iTMS Health Check Guide
Check User Accounts Active / Inactive
1
F2 Review Active and In-active employees Yes / No
Check Employee Name, Code etc.
2
Review information employee name, employee code etc.
Check for parts in negative stock
3
F2
Check for non inventory parts in stock
4
F11 Select Enter >0 F12
Check for Auto Order parts overdue
5
Refresh Sort past due
Show current part stock value $
6
Refresh
Check for UOM part errors
7
Check for Part build errors
8
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iTMS Health Check Guide
Check for materials in negative stock
9
Refresh - Look for negative values
Check for Non inventory materials in stock
10
F11 Select Enter >0 F12
Show current material stock value $
11
Refresh
Check for pending quotes
12
Set date 01/06/13 to todays date Refresh
Check for overdue client orders
13
Sort by Due Date
Check for despatched client orders not sent to history
14
F2 Sort by Desp
Check for overdue production orders
15
Sort by Due Date
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Check for despatched production orders not sent to history
16
F2 Sort by Desp
iTMS Health Check Guide
Check for jobs despatched but not picked
17
Select Desp to Select Picking to
Check for jobs that are inactive
18
Select Job Status to
Check for jobs that are overdue
19
Sort Past Due
Check for overdue purchase orders
20
Refresh
Check for Auto order materials overdue
21
Refresh Sort Past Due
Check for Subcontract purchases required now
22
Refresh
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iTMS Health Check Report - Vehicle Components
Enter Date of Health Check Here
Action
Action
Area This Months Condition Benefit / Consequence Suggested Action Assigned
Due Date
to
Incorrectly showing active / inactive licence Knowing who is logged into - Amend Active / Inactive licences accordingly
Core Data your system and who has YD
User details missing what access. - Update user details
Parts in negative stock GO
Non-inventory parts in stock GO
Auto-order parts overdue GO
- Correct stock in order to correct stock total
Current Part Stock Value Accurate stock tracking is GO
valuation
vital to inventory
Manufacturing UOM part errors management, waste - Part Groups must be defined (see Parts stock) DVD
minimisation and stock
Part build errors valuation. - Correct UOM error DVD
Materials in negative stock MJ
Non-inventory materials in stock (worst at ????) GO
Current Material Stock Value GO
Categorising quotes allows
for faster searching and a
Quotes Pending quotes (oldest ??/??/????)
more accurate assessment
- Categorise old quotes as lost MC
of upcoming work.
Overdue client orders Outstanding orders may GO
indicate that a job has not
Despatched client orders not sent to history been invoiced upon - Send despatched orders to history GO
Order Book completion. Despatching
Overdue production orders (oldest ??/??/????) without picking leads to MJ
incorrect stock levels and
Despatched production orders not sent to history inaccurate job costing GO
Jobs despatched but not picked - Update order as picked GO
Despatching without picking
leads to incorrect stock
Jobs Inactive Jobs
levels and inaccurate job
- MJ
costing.
Overdue Jobs - MJ
- Clear outstanding purchase orders where
Overdue purchase orders (oldest ?? days) Orders that are not receipted relevant
in will not apply costs to jobs.
Purchase Auto-order materials overdue Reorder points should be - Purchase materials before due GO
precise to allow for lean
Subcontract purchases required now manufacturing. - Purchase subcontracting before due
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