Marking a Piece of Equipment for Transfer/Scrap/Withdrawal 08-12-16 11/12/2018 K- Withdraw or Transfer Equip Request, (08-08-2016)

K- Withdraw or Transfer Equip Request, (08-08-2016) Definitions ****Only Users With A MMGR Level Access Or Higher Can Put In Transfer/Withdrawn/Scrap Requests**** Mark an Equipment Record for Transfer- Most commonly done, this is when equipment leaves your plant and goes to another plant or is transferred to the recovery center. This should be done once the equipment leaves your walls. Do not put this into the system until the equipment has physically left your plant site. Mark an Equipment for Scrap- Accounting must be notified of the equipment being scrapped. If a asset tag is on the piece of equipment you should give them that asset number along with a description of what the equipment/mold is you are scrapping. This should be done once the equipment is gone from the plant site. Mark Equipment for Withdraw- This is used to cleanup things such as duplicate entries. This normally is not used very often. 11/12/2018 K- Withdraw or Transfer Equip Request, (08-08-2016)

Made A Mistake & You Need to Remove Transfer/Scrap/Withdrawal Request Un-Mark an Equipment for Removal- If a record has been saved with mandatory request fields populated and the request was made in error, check the Clear Transfer/Withdraw Request Fields checkbox and save the record. The request and fields will automatically be cleared. Mandatory fields previously could not be cleared by MMGR roles once saved Checking box and saving automatically clears mandatory fields 11/12/2018 K- Withdraw or Transfer Equip Request, (08-08-2016)

Steps To Do BEFORE Entering a Transfer/Withdraw/Scrap Request Make sure all work orders are either closed or cancelled. Remember, if you close a work order you must be able to show documentation to a auditor that the work was done. Canceling a work order requires no documentation. Put a stop PM date on each PM schedule attached to the equipment. Make sure the equipment is not on a PM route. If it is on a PM route the following must be done. Remove equipment from the route equipment list. Remove the equipment from the check sheet used for the route. Reattach first piece of equipment on route to PM schedule (this is only if transferring/scrapping/withdrawn first piece of equipment on a route) 11/12/2018 K- Withdraw or Transfer Equip Request, (08-08-2016)

Quick Notes: Withdraw/Transfer Equip Request 11/12/2018 K- Withdraw or Transfer Equip Request, (08-08-2016)

STEP #1 Go To The Equipment Transfer, Scrap, Sale, Withdraw Screen 11/12/2018 K- Withdraw or Transfer Equip Request, (08-08-2016)

K- Withdraw or Transfer Equip Request, (08-08-2016) STEP #1 Find And Highlight Record You Want To Transfer And Then To Go Equipment History Tab 11/12/2018 K- Withdraw or Transfer Equip Request, (08-08-2016)

K- Withdraw or Transfer Equip Request, (08-08-2016) STEP #1 CHECK THE STATUS COLUMN FOR ANY OPEN WORK ORDERS Check The Route Column To See If Equipment Was Ever On A Route Based Pm. If You Find The Equipment Is On A Route Go To “WHAT TO DO IF EQUIPMENT YOU ARE TRANSFERRING IS ON A ROUTE” Section Of This Power Point. If There Are No Open Work Orders Not On A Route You Can Go Directly To The PM Schedules Tab 11/12/2018 K- Withdraw or Transfer Equip Request, (08-08-2016)

K- Withdraw or Transfer Equip Request, (08-08-2016) STEP #1 IF YOU FIND A WORK ORDER THAT IS OPEN YOU CAN DOUBLE CLICK IT FROM THE EQUIPMENT HISTORY TAB AND IT WILL TAKE YOU DIRECTLY TO THE WORK ORDER SO YOU CAN CLOSE OR CANCEL QUICKLY. 11/12/2018 K- Withdraw or Transfer Equip Request, (08-08-2016)

K- Withdraw or Transfer Equip Request, (08-08-2016) STEP #2 Now Go To PM Schedules Tab And Enter A Stop PM Date For Each, Any, And All Schedules Listed Here. 11/12/2018 K- Withdraw or Transfer Equip Request, (08-08-2016)

K- Withdraw or Transfer Equip Request, (08-08-2016) STEP #3 After making sure all work orders are closed, equipment is not on a route, and stop PM dates are entered you can now fill out the following starred fields and hit the save button. You are now done with the transfer request. 11/12/2018 K- Withdraw or Transfer Equip Request, (08-08-2016)

WHAT TO DO IF EQUIPMENT YOU ARE TRANSFERRING IS ON A ROUTE 11/12/2018 K- Withdraw or Transfer Equip Request, (08-08-2016)

K- Withdraw or Transfer Equip Request, (08-08-2016) In this example you can see this is on a route. Take note of the Route Code. 1331-TH01-TR2 11/12/2018 K- Withdraw or Transfer Equip Request, (08-08-2016)

Enter Route Code Here And Hit “Enter” To Find Route 11/12/2018 K- Withdraw or Transfer Equip Request, (08-08-2016)

K- Withdraw or Transfer Equip Request, (08-08-2016) 11/12/2018 K- Withdraw or Transfer Equip Request, (08-08-2016)

K- Withdraw or Transfer Equip Request, (08-08-2016) Notice this is the first piece of equipment on the route. If it was not the first piece of equipment on the route we would simply highlight the record and hit delete equipment and it will be removed from the route and we can then move on to the next step which is updating our check sheet. However, if your equipment being transferred is the first piece of equipment on the route then we will need to re-attach the next piece of equipment in the route equipment list to the PM schedule so the route to keeps functioning properly out of the software. See next slide if the equipment you are transferring is the first piece of equipment on a route. 11/12/2018 K- Withdraw or Transfer Equip Request, (08-08-2016)

K- Withdraw or Transfer Equip Request, (08-08-2016) ***IF EQUIPMENT IS FIRST ON THE ROUTE*** From our equipment history tab we can see the PM schedule attached to the route here. Take note and then go to the schedule. 11/12/2018 K- Withdraw or Transfer Equip Request, (08-08-2016)

***IF EQUIPMENT IS FIRST ON THE ROUTE*** Enter PM Schedule code here and hit enter then to go Equip. tab 11/12/2018 K- Withdraw or Transfer Equip Request, (08-08-2016)

K- Withdraw or Transfer Equip Request, (08-08-2016) ***IF EQUIPMENT IS FIRST ON THE ROUTE*** From here you would add the NEW FIRST PIECE of equipment on the route equipment list, set the next calibration date, and enter the Route code and hit submit. After you complete this the PM will generate like it always did before. Route Equip. List 11/12/2018 K- Withdraw or Transfer Equip Request, (08-08-2016)

K- Withdraw or Transfer Equip Request, (08-08-2016) After Updating The Route You Must Update Any Check Sheets Associated With The Route! 11/12/2018 K- Withdraw or Transfer Equip Request, (08-08-2016)

Open The Version That Is Editable Such As Word Excel, Etc 11/12/2018 K- Withdraw or Transfer Equip Request, (08-08-2016)

K- Withdraw or Transfer Equip Request, (08-08-2016) Click Open To View The Document and Make Changes. Make Sure To Save The Document With The New Revision Number And Revision Date. 11/12/2018 K- Withdraw or Transfer Equip Request, (08-08-2016)

Save File With This Same Name But Update The Date And Revision Number. This code on the end is a time stamp that INFOR places on the file automatically once it is entered into INFOR. Don’t worry about this info in the file name. 11/12/2018 K- Withdraw or Transfer Equip Request, (08-08-2016)

K- Withdraw or Transfer Equip Request, (08-08-2016) After saving updated check sheet put in a plant 90 request for one of us to upload your new check sheet. 11/12/2018 K- Withdraw or Transfer Equip Request, (08-08-2016)

K- Withdraw or Transfer Equip Request, (08-08-2016) Make Sure To Put In Description Name Of INFOR Document You Are Updating And The Email Address You Sent It To. Sometimes The Person You Email It To Will Not Physically Perform The Work Order So We Need To Know Where To Get The Document. After you submit the INFOR request send the updated document via email to your INFOR support AME with the work order number in the subject of the email like shown above. By doing this we can find the document associated with the work order you just put into the system. 11/12/2018 K- Withdraw or Transfer Equip Request, (08-08-2016)