EAM 12.5 Setup
Important: The interface between EAM and the workbenches is only operational with EAM version 12.5, which is currently in Early Adopter status. The instructions provided in this section do not apply to earlier versions of EAM. Contact your QAD account representative for more information.
You should follow the setup steps of the EAM process chart in .NET UI to set up EAM. For most of the steps, refer to the System Administration chapter of the EAM user documentation.
In EAM, ensure that you have the following set up:
• In System Administration|System Control under the MFG/PRO Options tab, check the MFG/PRO Interface field to use QAD ERP with EAM. Set the remaining fields to interact with the QAD DB.
• In General|Business Units|Domain, ensure that you have the QAD ERP entity and Domain for the workbenches defined in EAM.
Note: In the EAM Domain record, you can set up workbenches bill-to and ship-to addresses in the MFG/PRO Integration tab. You can check the EAM Bill-To and Ship-To Downloads modules to get a list of the bill-to and ship-to addresses.
• In General|Business Units|Sites, ensure that you have a site for the workbenches. You may have to set up a new site, which you can then optionally set to be the primary site.
• In System Administration|User/Roles, set up a user role for the workbenches site. You may have to set up a new user/role.
• In System Administration|Roles, copy the attributes of a system administrator role to the new user role you created for the workbenches site.
• In Work Order Status Maintenance, define the EAM Work Order Status that the system pulls into the QAD ERP workbenches by selecting either Manufacturing Scheduling Active or Manufacturing Scheduling Closed. The system displays only those work orders that have a status indicating Manufacturing Scheduling Active or Manufacturing Scheduling Closed in the workbenches.
Note: The gray EAM hammer and screwdriver icon displays in the schedule grids when there is at least one EAM work order with a status indicating Manufacturing Scheduling Closed. The red EAM hammer and screwdriver icon displays when there are EAM work orders with a status indicating Manufacturing Scheduling Closed and at least one EAM work order with a status indicating Manufacturing Scheduling Active. Orders found for either icon type display in the EAM Repair Orders tab.
• In Work Order|Clearances, define the clearance codes assigned to work orders in EAM that you want the QAD ERP to recognize. For the workbenches to consider displaying an EAM order on the workbenches, the system looks at the clearance code.
Note: The system examines only those work orders that have a clearance code indicating Manufacturing Impact; so, when all work orders have a clearance code with Manufacturing Impact not set, then EAM icons or work orders do not appear in the workbenches.
• In System Administration|Mandatory Fields, set the clearance code as a mandatory field. Select the field using the Mandatory Field Browse, then double-click on it, and ensure that Mandatory is checked.
• In Equipment|Preventive Maintenance (PM), select the Codes tab, then enter hours in the Est Hours Down field.