Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Jan
29

How to Enforce Inspection before PO Receiving


Part inspection prior to receiving a PO is a process introduced in release R2022. The process allows one to enforce inspection before receiving a PO. For organizations that render payment when parts are received to inventory, this process adds a level of payment control. 1. Inspection Flag Inspection flag indicating the requirement of inspection fo...
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Clay Li
Jan
26

When to use Transient Storerooms


Transient storerooms are introduced in the coming release of Calem R2022. Parts stored in the transient storerooms cannot be checked out for use. A transient storeroom has its restriction attributes of value "Transient". For instance, a storeroom is created in the screenshot below to hold parts to be disposed.Parts can be moved into ...
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Clay Li
Dec
24

How to Set up Storerooms for Repaired Parts


Storerooms dedicated for repaired parts have been introduced in Calem R21f. This feature allows storerooms to be set up for new parts and repaired parts. 1. Storeroom and Bin for Repair The first step is to setup a storeroom for repair. Menu path: Inventory | Open | Store listCreate, or edit a storeroom and set its restriction to "Repaired" fo...
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Clay Li
Dec
24

Tips on Inventory Transaction Time


​Inventory transaction time is hidden in the transaction screen in Calem Release R21f. It simplifies the transaction forms and allows the server to set a transaction time to be the current time when a transaction is performed in the server. For instance, the checkout form does not have transaction time field. For customers who n...
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Clay Li
Dec
21

How to Avoid Duplicate Item by Part Number & Specification


Item Duplicate Prompt has been added in Calem Release R21f. It uses the manufacturer number to determine if a potential duplicate item has been entered. Item specification is also searched for potential duplicate. The screen flows below demonstrate the use of the duplicate prompt to avoid duplicate items. 1. Item Duplicate Menu path: Inventory | It...
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Clay Li
Oct
18

How to Prevent Over-Ordering of Spare Parts


In Release R21e a process is introduced to prevent ordering parts excessively. The process can help control the maintenance cost without affecting your maintenance operations. 1. Define Minimum and Maximum Stock Level The first step is to introduce minimum and maximum stock levels for your critical and expensive parts. Auto-requisition sh...
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Clay Li
Oct
18

How to Return Parts to a Bin in Storeroom


​The return transaction in the Inventory module is used to re-stock parts checked out previously. A part may be checked out for consumption in a work order, or for repair. A new bin location may be selected when returning a spare part. Menu path: Inventory module | Transactions | Return to StoreroomSelect an inventory item by lookup, or manual...
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Clay Li
Aug
13

How to Merge Inventory in Calem


Inventory Merging is introduced in the coming release of Calem R21d in August 2021. The feature addresses the following use case: Business units are managing inventory in their own inventory stores. Some part numbers are duplicates across business units. For instance, both part number 21101 in Plant A, and 21401 in Pla...
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Clay Li
Aug
13

Inventory Checkout Slips Report


A new report of inventory checkout is available in the coming release of R21d of August 2021. It allows one to report where parts are issued. Menu path: Inventory | Report | Checkout SlipsA date range is required to run the reportThe report can be searched and exported to excel Resources How to Set up Generic Items in CalemInventory TrainingUs...
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Clay Li
Jun
06

What Part Repair Processes to Choose in Calem


Part repair processes allow organizations to manage inventory stock and track repair cost. Calem provides the following repair processes. Repair Process Note 1.  Asset Off-Site Repair Repairable parts are managed as assets.Repair processes are managed from warehouseAll repairs are done byoff-site vendors. 2. Non-AssetInternal and Off...
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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
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
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
Oct
23

How to Freeze Inventory Transactions


​Freezing inventory transaction is available in release R20e of October 2020. This feature allows financial teams to prepare reports while placing inventory transactions on hold. Inventory transactions are not allowed, and error messages are shown when transactions matching a freezing rule are executed. Menu path: Admin | Data Design | Tr...
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Clay Li
Jun
12

Enhancements to Inventory Module in R20c


​Enhancements have been made in the inventory module for the coming release of R20c based on customer feedback. They enable better productivity for end-users. 1. History of Bins in Receiving Parts When receiving parts to stock Calem will display current bin used for the receiving item if there is stock. Otherwise, one has to use "Pick Oth...
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Clay Li
Mar
18

How to Barcode with Your Phone/Pad in Calem?


You can use barcode in Calem inventory, asset and work orders. You will need the following to get started with barcode: Your iPad/iPhone, or Android Phone or TabletsInstall Calem Touch to your pad or phonesHave a label printer or have existing barcode labels. 1. Barcode Setup The diagram below shows the steps to implement barcode in Calem. The hard...
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Clay Li
Feb
05

How to Set up Inventory Average Unit Price


This blog is deprecated - see this blog for more information. Calem inventory includes global items and site inventory.  Items have unit prices which are intended as unit prices in work order miscellaneous cost calculation when an item is used as a miscellaneous line item in work orders. Site Inventory has average unit...
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Clay Li
Feb
03

How to Set up Generic Items in Calem


Generic items are transitional items that are purchased, used, but not stocked in storerooms. Dedicated item numbers are not intended for these items. Instead, one or more generic items are reused for this purpose. Generic items have been supported since release R20 in February 2020. Step 1. Create Generic Items A generic item can be crea...
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Clay Li
Feb
03

How to Link Warehouses from Different Calem Services


Remote inventory is a feature to link warehouses from different Calem services. Here is the user story: A customer has independent business units A, B and C each with own Calem service. Each Calem service has own inventory and stock. The Remote Inventory feature allows users from one business unit to search parts in other business units, ...
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Clay Li
Jan
06

How to Set up Units and Conversion


Units, or Units of Measure (UOMs), are useful in managing inventory items. They allow items to be ordered and stocked in different units. For instance, washers are ordered from vendors by boxes (10 in a box), but checked out individually.  A site item may have a stock unit.It may have different order units when ordering fro...
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