Clay's Blog

These are the official blogs about CalemEAM.

How to Control PO Line Tax Calculation

A flag has been added to R2019e to indicate if a PO line is taxible. Use this flag to turn off tax for a PO line so that PO cost will not incur tax charge for this line item. The "No Tax" flag can be edited from PO Item list in PO form. Additional Resources Requisition/Purchase Module Training Inventory Module Training User Guide and Admin Guide (c...
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45 Hits

How to Get Aggregate Results with REST API

​REST API in Calem allows one to fetch data from a data table such as work orders, assets and locations. In release R2019e the REST API allows one to fetch aggregate results from a data table.  Prior to R2019e one can fetch a data list through a where, order by and limit clauses ("w", "o", and "l"): w URL encoded query string used in &ldq...
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39 Hits

How to Enable Editing for Approved POs and REQs

Editing of an approved requisition or purchase order is not allowed out of the box. A new configuration is available in release R2019e to enable editing of approved REQs or POs. This is useful if a buyer needs to add comment to an approved PO. The permission to edit approved REQs and POs can be granted per ACL profile. Menu path: Organiza...
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35 Hits

How to Set up Requisition Overdue Notification

​Requisition overdue notification addresses the following use case: Requisitions have been approved or pre-approved. These requisitions have not been received in 30 days (configurable days) from their request time. System requisition monitors (with site being null) will receive notifications about the overdue requisitions. A notification inclu...
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  36 Hits
36 Hits

How to Set up Linear Asset in Calem

Linear Asset function is available in the coming release R2019e.   Linear assets are different from point assets. A linear asset has a significant length and its attributes may vary along the track of the length. Sample linear assets include roads, pipelines, or powerlines. Asset performance and maintenance activities need to identif...
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48 Hits

How to Set Up Map Views in Calem

Map views are available in the coming release of Calem Enterprise R2019e. A map view can be launched from a list view of location, assets or work orders. The filter applied in a list views is carried over to the map view so pre-defined or dynamic filters can be applied for visualization in map views. 1. Locat...
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  163 Hits
163 Hits

How to Configure a Default Search for a List View

​Calem allows one to configure a default search to be applied to a data list. For instance, there are inactive PM Plans and PMs in Calem. There is a need to show only active PM Plans and PMs when the list views are open. This blog describes the steps to set a default query for PM Plan. The concept is applicable to other data list as well. Step 1. S...
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229 Hits

How to Get Notification of High Value Items in Purchase Order

A new feature is available to notify approvers and monitors of high value items in purchase order.  It allows purchase management to be aware of high value items being purchased: High value items are defined as items with unit price over $20,000 of system currency. Both the user/team approving a PO and PO monitors notified with email...
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  210 Hits
210 Hits

How to Upload Multiple Documents in Calem

A convenient feature is available in release R2019d to upload multiple documents to Calem through drag-and-drop.  Menu path is: Document | Document List | Create Docs A drag and drop screen is shown so one can drop many files Each file will be used to create a document in Calem The document name is default to the file name. ​Upload files to Ca...
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  244 Hits
244 Hits

How to Receive All Items in PO

A new feature is available in R2019d for one to receive all PO lines. This feature is handy for one to receive POs with many items.  Launch the PO receive from Inventory | Transactions | Receive to Storerooms, or from a PO screen. Set "Receive All" checked. Set a storeroom to receive all the items. Click "Save" to start receiving ​You may rece...
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  244 Hits
244 Hits