Storeroom Module

Click here for Information on:

Adding a New Storeroom

Editing an Existing Storeroom

Deleting a Storeroom

Adding New Storeroom

1.     After logging into CMMS select the Storeroom Module from the expanded Inventory selection.

1.     A storeroom designation code is generated using the following standard format with each part separated by a dash (-).

·        First series is the site code.

o   Example: LTS

·        Second series is the building number.  The facility drawing is used to define this.

o   Example: 172

·        Third series is the room number.  The facility drawing is used to define this.

o   Example 110

·        The parts of the storeroom designator are separated by a dash.

o   Example: LTS-172-110

Note: Before you begin adding a new storeroom you will need the following data/information.

o   Storeroom code – Generate using the format above.

o   Description of the room – Use the facility drawings to define this.

o   Division – Use the top division for that site.  Example:  Charleston Site – 1.1.2.01, Altus Site – 1.1.2.02

In the Storeroom Module you will initially be in the “query” mode.

2.     To add a new storeroom you have two options.

o   First – You can select the new  icon in the bottom right corner of the page or,

o   Second – Go to Operations > New Storeroom

With either method the screen will change from “query” to “new” permitting a new storeroom to be setup.

3.     Storeroom – Enter the storeroom code as defined in step 2 above here that you generated from the format above.

4.     Description – Enter the description here from the facility drawings

5.     Division – Is the top division for that site.

6.     Now select the save  icon.

Editing a Storeroom

1.     After logging into CMMS select the Storeroom Module from the expanded Inventory selection.

In the Storeroom Module you will initially be in the “query” mode.

2.     There are two different methods that can be used to find a Storeroom for editing.

Method 1 – Clicking on the magnifying  glass icon in the lower right part of the Storeroom main screen will give you a listing of all the storerooms within the ATS or all the storerooms within your assigned Data Division depending on your Data Division designation.

The Storeroom listing will initially be sorted in alphabetical order by the Storeroom Code.  You can resort the listing by clicking on either of the column headings of the listing.

You can then scroll down the listing to find a particular storeroom.  Double clicking on that storeroom will permit you to edit that storeroom.

Method 2 – Use the three storeroom screen fields - Storeroom, Storeroom Name or Division - to query the database.  You can use one or more of these database fields to query a storeroom.

o   Storeroom – Enter the complete storeroom code, or partial with a wildcard (%).

o   Description – Enter the full description, or partial with a wildcard (%).

o   Division – Enter the data complete division, or a partial with wildcard (%).

·        Now that you have entered data as stated above select the query  icon in the lower right of the Storeroom main screen.

The filtered Storeroom listing will initially be sorted in alphabetical order by the Storeroom Code.  You can resort the listing by clicking on either of the column headings of the listing.

3.     Double clicking on a storeroom in a storeroom listing will retrieve that storeroom and put you in edit mode permitting you to change the Storeroom Name or Division.    Note:  You cannot edit a Storeroom code.  If the storeroom code in incorrect you will need to delete and add the storeroom again.  See Deleting a Storeroom – CAUTION:  If you delete a storeroom any stocked items associated with that storeroom in the inventory will be deleted and your site stocked inventory as identified in CMMS will be incorrect.  Do not delete a storeroom.  If the Storeroom Code is incorrect contact the TSSC ILS group for assistance.

Note: – You do have the ability from here, to pull up all Mfg. Part No. associated with the storeroom and edit the storeroom information such as Aisle, Row and Bin or Minimum and Maximum Stock levels.  You SHOULD NOT edit any parts from the storeroom module, as this should be done in the inventory module.  You also have the ability to add material items to the storeroom using Resources > Add inventory Item.  You SHOULD NOT add any items or parts to a storeroom from the storeroom module, as this should also be done from the Inventory module.   While you also have the ability to Adjust Stock levels you SHOULD NEVER adjust the stock levels, as this must be accomplished by ILS personnel in alignment with LSP requirements criteria.  Changes in stock levels should only be accomplished through material consumptions in Work Orders, or by Issuing Items out to Employees, or Repaired Items being returned to stock using the Return Item functions.

4.     Once either the Storeroom Name or Division has been updated select the save  icon in the Storeroom main screen to complete the Storeroom Edit.

Deleting a Storeroom

(Be aware this will delete the storeroom and any stock levels (quantities) for all items associated with that storeroom)

1.     After logging into CMMS select the Storeroom Module from the expanded Inventory selection.

In the Storeroom Module you will initially be in the “query” mode.

2.     There are two different methods that can be used to find a Storeroom for deleting.

Method 1 – Clicking on the magnifying  glass icon in the lower right part of the Storeroom main screen will give you a listing of all the storerooms within the ATS or all the storerooms within your assigned Data Division depending on your Data Division designation.

The Storeroom listing will initially be sorted in alphabetical order by the Storeroom Code.  You can resort the listing by clicking on either of the column headings of the listing.

You can then scroll down the listing to find a particular storeroom.  Double clicking on that storeroom will permit you to edit that storeroom.

Method 2 – Use the three storeroom screen fields - Storeroom, Storeroom Name or Division - to query the database.  You can use one or more of these database fields to query a storeroom.

o   Storeroom – Enter the complete storeroom code, or partial with a wildcard (%).

o   Description – Enter the full description, or partial with a wildcard (%).

o   Division – Enter the data complete division, or a partial with wildcard (%).

·        Now that you have entered data as stated above select the query  icon in the lower right of the Storeroom main screen.

The filtered Storeroom listing will initially be sorted in alphabetical order by the Storeroom Code.  You can resort the listing by clicking on either of the column headings of the listing.

3.     Double clicking on a storeroom in a storeroom listing will retrieve that storeroom and put you in edit mode permitting you to delete the storeroom.

4.     Next go to Operations > Delete Storeroom

|

Note: At this point you need to be POSITIVE that you want to delete the storeroom and ALL of the Stock Quantity material items in that storeroom.  This will remove the storeroom with any material items associated with it.  You will receive the popup below to warn you before deleting.

At this point if you’re sure select “OK”, if not select “Cancel”.

o   If the storeroom is currently on an Open PO it will NOT allow you to delete the storeroom.

o   If the storeroom is currently used for a single material item or multiple items with a quantity it WILL allow you to delete the storeroom.  ENSURE that you really want to delete the storeroom before clicking the OK.