Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
May
04

How to Set up Vendor Defaults for Purchase Orders (POs)


The following default values can be configured in vendors from Calem release R21a (May 2021): Menu Path: Purchase | Open | Vendor ListsVendor Tax can be refined at: Purchase | Open | Tax Code list | Tax Code Form | Vendor TabCustom fields can be added at vendors to provide additional default valuesThe same custom fields may be defined in ...
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Clay Li
Apr
27

How to Implement an ERP Integration in Calem


In the coming release of R21a, the Calem API has been extended to support the implementation of ERP (Enterprise Resource Planning solution) integration. Inventory integration is used as an example in this blog. Here is the data flow of the integration. Direction Object Calem to ERPRequisitions for spare parts created, and approv...
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Clay Li
Apr
20

When to Use WO Labor Summary Report


In the coming release of R21a (scheduled for early May 2021), the WO labor summary report has been revamped. If you are looking for the following metrics of work order labor in one place this report is the right one. Available hours: these are the labor hours available based on shifts and schedules. The schedules are defined in ...
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Clay Li
Apr
19

How to Customize Menu Bar in a Form


Calem allows an admin user to customize the menu bar of a form to implement flexible access control with an intuitive drag and drop interface. The first step is to select a group to customize. See this blog for more discussion of groups. You can find out the group to customize by looking at the Calem desktop of a login...
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Clay Li
Apr
17

How to Report Work Order Status Duration


​In the coming release of R21a planned for April 2021, work order status duration is available in the status log: Menu path: Work Order | Open WO (or another work order list) | Go to a work order | More dropdown menu | Status LogThe "Duration (hours)" column shows the duration in hours of a work order in the "To status".The "Exit Time" shows t...
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Clay Li
Mar
28

How to Merge Calem Instances into a Central Service


Calem Cloud Services provide flexible choices for organizations to manage business units. An organization can manage business units in a central Calem Cloud Service, or use multiple cloud services each for a business unit.  This blog discusses the process of merging multiple Calem Cloud Services into a Central Calem Cloud Service. You may refe...
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Clay Li
Feb
19

How to Handle Freight and Tax in Inventory Receiving


​Freight and tax incurred in purchasing spare parts should be included in the cost of spare parts to keep maintenance cost accurate. This blog discusses the two processes for handling the freight and tax when receiving inventory ordered by PO.   1. Receiving with Invoices This process covers the cases that invoices are available prio...
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Clay Li
Feb
09

How to Implement Inventory Kit in Calem


Inventory kit is introduced in the coming release of R21. It allows one to group parts together based on usage and increase productivity in inventory purchase and checkout. The steps to implement kit are covered below. Define a kit for a set of parts that are used together for a maintenance task.Use the kit in a requisition to purcha...
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Clay Li
Jan
31

Printing QR Code Labels in Calem


QR code labels are introduced in the coming release of R21 planned for February 2021. They can be used for inventory labels, and list of codes such as cost centers. 1. Stock Label A stock label shows the QR code of item number, description and stock bin. It can be printed and attached to an item. Menu path: Inventory | Site Inventory | Inventory Fo...
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Clay Li
Jan
24

How to Report Mean Time Between Failure (MTBF)


Mean time between failures (MTBF) is the average time between system breakdowns. MTBF is a crucial maintenance metric to measure performance, safety, and equipment design, especially for critical or complex assets, like generators or airplanes. It is also used to determine the reliability of an asset. Calem calculates the mean time between failure ...
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Clay Li
Jan
23

A Revisit of Inventory Valuation


There are changes in inventory valuation in the coming release of Calem R2021. The new process allows you to report inventory valuation by the following menu items: 1. Get the current inventory valuation: Menu path: Inventory | Report | Site Inventory Valuation by Avg Price 2. Get a valuation report at a previous date: Menu...
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Clay Li
Jan
20

When to Use Server Processes


Server processes are scheduled and executed in Calem on intervals without the need of manual intervention. For instance, work order generation process is executed in the wee hours in the morning every day while workflow email processes are executed every several minutes to send or read emails.  The following server processes are made...
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Clay Li
Jan
14

How to Upgrade to PHP 7.4


In the coming release of Calem Enterprise R2021, the support of PHP 7.4 is included. Customers of on-premise implementation can download the release when it is available (planned for January 2021). The release source archive will have "php72" in it such as "CalemEnterprise_2021_ioncube.php72.tar.gz" here (customer account is required). This bl...
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Clay Li
Jan
11

How to Use Data Dictionary in Calem


Data dictionary is introduced in the coming release of Calem R2021. It is intended for power users, administrators and system integrators. For instance, one can use data dictionary to find out the field type for asset number. Click the application icon (top left) and type in "dict" to find the menuMenu path: Admin | Report | Data Dictionary The fol...
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Clay Li
Jan
03

How to Manage Asset Relationship in Calem


Asset relation represents the dependencies between assets. It can be used for impact analysis when changes and maintenance are performed. The following is a sample asset relationship diagram. The asset diagram starts at the asset of interestThe related assets are shown to the right in a tree-like view.Click ">>" to drill down to an asset...
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Clay Li
Dec
31

How to Visualize Work Orders by Open WO Chart


Available in the coming release of Calem R2021 in January 2021, Open Work Order Status Chart shows the assignment and status for WOs that are being processed. WOs that are of terminal statuses (i.e., Accepted, Closed, Canceled, Disapproved and Incomplete) are not included in the chart. Management and technicians can visualize wo...
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Clay Li
Dec
29

How to Generate Inventory Checkout Report


This blog describes the steps to run inventory checkout report for a given period. The first step is to select date range to run the report: Menu path: Inventory | Report | Transaction/Valuation Select Transaction in the dropdown and set the date range to reportLeave "Site" field blank to report on all sites accessible to the login userClick "...
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Clay Li
Dec
29

What is Open Purchase Order Chart


Available in the coming release of Calem R2021 for January 2021, Open PO (purchase order) Status Chart shows the assignment and status for POs that are being processed. POs that are fully received, invoiced, completed, voided or closed are not included in the chart. It is an smart tool for both supervisors and buyers to vis...
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Clay Li
Dec
08

How to Generate Requisition for Service from PMs


You can configure a PM (a scheduled preventive maintenance work order) to generate requisition for service in Calem when a PM is released as a work order. Here are the steps to achieve it. 1. Create a Service Item A service item is an item for a service. If not created yet, you may create one for the service you will require for...
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Clay Li
Nov
25

How to Report Comments in Work Orders


​A new report has been added to report comments added in work orders in Calem release R20f. Previously, work order comments can be listed and searched from menu path: Work Order | Open | WO Comments. The new report can be accessed from menu path: Work Order | Report | WO Comments A date range can be specified to report work orders by their request ...
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