Resource

The name of the resource being viewed. APM automatically enters this information, but you can change it if necessary. If this box is left blank, an error message will appear.

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Title

The name or short description of this item. You can enter up to 250 characters.

Unit identifier

The serialized unit name or number. When a serialized unit is linked to an asset, the identifier can be the asset number, the asset name, or the asset serial number. When a resource unit is not linked to an asset, it is assigned a system-generated identifier. You can change the system-generated identifier to a more meaningful value, such as a serial number. The unit identifier is used for component assets/repairable spares and for maintainable assets/tools.

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Unit status

The current status of the serialized inventory unit.

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Linked to an asset

A check in the box means the serialized resource unit is linked to an asset.

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Unit asset

The asset to which a serialized resource unit is linked.

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Serial Number

The serial number for this asset or resource. You can enter up to 50 characters.

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Hierarchy location

A hierarchy location is a string of letters and numbers that identifies where the asset is in the physical hierarchy. APM constructs a full hierarchy location using the code that you enter in the Hierarchy code box joined with the hierarchy codes for its parent/ancestors. The codes are separated by a period (.). Hierarchy locations are updated whenever the asset or one of its ancestors is moved within the hierarchy (or if a hierarchy code changes).

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Type

Asset types are groups of settings that define the characteristics of your organization’s assets. For example, you might create asset types called “pumps” or “piping and valves.” The asset type contains basic information, policies, and permissions, such as whether or not standard jobs can be created for assets of the type. When you create an asset in APM, you must specify an asset type, which then determines the information and functionality available for the asset.

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Status

Asset status represents the operational state of an asset and whether or not it is available for use. APM uses the status of an asset to determine whether or not work is triggered and whether or not components are available for installation. Sites can also use statuses, but these statuses are specific to sites and cannot be used for assets. Status is particularly important for components because it reflects a component’s repair and availability status. For example, when a component is out of service, the status can also indicate whether the component is a spare and available for use, is in the shop for repair, is out for vendor repair, or has been scrapped. When you change the status of a parent asset, the statuses of its children are also changed (provided the previous statuses of the assets were the same).

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Component's Location

A component location is a placeholder for a component in the asset hierarchy. It represents the physical location or position for a component (for example, a frame or housing unit for a motor or the location of a pump on a pumping system). In APM, you must identify the location as an asset in order to install and remove components. APM tracks the installation history of all components that have been installed in a location and vice versa. You can trigger work for a location (if you want the work to be done no matter what component is installed at the time the work is triggered), and you can also track work orders and indicator reading trends for the location.

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Unit condition

The unit condition identifies the relative age and condition of a serialized resource unit — new, rebuilt, or used.

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Warehouse

The warehouse where this resource is located. APM automatically enters this information, but you can change it if necessary. If this box is left blank, an error message will appear.

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Inventory Group:

The name of the inventory group to link to this warehouse. Select the inventory group from the list. The system will combine the names of the warehouse and inventory group to create the name of the warehouse inventory group. This will be the name users will see when working with warehouse inventory.

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Storage location

The location of the item. When a new serialized resource unit is created, you can indicate where the new unit will be stored in the warehouse.

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Storage location

The location of the item. When a new serialized resource unit is created, you can indicate where the new unit will be stored in the warehouse.

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Pick method

The pick method for this warehouse item. Some examples of pick methods are By hand, Forklift, or Crane. This information may also be used to sort a pick list into an efficient sorting sequence.

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Issued to asset

The asset, if any, to which the serialized inventory unit has been issued.

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Unit asset

The asset to which a serialized resource unit is linked.

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Original purchase order line

The line on the purchase order (if any) that was used to purchase the serialized inventory unit.

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Buyer

The name of the employee responsible for procuring the items on the purchase order.

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Supplier

The number and name of the supplier who will be filling this order. Enter the supplier’s number or name, or click Browse to search for the appropriate supplier.

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Transaction date and time

The date and time of the transaction. APM automatically enters the current date based on your computer’s clock, but you can change this information if necessary. For timecards, enter the date that the work was performed.

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