipment Asset No. is the unique identification code of an individual piece of equipment applied in a plant. For instance if there are 100 identical compressors applied in a plant, they will all have the same MESC code. However, individually they will all have a unique Asset Equipment number. This option enables the user to retrieve a piece of Equipment with a MESC code which has an Asset number linked to it. The user can retrieve records by: 1) Selecting the "Execute" button. 2) Entering a wild card search in the Equipment Asset No. field and selecting the

"Execute" button to retrieve those records matching the search criteria.

Figure 20 - CMT060 Catalogue Search: On Equipment Asset No.

April 2002 30

CMT User's Manual

4.1.1.13 Template Item Number Search This search option enables the user to find the Template Items in CMT. After having found a required Template item, the user can maintain or view it. Also a formatted item can be created then by using this template item as a basis. The user can retrieve records by: 1) Selecting the "Execute" button and selecting the required record from the pop up LoV

670 Template Item No's.

Figure 21 - CMT670 LoV: Template Item No's

2) Entering search criteria in either or both of the following fields, and selecting the "Execute" button to retrieve those records matching the search criteria: -Template Item No. -Item Custodian.

Figure 22 - CMT060 Catalogue Search: On Template Item

April 2002 31

CMT User's Manual

4.1.1.14 Standards Search This search enables the user to search for a Standard by its attributes such as "Prefix", "Reference" and "Issue date". After the Standard has been located. The user then can view the Description of the Standard or view the associated items to that standard. Next the user can select a related MESC item again. The user can retrieve records either by: a) Entering a wild card search in either one or more of the following fields, and selecting

the "Execute" button to retrieve those records matching the search criteria: - Prefix (e.g.: BS EN) - Reference (e.g.: 10025) - Issue (e.g.: 1995) Next from the LoV CMT340 "Standards" a record can be selected. Click "OK" and a pop-up screen will appear with two radio buttons to either select between the options: - Find the Associated Items (LoV CMT550 Material Item per Standard) - View the Standard (Text pop-up screen with contents of the document)

b) Not specifying search criteria and clicking on the "Execute" button. This will result in LoV CMT340 with all Standards in the table from which can be selected.

Figure 23 - CMT060 Catalogue Search: On Standard

April 2002 32

CMT User's Manual

4.1.1.15 Additional Documents Search This search enables the user to search for an Additional Document by their attributes such as "Custodian", "Prefix", "Reference" and "Issue date". After the Additional document has been located. The user then can view the contents of the document or view the associated items to that document. Next the user can select a related MESC item again. The user can retrieve records either by: a) Entering a wild card search in either one or more of the following fields, and selecting

the "Execute" button to retrieve those records matching the search criteria: - Prefix (e.g.: MESC SPEC) - Reference (e.g.: 77/301) - Issue (e.g.: 1994) Next form the LoV CMT350 "Additional Documents" an Additional Document can be selected. Click "OK" and a pop-up screen will appear with two radio buttons to either select between the options: - Find the Associated Items (LoV CMT600 Material Item per Additional Document) - View the Additional Document. When the “View the Additional Document” is selected, the appropriate text viewer will show the content of the document. If for a particular Additional Document ASCII text as well as PDF text exist, a dialogue box will be displayed. This dialogue box can be used to display either document.

b) Not specifying search criteria and clicking on the "Execute" button Documents from which can be selected.

Figure 24 - CMT060 Catalogue Search: On Additional Document

April 2002 33

CMT User's Manual

4.1.1.16 Product Group Search The search on Product Group Code will enable the user to see which MESC items are linked to a certain product group code. The user can retrieve records by either: a) Entering a wild card search in either the “Product Group Code” field or the “Product

Group descr.” Field or both and clicking the “Execute” button. Next the user can select the record matching the search criteria from the CMT420 Product Groups LoV. By doing this the next LoV screen (CMT315 LoV MESC) will appear listing the MESC items linked to the selected product group code. By selecting a MESC item the user returns to the Catalogue Search screen with the retrieved data, or

b) Clicking the “Execute” button and selecting the Product Group Code from the CMT420 Product Groups LoV.

After having retrieved a Noun/Modifier record, the user can continue via one of the inter linked screens to retrieve more details on the Noun/Modifier related items.

Figure 25 - CMT060 Catalogue Search: On Product Group

April 2002 34

CMT User's Manual

4.1.2 Screen CMT710 - Historic MESC

4.1.2.1 Menu Navigation Via Main menu and option "Search" then "Others" next "Historic MESC" the user will be in screen CMT710 "Historic MESC".

4.1.2.2 Historic Search This search enables the user to retrieve the history of a Material item. The user can retrieve records by entering a MESC code or wild card search and pressing the "Execute" button. The retrieved history comprises: • MESC code • Date created • Transaction Type • Transaction date • New MESC


Figure 26 - CMT710 Historic MESC

4.1.2.4 Mode The screen can be used in “Query” mode only.

April 2002 35

CMT User's Manual

4.1.2.5 Additional functionality Two new reports (files) can be generated in CMT. Firstly a list of all active MESC items. This list contains two columns, the MESC number and the abbreviated description. The list is sorted on MESC number. Secondly a list of all deleted items (either deleted or changed MESC number). This list contains three columns, the MESC number, the abbreviated description and the date of deletion. The two files can easily be read into Microsoft Excel. The new functionality is built into CMT710 ‘Search for Historic MESC’. The generated file is created in the %TEMP% directory of a user which is usually C:\Temp, but will e.g. be on a network drive in a GID environment. It is not necessary to fill in the top half of the screen when a user wants to create one of the report files. A button press on the appropriate button will do.

April 2002 36

CMT User's Manual

4.2 Enquire Formatted Items This functionality enables the user to select a particular Material Item by a selected number of, or all Characteristic Values against a Format. Alternatively, retrieval can be based against a Format without entering any Format Characteristic Values or by MESC providing the option of viewing the full description of the associated Material Item

4.2.1 Screen CMT200 - Enquire Formatted Items

4.2.1.1 Menu navigation From the Main Menu select the "Search" option, next select the sub menu "Formatted Search".

4.2.1.2 Screen Structure:

Figure 27 - CMT200 Enquire Formatted Items

The screen is divided into three blocks: 1) In the upper "Format" block the user can search on the Noun/Modifiers and MESC

and specify whether a Formatted Search should be executed. 2) In the middle "Characteristics" block The user can specify the Characteristics and

Values to be applied to the search. 3) The lower "Items Found" block displays the Material Items which have been

retrieved based upon the search criteria used.

4.2.1.3 Mode The screen can be used in "Query" mode only.

4.2.1.4 Screen Navigation: Use Menu options "Block" and "Record" to move through or clear the respective block or record/records.

April 2002 37

CMT User's Manual

For example, to clear the current block, place the cursor in a field within the block and select Menu Option "Block" followed by "Clear". Alternatively the standard command buttons located in the tool bar can be used. The command button "Clear" has the same functionality as its corresponding Menu Option.

4.2.1.5 Searching for a Formatted Material Item This screen can also be accessed through CMT060 "Catalogue Search" CMT010 "Equipment & Related Spares" and CMT020 "Maintain Material Items". Where the user accesses the current screen from one of these linking screens the fields in the upper "Format" block will be filled in with the carried in values. Where the user has used this access path, go to steps 3), 4), 5), 6) and 7) below. With the screen in "Query" mode: 1) Enter a wild card search in any of the fields in the upper" Format" block, or select the

LoV to the right of the "Noun" field to select a Noun/Modifier combination from the triggered LoV.

2) Select the "Execute" button to retrieve the Noun/Modifier combination. On retrieval where the "Formatted Search" check box is selected OFF , the user will retrieve the following warning message "A formatted search can not be executed for this format. Please access "Catalogue Search" or "Enquire Unformatted Item". This means the user has retrieved a Format (although set up) where no Formatted Items have yet been linked to it. The user should leave the screen as advised.

3) Enter the Characteristic values to be searched upon, by using the LoV button to the right of the "Query Value" field to show a list of possible values. Where a "multiple value" is chosen Material Items matching any of the values will be retrieved, and not Material Items matching all multiple values chosen.

4) Select the "Find Items" button to execute the search. The number of matching Material Items are displayed in the lower "Items Found" block.

4.2.1.6 Additional Functionality: The user cannot maintain a Formatted material Item from within this screen but can do so by accessing any of the linked screens: • screen 010 "Equipment & Related spares" • screen 020 "Maintain Formatted Item".

4.2.1.7 "Restricted/Unrestricted Search" Where "Restricted" is chosen the contents of the LoV to the right of the "Query Value" field(LoV 330 Existing Values for a Characteristic) will be restricted to those Material Items currently found. If "Unrestricted" selected, LoV 330 will contain all Characteristic Values linked to the displayed format. The default is "Restricted" after the initial "Find Items" query is executed.

4.2.1.8 Buying Description With the cursor in the required MESC field selecting button "Buy Desc" will display screen 400 "On-Line display of Buying Description"

April 2002 38

CMT User's Manual

4.3 Enquire Unformatted Items The user can query Unformatted Items and, optionally, review the context of their Associations to other items through linked screen CMT010 "Equipment and Related Spares".

4.3.1 Screen CMT650 - Enquire Unformatted Items

4.3.1.1 Menu navigation From the Main menu select the "Search" menu option, next select the Submenu "Unformatted Search".


Figure 28 - CMT650 Enquire Unformatted Items

This screen consists of three blocks • Upper "Item Description" block detailing Material Item related details, such as

"Company Reference", "Unit of Issue" and "Short Description" • Middle block where Additional Information/long Description can be entered. Also the

print indicator can be switched on to incorporate the information into the Buying Description

• Lower "Item Classification" block detailing such aspects as the items "MESC" Number and linked "Noun/Modifiers".

4.3.1.3 Mode The screen can be used in "Query" mode only Maintenance of the selected Unformatted Item should be done through one of the linked screens (accessible from within screen CMT650). Note: for users with Maintain access.

April 2002 39

CMT User's Manual

4.3.1.4 Screen Navigation Use Menu options "Block" and "Record" to move through or clear the respective block or record/records. For example, to clear the current block, place the cursor in a field within the block and select Menu Option "Block" followed by "Clear". Alternatively the standard command buttons located in the tool bar can be used. The command button "Clear" has the same functionality as its corresponding Menu Option. Use the command button "Delete" for record deletions and always confirm with the "Save" button.

4.3.1.5 Enquiring on an Unformatted Item With the screen in "Query" mode select a material item by either: 1) entering a wild card search, or 2) selecting the LoV button to the right of the "MESC" field to help define the search, or 3) enter a wild card search against the "Company" field. Select the "Execute" button to activate the search. With the Unformatted Material Item retrieve the user can: 1) Go to screen 010 "Equipment and Related Spares" by selecting the "Item Association"

button, from here the user can view/maintain the Associations the selected Unformatted Material Item has with other items.

2) Go to screen 180 "Material Item Details" by selecting the "Item Details" button. From here the user can view/maintain the details associated with the selected Unformatted Item.

3) Go to screen 030 "Maintain Unformatted Items" by selecting the "UNFMT ITMS" button, from where the user can maintain the selected item.

April 2002 40

CMT User's Manual

4.4 View Associations & Related Spares

4.4.1 Screen CMT010 - View Associations & Related Spares General This screen enables the user to view the associations between Material Items from various angles such as: 1) from the "Focus item" 2) from the "Used in Item" 3) from the "Associated item"

4.4.2 Menu navigation The screen CMT010 can be selected via the Main menu and selecting option "Search" and the sub menu "View Associations & Related Spares".

4.4.3 Screen Structure

Figure 29 - CMT010 View Associations & Related Spares

This screen is divided into three blocks: • The upper block provides the user to view the "Used in" item in relation to the "Focus

Item". • The middle block serves to specify the "Focus Item". This Focus Item can be any item

of an association of any hierarchical level. • The third block enables the user to view the "Associated Item " in relation to the

"Focus Item".

April 2002 41

CMT User's Manual

Figure 30 - CMT010 View Association & Related Spares -(Changed Focus Item)

4.4.4 Mode This screen can be used in "Query" mode only.

4.4.5 Screen Navigation Use Menu options "Block" and "Record" to move through or clear the respective block or record/records. For example, to clear the current block, place the cursor in a field within the block and select Menu Option "Block" followed by "Clear". Alternatively the standard command buttons located in the tool bar can be used. The command button "Clear" has the same functionality as its corresponding Menu Option.

4.4.6 View Item Associations Coming from screen 210 "Maintain Item Associations" the "Focus Item will be presented as the last item from the previous screen block. Coming from the Search menu the Focus Item can be selected by the LoV buttons to the left and "MESC NO" button to the right of the MESC field. If there are any "Used In" items or "Associated Items" related to the Focus Item they will show in the corresponding blocks with the relevant association attributes. The Focus Item can be changed by: a) clicking on one of the row items in the "Used In" upper block and then click on the

"Change Focus" button. This will result in positioning the selected "Used in" row item now as the "Focus Item". The "Used In" items and "Associated Items" will change accordingly with the Focus Item.

b) clicking on one of the row items in the "Associated Items" lower block and then click on the "Change Focus" button. This will result in positioning the selected "Associated Items" row item now as the "Focus Item". The "Used In" items and "Associated Items" will change accordingly with the Focus Item.

April 2002 42

CMT User's Manual

5. Maintain Structure

5.1 Maintain Noun/Modifiers & Synonyms

5.1.1 Screen CMT040 - Maintain Noun/Modifier and Synonyms

5.1.1.1 Menu navigation From the Main menu select "Maintain Catalogue" and sub menus "Maintain Structure" and "Nouns/Modifiers and Synonyms".

5.1.1.2 Purpose This screen enables the user to create and maintain Noun/Modifier combinations, and the optional links to Synonym and Product Group for the displayed Noun/Modifier(s).


Figure 31 - CMT040 Maintain Noun/Modifier and Synonyms

The screen is separated into three blocks. • The first block can be used for creating, maintaining and retrieving the

Noun/Modifier combinations. • The second block provides the user with an on line view of images which are linked

to the Noun/Modifier combination or enables the user to set up the links to specified images (in relation to the displayed Noun/Modifier combination).

• The third block enables the user to create, maintain or retrieve the additional retrieval words (Synonyms) and Product Groups and their links to the Noun/Modifier.

April 2002 43

CMT User's Manual

5.1.1.4 Screen Modes The screen can be used in both "Maintain" and "Query" mode. To create new or maintain existing records, ensure the screen is in "Maintain" mode. To retrieve records, ensure the screen is in "Query" mode.

5.1.1.5 Screen Navigation Use Menu options "Block" and "Record" to move through or clear the respective block or records. For example, to clear the current block, place the cursor in a field within the block and select Menu Option "Block" followed by "Clear". Alternatively the standard command buttons located in the tool bar can be used. The command button "Clear" has the same functionality as its corresponding Menu Option. Use the command button "Delete" for record deletions and always confirm with the "Save" button. For navigating through multiple records retrieved by a query, use the tape recorder buttons "<<", "<", ">", ">>", or arrow keys.

5.1.1.6 Create New Records Noun/modifier records are created by specifying the following attributes specified as follows:

5.1.1.6.1 Noun/Modifier Combinations To create a new record ensure that the screen is in "Maintain" mode and enter the Noun in the "Noun" field. When creating new records, the specified Noun should be, as a rule, entered in its plural form (e.g. Valves). The following three "Modifier" fields can be used for entering three distinct Modifiers, which as a rule should be in singular form e.g. Gate, input however is not mandatory.

5.1.1.6.2 Status field Indicating the status in the CMT database of the noun/modifier: Status A = Active, meaning that the Noun/Modifier is being applied within the database. Status N = non-active, meaning that the Noun/Modifier is present in the database but flagged as not to be applied. The "Status" field is by default set to "A" denoting "Active", although by typing in "N" will set the Format on display to "Non active". Status

5.1.1.6.3 Formatted Search The "Formatted Search" check box is by default with a check mark.

5.1.1.6.4 Abbreviation This is the abbreviated name of the noun/modifier determined by the user. This abbreviated name will appear by default as the beginning of each item description. Example: "CHFLPT WLD" is the abbreviated name for "Welded cover, piston type, flanged, check valves". An optional shortened description can be entered in the "Abbreviation" field, specifying first the noun, then a space between its abbreviation and that of the modifiers.

5.1.1.6.5 Name This is basically a name in the reversed order of noun/modifiers. This Name is used for buy description purposes. Example: "Flanged piston type welded cover check valve" The user must then enter a "Name" which equates to the Buydesc (description on which the item will be purchased) name for the displayed Noun/Modifier combination.

5.1.1.6.5.1 Definition

April 2002 44

CMT User's Manual

This provides the possibility to link a definition to the noun/modifier. Example of a definition for "Flanged welded cover piston type check valve" is: "A one-directional flanged valve with a welded cover, which is opened by the fluid flow in one direction and which closes automatically when the flow stops or reverses direction. The working element is a cylindrical type piston which fits into the shell or guide, with sufficient length to ensure its effective guidance over the whole distance of its travel. Piston type check valves shall be used in sizes up to 2 inch". The "Def"" command button provides the user with a pop up screen in which the editing of the Noun/Modifier definition can be executed. Prior to moving to the second block "Image File" select the "Save" button to commit the new data input so far.

5.1.1.6.5.2 Image File. An image (stored as a bitmap in the database) can be linked to the noun/modifier serving visual explanation. The Images should be stored as bitmaps first before they can be linked by the user. To link a new image while creating a new Noun/Modifier combination, select the "Link Image" button and specify the "Path" where the image file is located and name of the Image File on the pop up screen which is activated. Where an Image has been newly linked to the displayed Noun/Modifier, select the "Save" button prior to moving to the "Associations" block. Where no Image is to be linked to the Noun/Modifier combination, move to the third block "Associations".

5.1.1.6.6 Associations synonyms New or existing synonyms can be linked to the noun/modifier. Example of Synonyms for "Piston type check valves" is "ONE WAY VALVES". In the "Associations" block the user can either link new Synonyms or existing Synonyms, and link existing Product Group Codes to the current Noun/Modifier. To link a new Synonym, type in the keyword in the first "Synonym" field. Alternatively by selecting the LoV to the right of the field, a full listing of existing Synonyms can be retrieved, and in turn selected. Only existing Product Group Codes can be linked to the Noun/Modifier. Where the required Product Group Code does not yet exist, this must first be created in screen CMT120 "Product Groups" before a link can be made. Once all data has been entered, select the "Save" button to commit the newly entered data.

5.1.1.7 Maintain or Retrieve Records Noun/Modifier Combinations To retrieve a record which can then be updated or deleted ensure the screen is in "Query" mode. To retrieve a record either: a) Enter a noun and/or modifier or their partially specified data in any of the fields in the

first block and click the LoV button of the Noun/Modifier record, or b) Enter no data and click the LoV button. Next the LoV list with all noun/modifiers

appears or, c) Enter no data and select the "Execute" button to retrieve all existing Noun /Modifier

combinations one by one. Use the arrow key buttons to navigate through the retrieved records.

"Wild card searches" can also be carried out. In any field type in part of the word followed by the character "%" and select the "Execute" button. All records which start with the partial characters entered will be retrieved. The data retrieved can now be updated by the user. Where data is updated select the "Save" button prior to moving to the next block.

April 2002 45

CMT User's Manual

Image File Where images have already been linked to the current Noun/Modifier they will be displayed in the "Image File" field, and can be viewed by selecting the "View Image" button. To link a new image, select the "Link Image" button and specify the "Path" and "Image File" data on the pop up screen which is activated. Associations Triggering the LoV buttons to the right of the "Synonyms" and "Product Group" respectively will display those Synonyms and Product Groups from which a selection can be made to link to the current Noun/Modifiers. The Synonym logic is as follows: 1) Synonyms can be updated, created and deleted here. 2) Where a Synonym is only used in this Format (currently displayed) the user can

update and/or delete the Synonym. 3) Where a Synonym is used in more than one Format (more than just the one currently

displayed), the user can update the record into a new Synonym, so that the original Synonym and the updated Synonym both exist.

4) Where a Synonym is used in more than one Format (more than just the one displayed) the user cannot completely delete the Synonym, but the association with the Noun/Modifier (on display) can be removed.

5) Once the data has been updated, select the "Save" button to commit the changes.

April 2002 46

CMT User's Manual

5.2 Maintain Characteristics Types

5.2.1 Screen CMT160 - Maintain Characteristics

5.2.1.1 Menu navigation From the Main menu select "Maintain Catalogue" and submenu "Maintain Structure". Next select "Characteristic Types".

5.2.1.2 Purpose This screen enables the user to maintain the reference table of Characteristics.


Figure 32 - CMT160 Maintain Characteristic

The screen comprises one block related to the entity "Format Characteristic Type".

5.2.1.4 Mode The screen can be used in both "Maintain" and "Query" mode. To create new or maintain existing records, ensure the screen is in "Maintain" mode. To retrieve records, ensure the screen is in "Query" mode.


April 2002 47

CMT User's Manual

5.2.1.6 Create Characteristic With the screen in "Maintain" mode add a "Characteristic Description", "Abbreviation" and "Status". Once the new record, or multiple records have been entered, select the "Save" button.

5.2.1.6.1 Conventions To aid identification of which characteristic should be used, the following convention has been adopted. • Characteristics that apply to the noun/modifier as a whole: Example: The

characteristic for the type of noun/modifier "Pneumatic gauges" should be just "Type". If however, it refers to the type of fasteners used, then it should be described as "Type, fasteners".

Examples: Material Relates to the Noun/modifier Material spec Relates to the Noun/Modifier Material, clamp Relates to a component of the Noun/Modifier Material spec, clamp Relates to a component of the Noun/modifier Material, coupling Relates to a component of the Noun/modifier Material spec, coupling Relates to a component of the Noun/modifier

• The first letter of the first word should be in capital letters, all other letters should be

in lower case lettering. • The identification of "primary words" for the start of characteristic description such

as: Certification Pressure Connection Radius Diameter Range Dimensions Resistance Inspection Signal Length Size Mass Temperature Material Thread Number Type Option • Words such as, "maximum", "minimum", "internal", "outside", "operating", and

"working" are adjectives and hence should not be used to start the characteristic, but rather as qualifiers, i.e. "Pressure, working", "Pressure, operating" etc. Primary words, are used to group similar characteristics together, and make a logical link to the characteristic value, i.e. "Size, flange" = 12 mm, rather than "Flange size" = 12 mm.

• Full wording for characteristics are preferred. However, due to the maximum of

positions allowed, they are sometimes abbreviated. All abbreviations are shown in lower case. E.g. "Design spec", and "Design spec, end connections". In most cases "Material specification" and "Design specification" could be written out in full, when relating to the Noun/Modifier concerned. This however will cause complication when referencing to a component in the Noun/Modifier, e.g.: "Material specification, remote seal diaphragm". Therefore, all characteristics relating to these two common elements have been abbreviated to "Material spec" and "Design spec", respectively, in order to ensure logical display of characteristics in alphabetical order e.g. "Material spec, remote seal diaphragm".

April 2002 48

CMT User's Manual

• "Material spec" should be selected in preference to "Material" where a Standard or

Additional document needs to be referenced as a characteristic value. "Material" should be selected when the required characteristic value expected is generic, such as: "Carbon steel", "Rubber" etc. If either a generic value (i.e. carbon steel) or a standard are acceptable then select "Material". If "Material spec" is selected, it is recommended that a standard is used as value for all items.

• Standardized descriptions are used, such as - "Service requirements" to "Service" - "Weight" to "Mass" - "Limits" to "Range" - "Scale" to "Range"

5.2.1.7 Maintain Characteristic

5.2.1.7.1 Retrieve Characteristic: With the screen in "Query" mode either: 1) enter a wild card search in any of the fields, select the "Execute" button to retrieve the

records associated with the search criteria, or 2) select the "Execute" button to retrieve all records, use the scroll bar to reach the

required entry.

5.2.1.7.2 Update characteristic After having retrieved a characteristic then: With the screen in "Maintain" mode update the Characteristic "Description", "Abbreviation" and "Status" as required. Select the "Save" button on completion to commit the changes to the record or multiple records. The user should take note that modifications to an existing Characteristic will effect all related Format Characteristics.

5.2.1.7.3 Delete Characteristic After having retrieved a characteristic, then: With the screen in "Maintain" mode, place the cursor on the record to be deleted and select the "Delete" button. You will be prompted to confirm deletion of the current record. Select "OK" to continue. Note: A characteristic can not be deleted when it is related to a Noun/Modifier format.

April 2002 49

CMT User's Manual

5.3 Maintain Formats

5.3.1 Screen CMT050 - Maintain Formats

5.3.1.1 Menu navigation From the Main menu select "Maintain Catalogue" and submenu "Maintain Structure". Next select "Formats".

5.3.1.2 Purpose This screen enables the user to maintain (create, update and delete) Formats against existing Noun/Modifier combinations, and allows the user to enter Format Characteristic Attributes.


Figure 33 - CMT050 Maintain Formats

This screen is divided into two blocks. • The upper block holds the retrieved Noun/Modifier data. • The lower block enables the user to specify and maintain Characteristics to the

current Noun/Modifier combination.

5.3.1.4 Mode The screen can be used in both "Maintain" and "Query" mode. To associate, delete or update characteristic records from a format, ensure the screen is in "Maintain" mode. To retrieve records, ensure the screen is in "Query" mode.

April 2002 50

CMT User's Manual

5.3.1.5 Screen Navigation Use Menu options "Block" and "Record" to move through or clear the respective block or records. For example, to clear the current block, place the cursor in a field within the block and select Menu Option "Block" followed by "Clear". Alternatively the standard command buttons located in the tool bar can be used. The command button "Clear" has the same functionality as its corresponding Menu Option. Use the command button "Delete" for record deletions and always confirm with the "Save" button.

5.3.1.6 Retrieve Existing Noun/Modifier for Association of Characteristics With the screen in "Query" mode either: a) Select the "Execute" button to retrieve all existing Noun/Modifier combinations. Use

the arrow keys to navigate to the required record, or b) Select the LoV button to the right of the "Noun" field, and from the activated LoV

box, select the required record, or c) Enter a wild card search in either the "Noun", or "Modifier" fields, and select the

"Execute" button. Use the arrow keys to navigate to the required record. After a selection has been made the screen automatically changes to "Maintain" mode.

5.3.1.7 Associate Characteristics With the required Noun/Modifier combination retrieved, and with the screen in "Maintain" mode, a new Characteristic can be associated to the Noun/Modifier as follows: 1) where Characteristics have already been linked to the Noun/Modifier, select the Menu

Option "Record, Go Bottom" to navigate to the end of the Characteristics block 2) select the menu Option "Record, Insert" to enter a new free row (this can be done

within a block of existing characteristics as well, if required) 3) select the LoV button to the right of the "Description" field 4) select from the existing characteristic types. If not present, then exit the screen and

first create the characteristic type in screen CMT160 "Maintain Characteristics".

5.3.1.8 Format characteristic attributes Next, the values for the characteristic have to be specified. Note: Attributes set for the characteristic within a Format DO NOT affect the attributes for the characteristic within another Format. Nor the meaning of that characteristic, hence there is a definition per Format. The following characteristic attributes are distinguished:

5.3.1.8.1 PCF (Product / Common / Functional) This attribute states whether the characteristic is describing a functional or product element of the material item. Common means that the characteristic classifies for both Functional & Product. Default : Product

April 2002 51

CMT User's Manual

5.3.1.8.2 Seq. In (Sequence in) This attribute determines the sort sequence of the characteristics in Maintain Formatted Items, Screen 020. It also determines the sort sequence for the Buying Description (Report 010 & Report 020) for Format Characteristics with attribute "Header ON & for Format Characteristics with attribute Header OFF unless qualified by Item Sort (see further "Item Sort").

5.3.1.8.3 Seq. Out (Sequence Out) This attribute determines the sort sequence of the characteristics in "Enquire Formatted Items", Screen 200. If Seq Out value is "0" then the characteristic is not displayed in "Enquire Formatted Items" (Screen 200). It will be displayed in "Maintain Formatted Items", Screen 020. It does not affect Reports. Default : Equals "Seq In" if not entered.

5.3.1.8.4 HD (Header) If a characteristic has a header indicator set as ON, then in screen "Maintain Formatted Items" (Screen 020) its values are likely to be "common" for a number of Formatted Items, and hence a "copy data" functionality is available to copy over the header values, to allow quicker entry of similar Formatted Items. If set to OFF, then its values are likely to "differ" for a number of Formatted Items, and hence the "copy data" functionality will NOT copy these ITEM Characteristic values. If ON then in Report 010 & Report 020 the Values for these Format Characteristics for all Formatted Items are grouped into unique strings ( sets of common values across items ) and used to create "common text blocks" for values set against the Format Characteristics with Header Attribute ON. This is then used to sequence the order of Formatted Items under a Format, based on an alphanumeric sort on Values. Default : ON

5.3.1.8.5 Item Sort This attribute determines the sort sequence for item format characteristics in Report 010 & 020. If left blank, then the "Seq In" is used for Item Format Characteristics. Note: If Format Characteristic Attribute Header is "ON", then Item Sort must be blank. If Format Characteristic Attribute Header is "OFF", then Item Sort can be entered. Default : Blank

5.3.1.8.6 Bin (Bin label) If a characteristic has a bin label indicator set as ON, then material items under this Format, must have an abbreviated value entered for this characteristic in "Maintain Formatted Items" (Screen 020), or "Maintain Restricted Characteristic Values" (Screen 500). These abbreviated values are then used to create an auto-generated abbreviated description, or BIN label, for Formatted Items. Default : ON

April 2002 52

CMT User's Manual

5.3.1.8.7 Bd Hd (Buydesc Header) Report 010 takes those Abbreviated Values for those Values linked to Format Characteristics that have attribute Header ON & attribute Bin ON, and creates a summary for a set of common values. If Bd HD is ON, then in "Maintain Formatted Items", can create an "alternative" abbreviated value for the value linked to this characteristic per item to be used in Report 010, rather than use the "normal" abbreviated value. Can only be set to ON if Attribute Header & Attribute Bin are both set to ON. If BD Hd set to OFF, then Report 010 takes the "standard" abbreviated value. Default : OFF

5.3.1.8.8 Opt (Optional) If a characteristic has an optional indicator set as ON, then Formatted items under this Format, do not have to have a value entered in "Maintain Formatted Item" (Screen 020) for this characteristic. If set to OFF, then Formatted items under this Format, must have a value entered in "Maintain Formatted Items" (Screen 020) for this characteristic. Default : OFF

5.3.1.8.9 Res (Restricted) Selection from GR (Group Restricted = set at Central Office), R ( Restricted = set at OpCo), or U (Unrestricted). If selected "GR" or "R" then the user must set Restricted Values for this characteristic within this Format. This means that the user set a limited list of values that can be selected for this characteristic. All Formatted Items under this Format, can only have one or more of these values for the characteristic. If select U then any value can be selected or entered for this characteristic within this Format. Default : U

5.3.1.8.10 Rng (Range) If a characteristic has a range indicator set as ON, then in screen "Maintain Formatted Items" the values for this characteristic under this Format MUST be expressed as a range, consisting of two values ( i.e. a particular form of multiple values). If set to OFF, then the value can be singular or multiple & no restriction is placed on the values. Restrictions based on attribute Value Type :

• If Value Type is "D" (document) then Range cannot be ON • If Value Type is "N" (numeric) and Range is ON, then range values are validated to

ensure that one value is a minimum and one is a maximum. • If Value Type is "O" (open) then no validation is applied to range values to ensure

any numeric and the application finds those items that have a minimum less than the value entered and a maximum greater than the value entered, i.e. there is a "special" search for Numeric Ranges. Default : OFF

April 2002 53

CMT User's Manual

5.3.1.8.11 Value Type: The user can select from D (Document ) , N ( Numeric ) or O ( Open ). If set to "D" all values linked to this Format Characteristic MUST be either a Standard, A Reference to a Standard or an Additional Document. If set to "N" all values linked to this Format Characteristic MUST be a numeric, i.e. cannot be a Document nor have any non-numeric characters. If set to "O" values linked to this Format Characteristic may be either a Document, or a Numeric, or a alphanumeric value. Default : Open

5.3.1.8.12 Nom (Nominal) If a characteristic has a nominal indicator set as ON then in screen "Maintain Formatted Items" the values entered against this characteristic are "nominal" values. i.e. are not actual values. For example, piping classes showing millimeters or inches as a characteristic value for the characteristic "Size" are "nominal" measures, and not actual measurements. Can only be set to ON if a Value Unit has been selected. Default : OFF

5.3.1.8.13 Val Unit (Value Unit) Select from the existing list of Units those that are either "Characteristic Value Units Types" or " Combined Unit Types". This is the measurement system for the values for this characteristic. The Values should therefore be entered in screen "Maintain Formatted Items" in this measurement system. i.e. Piping items may show both imperial and metric measurements. Only one value unit can be selected per Format Characteristic. Default : Blank.

5.3.1.8.14 Def (button) Definition : [Def] button & pop-up field This is a Text block allowing clarification of the meaning of the Format Characteristic, used within this Format. Default: the definition set for the Characteristic in "Maintain Characteristics is copied into the field and can then be updated for the specific application in this Format Characteristic Definition.

5.3.1.8.15 Narrative (button): Characteristic Narrative Linking phrase between Characteristic description and value. To be used in Reports not yet defined. Default : Blank.

5.3.1.8.16 Change Display (button) This button displays the selected characteristic with all its attributes.

5.3.1.9 Retrieve Existing Format Characteristics With the screen in "Query" mode enter a search criteria in either the "Noun" or "Modifier" fields and select the LoV button to the right of the "Noun" field. Next, select the required record from the activated LoV box.

April 2002 54

CMT User's Manual

5.3.1.10 Update Existing Format Characteristic With the screen in "Query" mode retrieve the required Format and linked Characteristics to be maintained (see "Retrieve Existing Format Characteristics" for individual retrieval steps above). Now with the screen in "Maintain" mode, update the Characteristic attributes as required. On completion select the "Save" button to commit the updates made. The user should be aware, (and make updates accordingly) that modifications to characteristic attributes are only possible if consistent with the Material Item values linked to the Format.

5.3.1.11 Delete Existing Format Characteristic With the screen in "Query" mode either retrieve the required Format and linked Characteristics to be deleted (see "Retrieve Existing Format Characteristics" for individual retrieval steps above); With the screen now in "Maintain" mode, place the cursor in the target Format Characteristic row, and select the "Delete" button. Note: A format characteristic can not be deleted when there are values linked to it. First the values have to be deleted prior to deletion of the format characteristic.

April 2002 55

CMT User's Manual

5.4 Copy Characteristics feature The "Copy Characteristics" functionality serves to copy characteristics from one existing format (Source Format) to a similar new format (Target Format). This avoids creating new similar formats by linking each characteristic separately again.

5.4.1 Screen CMT051 - Copy Characteristics This screen enables the user to copy Characteristics between Formats. One Format being the source and the other the target format.

5.4.1.1 Menu Navigation From the Main menu select "Maintain Catalogue" and submenu "Maintain Structure". Next select sub menu "Formats" which brings you to CMT050 "Maintain Formats". After having retrieved a Noun/Modifier as the target format in this screen, select the menu button "CPY CHAR" which will bring you to a LoV list from which a Source format can be selected. After selection you will be in screen CMT051 "Copy characteristic".


Figure 34 - CMT051 Copy Characteristics

April 2002 56

CMT User's Manual

The screen is divided into three blocks: • The first "Source Format" block displays the Noun Modifiers of the Format which is

the source of the Characteristics, the contents are copied in from the linked screen. • The second block "Target Format" displays the Noun Modifiers of the Format which

is targeted to receive the Characteristics, the contents are copied from screen 050 "Maintain Formats" where a Format was created or selected.

• The third block "Characteristics" section displays the Characteristics which are to be associated with the Target Format. By default all Format Characteristics associated with the Target Format are displayed. These characteristics can be copied, edited or deleted, while new Characteristics can be added.

5.4.1.3 Mode The screen can only be used in "Maintain" mode.

5.4.1.4 Copy Characteristics After having created a new Noun/Modifier for the target format, take the following steps (To illustrate this "copy" functionality the example target Format will be used). 1) From within screen 050 "Maintain Formats" retrieve the Noun/Modifier that will hold

the new format (This is the Target Format which will receive the copied Characteristics). See Figure 35

2) Select the "CPY CHAR" button. 3) From the triggered LoV270 Noun/Modifiers (See Figure 36) select the Source Format,

that is the Format from which the Characteristics will be copied from. 4) Screen 051 "Copy Characteristics" is now displayed. (See Figure 37). The Format

selected in step 1) above will be displayed in the middle "Target Format" block. The Format selected via step 3) above will be displayed in the upper "Source Format" block.

5) In the lower "Source Characteristics" section select those Characteristics for copying over to the "Target Format" by checking the first field to "ON" , where the Characteristic is to be copied over. Or checking the first field "OFF", where the Characteristic is not to be copied over.

6) select the "Save" button to copy over the selected Characteristics. If subsequent transfer of Material Items from the source to the Target Format is required, the Transfer Item-button (TRNS IT) should be selected

April 2002 57

CMT User's Manual

Figure 35 - CMT050 Example Noun/Modifier forTarget Format

Figure 36 - CMT270 LoV Noun Modifiers

April 2002 58

CMT User's Manual

Figure 37 - CMT051 Copy Characteristics

April 2002 59

CMT User's Manual

5.5 Transfer Material Items feature The "Transfer Material Items" functionality enables users to transfer Material Items between Formats, i.e. Noun/ Modifier combinations. In the linked screen 051 "Transfer Characteristics" a Source and Target Format had been selected and a selection (or all) of the Format Characteristics copied over. Subsequently, this screen enables the user to transfer Material Items between these Formats and copy the Format Characteristic Values for the Format Characteristics that have been transferred.

5.5.1 Screen CMT052 - Transfer Material Items

5.5.1.1 Menu navigation From the Main menu select "Maintain Catalogue" and submenu "Maintain Structure". Next select sub menu "Formats" which brings you to CMT050 "Maintain Formats". After having retrieved a Noun/Modifier as the Target Format in this screen, select the menu button "CPY CHAR" which will bring you to a LoV list from which a Source Format can be selected. After selection you will be in screen CMT051 "Copy characteristic" (See Figure 37 - CMT051 Copy Characteristics). Next the user can optionally select the "Transfer Material Items" screen by clicking on the "TRNS IT" button in screen CMT051.


Figure 38 - CMT052 Transfer Material Items (Example Target)

April 2002 60

CMT User's Manual

This screen is divided into three blocks: • The upper "Source Format" block displays the Format from which the Characteristics

have been copied from. • The middle "Target Format" block displays the Format which has received the copied

Characteristics. • The lower "Material Items to be Transferred" block displays the selection criteria and

eventually the retrieved Material Items which are to be transferred from the Source Format to the Target Format.

5.5.1.3 Mode This screen can be only used in "Maintain" mode.

5.5.2 Transfer Material Item In screen 051 "Copy Characteristics" (Figure 37 - CMT051 Copy Characteristics select the "TRNS IT" button, screen 052 "Transfer Material Items" is now displayed (Figure 38 - CMT052 Transfer Material Items.

5.5.2.1 Material Items To be Transferred In the third block the Material Items to be transferred can be selected as follows (see also: Figure 38 - CMT052 Transfer Material Items (Example Target): 1) The user can enter selection criteria for the items to be transferred from the Source

Format by specifying two characteristics with their values in the "Characteristic" and "Characteristic Values" fields. Next click the "Retrieve" button" to display the selected Items, and/or.

2) The user can enter another selection criteria for the items to be transferred by specifying the specific MESC Sub Sub group in the "MESC Sub Sub group" field. Next click the "Retrieve" button to display the selected Items, or .

3) Skip the two first steps and click the "Retrieve" button to select all the associated items to the Source Format.

4) Select the "Save" button to commit the transfer of Material Items from the "Source Format" to "Target Format".

5.5.3 Additional Functionality For each Material Item selected for transfer a new abbreviated description will be system generated, based upon the new "Target Format" name.

April 2002 61

CMT User's Manual

6. Maintain Item Values

6.1 Maintain Formatted Items / Template Items

6.1.1 Screen CMT020 - Maintain Formatted Items

6.1.1.1 Menu navigation From the Main menu select "Maintain Catalogue", next select sub-menu "Maintain Item Values" and next "Maintain Formatted Items".

6.1.1.2 Purpose This screen enables the user to: • Select, review and edit Format Characteristic Values for existing Material Items

(Formatted and Template). • Set up new Material Items by defining Format Characteristic Values for the Material

Item. • Transform an Unformatted Item into a Formatted Item by assigning the Format

Characteristic Values.


Figure 39 - CMT020 Maintain Formatted Items

April 2002 62

CMT User's Manual

This screen is divided into three blocks. • The upper block can be used for retrieval of existing Formats or displays the retrieved

Noun/Modifier combination (Format) that was selected by the user in either screen CMT060 " Catalogue Search" or screen CMT030 "Maintain Unformatted Items". This information of existing Formats can not be modified in this block.

• The middle block displays both the Format Characteristics associated with the Format and the Format Characteristic Values for Material Items that have been retrieved by the user or are in the process of being created. Dependent upon the user's selected "Type of Characteristics" choice in the upper block, the middle block will display either only product, functional or all characteristics. Only the Characteristic Values and Abbreviated Values can be modified in this block.

• The lower block displays the Material Item and related information currently linked to the retrieved Format displayed in the upper block, or in the process of being linked to the displayed Format. This information can all be modified in this block.


6.1.1.5 Screen Navigation Use Menu options "Block" and "Record" to move through or clear the respective block or record/records. For example, to clear the current block, place the cursor in a field within the block and select Menu Option "Block" followed by "Clear". Alternatively the standard command buttons located in the tool bar can be used. The command button "Clear" has the same functionality as its corresponding Menu Option. Use the command button "Delete" for record deletions and always confirm with the "Save" button. Cursor in block 1 : scrolling of Noun-Modifier combinations. Cursor in block 2 : scrolling of Format Characteristics, of which there may be more than are visible on the screen. Cursor in block 3 : scrolling of Material Items that are associated with the Format.

6.1.1.6 Retrieve an existing format in screen CMT020 Follow below listed steps: 1) Ensure screen CMT020 "Maintain Formatted Items" is in query mode. 2) Enter search criteria in the "Noun" or Noun" and "Modifier" fields and click the LoV

button for the noun/modifier. 3) Select the required Noun/Modifier row from the pop-up LoV. Next the format for this

Noun/Modifier will be displayed. Note: Prior to selecting the "Noun/Modifier", the user can specify the range of Characteristics to be shown. The options are : "All" : set by default, will show both Product and Functional. "Functional" : displays Functional Characteristics only. "Product" : displays Product Characteristics only.

April 2002 63

CMT User's Manual

6.1.1.7 Retrieve an existing formatted Material Item in screen CMT020 There are two ways of retrieving existing formatted items in screen CMT020:

6.1.1.7.1 From within screen CMT020 "Maintain formatted Items" Follow below listed steps: 1) Retrieve an existing format as described in 6.1.1.6 2) Position cursor in the MESC field by clicking in it (Colour changes to blue). 3) Set screen in "Query" mode again. 4) With the cursor still in the MESC field, click on the LoV button left to the MESC field

Select the required MESC sub-sub group from the LoV pop-up screen. With the cursor still in the MESC field, Click on the "Execute" button form the menu bar to retrieve existing items against the data (Noun/Modifier & MESC sub-sub group) displayed. The retrieval of items per sub-sub group can even be restricted by also typing in a wild card search in the last 3 positions of the MESC code. The existing formatted items are now presented one at the time.

5) With the cursor still in the MESC field, navigate through the retrieved items by using the arrow keys or tape recorder buttons "<<", "<", ">", ">>".

6.1.1.7.2 Starting from within screen 060 "Catalogue Search"" Menu navigation: "Main Menu" , next "Search". After having retrieved an item by one of the various search options in screen 060, (See chapter Catalogue Search for more details) click on the toolbar button "MNT FOR IT" to go to screen 020 "Maintain Formatted Item". The previously retrieved formatted item in question will now be displayed in screen 020.

6.1.1.8 Maintain Characteristic Values and their abbreviated values Having retrieved a Formatted item, the user can maintain the characteristic values. The Characteristic value and abbreviated value fields having a blue color being "Non-optional" have to be filled in. A characteristic can hold multiple values indicating "or/or" values or "and/and". Just one of the multiple values is displayed in the value field. To view and or maintain the multiple values the user first positions the cursor in the value field and next clicks on the "Multiple value" button. A pop-up screen with the multiple entries is displayed (See Figure 40)

Figure 40 - Multiple Value Pop-Up screen

April 2002 64

CMT User's Manual

Example of Or/Or multiple characteristic values: The below listed characteristic "Pattern" is acceptable with either one of the two values "Straight" or "Y".

Characteristic Characteristic value Pattern Straight Y

Example of And/And multiple characteristic values: The below listed characteristic "Additional requirements" should apply according to all stated requirements for the Material Item.

Characteristic Characteristic value Additional requirements MESC SPEC 77/301 MESC SPEC 77/207 MESC SPEC 77/305

6.1.1.8.1 Enter/update the characteristic values & their abbreviated values as follows:

1) Position the cursor in the required characteristic value field. Click first on the corresponding LoV button to view and/or retrieve a value with or without an abbreviated value. If there is no applicable value to select from, cancel the LoV and enter the new value manually in the characteristic value field. Make sure you follow the set-up of the existing values and abbreviated values for this characteristic. Note: When selecting values which may hold Standards or Additional Documents, make sure you select these values from the special tables where they are pre-defined. So, never manually adjust these values in the characteristic value fields.

2) To enter/update multiple characteristic values, the user first positions the cursor in the required value field and then clicks on the "Multiple value" button. Next a pop-up screen with the multiple entries is displayed. Within this pop-up screen follow the same enter/update rules as under (1). Always click on the "OK" button in the pop-up screen to commit the changes.

6.1.1.8.2 Deleting a characteristic value: 1) Position the cursor in the characteristic value field that has to be deleted. 2) Click on the "Delete" toolbar button. This will clear the value. 3) To commit the deletion click on the "Save" toolbar button. 4) For deletion of multiple values the user first positions the cursor in the required value

field and then clicks on the "Multiple value" button. Next a pop-up screen with the multiple entries is displayed. Within this pop-up screen position the cursor in the value field that has to be deleted. Click on the "Delete" button in the pop-up screen. This will clear the value. To commit the deletion always click on the "Save" button in the CMT020 screen to commit the changes.

April 2002 65

CMT User's Manual

6.1.1.9 Maintain Attributes for Material Items In block 3 of this CMT 020 screen the below listed attributes can be maintained in relation to the Material Item:

6.1.1.9.1 Template Item The user can select a "Template Item" by clicking on the LoV button next to this field. These template items can then be adjusted and saved as a normal formatted item. The template items of course first have to be created. See also 6.1.1.14 Maintain Template Items.

6.1.1.9.2 Record Type The user can choose from the values Formatted, Template, Unformatted, or "Obsolete".

6.1.1.9.3 Status Item Status can either be "A" (active), "N" (non-active), "D" (Item to be deleted)

6.1.1.9.4 CSS Code The "CSS code" (Company Selected Standard code) allows the user to stipulate the recommended CSS code to be used by the Stock Analyst. CSS codes have to be created by each individual Company. See also screen CMT250 Maintain Material Item Indicators and Indicator Types. Example of CSS codes are: - S: normal stock item - Y: Capital spares (money value > xxx) - N: Do not reorder, exhaust till stock = 0 -Etc.

6.1.1.9.5 Custodian The "Custodian" field enables the user to create the link between the Organisation and Material Item. Such as a person, department, operating company who is responsible for maintaining certain areas of the catalogue. Input is required in this mandatory field.

6.1.1.9.6 Unit of Issue Used to quantify the system of measurement for the material item, i.e. is it a piece, a roll or per cubic meter, etc.

6.1.1.9.7 Product Group A product group is an expenditure classification that can be linked to a material item. See also screen CMT120 "Maintain Product Groups" .

6.1.1.9.8 Abbrev. Desc.(Abbreviated Description) This field will hold the Abbreviated Description of the material item. The Abbreviated Description can be generated either by: a) Clicking on the "Gen Abbrev Desc" button. By doing this the Abbreviated Description

will be auto generated and composed of the "Short name Noun/Modifier" plus the Abbreviated Characteristic Values with BIN labels set to "ON". or

b) Manually typing the Abbreviated Description or over typing the auto generated Abbreviated Description.

April 2002 66

CMT User's Manual

6.1.1.10 Create a new Formatted Item There are basically two ways to start creating a new material item 1) The user starts with a blank format (no existing item is used) 2) The user makes use of an existing item and the copy functionality.

6.1.1.10.1 Ad 1: The user starts with a blank format 1) Retrieve a Format, see 6.1.1.6 2) Move the cursor to the third block. 3) If the third block is not empty, select Menu option "Record" and select sub-option

"insert". 4) Fill in all mandatory information, including a MESC number in the third block 5) Fill in Characteristic Values and Abbreviated Values in the second block Note: the user should always first consult the LoV's for characteristic values and select

these values if applicable. If not applicable, the user should create these values following the lay-out of existing values.

6) Press "Save". Please be aware that a Formatted Item cannot be saved unless: a. Values have been entered for all "Non-optional" characteristics (blue fields) b. Abbreviated Values have been entered for all "Bin" Characteristics (blue fields)

7) Click the "Gen Abbrev Desc" button to generate the abbreviated description (composed of the abbreviated characteristic values with BIN label ON ) or manually adjust the abbreviated description by over typing it.

6.1.1.10.2 Ad 2: Create a formatted item by copying from an existing Material Item

To copy a Material Item do as follows: 1) Retrieve an existing formatted item (See: Retrieve Formatted Item). 2) Position cursor in the MESC field that holds the existing MESC no. 3) Tick off the "Keep Header Value" Check Box if all the values for the header

characteristics have to be copied to the new item. 4) Tick off the "Keep Item Values" Check Box if the item (detail) values have to be

copied to the new item. 5) Tick off both Check Boxes if all values have to be copied to the new item. 6) With the cursor still in the MESC field, click on the "Copy" button. This will enable the

user to enter a new MESC no. 7) Enter the new (non-existing) MESC code either by:

a) typing it in.(the new MESC code must be known already of course) b) clicking on the "MESC no." button. Next, an LoV of existing MESC codes within the sub-subgroup will be displayed. Lookup a free code in the LoV and select the existing code that precedes the free number. This free code will now be displayed in the MESC field. Complete the code with the indicator.

8) Update the Characteristics "Value" fields as required. Furthermore, the "Record Type", "Status", "CSS Code", "Custodian", "Unit of Issue", "Product Group" and "Abbrev. Desc" fields have to be updated. Click on the "Gen Abbrev Desc" to auto-generate the abbreviated description or manually adjust the abbreviated description by over typing it.

9) Click on the "Save" button to commit the transactions.

6.1.1.11 Convert an Unformatted Item into a Formatted Item This transaction may be required in case that an item was previously registered as a unformatted item because of missing specifications or a missing format and later can be registered as a fully specified formatted item.

April 2002 67

CMT User's Manual

Starting from within screen 030 "Maintain Unformatted Item" take the following steps: 1) select the required Unformatted Material Item (see "Maintain Unformatted Items). 2) select the option "Menu", "Maintain Formatted Items" 3) now from within screen 020 "Maintain Formatted Items" change the "Record Type" to

"Formatted". 4) update any Characteristics "Values" as required 5) select the "Save" button to commit the updates made.

6.1.1.12 Delete a Material Item An item can be deleted from the CMT database by a user with sufficient authority as follows: 1) Retrieve the item to be deleted (see retrieve an item). 2) Click in the "Status" field and replace status "A" (active) by "D" (to be deleted). 3) Click on the "Delete" toolbar button. 4) Finally click on the "Save" toolbar button to commit the transaction.

6.1.1.13 Flag a Material Item as being "Obsolete" 1) With the screen in "Maintain" mode, select the "Record Type" list field. 2) Select the Record Type "Obsolete". 3) Click on the "Save" button to commit the changes made.

April 2002 68

CMT User's Manual

6.1.1.14 Maintain Template Items Follow the same steps for Formatted Items, however with the following exceptions: Template items do not have MESC numbers in the MESC fields. The Template item number should be entered in the "Template Item No." field. In order to assign Template Item No's the MESC hierarchy numbering system can be used for this purpose. See Figure 41.

Figure 41 - CMT020 Example Template Item

6.1.1.15 Retrieve Template Items See 4.1.1.13 Template Item number search and retrieve Formatted Items

April 2002 69

CMT User's Manual

6.2 Maintain Unformatted Items In CMT basically two types of items are distinguished i.e. Formatted items and Unformatted items. The unformatted items are specified without making use of a format (framework). This is the case, for example, with unique spare parts which are normally specified in relation to the parent equipment. Also special equipment, sub-assemblies, and specific components, which are considered to be not general supply items, should be registered as unformatted items. In general these items will be specified with their short description, the manufacturer's reference, additional free text, and their associations towards other material items. Note: Existing Catalogue Items (both Formatted and Unformatted) can be linked (non hierarchically) to Equipment, Assemblies and other items as Equivalencies or Substitutes in screen CMT210 " Maintain Materials Items Associations".

6.2.1 Screen CMT030 - Maintain Unformatted Items

6.2.1.1 Menu navigation From the Main menu select "Maintain Catalogue" and sub menu "Maintain Item Values. Next select "Maintain Unformatted Items".

6.2.1.2 Purpose The screen CMT030 "Maintain Unformatted Items" enables users to create Unformatted Material Items and, optionally, link them hierarchical to the Equipment and/or Assemblies they are used in.


Figure 42 - CMT030 Maintain Unformatted Items

April 2002 70

CMT User's Manual

This screen is divided into three blocks. • The upper block enables the user to create the association of the new Unformatted

Item with other Catalogue Items i.e. Assemblies or Equipment. • The middle block enables the user to maintain (create, delete or update) the details of

Unformatted Items. • In the lower block, the user can enter additional information such as the role

description, drawing and parts list item information in relation to the "Used In Item".

6.2.1.4 Mode The screen can be used in both "Maintain" and "Query" mode. To create new or maintain existing records, ensure the screen is in "Maintain" mode. To retrieve records ensure the screen is in "Query" mode.

6.2.1.5 Screen Navigation Use Menu options "Block" and "Record" to move through or clear the respective block or record/records. For example, to clear the current block, place the cursor in a field within the block and select Menu Option "Block" followed by "Clear". Alternatively the standard command buttons located in the tool bar can be used. The command button "Clear" has the same functionality as its corresponding Menu Option. Use the command button "Delete" for record deletions and always confirm with the "Save" button. For scrolling through multiple records, retrieved by a query, use the arrow buttons or tape recorder buttons "<<", "<", ">", ">>".

6.2.1.6 Creating an Unformatted Item All steps required for creating an Unformatted Item are made in the middle block "Item Details" in screen CMT030. When creating an Unformatted Item the user must ensure that the item has either: a) a MESC No. or; b) a unique identifier against a Company Reference, or; c) at the time of creation an association with an item which has a unique Company

Reference identifier (e.g.: Manufacturer & Part number). With the screen in "Maintain" mode, enter the following information in the middle block "Item Details": 1) If the MESC NO is already known to the user then type in the full MESC NO. and

continue with step 3. 2) If the MESC NO still has to be determined, the user utilizes the LoV buttons as

follows: (i)To determine the MESC sub-sub group click on the LoV button to the left of the "MESC" field. Next a pop-up screen prompts the user to select either "All sub-sub groups" or "All coding schedule". Select the option "All coding schedule" if you want to determine the sub-sub group via the hierarchical steps of Main group, Group, and Sub-sub group. Select the option "All sub-sub groups" only if you have filled the "MESC" field partially. By doing this the user is presented with all sub-sub groups matching the value in the "MESC" field. (ii)After having selected a MESC sub-sub group from The LoV list determine the next free 3 positions of the MESC NO as follows: Position the cursor in the middle section of the MESC field. Then click on the "MESC NO" button. As a result, all existing MESC NO's within that sub-sub group are presented in an LoV. Search for a free number. To select that free number position the cursor over the row that precedes that free number and click on the "OK" button. The selected free number is now displayed

April 2002 71

CMT User's Manual

in the MESC field (Note: if the number is lower than 100 it will at first not be preceded by zero's. e.g.: "009" will be represented by "9"). Complete the MESC NO with the indicator (Note that the representation of the 3 positions is now correct).

3) Enter the Unformatted Items abbreviated description in the "Abbrev. Desc" field, and indicate the status of the Material Item, either Active or Inactive in the "Status" field. Enter the Company code in the "Company" field. A full listing of company's can be displayed by selecting the LoV to the right of this field.

4) Enter the unique reference no. (when used in combination with the Company Code in the "Reference No." field, such as a part number, drawing number etc.)

5) Enter the reference number type in the "Ref Type" field. 6) Enter the unit of measure the material item is generally issued in, in the "Unit of Issue"

field. 7) Next to the abbreviated description for the Material Item, the user can manually type

the long description for the item by selecting the "Long Desc" button. 8) The user can specify a Product Group Code for the Material Item in the "Product

Group" field. By selecting the LoV button to the right of this field, a full listing of Product Groups will be displayed. Where the user wishes to limit the list to only those Product Groups associated with the Noun/Modifier combination the check box "All Product Groups" should be checked OFF.

9) The "CSS Code" allows the user to stipulate the recommended CSS code to be used by the Stock Analyst.

10) In the "Record Type" field the user should choose the option "U" denoting that an Unformatted Item has been created.

11) Select the Noun/Modifier combination to be associated with the Unformatted Item. The Noun/ Modifier must already exist. If not, it should first be created in screen 040 "Maintain Noun/Modifiers and Synonyms".

6.2.1.6.1 Additional functionality 1) The "Print Ind." check box can be either checked ON to indicate that the Long

Description should be printed on purchase orders, or checked OFF when this facility is not required.

2) The user (if required) may enter the reference number of the originating document which initiated the request for the Material Items creation. The field "Proposal Ref." serves this purpose. To enter multiple values in this field, click the next record button while the cursor is still in the field.

3) The "Custodian" field enables the user to create the link between the Organisation and Material Item. Such as a function within an Operating Company, or Third Party. Input is required in this mandatory field.

4) Finally select the "Save" button to commit the new record to the existing data.

April 2002 72

CMT User's Manual

6.2.1.7 Create Unformatted Items by using the "Copy" Functionality Having created an Unformatted Material Item, the user can create further (or multiple numbers of) items by copying the information already entered and updating the item specific data. To do so: 1) Select the "Copy Data" button, the mode of the screen is changed to "Maintain" 2) Update the information as required, particularly the MESC number, unique reference

no. and abbreviated description, since these fields can obviously not be the same for any two items.

3) On completion select the "Save" button to save the changes made. The "Copy" button functionality can be used repeatedly as required by the user. Care should be taken to always save the newly created Material Item prior to proceeding.

6.2.1.8 Maintain an Unformatted Item With the screen in "Query" mode, select the Material Item to be maintained by either; 1) Selecting a MESC number from the pop up box, triggered by using the LoV to the

right of the "MESC" field, or 2) Entering a wild card search in the "MESC" and or "Abbrev. Desc." fields, and

selecting the "Execute" button to retrieve the records matching the search query, or 3) Via Company reference query in the corresponding fields "Company" and "Refrence

No." All fields can be updated as required except for the "MESC" field. To change an existing MESC No., screen 240 "Change MESC Number" should be accessed.

6.2.1.9 Create an Item association The purpose of creating item associations is to indicate the relations between items such as: • parent equipment and its spare parts • parent equipment and its sub-assemblies • which item to be used in conjunction with another item. • equivalent items • substitute items

This screen CMT030 can only be used to create associations for new Material Items. For associations between existing items, screen CMT210 "Maintain Associations" should be used. Creation of an association requires the following steps: 1) First retrieve the "Used In" item as follows:

Clear the screen and position the cursor in the "Used In" block. Switch to the "Query" mode. Enter a MESC sub-sub group or complete MESC number in the "MESC" field and then click on the "Execute" button. Select the MESC item from the pop-up LoV.

2) Create the unformatted item to be associated to the "Used In" item (see create Unformatted item)

April 2002 73

CMT User's Manual

3) Position cursor in the third block "Association Details" and complete the following data: a)Role Description: The user can define a description specific to the association. Example of a Role Desc is: "Bearing for drive shaft" as opposed to the Abbrev Desc "Bearing, ball". Default the Abbrev. Desc will be stated. b)Asso Type: being the code for the association type: e.g.: AC=Accessory for, SA=Sub-assembly for, SP=Spare part for, EQ=equivalent for, CJ=In conjunction with, SU=Substiture for. Click on the LoV button next to the "Asso Type" field to select from a predefined list of codes. c)Quantity: fill in the quantity of the item required when used with the associated equipment or assembly d)Drawing Item No: allows the user to specify the drawing number on which the Unformatted Material Item appears in relation to the Equipment or Assembly. e)Parts List Item: enables the user to specify the parts list on which the Unformatted Materials Item appears in relation to the Equipment or Assembly. f)Association restricted to current reference: Not applicable

6.2.1.10 Retrieve Item associations

6.2.1.10.1 Retrieving Hierarchical/Non hierarchical associations By selecting "Hierarchical" associations in the top right section of the screen, the user limits the retrieval of linked items to those with the following associations only; • spares • used in conjunction with By selecting "Non hierarchical" associations the user limits the retrieval of linked items to those with the following associations; • equivalents • alternatives.

6.2.1.10.2 Retrieving All Associated Items/Item Associated to Reference By selecting "All Associated Items" the user specifies the retrieval of all items linked to the "Used In " item, and without having to be in use with a specific company Reference. By selecting "Item Associated to Reference" the user limits the retrieval of linked items to those linked to the "used In" item where the association is restricted to a specific Company Reference.

April 2002 74

CMT User's Manual

6.3 Maintain Company References A Company reference for a Material Item can be a Manufacturer and/or Supplier name & code with the unique reference number for that item (e.g.: Part, Model, Serial, Drawing numbers etc.). In this way these Reference Numbers identify the Catalogue Item uniquely for that Company.

6.3.1 Screen CMT230 - Maintain Company References

6.3.1.1 Menu navigation This screen can be accessed via the following screens by clicking on the "MNT CO REF" button: CMT020 "Maintain Formatted Item" CMT200 "Enquire Formatted Items" CMT650 "Enquire Unformatted Items" CMT400 "On-line Display of Buying Description"

6.3.1.2 Purpose: This screen enables the user to maintain Company Reference Numbers (e.g.: Manufacturers and Suppliers) against existing Catalogue Items.


Figure 43 - CMT230 Maintain Company References

April 2002 75

CMT User's Manual

This screen is divided into an upper and lower block. • The upper block displays the Material Item for which the Company References are to

be maintained. • The lower block displays the linked Company References with the displayed Material

Item.

6.3.1.4 Mode: The screen can be used in both "Maintain" and "Query" mode. To create new or maintain existing records, ensure the screen is in "Maintain" mode. To retrieve records, ensure the screen is in "Query" mode.

6.3.1.5 Screen Navigation: Use Menu options "Block" and "Record" to move through or clear the respective block or record/records. For example, to clear the current block, place the cursor in a field within the block and select Menu Option "Block" followed by "Clear". Alternatively the standard command buttons located in the tool bar can be used. The command button "Clear" has the same functionality as its corresponding Menu Option. Use the command button "Delete" for record deletions and always confirm with the "Save" button.

6.3.1.6 Create a Company Reference With the screen in "Query" mode either: 1) select the "Execute" button. From the pop-up screen select button "MESC", or

"Company" to retrieve existing Company references from LoV tables. 2) input a wild card search in either the "MESC" or "Abbrev. Desc" field and select the

"Execute" button to retrieve the records matching the search criteria, or; 3) enter the MESC or part MESC number and select the "Execute" button, or; 4) select the LoV button to the right of the "Abbrev,. Desc." field. From the pop up box

select the required record. 5) Where Company References are linked to the Material Item these will be retrieved as

the user selects the "Execute" button. With the Item retrieved and with the screen in "Maintain" mode move to the lower block and:

6) Select the LoV button to the right of the "Company" field. From the pop up box select the required Company Reference.

7) Type in the the company number in the "Reference No." field, ensuring that this reference together with the displayed Company Code will uniquely identify the Material Item displayed in the upper block.

8) Select the LoV to the right of the "Ref. Type" field and select the required Reference Number Type.

9) Check the "Preferred" field either ON or OFF. Where a new or non-preferred Company Reference is made preferred, the current preferred Company Reference becomes non-preferred. The logic being, that there must always be one preferred Company Reference.

10)Check the "Unique" field either ON or OFF. If the "Unique" filed is ON it indicates that the Company Reference is unique.

11)Indicate whether the "Status" of the Company Reference is either "A" for Active or "N" for Non active

12)On completion, select the "Save" button to commit the newly entered information.

April 2002 76

CMT User's Manual

6.3.1.7 Insert a Company Reference: 1) Place the cursor where the new record is to be inserted 2) Select the Menu option "Record" followed by "Insert" 3) In the inserted line select the new Company Reference as required 4) Select the "Save" button to commit the changes made.

6.3.1.8 Maintain a Company Reference: 1) Retrieve the selected record as required (see above for retrieval ). 2) With the screen in "Maintain" mode: 3) Move to the lower block "Company References" 4) Update records as required 5) Select the "Save" button to commit the updates made.

6.3.1.9 Delete a Company Reference: 1) Place the cursor at the required record 2) Select the "Delete" button or alternatively the Menu Option "Record", "Delete" 3) Select the "Save" button to commit the deletion made.

April 2002 77

CMT User's Manual

6.4 Maintain Equipment Asset Numbers Equipment Asset Numbers can be created to uniquely identify an individual piece of equipment applied in a plant. The below specified screen enables the user to maintain (create, update, delete) Equipment Asset Numbers linked to a Material Item.

6.4.1 Screen CMT220 - Maintain Equipment Asset Numbers

6.4.1.1 Menu navigation From the main menu select “Maintain Catalogue” and “Maintain Item Values”. Next select “Maintain Equipment Asset No”. The screen can also be accessed from CMT060 “Catalogue Search” by clicking on the “MNT EQ NO” button.


Figure 44 CMT220 Maintain Equipment Asset Number This screen is divided into two blocks:

• The upper block displays the Material Item for which the Equipment Asset Numbers are to be maintained.

• The lower block displays the linked Equipment Asset Numbers with the displayed Material Item and Company Reference.

6.4.1.3 Mode The screen can be used in both “Maintain” and “Query” mode. To create new or maintain existing records, ensure the screen is in “Maintain” mode. To retrieve records, ensure the screen is in “Query” mode.

April 2002 78

CMT User's Manual

6.4.1.4 Screen Navigation Use Menu options "Block" and "Record" to move through or clear the respective block or record/records. For example, to clear the current block, place the cursor in a field within the block and select Menu Option "Block" followed by "Clear". Alternatively the standard command buttons located in the tool bar can be used. The command button "Clear" has the same functionality as its corresponding Menu Option. Use the command button "Delete" for record deletions and always confirm with the "Save" button. For navigating through multiple records, e.g. when a Material Item has multiple Company References, use the tape recorder buttons "<<", "<", ">", ">>", or arrow keys.

6.4.1.5 Create an Equipment Asset Number With the screen in “Query” mode either: 1. Enter a wild card search in the “MESC” field or the “Company” field and select one

of the LoV buttons. From the displayed LoV windows, select the required record 2. Enter part of the MESC number, e.g. only the first 6 digits and select the “Execute”

button. With the tape recorder buttons, all Material Items can be selected. With the tape recorder buttons, select the appropriate MESC number and Company Reference combination, in case there are multiple Company References linked to the Material Item. Move to the lower block and: 1. Type in the Equipment Asset Number and optionally an Equipment Description. 2. Type in more Equipment Asset Numbers if desired. 3. Select the “Save” button to commit the newly entered information.

6.4.1.6 Maintain an Equipment Asset Number 1. Retrieve the selected record as required (see above for retrieval) 2. With the screen in “Maintain” mode: 3. Move to the lower block “Equipment Asset Numbers” 4. Update records as required 5. Select the “Save” button to commit the newly entered information.

6.4.1.7 Delete an Equipment Asset Number 1. Place the cursor at the required record 2. Select the “Delete” button or alternatively the Menu Option “record”, “Delete” 3. Select the “Save” button to commit the deletion made.

April 2002 79

CMT User's Manual

6.5 Maintain Item Associations Item associations can be created to indicate the various relations between material items. The below specified screen enables the user to maintain (create, update, delete) associations of Material Items That is equipment hierarchies, equivalents and additional substitutes where the Material Items involved already exist. Associations can be made between all material item types, i.e. Unformatted to Unformatted, Formatted to Unformatted, Unformatted to Formatted and Formatted to Formatted, with the exception of Template Items Note: No maintenance of existing material item information can be performed in this screen, so only information related to an association between two existing material items can be created or updated.

6.5.1 Screen CMT210 - Maintain Materials Item Associations

6.5.1.1 Menu navigation From the main menu select "Maintain Catalogue" and "Maintain Item Values". Next select "Material Item Associations".


Figure 45 CMT210 Maintain Material Item Associations

April 2002 80

CMT User's Manual

This screen is divided into two blocks: • The upper block provides the user with the functionality to retrieve the Focus Item

(with the association being made to this item). • The lower block enables the user to retrieve the Associated Item (association being

made from this item) and providing the user with the functionality to create and maintain information on the association between the two retrieved items.

6.5.1.3 Mode This screen can be used in "Maintain" & "Query" mode.

6.5.1.4 Screen Navigation Use Menu options "Block" and "Record" to move through or clear the respective block or record/records. For example, to clear the current block, place the cursor in a field within the block and select Menu Option "Block" followed by "Clear". Alternatively the standard command buttons located in the tool bar can be used. The command button "Clear" has the same functionality as its corresponding Menu Option. Use the command button "Delete" for record deletions and always confirm with the "Save" button. For navigating through multiple records use the tape recorder buttons "<<", "<", ">", ">>", or arrow keys.

6.5.1.5 Retrieve a Focus Item: With the screen in "Query" mode, retrieve an item by: a) moving the cursor into one of the following fields (MESC", "Company", "Reference

Number") entering a wild card search, and selecting the "Execute" button, or; b) selecting the LoV to the right of the "Company" field to see all existing CMT Material

Items sorted by Company and Company Reference, from which a record can be selected.

6.5.1.6 Retrieve an Associated Item: Having retrieved a Focus item, do the following to retrieve an existing associated item: 1) in the upper block first select from the radio button options "Restricted Association" or

"All Associated Items"; (a)"Restricted Association" will select only those items which are associated to the Focus Item in relation to the "Company" and "Reference No." on display (b)"All Associations" will select all items which are associated to the Focus Item

2) move the cursor to the lower block and select the "Execute" button, or; 3) enter a wild card search in one of the following fields, "Company", "Reference

Number", "MESC" and select the "Execute" button, or; 4) select one of the LoV's to the right of the "Company", "MESC" or "Assoc Type" field,

and select the required item from the pop up boxes activated.

6.5.1.7 Maintain Item Association With both a Focus and Associated Item retrieved (see above), and with the screen in "Maintain" mode, update the association information as required. On completion select the "Save" button to commit the changes made. More than one item may be associated to the Focus Item. Where this is the case, use the arrow keys to toggle through the records, and carry out multiple updates if required. Ensuring the "Save" button is selected prior to toggling onto a new item.

April 2002 81

CMT User's Manual

6.5.1.8 Create a New Association Having retrieved a focus item (see above) place the cursor in the lower block. Switch to the "maintain" mode and retrieve an item to be associated either by a) clicking the LoV to the right of the "Company" field, and selecting the Company

Reference from the pop up box and clicking the "Execute" button to retrieve all items linked to this Company Reference, or;

b) entering the "MESC" field and clicking the LoV to the right of the "MESC" field

Having retrieved the item to be associated the user can optionally fill in the following fields: 1) "Role Description": the associated item has an Abbreviated Description of its own.

However, in its association with the Focus Item the user may wish to specify an alternative description.

2) "Issue Unit": the Associated Items unit of issue. 3) "Qty": the Associated Item may occur more than once if the association is in the form

of a Bill of Materials. i.e. the Focus Item is a piece of equipment, and the association being made is to code the spare parts/assemblies, in the form of associated items, that "make up" the piece of equipment.

4) "Assoc Type": Here, the user can select the LoV to the right of the field, and select the type of association which will link the associated item to the focus Item, namely, Substitute, Equivalent or Spare Part. Having selected the required association, select the "Save" button to commit the links made

April 2002 82

CMT User's Manual

6.5.2 Screen CMT010 - View Associations & Related Spares From within screen 210 "Maintain Material Item Associations" the user can select the menu button "VW ASSOC" (View associations) This screen CMT010 enables the user to view the associations from various angles such as: 1) from the "Used in Item" 2) from the "Associated Items"

6.5.2.1 Menu navigation The screen CMT010 can be selected from within screen CMT210 "Maintain Material Item Associations" by clicking on the "VW ASSOC" button. or from the Main menu by selecting the "Search" menu and sub menu "View Associations & Related Spares".


Figure 46 - CMT010 View Associations & Related Spares

This screen is divided into three blocks: • The upper block provides the user to view the "Used in" item in relation to the "Focus

Item". • The middle block serves to specify the "Focus Item". This Focus Item can be any item

of an association of any hierarchical level. • The third block enables the user to view the "Associated Item" in relation to the

"Focus Item".

6.5.2.3 Mode This screen can be used in "Query" mode only.

April 2002 83

CMT User's Manual


6.5.2.5 Viewing the Associations Coming from screen CMT210 "Maintain Item Associations" the "Focus Item" will be presented as the last item from the previous screen block. Coming from the Search menu the Focus Item can be selected by the LoV buttons to the left and "MESC NO" button to the right of the MESC field. If there are any "Used In" items or "Associated Items" related to the Focus Item they will show in the corresponding blocks with the relevant association attributes. The Focus Item can be changed by: a) clicking on one of the row items in the "Used In" upper block and then click on the

"Chg Focus" button. This will result in positioning the selected "Used in" row item now as the "Focus Item". The "Used In" items and "Associated Items" will change accordingly with the Focus Item.

clicking on one of the row items in the "Associated Items" lower block and then click on the "Change Focus" button. This will result in positioning the selected "Associated Items" row item now as the "Focus Item". The "Used In" items and "Associated Items" will change accordingly with the Focus Item

Figure 47 - CMT010 View Associations & Related Spares: Changed Focus Item

.

April 2002 84

CMT User's Manual

6.6 Maintain Material Item Details Materials item details enables the user to store additional information about Material Items. The additional information being: Additional text, Unit of Purchase, Unit of receipt, Receipt of issue and their conversion factors, Usage codes, etc., (see also end of this chapter).

6.6.1 Screen CMT180 - Maintain Material Item Details

6.6.1.1 Menu navigation From the Main menu select "Maintain Catalogue" and then maintain "Item Values". Next select "Maintain Formatted" or "Maintain Unformatted". Having an existing Material Item displayed in these screens you can approach "Maintain Item Details" by clicking on the "MAT IT DTL" button or From the Main menu select "Search" and via "Formatted Search" or "Unformatted Search" retrieve an existing Material Item. Next click on the "MAT IT DTL" (Material Item Details) button. or From the Main menu select "Search" and via one of the other search options retrieve an existing Material Item. Next click on the "ENQ FOR IT" (Enquire Formatted Item) or "ENQ UNF"T" (Enquire Unformatted Item) button and after the material items are displayed on these screens then click on the "MAT IT DTL" (Material Item Details) button


Figure 48 - CMT180 Maintain Material Item Details

April 2002 85

CMT User's Manual

The screen is divided into two blocks: • The upper block displays the unique identification information of the Material Item

selected in the previous screen. • The lower block contains Material Item attributes which can be maintained (created,

updated or deleted).



6.6.1.5 Retrieve Material Item Details This screen cannot be accessed directly from the Main Menu, and to display a Material Item in the upper block an item first have been selected in one of the linked preceding screens.

6.6.1.6 Update Material Item Details With the Material Item displayed in the upper block and with the screen in "Maintain" mode, update the information in the following fields as required: 1) Unit of Purchase: any currently existing unit can be used, select the LoV button to

obtain a full listing. 2) Unit of Receipt: any currently existing unit can be used, select the LoV button to

obtain a full listing. 3) Additional Data: this may already contain text, having been previously input via

screen 030 "Maintain Unformatted items". Where this is the case the user can edit as required. Where no text has been previously input, the user can do so.

4) Additional Data Print Indicator: the user can indicate whether the "Additional Data" should be printed on Purchase Orders, or not.

Conversion Factors - New UOM: select the LoV to the right of the field to select from the available choices. - Old UOM Multiple: entered by the user, this is the same as the displayed "Unit of Issue". - New UOM Multiple: entered by the user. - Purchase to Receipt: entered by the user. - Receipt to Issue: entered by the user.

5) Proposal Ref: the reference number of the originating document. if more than one reference number needs to be input, with the cursor in the field select the next record button. Selecting the LoV button to the right of the field will display the multiple references.

6) Product Group Code: select the product Group code to be linked to the Material Item. The product Group must already exist. To view the available options select the LoV

April 2002 86

CMT User's Manual

button to the right of the field. By checking the "All product Groups" check box ON all codes are displayed. If checked OFF only those linked to the format are displayed.

7) MIS: select the LoV to the right of the field to view the available options. 8) CSS: select the LoV to the right of the field to view the available options. 9) Usage Code: select the LoV to the right of the field to view the available options. 10) Local code 1: select the LoV to the right of the field to view the available options. 11) Local Code 2: select the LoV to the right of the field to view the available options. 12) Sponsor: select the LoV to the right of the field to view the available options. 13) Last Update On: this field is updated by the system. No user input is required. The

field reflects the last date the buying description was changed of the related material item, e.g. a characteristic value change. The following list summarizes the buying description changes that will update the ‘Last Update On’ field:

1. Characteristic value insert/update/delete 2. Noun, modifiers and buydesc name update 3. Characteristic type update 4. Characteristic insert/update/delete 5. Value unit insert/update/delete 6. Product group code insert/update/delete 7. Additional text insert/update/delete 8. Company references insert/update/delete 9. Additional document reference update 10. Standards update 11. Additional document (text and pdf) insert/update/delete

6.6.1.7 Conversion Factors The section "Conversion Factors" has to be updated in case that the Unit of Measure is modified. 1) New UOM select from LoV 2) Old UOM Multiple: Same as Unit of Issue on display 3) New UOM Multiple: NA 4) Purchase to Receipt:

to prevent stock inaccuracies where a material item is purchased under one unit e.g. tonnage, but receipt under a separate unit e.g. joint, a numeric conversion factor negating the differences in unit should be input.

5) Receipt to Issue: to prevent stock inaccuracies where a material item is purchased under one unit e.g. tonnage, but receipt under a separate unit e.g. joint, a numeric conversion factor negating the differences in unit should be input.

6.6.1.8 Equipment Detail • Equip Mod No. : enter the model number if required. • Co Ref Manual : enter the reference manual identifier if required. • Drawing No : enter the drawing number of the Material Item if required.

On completion select the "Save" button to commit the updates made.

April 2002 87

CMT User's Manual

6.7 Maintain Buying Description The buying description is the full specification of a Material Item. This may be either Formatted or Unformatted. Template items are excluded. The full buying description for formatted items comprises the Noun/modifier, Characteristics, Characteristic values, Issue unit, Short description and optionally the Additional/Long Description.

6.7.1 Screen CMT400 - Online display of Buying Description

6.7.1.1 Menu navigation This screen can be accessed via the following screens by clicking on the "Buy Desc" button: 1) CMT020 "Maintain Formatted Items" or 2) CMT030 "Maintain Unformatted Items" or 3) CMT200 "Enquire Formatted Items" or 4) CMT650 "Enquire Unformatted Items"

6.7.1.2 Purpose: This screen enables the user to retrieve and scroll through the full specification of a particular Material Item. These may be either Formatted or Unformatted. Template items are excluded.


Figure 49 - CMT400 Maintain Online Display of Buying Description

April 2002 88

CMT User's Manual

The screen consists of two blocks: • The first block displaying the MESC, Unit of Issue, Abbrev Description of the

selected Material Item and the Buydesc name • The second block displaying the Characteristics and associated values and the Long

description (Additional Description).

6.7.1.4 Mode: This is a "view only" screen.

6.7.1.5 Screen Navigation: Use Menu options "Block" and "Record" to move through or clear the respective block or record/records. For example, to clear the current block, place the cursor in a field within the block and select Menu Option "Block" followed by "Clear". Alternatively the standard command buttons located in the tool bar can be used. The command button "Clear" has the same functionality as its corresponding Menu Option. Use the command button "Delete" for record deletions and always confirm with the "Save" button. For navigating through multiple records use the arrow keys or tape recorder buttons "<<", "<", ">", ">>".

6.7.1.6 Viewing an Online Buying Description: The user can access this screen from within other screens where there is a "Buydesc" button. For example, from within screen CMT060 "Catalogue Search" and screen CMT200 "Enquire Unformatted items". With the screen selected to view the details associated with the material Item on display select the "Item Details" button. This will trigger screen CMT180 "Maintain Material Item Details". To create/update/delete the Company details associated with the Material item on display select the "MNT CO REF" button. This will trigger screen CMT230 "maintain Company References". Select the "Previous" button to return to the linked access screen. The "Multiple Value " button will display the possible multiple characteristic values for the selected characteristic. The "Long Description" text field will display the additional information of the item if there is any.

April 2002 89

CMT User's Manual

6.8 Block Updates The block update functionality enables the user to update or delete blocks of records with the minimum of manual effort while safeguarding the integrity of the data. Furthermore, the transaction enables the user to modify a potentially large number of Material Items with conservative effort.

6.8.1 Screen CMT260 - Block Updates

6.8.1.1 Menu Navigation From the Main Menu select menu option "Maintain Catalogue", then select submenu "Maintain Item Values", next select submenu "Block Update Material Items".


Figure 50 - CMT260 Block Updates

The screen is split into two blocks: • The upper block has a selection list field called "Block Update Type". This allows the

user to specify the type of update, dynamically determining the fields to be displayed in the lower "New Value" block. Furthermore the upper block has "Selection Criteria" fields which allow the user to specify the selection criteria for the Material Items that are to be updated.

• The lower "New Value" block specifies the new values for the Material Items that have to be modified.

6.8.1.3 Mode The screen can be used in "Maintain" mode only.

April 2002 90

CMT User's Manual

6.8.2 General Setting up of Block Updates This paragraph is generic to all Block Updates. Any issue that is specific to a particular Block Update Type will be dealt within the corresponding Block Update Type. General Steps 1) Click on the List Box button and select the update type. The possible selections are:

• Material Items • Units of Measure • Product Groups • Characteristic Values • Organisations • Delete Material Items • MESC Sub Sub Group

2) In the upper "Selection Criteria" block specify the selection criteria: e.g.:

Noun/Modifier combination and MESC range, etc. for which the update is to be made. Note: Use the LoV buttons to select the selection criteria in the upper block. Important note: When Noun/Modifier fields are left empty, these fields are not interpreted as wildcards, except for the Organisations block update and the MESC Sub Sub Group block update where these fields are always empty.

3) In the lower "New Value" block update the fields as required with their new values. 4) Click on the "EXECUTE UPDATE" button 5) Next a pop-up screen with a Listing of the Material Items involved for the block

update will appear. Select the "CANCEL" button to cancel the transaction or select the "OK" button to continue with the block update transaction.

6) After clicking the "OK" button a pop-up screen will appear to prompt the user for Priority handling of the Block Update and finalise the transaction.

Note: the status of a block update transaction can be viewed on screen CMT 730 "Request Cancellation/Modification. Menu navigation for this screen is: from the Main menu select "System Admin" and next submenu "Request Cancellation/Modification"

6.8.2.1 Additional Functionality To aid the user in updating the required fields use the LoV's to the right of fields to trigger the list of values from which a selection can be made. For example if updating "Product Group" select the LoV to the right of the field, to view a full listing of available options. Tip: use a selection criteria in the field for the LoV button to limit the search within the LoV. This especially the case with the MESC Sub-Sub LoV's.

To enhance the searching in large listings the user can specify the content of the LoV's. For example, the "Characteristic Value" LoV (in the lower block "New Value") can be triggered to display either existing Standards or Additional Documents. This can be specified by checking the respective "Existing Values" or "All Additional Documents" check box under the field.

To limit the LoV content, when performing a MESC Sub Sub Group block update type, in the "MESC Sub Sub Group" field (in the lower "New Value" block) either:

Check the "All Coding Schedule" box ON this will ensure the user can select from the following sequence:

1) Main Group 2) Sub Group within Main Group 3) Sub Sub Group within Sub Group, or

April 2002 91

CMT User's Manual

Check the "All MESC Sub Sub" box to ensure the LoV contains all MESC Sub Sub Groups. Where neither check box is checked, the LoV to the right of the "MESC Sub Sub Group" field will contain all MESC Sub Sub Groups of all Material Items within the selected Format alone.

April 2002 92

CMT User's Manual

6.8.3 Block Update Type: Material Item This block update type enables the user to block update Material Items by one or a combination of the selection criteria

Selection Criteria

• See Figure 51 New Values

The updates are possible on the below listed Material Item Attributes:

• Material Item CSS (Company Selected Standard used by Stock Analysts) • MIS code (Management Information Statistics) • Status Ind (Material Item Status Indicator: A=active, D=Delete) Steps 1) With the screen in Maintain mode select the option "Material Items". 2) Determine the selection criteria 3) Enter the required selection criteria values 4) Click on the "EXECUTE UPDATE" button

Figure 51 - CMT260 Block Update: Materials Items

April 2002 93

CMT User's Manual

6.8.4 Block Update Type: Units of Measure This block update type enables the user to block update the Units of Measure for Material Items by one or a combination of the following selection criteria:

Selection Criteria

• Noun/Modifier • MESC range • UOM Issue, UOM receipt, UOM purchase

New Value The updates are possible on the below listed Material Item Attributes:

• UOM Issue (Unit of measure of Issue) • UOM Receipt (Unit of Measure of Receipt) • UOM Purch (Unit of Measure of Purchase) • UOM Old Multiple • UOM New Multiple • Purchase to Receipt (Conversion factor ) • Receipt to Issue (Conversion factor)

Steps 1) With the screen in Maintain mode select the option "Units of Measure. 2) Enter the selection criteria 3) Enter the required new values 4) Click on the "EXECUTE UPDATE" button

Figure 52 - CMT260 Block Update: Units of Measure

April 2002 94

CMT User's Manual

6.8.5 Block update Type: Product Groups This block update type enables the user to block update the Product Groups for Material Items by one or a combination of the following selection criteria:

Selection Criteria

• Noun/Modifier • MESC range • Product Group

New Value The updates are possible on:

• Product Group Steps 1) With the screen in Maintain mode select the option "Product Groups". 2) Enter the required search criteria 3) Enter the required update values 4) Click on the "EXECUTE UPDATE" button

Figure 53 - CMT260 Block Update: Product Groups

April 2002 95

CMT User's Manual

6.8.6 Block Update Type: Characteristic Values This block update type enables the user to block update the Characteristic Values for Material Items by one or a combination of the following selection criteria:

Selection Criteria

• Noun/Modifier • MESC range • Characteristic & Characteristic value

New Value The updates are possible on the combination of:

• Characteristic • Characteristic Value • Abbreviation value

Steps 1) With the screen in Maintain mode select the option "Characteristic Value". 2) Enter the required search criteria 3) Enter the required update values 4) Click on the "EXECUTE UPDATE" button

Note: After having viewed the items involved with the block update, the user is prompted to confirm if the abbreviated item descriptions have to be updated. This will be the case if the updated values are part of BIN values that may appear in the short item descriptions. Therefore the abbreviated item descriptions have to be generated again.

Figure 54 - CMT260 Block Update: Characteristic Value

April 2002 96

CMT User's Manual

In illustrated example (see Figure 54) the characteristic "Pressure designation" is to be updated from 150 to 300 ANSI Class for the "Check valves in question within the range 77.10.20.008 till 014. Also the abbreviated value for the new value is updated to "CL300". Note: If intentionally the MESC range was left out, the block update would affect all "Piston type, bolted cover flanged check valves". If however, not intended, this block update could have caused lots of incorrect data! Therefore be careful when executing block updates! Adding a new characteristic value by block update: For this purpose you can select the check box ‘Insert Char Value’. When inserting a new characteristic value, the selection criteria cannot be based on characteristic and characteristic value. These fields will be cleared automatically. The new characteristic with its value can be filled in the New Value section. Deleting a characteristic value by block update: For this purpose you can select the check box ‘Delete Char Value’. When deleting a characteristic value, the characteristic value in the New Value section must be empty. This field will be cleared automatically. The characteristic and its value to be deleted should be selected in the Selection Criteria section. Old tips:

• Tip 1: Adding a new characteristic value by block update (old method): For this purpose you have to make use of a so-called "Host characteristic and characteristic value" in the selection criteria. The host characteristic must be a different characteristic than the one in the New Value section that has to be added. The host characteristic and its value must be common to the range of material items to be updated with the new value. In this way also multiple characteristic values can be added.

Note: during this transaction the user will be prompted for confirmation to continue since

there are different characteristics involved. Click on the "OK" button to continue and finish the transaction as normal.

• Tip 2: Deleting a multiple characteristic value by block update (old method):

Select the characteristic and the value in question to be deleted in the selection criteria. In the New Value section select the same characteristic and one of the other existing multiple values. Executing this block update will result in updating it to another existing multiple value which has the same result as if it has been deleted.

April 2002 97

CMT User's Manual

6.8.7 Block Update Type: Organisations This block update type enables the user to block update the Organisations (Manufacturers, Suppliers, etc.) related to Material Items by one or a combination of the following selection criteria: Selection Criteria

• Organisations (Manufacturer, Supplier, etc)

New Value The updates are possible on:

• Organisation (Manufacturer, Supplier, etc) Steps 1) With the screen in Maintain mode select the option "Organisations" 2) Enter the required criteria 3) Enter the required new value 4) Click on the "EXECUTE UPDATE" button

Figure 55 - CMT260 Block Update: Organisations

April 2002 98

CMT User's Manual

6.8.8 Block Update Type: Delete Material Items This block update type enables the user to block delete Material Items by one or a combination of the following selection criteria: Note: Use the normal steps to finish this transactions. After the transaction the items have Status "D" Selection Criteria

• Noun/Modifier • MESC range

New Value Not applicable

Steps 1) With the screen in Maintain mode select the option "Delete Material Items" 2) Enter the selection criteria 3) Click on the "EXECUTE UPDATE" button

Figure 56 - CMT Block Update: Delete Material Items

April 2002 99

CMT User's Manual

6.8.9 Block Update Type: MESC Sub Sub Group This block update type enables the user to block update the MESC Sub-Sub group of Material Items to another existing MESC Sub-Sub group. The selection criteria are by one or a combination of the following attributes: Selection Criteria MESC range

New Value MESC Sub-Sub group

Steps 1) With the screen in Maintain mode select the option "Mesc Sub Sub Groups"" 2) Enter the selection criteria 3) Click on the "EXECUTE UPDATE" button Note: The Sub-Sub group can be selected by LoV button and pre-selecting from:

1) All Coding Schedule: Selecting the MESC Sub-Sub via hierarchical steps of Group, Sub-group.

2) All MESC Sub-Sub: Selecting the MESC Sub-Sub by a wild card search criteria 3) None

Figure 57 - CMT260 Block Update: MESC Sub Sub Group

.

April 2002 100

CMT User's Manual

6.9 Change MESC Number This functionality enables the user to either: • in case a MESC modification is required: update the MESC number of a Material

Item. • in case a Material Item received more than one MESC number, transfer Company

References and Material Items prior to deletion of the duplicate Material Item(s).

6.9.1 Screen CMT240 - Change MESC Number

6.9.1.1 Menu navigation From the Main menu select "Maintain Catalogue" and the submenu "Maintain Item Values". next select "Change MESC No.".


Figure 58 - CMT240 Change MESC Number

The screen consists of an upper and lower block. In the upper block the user can indicate whether: a) a MESC number is to be replaced b) transferring Material Item Associations and Company References. In the lower block the user can specify specific MESC numbers involved in the transaction.


April 2002 101

CMT User's Manual


6.9.1.5 Replace MESC Number With the screen in "Maintain" mode: 1) Select the "Replace MESC Number" field. 2) Enter the current MESC in the "Existing MESC Number" field . 3) Enter the new MESC in the " MESC Number" field. To help define the new MESC

Number the user can select: • "MESC Code" button to specify whether selection should be from the entire coding

schedule or by MESC Sub, Sub. • "MESC Ind" button, to display a list of MESC Indicators from which a selection

can be made. • "MESC No" button to display LoV 310 showing Material Items already coded in

the entered MESC Sub, Sub. 4) Select the "Save" button to commit the MESC replacement.

6.9.1.6 Merge Material Items 1) With the screen in "Maintain" mode: 2) Select the option "Merge MESC Number" in the upper block. 3) Enter the MESC Number for the remaining Material Item (to which the merged

Material Item Associations and Company References will be copied to) in the "Existing MESC Number" field.

4) Enter the MESC for the Material Item(s) to be merged in the "Merged MESC Number" fields.

5) Select the "Save" button.

April 2002 102

CMT User's Manual

7. Maintain Reference Data

7.1 Maintain Additional Documents Additional documents in CMT are all documents containing information in text or images that can be referenced to material items. Additional documents can be: • Additional Requirements within the Company or Company Group, which contain

information used in catalogue descriptions (e.g.: MESC SPECS such as Inspection & marking requirements.

• Standard Drawings (STD DRG) • Design Engineering Practices (DEP's) • Additional information (MESC INF) • Illustrations (MESC ILL)

7.1.1 Screen CMT100 - Maintain Additional Documents

7.1.1.1 Menu navigation From the Main menu select "Maintain Catalogue" and sub menu "Maintain Reference Data". Next select "Additional Documents".

7.1.1.2 Purpose This screen enables the user to maintain (create, update and delete) the reference information on Additional Documents.


Figure 59 - CMT100 Maintain Additional Documents

April 2002 103

CMT User's Manual

The screen consists of one block where the user can specify the Additional Document. The large field displays the contents of the selected additional Document, and enables the user to maintain the content details. In this context an Additional document can comprise of either: a) text b) image c) text & image.


7.1.1.5 Screen Navigation Use Menu options "Block" and "Record" to move through or clear the respective block or record/records. For example, to clear the current block, place the cursor in a field within the block and select Menu Option "Block" followed by "Clear". Alternatively the standard command buttons located in the tool bar can be used. he command button "Clear" has the same functionality as its corresponding Menu Option. Use the command button "Delete" for record deletions and always confirm with the "Save" button.

7.1.1.6 Create Additional Document Creating an Additional Document requires the following steps: 1) With the screen in "Maintain" mode enter the relevant Document details, ensuring that

the mandatory attributes (fields with blue colour) "Custodian", "Prefix", "Reference", "Issue" and "Status" are entered as a minimum. Explanation of the Attributes: - Custodian :e.g.: a department or body responsible for the content of the document - Prefix :e.g.: STD DRG (Standard Drawing), DEP (Design Engineering Practice), MESC SPEC (MESC Specification), MESC ILL (MESC Illustration), MESC INF (MESC Information) - Reference :a specific reference within the prefix - Issue :year of issue of the additional document - Subject :stating the subject (Title) of the additional document - Status :A(Active) or N(Non-active)

2) Select the "Import/Export" button to link the Additional Document text or Image from the Windows application in which it was originally created.

3) In the dialogue box which is activated by selecting the "Import/Export" button, enter the filename and path of the Additional Document. Select Text (ASCII), Text (PDF), or Image to import respectively an ASCII document, a PDF (Portable Document Format) document, or an image file. Finally select the “OK” button. The document is now linked.

4) Select the "Save" button to commit the details of the new record.

April 2002 104

CMT User's Manual

7.1.1.7 Retrieve Additional Document With the screen in "Query" mode, retrieve a record by: a) selecting the LoV button to the right of the "Issue" field. (the LoV can be restricted by

first specifying already known data in the fields). Next retrieve the required record from the pop up LoV.or;

b) enter a wild card search in any of the mandatory fields, and select the "Execute" button. Next, toggle trough the results with the Up/Down Arrow cursor keys or use the Tape recorder buttons from the Button Tool bar.

The content of the Additional Document is displayed in the lower block, by selecting the "Text" and/or "View Image" button. When the “Text” button is selected, the appropriate text viewer will show the content of the document. If for a particular Additional Document ASCII text as well as PDF text exist, a dialogue box will be displayed. This dialogue box can be used to display either document.

7.1.1.8 Maintain Additional Document With the screen in "Maintain" mode, update the details of the selected record as required. Select the "Save" button to commit the updates made to the record. To delete an Additional Document, place the cursor in any of the fields in the first block and select the "Delete" button. Confirm the deletion in the activated pop up box by selecting the "OK" button. The text linked to the Additional Document can be maintained either by: a) Selecting the "Text" button, and editing the text in the activated pop up screen if it is

an ASCII text, or; b) Editing the text in its source form (e.g. in Notepad, Adobe Acrobat, etc.) and re-

importing the document on completion.

The image linked to an Additional Document can be maintained by opening the image in its source application (e.g. paint brush, power point) and re-importing the image on completion.

April 2002 105

CMT User's Manual

7.2 Maintain Material Item Indicators and Indicator Types Material Item Indicator codes serve to further specify MESC codes, to indicate CSS (Company Selected Standards used by Stock Analysts), MIS (Material Info Statistics), Usage codes, and Codes for Local use. Examples: Material Item indicators 1 Centrally coded item 2 Centrally coded spare part 3 Locally coded spare part 9 Locally coded item

7.2.1 Screen CMT250 - Maintain Material Item Indicators and Indicator Types

7.2.1.1 Menu navigation From the Main menu select "Maintain Catalogue" and submenu "Maintain Reference data". Next select "Material Item Indicators and Indicator types.

7.2.1.2 Purpose The screen enables the user to maintain Material Item Indicator Codes. The screen combines the maintenance of various indicator types, such as CSS or MIS codes, and allows local introduction of additional code sets. Another example of an indicator type is USG (usage codes). The indicator values specified for the USG indicator type can be used in screen 060 and screen 200 for search and selection purposes. Material items should in that case contain these specific usage codes. This can be done in screen 180.


Figure 60 - CMT250 Maintain Material Item Indicators and Indicator Types

April 2002 106

CMT User's Manual

The screen is split into two blocks: • The upper block which is related to the Material Item Indicator Type and enables

definition, modification or deletion of Indicator types. • The lower block which enables maintenance of individual Code Values.



7.2.1.6 Create Indicator Type and Values With the screen in "Maintain" mode enter the new Indicator Type "Code" and associated "Description". In the "Status" field specify whether the record is "A" active or "N" Non active. On completion select the "Save" button. Move to the lower block and enter the required number of indicator Value "Codes", associated "Descriptions" along with their "Status". Again, on completion select the "Save" button to commit the new records.

7.2.1.7 Maintain Indicator Type and Values With the screen in "Query" either: a) Select the Indicator Type "Code" LoV button, and from the dialogue box select the

required record, or; b) Retrieve the required record by entering a wild card search in either the Indicator Type

"Code" field and/or "Description" field. Select the "execute" button to retrieve the associated records.

With the required record or records retrieved update accordingly. On completion select the "Save" button to commit the changes made.

7.2.1.8 Delete Indicator Type or Value With the screen in "Query" mode retrieve the required record (see Maintain Indicator Type and Values for individual retrieval steps above). With the required record or records retrieved and selected, choose the "Delete" button, and then "Save".

April 2002 107

CMT User's Manual

7.3 Maintain Material Item Association Types Material Item Association types indicate the Association Role between one item to another being for example: • Accessory for • In conjunction with • Equivalent for • Sub-assembly for • Spare part for • Substitute for

7.3.1 Screen CMT070 - Maintain Material Item Association Types

7.3.1.1 Menu navigation From the Main menu select "Maintain Catalogue", then "Maintain Reference Data", next select "Material Item Association Types".

7.3.1.2 Purpose: This screen enables the user to maintain (create, update, delete) Association Types for Material Items.


Figure 61 - CMT070 Maintain Material Item Association Types

The screen consists of one block containing the mandatory fields for Association Type creation and maintenance.

April 2002 108

CMT User's Manual


7.3.1.5 Screen Navigation: Use Menu options "Block" and "Record" to move through or clear the respective block or record/records. For example, to clear the current block, place the cursor in a field within the block and select Menu Option "Block" followed by "Clear". Alternatively the standard command buttons located in the tool bar can be used. The command button "Clear" has the same functionality as its corresponding Menu Option. Use the command button "Delete" for record deletions and always confirm with the "Save" button.

7.3.1.6 Retrieve Existing Material Item Association Types: With the screen in "Query" mode either; a) Select the "Execute" button to retrieve all existing records, use the arrow buttons to

scroll through to the required record, or; b) Enter a wild card search in either the "Code", "Full Description" or "Status" field.

Again use the arrow keys to scroll through to the required record.

7.3.1.7 Maintain Existing Material Association Types: Having retrieved the required record (see above), and with the screen in "Maintain" mode: Update the record details as required, select the "Save" button to commit the changes made.

7.3.1.8 Delete a Record: Having retrieved the required record (see above), and with the screen in "Maintain" mode: 1) Place the cursor in the record to be deleted. 2) Select the "Delete" button or select the Menu option "Record", "Delete". 3) Select the "Save" button to commit the changes made.

7.3.1.9 Create a Material Item Association Type: Ensure the screen is in "Maintain" mode. The fields "Code", "Description" and "Status" are all mandatory and must be completed for a record to be valid. To insert a record: 1) Place the cursor in the record above which you wish to insert a new row. 2) From the Menu Option "Record", "Insert". 3) In the newly inserted row, enter the details of the record as required. 4) Select the "Save" button to commit the changes made.

April 2002 109

CMT User's Manual

7.4 Maintain MESC Hierarchy / Coding Schedule The MESC Hierarchy / Coding Schedule is a classification system for commodities with three hierarchical levels: Main group, Sub-group and Sub-Sub group. There are 100 Main groups. Each Main group is divided into 100 Sub-groups. Each Sub-group on its turn is divided into 100 Sub-Sub groups. This MESC hierarchy up to the sub-sub group level is called the Coding Schedule. The MESC hierarchy and coding schedule are further used to compose the item codes in CMT. Each sub-sub group can hold 1000 item numbers ranging from 001 to 999. Example of a MESC coding schedule is: Main group 77 VALVES & ACCESSORIES Sub-group 77.10 VALVES, CHECK, CARBON STL, FLANGED Sub-sub group 77.10.21 VALVES, CHECK, CS, FLG, BS, TRIM 13CR,EO SERVICE

7.4.1 Screen CMT080 - Maintain MESC Hierarchy

7.4.1.1 Menu Navigation From the Main menu select "Maintain catalogue" and submenu "Maintain reference data". Next select submenu "MESC Hierarchy".

7.4.1.2 Purpose This screen enables the user to maintain, retrieve existing MESC Main, MESC Sub and MESC Sub Sub groups, and additionally enables the user to create new Main, MESC sub and MESC Sub Sub groups.


Figure 62 - CMT080 Maintain MESC Hierarchy

April 2002 110

CMT User's Manual

The screen is divided into the three representative MESC structures: • The first block holds the MESC Group information. • The second block the MESC Sub group data • The third block holds the MESC Sub Sub groups.

7.4.1.4 Mode The screen can be used in both "Maintain" and "Query" mode. To create new MESC Main, Sub, Sub Sub groups ensure the screen is in "Maintain" mode. The retrieval of records should be carried out in "Query" mode and thereafter, the updating/deletion of records in "Maintain" mode.


7.4.1.6 Create New Records

7.4.1.6.1 Group In "Maintain" mode, enter the new MESC "Code" and tab to the "Description" field and enter the appropriate information. Tab to the "Loc Ind" (Local Indicator)check box. By clicking the check box with a check mark will indicate that there will be no central catalogue items linked to it and will be used for Local purposes only. A blank check box "Loc Ind" will indicate that central catalogue items will be linked and not to b used for Local purposes.. The final field "Status" allows the user to specify whether the Main Group is "A" (Active) or "N" (Non active). All fields in this block are mandatory and require input by the user. Prior to moving to the second block select the "Save" button to commit the data input.

7.4.1.6.2 Sub Group As in the previous block all fields are mandatory, with the fields "Loc Ind", and "Status" sharing the same functionality. The fields "Code" and "Description" although sharing the same functionality, refer to the MESC Sub group. Enter the data as required, selecting the "Save" button prior to moving to the third block.

7.4.1.6.3 Sub Sub Group As with the prior two blocks the same functionality is inherited by the fields "Code", "Description", "Loc Ind" and "Status". The content of the fields refer however, to the MESC Sub Sub groups. In this final block, more than one Sub Sub Group can be entered. Select the "Save" button to commit the final information entered.

April 2002 111

CMT User's Manual

7.4.1.7 Retrieve and Maintain Records Ensure the screen is in "Query" mode. Retrieval of records can be carried out by either wild card queries, or by retrieving all existing records. To retrieve records by using wild cards, enter the partial data along with the wild card indicator "%" and select the "Execute" button. To retrieve all existing MESC Main Groups: 1) Select the LoV button to the right of the "Status" field in the first block. Screen

CMT680 LoV MESC Main Group is activated. 2) Select the MESC main group, this becomes the active record on the main screen. The

first existing MESC Sub and MESC Sub Sub Groups linked to the active MESC Main Group are now displayed.

3) To retrieve another sub group with a main group on display do as follows: Position the cursor in the sub group field, select the "Clear" button. Next switch to "Query" mode. And click on the LoV of the sub-group. Now select the required sub-group from the LoV screen. Alternatively a wild card search can be executed in the sub-group fields.

Having retrieved a MESC Main Group, the user can similarly maintain the linked MESC Sub, and Sub Sub groups, in turn. Select the "Save" button once the required updates have been made.

7.4.1.8 Delete Records In "Maintain" mode MESC Main, MESC Sub and MESC Sub Sub groups can be deleted, but only where no records are still hierarchically linked. For example, a MESC Sub group cannot be deleted where MESC Sub Sub groups are still linked. Upon completion of the update exercise, select the "Save" button to commit the changes made.

April 2002 112

CMT User's Manual

7.5 Maintain Organisations and Roles Organisations & Roles in CMT contain the following information: 1) Source companies, e.g. suppliers, manufacturers etc. 2) Custodians within the Company organisation who are responsible for maintaining

certain areas of the catalogue, e.g. departments, sections, individuals etc.

7.5.1 Screen CMT110 - Maintain Organisations and Roles

7.5.1.1 Menu navigation From the Main menu select "Maintain catalogue" and submenu "Reference data". Next select the submenu "Organisations & Roles".

7.5.1.2 Purpose This screen enables the user to maintain information about companies and catalogue custodians.


Figure 63 - CMT110 Maintain Organisations and Roles

The screen consists of two blocks. • The organisation block which is linked to the entity Organisation, • The organisation role block, which is linked to the entities, Organisational Role and

Organisational Role Type.


April 2002 113

CMT User's Manual

7.5.1.5 Screen Navigation Use Menu options "Block" and "Record" to move through or clear the respective block or record/records. For example, to clear the current block, place the cursor in a field within the block and select Menu Option "Block" followed by "Clear" Alternatively the standard command buttons located in the tool bar can be used. The command button "Clear" has the same functionality as its corresponding Menu Option. Use the command button "Delete" for record deletions and always confirm with the "Save" button.

7.5.1.6 Create Organisation and Associated Organisation Roles With the screen in "Maintain" mode, enter as a mandatory minimum: 1) the Organisation "Code" (e.g. SHELL) 2) the Organisation "Long Name" (e.g. SHELL International ). 3) the Organisation "Status" (e.g. "A" for Active or "N" for Non active). 4) The "Short Name" and "Vendor Code" are optional fields. Prior to moving to the

lower block, select the "Save" button to commit the changes made. The lower block enables the user to link roles to the Organisation specified in the upper block, although this is optional, and the user can leave this screen without Organisational Role links having been made. Where a link is to be made, a minimum of one record is required. 1) To do so select the LoV to the right of the "Role" field. From the activated list box

select the role. The associated role "Description" is automatically displayed for the user. Thereafter, enter any relevant information in the "Notes" field. Additionally, enter either "A" for Active or "N" for Non active in the "Status" field. The user will only be able to link existing Organisational Roles. If a "Role" has not yet been defined the user will receive a warning message on trying to save. At this point the user should first create the "Role" in screen 150 - Maintain Organisational Role Types.

2) Select "Save" on completion to commit the newly input record.

7.5.1.7 Retrieve Organisation and Associated Organisation Roles With the screen in "Query" mode, retrieve a record by: a) using a wild card retrieval in any of the fields in the first block, select "Execute" to

retrieve the associated records against the search criteria. Use the tape recorder buttons "<<", "<", ">", ">>" or the cursor arrow keys to navigate to the required record, or

b) select the "Execute" button, all records are retrieved, use the tape recorder buttons "<<", "<", ">", ">>" or the cursor arrow keys to navigate to the required record, or;

c) select the LoV button to the right of the "Code" field. From the pop up box displayed, select the required record.

April 2002 114

CMT User's Manual

Figure 64 - CMT430 LoV Organisations And Roles

7.5.1.8 Maintain Organisation and Associated Organisation Roles With the required record retrieved (see above), and with the screen in "Maintain" mode, update the details as required. Select the "Save" button to commit the changes made.

7.5.1.9 Delete Organisation and Associated Organisation Roles Having retrieved the required record, and with the screen in "Maintain" mode, to delete an Organisation: 1) ensure there are no Organisation Roles associated 2) place the cursor in the first block 3) select the "Delete" button. Where organisation Roles are still associated, first delete these prior to carrying out steps 1 - 3 above.

April 2002 115

CMT User's Manual

7.6 Maintain Organisation Role Types The Organisation Role Types indicate what Organisation types are distinguished. These Role Types are maintained in a separate table in CMT. For examples of Role Types see Figure 65 below.

7.6.1 Screen CMT150 - Maintain Organisation Role Types

7.6.1.1 Menu navigation From the Main menu select "Maintain Catalogue" and submenu "Maintain Reference Data". Next select the submenu "Organisation Role Types".

7.6.1.2 Purpose This screen enables the user to maintain (create, update, delete) all Organisation Role Types.


Figure 65 - CMT150 Maintain Organisation Role Types

This screen consists of one block, containing a table field called "Organisation Role Types" with three columns "Code", "Description", and "Status".


7.6.1.5 Screen Navigation Use Menu options "Block" and "Record" to move through or clear the respective block or record/records.

April 2002 116

CMT User's Manual

For example, to clear the current block, place the cursor in a field within the block and select Menu Option "Block" followed by "Clear". Alternatively the standard command buttons located in the tool bar can be used. The command button "Clear" has the same functionality as its corresponding Menu Option. Use the command button "Delete" for record deletions and always confirm with the "Save" button.

7.6.1.6 Retrieve an Existing Organisation Role Type With the screen in "Query" mode either: a) select the "Execute" button to retrieve all existing "Organisation Role Types",

thereafter, use the arrow buttons or scroll bar to toggle through the listing as required until the required record is reached, or;

b) enter a wild card search in the Reference Number "Code" field, and select the "Execute" button to retrieve the records matching the query. Again use the arrow buttons or scroll bar to toggle through the listing as required until the required record is reached.

7.6.1.7 Maintain Organisation Role Type Having retrieved the required record (see above) and with the screen in "Maintain" mode: 1) update the record as required; 2) select the "Save" button to commit the updates made.

7.6.1.8 Delete Organisation Role Type With the retrieved record displayed, and with the screen in "Maintain" mode: 1) ensure the cursor is in the record to be deleted, 2) from the menu choose "Record" then "delete", or click on the "Delete" button. 3) select the "Save" button to commit the update made.

7.6.1.9 Create Organisation Role Type With the screen in "Maintain" mode; 1) Place the cursor on an empty row or insert a record by placing the cursor in the listing

where the record is to be inserted, next choose "Record" then "insert" 2) Type in a Reference Number "Code" and "Description" and indicate whether the

record is Active or Inactive in the "Status" field. All fields are mandatory. 3) Select the "Save" button to commit the changes made.

April 2002 117

CMT User's Manual

7.7 Maintain Product Groups A product group is an expenditure commodity classification serving Stock Analysts and procurement purposes. The product groups can be linked on various levels such as: Noun/modifier, MESC coding schedule, or at item level.

7.7.1 Screen CMT120 - Maintain Product Groups

7.7.1.1 Menu navigation From the Main menu select "Maintain Catalogue" and submenu "Maintain Reference data". Next select the submenu "Product Groups".

7.7.1.2 Purpose This screen provides the user with a reference table for the maintenance of Product Group Codes. Subsequently Product Groups can be linked to Material Items (formatted or unformatted) and are used as an expenditure classification.


Figure 66 - CMT120 Maintain Product Groups

The screen contains one block which is associated with the maintenance of and queries on, Product Groups.


April 2002 118

CMT User's Manual


7.7.1.6 Create a Product Group With the screen in "Maintain" mode do the following: 1) In the first free row enter "Code", related "Description" and associated "Status"

indicator. This can either be "A" for Active or "N" for Non active. 2) Select the "Save" button once details have been input.

7.7.1.7 Retrieve Product Groups With the screen in "Query" mode either: 1) select the "Execute" button to retrieve all existing Product Groups, thereafter, use the

arrow buttons or scroll bar to toggle through the listing as required until the required record is reached, or

2) enter a wild card search in the Product Groups field, and select the "Execute" button to retrieve the records matching the query. Again use the arrow buttons or scroll bar to toggle through the listing as required until the required record is reached.

7.7.1.8 Update a Product Group After having retrieved a record (see above), the screen will be in "Maintain" mode. Carry out the changes required, and on completion select the "Save" button. In the case of a Product Group still being linked to a Noun/Modifier combination or a Material Item(s), a pop up box will inform you and ask to continue the transaction or cancel.

7.7.1.9 Delete a Product Group To delete a Product Group, first retrieve the record (see retrieve above) and next: 1) with the Product Group Code highlighted, select the "Delete" button. You will be

prompted to confirm deletion. 2) In the case of a Product Group still being linked to a Noun/Modifier combination or a

Material Item(s), a pop up box will inform you and prevent the deletion. 3) Where this is the case, first delete the link with the Noun/Modifier (from within screen

040 Maintain Noun/Modifiers and Synonyms and/or screen 020 Maintain Formatted Items & screen 030 Maintain Unformatted Items) prior to re-attempting the deletion in this screen.

See also chapter "Block updates" paragraph 0 "Block Update type: Product Groups".

April 2002 119

CMT User's Manual

7.8 Maintain Reference Number Types A Company reference for a Material Item can be a Manufacturer and/or Supplier name & code with the unique reference number for that item (e.g.: Part, Model). Reference number types indicate what type of Company reference is involved. These Reference number types are maintained in a separate table in CMT. Examples of Reference number types are: • CER Certificate • DOI Document & Item number • DW Drawing • MM Manufacturers model • MS Manufacturers serial number • PN Part number

7.8.1 Screen CMT130 - Maintain Reference Number Types

7.8.1.1 Menu navigation From the Main menu select "Maintain Catalogue" and submenu "Maintain Reference Data". Next select the submenu "Reference Number Types".

7.8.1.2 Purpose This screen enables the user to maintain all Reference Number Types.


Figure 67 - CMT130 Maintain Reference Number Types

This screen consists of one block, containing a table field called "Reference Number Types" with three columns "Type", "Description", and "Status".


April 2002 120

CMT User's Manual


7.8.1.6 Retrieve an Existing Reference Number Type With the screen in "Query" mode either: a) select the "Execute" button to retrieve all existing "Reference Number Types",

thereafter, use the arrow buttons or scroll bar to toggle through the listing as required until the required record is reached, or;

b) enter a wild card search in the Reference Number "Type" field, and select the "Execute" button to retrieve the records matching the query. Again use the arrow buttons or scroll bar to toggle through the listing as required until the required record is reached.

7.8.1.7 Update Reference Number Type Having retrieved the required record (see above) and with the screen in "Maintain" mode: 1) update the record as required; 2) select the "Save" button to commit the updates made.

7.8.1.8 Delete Reference Number Type With the retrieved record displayed, and with the screen in "Maintain" mode: 1) ensure the cursor is in the record to be deleted, 2) from the menu choose "Record" then "delete", or click on the "Delete" button. 3) select the "Save" button to commit the update made.

7.8.1.9 Create Reference Number Type With the screen in "Maintain" mode; 1) Place the cursor on an empty row or insert a record by placing the cursor in the listing

where the record is to be inserted, next choose "Record" then "insert" 2) Type in a Reference Number "Type" and "Description" and indicate whether the

record is Active or Inactive in the "Status" field. All fields are mandatory. 3) Select the "Save" button to commit the changes made.

April 2002 121

CMT User's Manual

7.9 Maintain Standards Information Standards reference information relevant to catalogue items is stored in a separate table in CMT. The standards can be: • International • National • Regional • Local

The actual standards are not stored as part of the catalogue, only the reference information about them such as: • Standards Institute information

Example: Code AISI Name American Iron & Steel Institute Country US Status A=(active)

• Standard information

Prefix AISI Reference 304 Issue 1996 Title --- Status A(active)

• Reference information Selected reference 18CR - 8NI

Status A(active)

7.9.1 Screen CMT090 - Maintain Standards Information

7.9.1.1 Menu navigation From the Main menu select "Maintain catalogue" and submenu "Reference data". Next select the submenu "Standards".

7.9.1.2 Purpose This screen enables the user to maintain (create, update and delete) the reference information on standards.

April 2002 122

CMT User's Manual


Figure 68 - CMT090 Maintain Standards Information

The screen is subdivided into three blocks: • Block one enables the user to Maintain and retrieve Standard Organisations • Block two enables the user to Maintain and retrieve Standards. • Block three enables the user to maintain references to Standards.



April 2002 123

CMT User's Manual

7.9.1.6 Retrieve and Update Standard Organisation, and Standard Position the cursor in the first block and with the screen in "Query" mode retrieve the existing Institute by: a) Selecting the LoV button to the right of the Standard Organisation "Country" field,

and scrolling through the pop up list box. or b) Entering a wild card search in the Standard Organisation "Symbol", "Name",

"Country" and/or "Status" field, and selecting the "Execute" button, or; c) Selecting the "Execute" button and using the record "Next" button to scroll through all

entries d) With the selected record retrieved update accordingly and select the "Save" button to

commit the changes. Alternatively with the cursor positioned at the record to be deleted select the "Delete" button.

7.9.1.7 Create a Standard Organisation First verify that the Standards Organisation does not exist by a query as stated above. Where the Standards Organisation does not exist enter the relevant data while in "Maintain" mode and select the "Save" button prior to moving to the second block.

7.9.1.8 Create a Standard record To create a Standard record do as follows: 1) Retrieve the relevant Standard Institute as stated above. The second block "Standard"

will display the first Standard for the selected Standard Organisation. 2) By positioning the cursor in the second block and selecting the "Clear" button, the

second block is cleared. In Query mode searches for new values can be made either using wild cards or using the LoV button to the right of the Standard "Title" field.

3) Where the Standard does not exist, enter the Standard "Prefix", "Reference", "Issue", "Title" and "Status" details. On completion select the "Save" button to commit the new record.

7.9.1.9 Create Cross References Having retrieved the Standard Organisation and Standard (see above), the user can optionally enter the appropriate information in the "Selected References" and "Status" fields. Where the user chooses to enter information in this third block, both fields are mandatory and a minimum of one record must be entered. On completion select the "Save" button.

7.9.1.10 Retrieve a Standard To retrieve an existing Standard position the cursor in the second block and with the screen in the "Query" mode: a) Select the LoV button to the right of the Standard "Title" field, and scroll through the

pop up list box or; b) Enter a wild card search in the Standard Organisation "Prefix", "Reference", "Issue",

"Title" and/or "Status" field, and select the "Execute" button, or; c) Select the "Execute" button and using the record "Next" button to scroll through all

entries

April 2002 124

CMT User's Manual

7.10 Maintain Units - Value Units - Units of Measure In CMT all applied Units, Value units, and Units of measure are stored and maintained in a separate table. The following Units of measure (UOM) are distinguished for Material Items 1) UOM of Issue 2) UOM of Purchase 3) UOM of Receipt For the Format Characteristics the units of measure can be according to the "Syteme International" (e.g. m, PSI, kg, etc) or according to "User defined" units of measure (ANS class, etc).

7.10.1 Screen CMT140 - Maintain Units - Value Units and Units of Measure

7.10.1.1 Menu navigation From the Main menu select "Maintain catalogue" and submenu "Maintain Reference data". Next select submenu "Units"

7.10.1.2 Purpose This screen enables the user to maintain Units, both Units of Measure (for Issue, Purchase and Receipt) for Material Items and Value Units for Format Characteristics (e.g. PSI, mm).


Figure 69 - CMT140 Maintain Units - Value Units - Units of Measure

April 2002 125

CMT User's Manual

This screen is split into two blocks. • The upper block enables the user to maintain (create, update and delete) the Unit

details. • The lower block enables the user to specify the linked conversion Unit and

Conversion Factor.



7.10.1.6 Create Unit - Value Units and Units of Measure With the screen in "Maintain" mode, enter the "Unit Code" and from the "Unit Type" LoV select the linked Type. The business logic for the "Unit Type" is as follows: • CVU (Characteristic Value Unit):

Used to quantify the system of measurement for the Format Characteristic value. Set against a characteristic in screen 050 Maintain Formats. Can differ by allocation of a given Characteristic Type to a specific format, i.e. Dimensions, in Format A can be measured in imperial, while in Format B the same characteristic is measured in metric.

• UOM (Unit of Measure) Used to quantify the system of measurement for the material item, i.e. is it a piece, a roll or per cubic meter. There are three Units of Measure set per material item, but only Unit of Issue (UOI) is mandatory.

• CMB (Combined) Can be both a UOM and a CVU e.g. Meter - m..

Select the "Save" button to commit the newly entered details.

7.10.1.7 Retrieve Units - Value Units and Units of Measure: With the screen in "Query" mode, retrieve a record by: a) selecting the "Execute" button to retrieve all records, use the arrow keys or tape

recorder button keys "<<", "<", ">", ">>" to navigate through the records, or; b) enter a wild card search in one of the upper block fields then continue as in step a).

April 2002 126

CMT User's Manual

7.10.1.8 Maintain Units - Value Units and Units of Measure With the screen in "Query" mode, retrieve the required record (see above): 1) move to the lower block 2) select the LoV to the right of the "Linking Base Unit" field. From the activated list

box, select an existing Unit that can be converted into the Unit displayed in the upper block (e.g. lower block - inches, upper block - feet). The user can now specify two possible conversion options, either: a) an Actual Conversion using a conversion factor where the "Conversion Unit x Conversion Factor = Unit Code" (this must be a linear relationship) b) a Nominal Conversion Factor. To specify this option: - select the "Nominal" check box On. - select the "Nom Conv" button - screen "Nominal Values" activated - enter the "From", "To" values - select the "OK" button on completion - select the "Save" button to commit the changes made.

Whether an item has a nominal or actual conversion unit can be set in screen 050 "Maintain Formats".

7.10.1.9 Nominal Values Format The Nominal Values can contain numeric values only. The special characters allowed are SPACE, "/" and "." only. Only one occurrence is allowed for each of this character. Either "." or "/" and SPACE is allowed

April 2002 127

CMT User's Manual

8. Reports CMT provides the user with predefined reports on catalogue items. Note: With the special software "Oracle Report Writer" also Customized Reports can be developed. For this option one should have this Software at his disposal and should have further knowledge of the CMT database. The following predefined reports are available in CMT: • Full Buydesc • Short Descriptionr • Material item Associations • Quality Control reports on characteristic values

8.1 Report Selection

8.1.1 Screen CMT390 - Catalogue Report Selection Screen

8.1.1.1 Menu Navigation From the Main menu select "Reports" and the sub menu "Catalogue Report Selection".

8.1.1.2 Purpose This screen enables the user to select ranges of Material Items (Formatted and Unformatted Items) for inclusion on a report, to select the type of report and to specify the report medium.


Figure 70 - CMT390 Catalogue Report Selection

April 2002 128

CMT User's Manual

The screen is divided as follows: • The first block is a dynamic block, where the user can select the search option for

selecting the Material Item or range of Material Items to be included on the report. • The next block enables the user to specify the detail to be reported on , for example

the Full Buydesc or only the Short Description. Furthermore the user can specify the choice of writing the report to File or to print.


8.1.1.5 Setting up a Report With the screen in "Maintain" mode select: 1) The "Search Option" button to display the options available for identifying the

Material Items to be reported on. 2) The upper block of the screen determines the fields displayed for searching

dynamically dependent upon the "Search Option" specified. 3) From the check box group, select which items are to be reported on from within the

chosen "Search Option", the possibilities are: -All -Formatted -Unformatted -Template -Obsolete

4) In the "Contents" section the level of detail to be included on the report for the chosen Material Items, the options available are: -Full Buydesc -Quality Control -Short Descriptions -Material Item Associations

5) The Check box "Show Associations for Non-unique Spares" if set to "ON" will list the associations for Non-unique Spares

6) Click on the "Count" button to display the number of Material Items involved for the entered criteria

7) In the "Report Medium" block specify whether the report should be either: -written to file, or; -printed.

8) Select the "Report Request" button to execute the report 9) A pop-up screen will then prompt the user to specify the priority i.e. "Small Reports"

or "Large Reports". These priorities can be set by your IT department to run at defined times during a day. For example it is preferable to print large reports after working hours (over night etc.)

Note: Where the user has entered screen CMT390 via screen CMT060 "Catalogue search" or via screen CMT200 "Enquire Formatted Item" the select option is by default set to "Pre-select", and the selection of Material Items to be reported on will be copied in from the linked screen. In this event start at step 4.

April 2002 129

CMT User's Manual

8.1.1.6 CMT Report Selection Screen Options Clicking on the Select Search Option List Box and selecting one of the available options the screen changes dynamically as follows:

Figure 71 - CMT390 Catalogue Report Selection: All Items

Figure 72 - CMT390 Catalogue Report Selection: Noun

April 2002 130

CMT User's Manual

Figure 73 - CMT390 Catalogue Report Selection: Noun/Modifier

Figure 74 - CMT390 Catalogue Report Selection: Range of MESC Sub-Sub Group

April 2002 131

CMT User's Manual

Figure 75 - CMT390 Catalogue Report Selection: Company

Figure 76 - CMT390 Catalogue Report Selection: Equipment

April 2002 132

CMT User's Manual

8.1.2 Report Examples The following predefined CMT report examples are given in this paragraph: • Full Buydesc • Short Description • Quality Control

The examples for these reports are based on the selection criteria by Noun/Modifier as follows: Noun Valves Modifier 1 Check Modifier 2 Piston type, welded cover Modifier 3 Flanged

8.1.2.1 Full Buydesc report This report lists the Full Buying Description for each Material Item within the Noun/Modifier selected . This report serves for procurement purposes. See example on following pages.

8.1.2.2 Short Description report This report lists the Material items with their Short Descriptions. See example on following pages.

8.1.2.3 Quality Control report This report lists all the characteristic values per characteristic per Noun/Modifier selected. This report serves to quickly eyeball the values per characteristic. See example on following pages

8.1.2.4 Material Item Associations report This report lists the item associations per parent equipment with related manufacturer's references if there are any. See example on following pages.

April 2002 133

CMT User's Manual

FULL BUYING DESCRIPTION Catalogue Report for Full Buying Description -------------------------------------------- Request Id : 013818 User Id : CMTDBA Date : 14-07-1997 ------------------------------------------------------ Flanged piston type welded cover check valves Design spec ANSI/ASME B16.34 1988 Pattern STRAIGHT Y Design spec, end flang ANSI/ASME B16.5 1988 es Pressure desig 2500 ANS clas Facing, flange RAISED FACE Finish, flange facing SMOOTH Mat, body STAINLESS STEEL 321 STAB HEAT TREATED Mat, trim STAINLESS STEEL 321 STELLITE Spec treatm, seat faci STELLITE 6 FACINGS ng body Spec treatm, cont area STELLITE 6 FACINGS , piston Mat spec, body & cover ASTM A182M 1992 GRADE F 321 ASTM A351M 1991 -CF8C Mat spec, piston AISI 321 LV STELLITE Mat spec, body seat AISI 321 LV STELLITE Add reqrmts SIPM MESC SPEC 77/161 1994 SIPM MESC SPEC 77/301 1994 SIPM MESC SPEC 77/302 1994 SIPM MESC SPEC 77/304 1994 Caps code CHVF SS43 Identification code CN 60 -------------------------------------------------------------------------- Mass 8.0 kg Length, f to f 264 mm Size 15 mm PC 77.13.88.253.1 -------------------------------------------------------------------------- Mass 14.0 kg Length, f to f 273 mm Size 20 mm PC 77.13.88.254.1 -------------------------------------------------------------------------- Mass 20.0 kg Length, f to f 308 mm Size 25 mm PC 77.13.88.255.1 -------------------------------------------------------------------------- Page No : 0001

April 2002 134

CMT User's Manual

SHORT DESCRIPTION Catalogue Report for Short Buying Description --------------------------------------------- Request Id : 013819 User Id : CMTDBA Date : 14-07-1997 ------------------------------------------------------ Buydesc Name : Flanged piston type welded cover check valves Abbreviated Description Unit MESC -------------------------------------------------------------------------- CHFLPT WLD CL150 DN15 PC 77.10.21.003.1 CHFLPT WLD CL150 DN15 PC 77.13.17.003.1 CHFLPT WLD CL150 DN20 PC 77.10.21.004.1 CHFLPT WLD CL150 DN20 PC 77.13.17.004.1 CHFLPT WLD CL150 DN25 PC 77.10.21.005.1 CHFLPT WLD CL150 DN25 PC 77.13.17.005.1 CHFLPT WLD CL150 DN40 PC 77.10.21.007.1 CHFLPT WLD CL150 DN40 PC 77.13.17.007.1 CHFLPT WLD CL2500 DN15 PC 77.13.88.253.1 CHFLPT WLD CL2500 DN20 PC 77.13.88.254.1 CHFLPT WLD CL2500 DN25 PC 77.13.88.255.1 CHFLPT WLD CL2500 DN40 PC 77.13.88.257.1 CHFLPT WLD CL300 DN15 PC 77.10.21.053.1 CHFLPT WLD CL300 DN15 PC 77.13.17.053.1 CHFLPT WLD CL300 DN20 PC 77.10.21.054.1 CHFLPT WLD CL300 DN20 PC 77.13.17.054.1 CHFLPT WLD CL300 DN25 PC 77.10.21.055.1 CHFLPT WLD CL300 DN25 PC 77.13.17.055.1 CHFLPT WLD CL300 DN40 PC 77.10.21.057.1 CHFLPT WLD CL300 DN40 PC 77.13.17.057.1 -------------------------------------------------------------------------- Page No : 0001

April 2002 135

CMT User's Manual

QUALITY CONTROL Quality Control Report for Material Items ----------------------------------------- Request Id : 013821 User Id : CMTDBA Date : 14-07-1997 ------------------------------------------------------ Noun : Valves Modifier 1 : Check Modifier 2 : Piston type, welded cover Modifier 3 : Flanged Characteristic : Design spec MESC Number Value Unit --------------------------------------------------------------------- 77.13.88.253.1 ANSI/ASME B16.34 1988 Characteristic : Pattern MESC Number Value Unit --------------------------------------------------------------------- 77.13.88.253.1 STRAIGHT Y Characteristic : Design spec, end flanges MESC Number Value Unit --------------------------------------------------------------------- 77.13.88.253.1 ANSI/ASME B16.5 1988 Characteristic : Pressure desig MESC Number Value Unit --------------------------------------------------------------------- 77.13.88.253.1 2500 ANS clas Characteristic : Facing, flange MESC Number Value Unit --------------------------------------------------------------------- 77.13.88.253.1 RAISED FACE Characteristic : Finish, flange facing MESC Number Value Unit --------------------------------------------------------------------- 77.13.88.253.1 SMOOTH Characteristic : Mat, body MESC Number Value Unit --------------------------------------------------------------------- 77.13.88.253.1 STAINLESS STEEL 321 STAB HEAT TREATED

April 2002 136

CMT User's Manual

MATERIAL ITEM ASSOCIATION Material Item Association Report -------------------------------- Request Id : 013822 User Id : CMTDBA Date : 14-07-1997 ------------------------------------------------------ Noun : Valves Modifier 1 : Ball Modifier 2 : Bs, soft seated Modifier 3 : Flanged Buydesc Name : flanged soft seated bs ball valves Company Name : KITZ CORPORATION INC. Company Code : KITZ Lvl Company Ref. No. Type Abbr. Description Unit MESC ------------------------------------------------------------------------------- 0 150SCTB 3/4" MM BAFLSF RB CL150 CS 31 PC 77.00.00.004.1 6 DN20 Equipment Model : Equipment Drawing : Lvl Company Ref. No. Type Role Description Unit MESC ------------------------------------------------------------------------------- 1 199-087875 PN BALL SEAT - TEFLON (H PC 77.94.20.004.3 YPATITE) Association Type: SP Quantity : 1 Lvl Company Ref. No. Type Role Description Unit MESC ------------------------------------------------------------------------------- 1 241-910835 PN GLAND PACKING - (P/#6 PC 77.94.20.006.3 610 NIPPON PILLAR) Association Type: SP Quantity : 1 Lvl Company Ref. No. Type Role Description Unit MESC ------------------------------------------------------------------------------- 1 242-209252 PN GASKET - (P/#6630 NIP PC 77.94.20.007.3 PON PILLAR) Association Type: SP Quantity : 1 Lvl Company Ref. No. Type Role Description Unit MESC ------------------------------------------------------------------------------- 1 242-209583 PN GASKET (P/#6630 NIPPO PC 77.94.20.005.3 N PILLAR) Association Type: SP Quantity : 1 Page No : 0001

April 2002 137

CMT User's Manual

9. Additional Information

9.1 System Administration This functionality enables: • Maintaining User Roles in CMT

Such as Enquirers, System Administrators, and Data Base Administrators • EMA Interfaces and Execution

For EMA users only. • Request Cancellation/Modification

To monitor the Status of certain data base transactions requests

9.1.1 Screen CMT720 - Maintain User Roles

9.1.1.1 Menu Navigation From the Main menu select "System Admin" and next submenu "Maintain User Roles".

9.1.1.2 Purpose This screen enables the user to register the Users in CMT with the attributes: User name, Description, User ID, Role, Status


Figure 77 - CMT720 Maintain User Roles

The screen consists of one block having a table with the attributes.

9.1.1.4 Mode The screen can be used in "Query" and "Maintain" Mode.

April 2002 138

CMT User's Manual


9.1.1.6 Maintain User Roles The User Roles can be Maintained by the Database Administrator. The User Roles are registered with the following attributes: • User name : Code name of the User (e.g.: CMTDBA = CMT Database

Administrator) • Description : Full name of the User • User ID :Unique sequence ID of the User • Role :E.g.: ENQUI (Enquirer), SYSAD (System Administrator) • Status : A(=active), N(=non-active)

9.1.1.7 Retrieve User Roles To retrieve the User Roles do as follows: 1) Ensure that the screen is in Query mode 2) Next select the execute button

April 2002 139

CMT User's Manual

9.1.2 Screen CMT730 - Request Cancellation/Modification

9.1.2.1 Menu Navigation From the Main menu select "System Admin" and next submenu "Request Cancellation/Modification".

9.1.2.2 Purpose This screen enables the user to monitor the database transaction requests with the following attributes: • User name • Description • User ID • Role • Status


Figure 78 - CMT730 Request Cancellation/Modification

The screen consists of one block having a table with all the attributes.

9.1.2.4 Mode The screen can be used in "Query" and "Maintain" Mode.

April 2002 140

CMT User's Manual


9.1.2.6 Query and View the Requests The User can specify from which date on the requests should be viewed. To do so: 1) Select one of the request list field options "On" or "Before" date 2) Then specify the date in the "Date" field 3) Next the user can specify further selection criteria in one of the columns which will

accept data. 4) Execute the query by selecting the "Execute" button The rest of the screen (Figure 78 - CMT730 Request Cancellation/Modification) is self explanatory

April 2002 141

CMT User's Manual

9.2 CMT Database Basics

9.2.1 Scope This chapter should be regarded as an addition for users who have interest in basic information about the CMT Database. This information will help the users to have a better understanding of various transactions and how they are handled at the database level. Further it will help the user to decipher the various messages that are displayed on the screen.

9.2.2 Database Fundamentals A Database essentially consists of entities (Tables). Each table consists of attributes (Columns). A record in this entity is called a row. The storage of data is in the form of records. Further a record is uniquely identified by a key called primary key which may be one of the fields (Attribute) of the table (Entity) or a combination of the fields of the table. Again there are different kinds of databases like Structured, Hierarchical and Relational. CMT system is developed using Oracle 7 Relational Database Management System (RDBMS). So, it would be relevant to expound what is an RDBMS. Here an attempt is made to give an explanation that would be comprehensible and context relevant. A relational database is one that stores the entities and relation between the entities. Suppose there are two tables like Organisation and Organisational roles. There is a one to many relation between them. i.e., for one record in Organisation there would be many records in Organisational roles. (This is also termed as A Master-Detail relationship) In such situations, if a Master is deleted while Details exist, referential integrity of the Database is lost. Therefore, this deletion should be prevented. This kind of relational constraints, called Referential Constraints, may be reinforced at database level. Following are various kinds of constraints that are used in CMT Database and are enumerated with the associated error messages that pop up on violating these constraints.

9.2.2.1 Primary Key Constraint This constraint helps to uniquely identify a record in a table. In CMT, this field is not shown to user and hence whenever a record is inserted in the database internally a unique number is generated and copied in that field, this number is the primary key for that entity.

9.2.2.2 Foreign Key Constraint This constraint checks the referential integrity of the database and helps in the maintenance of consistency of the database. This is explained through the example illustrated above in topic "Database Fundamentals". However, whenever user tries to delete a record (Master) that is being referenced by other records (Detail) error messages like "Cannot delete Master, Details exist" or "Organisation in use cannot delete" and " Record referenced cannot delete" are displayed.

April 2002 142

CMT User's Manual

9.2.2.3 Uniqueness Constraint When a field in a table needs to take unique values (extensions) this constraint is imposed on it. Suppose, a table has four records and a field "f1" of this table has values "a", "b", "c" and "d" and it has a Uniqueness constraint on it. Then, whenever user tries to Insert a record with the existing values (i.e., "a", "b", "c", "d") an error message appears. Typical error messages are "Organisation already exists", "Template Number already exists", "Conversion Code already exists". It is also possible to define a combination of fields to be unique. When such a constraint is imposed the user tries to save a record with existing combination, the system will display error messages like, "Image already associated with Document", "Already User has been assigned this Role", "Noun/Modifier combination already exists" and "Already a record exists for this combination".

9.2.2.4 Not Null Constraint A field in a table may be defined as Not Null. Such a field should be given a value before it is saved. Otherwise the user will get a message like "501-E-Organisation must be entered". All error messages with error 501 belong to this class.

April 2002 143

CMT User's Manual

10. Index

A

Abbrev. Desc. ........................................................................................................................................................ 66 Abbreviated Description

Generate ............................................................................................................................................................ 66 Abbreviated Description ........................................................................................................................................ 66 Abbreviated Description Search ............................................................................................................................ 29 Abbreviation Noun/Modifier ................................................................................................................................. 44 Additional Data...................................................................................................................................................... 86 Additional Data Print Indicator.............................................................................................................................. 86 Additional Documents ....................................................................................................................................10, 103 Additional Documents Search ............................................................................................................................... 33 Additional Functionality ........................................................................................................................................ 38 Application Menu Bar ........................................................................................................................................... 16 Application Title bar.............................................................................................................................................. 16 Assoc Type

Association Type .............................................................................................................................................. 82 Associate Characteristics ....................................................................................................................................... 51 Associated item...................................................................................................................................................... 41 Association Role .................................................................................................................................................. 108

B

Bd Hd (Buydesc Header) Format characteristic......................................................................................................................................... 53

Bin (Bin label) Format characteristic......................................................................................................................................... 52

Block Screen Block ..................................................................................................................................................... 14

Block Update Type: Characteristic Values............................................................................................................ 96 Block Update Type: Delete Material Items ........................................................................................................... 99 Block Update Type: Material Item ........................................................................................................................ 93 Block Update Type: MESC Sub Sub Group........................................................................................................ 100 Block Update Type: Organisations ........................................................................................................................ 98 Block update Type: Product Groups...................................................................................................................... 95 Block Update Type: Units of Measure .................................................................................................................. 94 Block updates......................................................................................................................................................... 90 Buying description................................................................................................................................................. 88 Buying Description............................................................................................................................................ 9, 38

C

Centrally coded item............................................................................................................................................ 106 Centrally coded spare part ................................................................................................................................... 106 Change Display (button

Format characteristic......................................................................................................................................... 54 Characteristic

Delete................................................................................................................................................................ 49 Retrieve............................................................................................................................................................. 49 Update............................................................................................................................................................... 49

Characteristic Search ............................................................................................................................................. 24 Characteristic Values ............................................................................................................................................... 8 Characteristics.......................................................................................................................................................... 7 Characteristics,

associate ............................................................................................................................................................ 51 Check Box

Screen Check Box............................................................................................................................................. 14

April 2002 144

CMT User's Manual

Client Area............................................................................................................................................................. 17 CMB (Combined) ................................................................................................................................................ 126 Coding Schedule .............................................................................................................................................. 9, 110 Coding Schedule Search ........................................................................................................................................ 26 Company reference.................................................................................................................................................. 9 Company Reference Number Search..................................................................................................................... 27 Company References ............................................................................................................................................. 77 Conventions on characteristics .............................................................................................................................. 48 Conversion Factors .......................................................................................................................................... 86, 87 Convert an Unformatted Item into a Formatted Item............................................................................................. 67 Copy a Formatted Item .......................................................................................................................................... 67 Copy an Unformatted Item .................................................................................................................................... 73 Copy Characteristics ........................................................................................................................................ 56, 57 Create a Company Reference ................................................................................................................................ 76 Create a Formatted Item ........................................................................................................................................ 67 Create a Material Item Association Type ............................................................................................................ 109 Create a New Association...................................................................................................................................... 82 Create a Product Group........................................................................................................................................ 119 Create a Standard Organisation ........................................................................................................................... 124 Create Additional Document ............................................................................................................................... 104 Create an Equipment Asset Number ...................................................................................................................... 79 Create an Item association ..................................................................................................................................... 73 Create an Unformatted Item............................................................................................................................. 71, 73 Create Characteristic.............................................................................................................................................. 48 Create Indicator Type and Values........................................................................................................................ 107 Create Organisation and Associated Organisation Roles..................................................................................... 114 Create Organisation Role Type............................................................................................................................ 117 Create Reference Number Type........................................................................................................................... 121 Create Unit - Value Units and Units of Measure ................................................................................................. 126 CSS Code............................................................................................................................................................... 66 Custodian ............................................................................................................................................................... 66 CVU (Characteristic Value Unit)......................................................................................................................... 126

D

Def (Definition) Format characteristic......................................................................................................................................... 54

Delete..................................................................................................................................................................... 15 Delete a characteristic value .................................................................................................................................. 65 Delete a Company Reference ................................................................................................................................ 77 Delete a Material Item ........................................................................................................................................... 68 Delete a Product Group........................................................................................................................................ 119 Delete an Equipment Asset Number ...................................................................................................................... 79 Delete Characteristic.............................................................................................................................................. 49 Delete Existing Format Characteristic ................................................................................................................... 55 Delete Indicator Type or Value ........................................................................................................................... 107 Delete Organisation & Roles ............................................................................................................................... 115 Delete Organisation Role Type............................................................................................................................ 117 Delete Reference Number Type........................................................................................................................... 121

E

Enquiring on an Unformatted Item Unformatted Item Enquiry ................................................................................................................................ 40

entities.................................................................................................................................................................. 142 Equipment Asset No .............................................................................................................................................. 30 Equipment Asset Number Search .......................................................................................................................... 30 Equipment Detail ................................................................................................................................................... 87

April 2002 145

CMT User's Manual

F

Field level help ...................................................................................................................................................... 18 Focus item.............................................................................................................................................................. 41 Foreign Key Constraint........................................................................................................................................ 142 Format...................................................................................................................................................................... 7 Format characteristic attributes.............................................................................................................................. 51 Formatted item......................................................................................................................................................... 8 Full Buydesc report.............................................................................................................................................. 133

G

General Screen Navigation .................................................................................................................................... 18 Generate Abbreviated Description......................................................................................................................... 66 Group

MESC Group .................................................................................................................................................. 111

H

HD (Header) Format characteristic......................................................................................................................................... 52

Help ....................................................................................................................................................................... 18 Hierarchical/Non hierarchical associations............................................................................................................ 74 Historic MESC....................................................................................................................................................... 35

I

Image Noun/Modifier .................................................................................................................................................. 45

Insert/Create........................................................................................................................................................... 15 Item associations...................................................................................................................................................... 9 Item Associations............................................................................................................................................. 42, 80 Item Sort

Format characteristic......................................................................................................................................... 52

L

Locally coded spare part ..................................................................................................................................... 106 Locally coded item .............................................................................................................................................. 106 LoV

List of Values.................................................................................................................................................... 19 LoV Button ............................................................................................................................................................ 19

M

Main group .............................................................................................................................................................. 9 Maintain a Company Reference............................................................................................................................. 77 Maintain Additional Document ........................................................................................................................... 105 Maintain an Equipment Asset Number .................................................................................................................. 79 Maintain an Unformatted Item............................................................................................................................... 73 Maintain Characteristic.......................................................................................................................................... 49 Maintain Formatted Items...................................................................................................................................... 62 Maintain Item Association..................................................................................................................................... 81 Maintain mode ....................................................................................................................................................... 15 Maintain Organisation & Roles ........................................................................................................................... 115 Maintain Organisation Role Type........................................................................................................................ 117 Maintain Template Items ....................................................................................................................................... 69 Material Item ......................................................................................................................................................... 10

April 2002 146

CMT User's Manual

Material Item Association Types ........................................................................................................................... 10 Material Item Associations report........................................................................................................................ 133 Material Item Indicator ........................................................................................................................................ 106 Material Item indicators....................................................................................................................................... 106 Material Item Indicators............................................................................................................................10, 66, 106 Materials item details............................................................................................................................................... 8 Merge Material Items........................................................................................................................................... 102 MESC Hierarchy ..................................................................................................................................................... 9 MESC Hierarchy / Coding Schedule ................................................................................................................... 110 MESC No. Search.................................................................................................................................................. 25 Messages................................................................................................................................................................ 18 Modifiers ................................................................................................................................................................. 7 Multiple values ...................................................................................................................................................... 64

N

Name Noun/Modifier............................................................................................................................................. 44 Narrative

Format characteristic......................................................................................................................................... 54 New UOM ............................................................................................................................................................. 86 New UOM Multiple............................................................................................................................................... 86 Nom (Nominal)

Format characteristic......................................................................................................................................... 54 Nominal Values Format....................................................................................................................................... 127 Not Null Constraint.............................................................................................................................................. 143 Nouns....................................................................................................................................................................... 7

O

Obsolete Material Item .......................................................................................................................................... 68 Old UOM Multiple ................................................................................................................................................ 86 Opt (Optional)

Format characteristic......................................................................................................................................... 53 Organisations & Roles ........................................................................................................................................... 10

P

PCF (Product / Common / Functional) .................................................................................................................. 51 Primary Key Constraint ....................................................................................................................................... 142 Product Group

Items ................................................................................................................................................................. 66 Product Groups ...................................................................................................................................................... 10 Proposal Ref........................................................................................................................................................... 86 Purchase to Receipt................................................................................................................................................ 86 Push Button

Screen Push Button ........................................................................................................................................... 14

Q

Qty ......................................................................................................................................................................... 82 Quantity ............................................................................................................................................................ 82

Quality Control report.......................................................................................................................................... 133 Query mode ........................................................................................................................................................... 15

R

Radio Button/Group Screen Radio Button Group ............................................................................................................................. 14

RDBMS ............................................................................................................................................................... 142

April 2002 147

CMT User's Manual

Receipt to Issue...................................................................................................................................................... 86 Record Type

Material Item..................................................................................................................................................... 66 Reference Data......................................................................................................................................................... 9 Reference Number Types ...................................................................................................................................... 11 Replace MESC Number....................................................................................................................................... 102 Report

Full Buydesc ................................................................................................................................................... 133 Material Item Associations ............................................................................................................................. 133 Quality Control ............................................................................................................................................... 133 Short Description ............................................................................................................................................ 133

Res (Restricted) Format characteristic......................................................................................................................................... 53

Retrieve a Focus Item ............................................................................................................................................ 81 Retrieve Additional Document ............................................................................................................................ 105 Retrieve an Associated Item .................................................................................................................................. 81 Retrieve an Existing Organisation Role Type...................................................................................................... 117 Retrieve an Existing Reference Number Type..................................................................................................... 121 Retrieve Characteristic........................................................................................................................................... 49 Retrieve Existing Format Characteristics............................................................................................................... 54 Retrieve Existing Material Item Association Types ............................................................................................ 109 Retrieve Product Groups...................................................................................................................................... 119 Rng (Range)

Format characteristic......................................................................................................................................... 53 Role Description .................................................................................................................................................... 82

S

Screen .................................................................................................................................................................... 18 Screen CMT000 - Main Menu............................................................................................................................... 15 Screen CMT010 - View Associations & Related Spares ....................................................................................... 83 Screen CMT010 - View Associations & Related Spares General.......................................................................... 41 Screen CMT020 - Maintain Formatted Items ........................................................................................................ 62 Screen CMT030 - Maintain Unformatted Items .................................................................................................... 70 Screen CMT040 - Maintain Noun/Modifier and Synonyms.................................................................................. 43 Screen CMT050 - Maintain Formats ..................................................................................................................... 50 Screen CMT051 - Copy Characteristics ................................................................................................................ 56 Screen CMT052 - Transfer Material Items............................................................................................................ 60 Screen CMT060 - Catalogue Search...................................................................................................................... 20 Screen CMT070 - Maintain Material Item Association Types ............................................................................ 108 Screen CMT080 - Maintain MESC Hierarchy..................................................................................................... 110 Screen CMT090 - Maintain Standards Information............................................................................................. 122 Screen CMT100 - Maintain Additional Documents ............................................................................................ 103 Screen CMT110 - Maintain Organisations and Roles.......................................................................................... 113 Screen CMT120 - Maintain Product Groups ....................................................................................................... 118 Screen CMT130 - Maintain Reference Number Types........................................................................................ 120 Screen CMT140 - Maintain Units - Value Units and Units of Measure .............................................................. 125 Screen CMT150 - Maintain Organisation Role Types......................................................................................... 116 Screen CMT160 - Maintain Characteristics........................................................................................................... 47 Screen CMT180 - Maintain Material Item Details ................................................................................................ 85 Screen CMT200 - Enquire Formatted Item ........................................................................................................... 37 Screen CMT210 - Maintain Materials Item Associations...................................................................................... 80 Screen CMT220 - Maintain Equipment Asset Numbers........................................................................................ 78 Screen CMT230 - Maintain Company References ................................................................................................ 75 Screen CMT240 - Change MESC Number.......................................................................................................... 101 Screen CMT250 - Maintain Material Item Indicators and Indicator Types ......................................................... 106 Screen CMT260 - Block Updates .......................................................................................................................... 90 Screen CMT390 - Catalogue Report Selection Screen ........................................................................................ 128 Screen CMT400 - Online display of Buying Description...................................................................................... 88 Screen CMT650 - Enquire Unformatted Items ...................................................................................................... 39 Screen CMT710 - Historic MESC ......................................................................................................................... 35 Screen CMT720 - Maintain User Roles............................................................................................................... 138 Screen CMT730 - Request Cancellation/Modification ........................................................................................ 140 Screen Modes......................................................................................................................................................... 17

April 2002 148

CMT User's Manual

Screen Title Bar ..................................................................................................................................................... 16 Screen Tool Bar ..................................................................................................................................................... 17 Scroll Bar

Screen Scroll Bar .............................................................................................................................................. 14 Search for Historic MESC ..................................................................................................................................... 35 Search on Abbreviated Description ....................................................................................................................... 29 Search on Additional Document ............................................................................................................................ 33 Search on Characteristic ........................................................................................................................................ 24 Search on Coding Schedule ................................................................................................................................... 26 Search on Company Reference.............................................................................................................................. 27 Search on Equipment Asset Number ..................................................................................................................... 30 Search on MESC No.............................................................................................................................................. 25 Search on Standard ................................................................................................................................................ 32 Search on Template Item Number ......................................................................................................................... 31 Search on Word ..................................................................................................................................................... 23 Searching for a Formatted Material Item

Formatted Item Search ...................................................................................................................................... 38 Selection List field................................................................................................................................................. 14 Seq. In (Sequence in)

Format characteristic......................................................................................................................................... 52 Seq. Out (Sequence Out)

Format characteristic......................................................................................................................................... 52 Short Description report....................................................................................................................................... 133 Source Format........................................................................................................................................................ 57 Standards References............................................................................................................................................. 11 Standards Search.................................................................................................................................................... 32 Static text

Screen Static Text ............................................................................................................................................. 14 Status

Material Item..................................................................................................................................................... 66 Noun/Modifier .................................................................................................................................................. 44

Sub Group MESC Sub Group ........................................................................................................................................... 111

Sub Sub Group MESC Sub Sub Group .................................................................................................................................... 111

Sub-group ................................................................................................................................................................ 9 Sub-Sub group ......................................................................................................................................................... 9 Synonyms

Noun/Modifiers................................................................................................................................................. 45 System level help................................................................................................................................................... 18

T

Target Format ........................................................................................................................................................ 57 Template Item.................................................................................................................................................... 8, 66 Template Item Number Search .............................................................................................................................. 31 Template Items

maintain ............................................................................................................................................................ 69 Text editor

Screen Text Editor ............................................................................................................................................ 14 Text field................................................................................................................................................................ 14 Tool bar operations ................................................................................................................................................ 17 Transfer Material Item........................................................................................................................................... 61

U

Uniqueness Constraint ......................................................................................................................................... 143 Unit of Issue

Material Item..................................................................................................................................................... 66 Unit of Purchase .................................................................................................................................................... 86 Unit of Receipt....................................................................................................................................................... 86 Units .......................................................................................................................................................12, 125, 126 Units of measure (UOM) ..................................................................................................................................... 125

April 2002 149

CMT User's Manual

Units of Measure (UOM)....................................................................................................................................... 12 Value Unit......................................................................................................................................................... 12

UOM (Unit of Measure) ...................................................................................................................................... 126 Update.................................................................................................................................................................... 15 Update a Product Group ...................................................................................................................................... 119 Update characteristic ............................................................................................................................................. 49 Update Existing Format Characteristic .................................................................................................................. 55 Update Reference Number Type ......................................................................................................................... 121 Used in Item........................................................................................................................................................... 41

V

Value Type Format characteristic......................................................................................................................................... 54

View ...................................................................................................................................................................... 15 View Item Associations ................................................................................................................................... 42, 84 Viewing an Online Buying Description................................................................................................................. 89

W

Word Search .......................................................................................................................................................... 23

April 2002 150

Cmt User Manual

Documents

Transcript of Cmt User Manual