As we begin the New Year, it is a good time to look back on all of the great new features added to PMXpert Software. There have been so many, you may have forgotten about some of them! Review our list below to learn about all the features we added in 2008 to help you save time and work more efficiently. Remember, in order to take advantage of PMXpert’s regular updates, you must have a current Upgrade Protection Plan. If your Upgrade Protection Plan has lapsed, please contact your Sales Department for more information. |
Our manual is updated regularly with all new and enhanced features, so if you need any help with a new feature, be sure to consult the PMXpert User Manual. Remember that we also offer PMXpert Training to help you maximise your knowledge of the software. If you want to learn how to work faster and reduce repetition, don’t hesitate to ask our Sales Department about online and onsite PMXpert Training. A PMXpert refresher course might just be the productivity kick start you need in the New Year! |
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New and Enhanced Features (up to and including Version 10.4.1.314) |
Click a feature to see the details |
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- Added the ability to reschedule Asset Services in the PM Schedule screen
- Added a multi-edit to the PM Schedule screen that can set the Scheduled Date, Responsible Person and Second Responsible Person for multiple services at one time
- Asset services with a meter cycle now allow the user to enter a Minimum Meter that must be reached before it will show up in the PM Schedule screen
- A new Responsible or Second Responsible person for a PM can be selected from a drop-down list on the PM Schedule grid
- In the PM Schedule, generated Work Orders can be grouped by Responsible Person
- The PM Schedule screen now shows more Asset fields
- The PM Schedule grid is now sorted using the column headings instead of the Sort drop-down
- When moving from the PM Schedule screen to the Asset screen, the current asset will be remembered
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- Added a Related Assets tab to the Assets screen
- Added a ‘Use Related Asset’s Information’ and a ‘Use Related Asset’s Meter’ option to an Asset
- Added an Asset Depreciation tab to the Asset Edit screen
- Added an Asset Import to the Assets screen
- There is now a Description field on the Asset Warranty screen
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- The user can now select the Service Type before selecting a Service on the Asset Service and Work Order Service edit forms, which filters the service selection so that only services of the selected service type appear
- If a user changes the date a service should be closed when closing a work order service, PMXpert will look up the meter on that date, as it does with costing entry
- ‘Checklist’ procedure types will now only print the Description of the checklist item with a checkbox before it
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- New System Settings allow the user to select which screens are visible during the Work Order Service Closing Wizard
- Added a second Responsible Person to the Asset Service and Work Order
- When a service is added to a work order, PMXpert will now prompt the user to assign any unassigned requests
- Work orders can now be created from a request in the Request tab on the Assets screen
- Added a Notes area to the Close Work Order Service Wizard
- Added the Work Order description to the Costing History grids
- When emailing the ‘Work Order’ report, all Attachment Procedures will be attached to the email
- Added more asset fields to the work order service list on the Work Order screen and in the Work Order Find screen
- Added an option to filter the work order list in the Work Order Find screen
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- The main and asset Request screens now have sub-tabs to quickly filter on Request Status
- Added ‘Find’ and ‘Filter’ options to the Request screens
- The New Service Requests grid can now be sorted
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Purchase Orders & Inventory |
- Added an Inventory tab to the Address Book – Company area to see a listing of all parts that a particular Supplier sells
- ‘Payment Method’ is now a Lookup Table, allowing users to edit/add payment methods in Purchase Orders
- The Supplier on an open Purchase Order can be changed if that purchase order has no items on it or if all the items on the purchase order are already linked to that new supplier
- Users can now modify the purchase order Description and Status on authorised purchase orders
- In the Inventory screen, the user can enter multiple Supplier Part Numbers for the same supplier on each inventory item
- Increased the field size of the Purchase Order Ship To address fields in System Settings so they match the same fields in the Address Book
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- Added an ‘Inventory Consumption’ report
- Added a ‘Work Order Service List’ report, similar to the ‘Work Order List’ report, except printed by work order service
- Added a ‘Work Order Service Performance’ report that displays work orders performed compared to their scheduled dates
- Added an ‘Asset Part/Fluid List’ report that lists the parts and fluids attached to each asset
- Added an ‘Asset Value’ report, which shows the value of the asset based on depreciation. This report will only print assets that have the ‘Use Depreciation’ flag checked.
- Added an ‘Asset Depreciation’ report, which shows how much each asset has depreciated over a time period. This report will only print assets that have the ‘Use Depreciation’ flag checked.
- Many of the Asset reports can now be sorted by the asset location, department, operator, and supplier
- Added the Asset filter to the ‘Purchase Order List’ report
- Added a ‘Show Related’ option to the ‘Costing Summary by Asset’ report filter
- Added the ability to filter by Labor on the ‘Costing Detail’ report
- Added a Supplier Filter to the ‘Inventory Reorder’ report
- Added the ‘Show Main Image Attachment’ option to the ‘Asset Snapshot’ report
- Added a ‘Show Dates’ option to the ‘Service Forecast’ report
- Added the ability to group by Downtime Type on the ‘Asset Downtime’ and ‘Asset Downtime Hours’ reports
- There are now more formatting options and functions accepted in expressions on Custom Reports
- Added ‘Responsible Person’ and ‘Second Responsible Person’ pipelines to the ‘Schedule List’ report
- Added an ‘AssetServiceLabor’ pipeline to the ‘Scheduled List’ report
- Added the ‘AddressBookCompletedBy’ pipeline to the ‘Work Order’ report
- Enhanced the speed of running the ‘Asset Fluid’ report
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- The Meter History grid now displays the Difference between meter readings
- The Meter Update grid is now sorted using the column headings instead of the Sort drop-down
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- When adding Costing Entry, the first date will now default to today’s date
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- MAPI Email has been updated to work with Outlook 2007
- Added ‘Use default message store’ option for Extended MAPI email settings
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- Added the ability to assign an Asset, Inventory, and Labor User Field to all categories at once
- Added a Utility to purge data from the program
- Added a ‘Default Inventory Lookup’ option to System Settings
- Added a ‘Default Procedure Type’ option to System Settings
- Added a ‘Default item quantities to 1’ option to System Settings, which if left unselected allows work order items to default to a quantity of zero instead of one
- Added the ability to use the Costing Dates when using the ‘Recalculate Scheduled Dates’ utility
- Increased the length of the filename field in the Attachment table to 250
- Increased the field size of the User Groups, Services, Statuses, Downtime Types, Service Types, and Repair Codes to fifty characters
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