THE QUE GROUP WOULD LIKE TO THANK THE 2013 SPONSORS

Ametek’s use of Event Manager Stewart Douglas and Alan Ahlberg

 Stewart Douglas – VP Information Technology for Ametek Aerospace and Defense  Alan Ahlberg – IT Director Ametek MRO

 In This Session we will – Give a high level overview of Event Manager (from a user’s perspective) – Describe how it is used in our environment – Show how Event Manager can be customized for unique purposes. – Our goal is to give you an idea of how you might use EM in your own environments.

 What is Event Manager: – Schedules tasks to automatically run within the Quantum software. – Event Manager is a combination of “Task Scheduler” for Windows and “Macros” for Excel. – A powerful tool to help automate your repetitive tasks within Quantum.

 Event Manager Features (taken from CC website): – Uses the standard Oracle Scheduler – Drag and Drop user interface – Schedule reports to print at any time, any day-24/7 – Indicate the recurrence frequency of the event – Text to be include in the notifications can be easily scripted by your organization – Custom Scripts easily developed by Component Control to meet your specific requirements. – Any data stored in any module in Quantum can be captured in a custom script.

 Categories within Event Manager: Reports (currently 72 reports) Alerts (currently 45 alerts) Scripts (current 14 script options, either CC standard or completely custom)

 Categories within Event Manager: – Reporting: Quantum has 130 standard reports as of (9.5.14) so EM automatically covers a little more than half of these (at 72 reports). Users may have necessary working reports delivered when needed to help schedule their days.

 Categories within Event Manager: – Alerts Designed for alerting situations within the system – Status changes – Document creations – Thresholds met External alerts to customers available – Work Received for a repair – Shipments made – Invoice sent

 Categories within Event Manager: – Scripts Run code stored to perform a task Custom usages to – Update data – Fix problems – Handle Unique Situations

 Extra Features of Event Manager: – Calendar – History – Logs

 Extra Features of Event Manager: – Logs

 How have we used Event Manager – The Ametek environment – live in v , testing V10 – It’s a complex setup 9 locations, 4 countries (US, UK, France and Singapore) 5 legal entities in production 2 locations being implemented 6 locations more in the US to add in the next year or so – Most modules in use Most activity is MRO Repair with a very limited amount of parts sales – Approx 750 users registered – typical usage is concurrent

 What are we using event manager for – Sending s to customers, vendors and internal staff based on business events occurring - e.g. WO status changes, Customer statements – Automating routine, repeatable tasks – e.g. Automated WO invoice calculation; automated GL batch posting – Update data due to design issues in Quantum – Provide new capability that is not in the product

 Component Control Supplied EM Scripts – using standard Event Manager Scripts WO Status, Shipments, AR Statements, multiple financial reports – Functional updates using CC built EM scripts Automatic posting of GL batches Automated creation, calculation, printing and posting of WO invoices based on a shipping the customer unit

 Ametek Built Event Manger Scripts – Correcting a design oversight Updating WO Quote Exchange rate to ensure that WO Invoices are calculated at the rate on invoice date and that is then printed on the WO Invoice. (Statutory requirement in France and Singapore)

 Ametek Built Event Manger Scripts – Creating new functionality OneAero automated interface Inventory ABC classifier Physical Inventory low item value count eliminator User account unlock Fetch size reset Reset WO status back to correct status if erroneously changed Quantum health check Stock Market advertising automation (help chooses what to advertise) Change of shipping order status based on location. Users do not see the order until it is changed into their location.

 How do you create a script – Tools needed: PL/SQL knowledge PL/SQL editor Knowledge of Quantum Data Some functions from Component Control – Create s – Print reports A nerd

 How do you create a script – Example Script create or replace PROCEDURE AEM_SHIPWHSE_SM_UPD IS CSys QC_UTL_PKG.CURSOR_TYPE; V_PWD SYS_USERS.PWD%TYPE; V_WQH NUMBER; V_SETTINGS T_EMGR_SETTING_LIST; V_WOS_ERROR WO_STATUS.WOS_AUTO_KEY%TYPE; BEGIN SELECT PWD INTO V_PWD FROM SYS_USERS WHERE USER_NAME = 'SYSDBA'; CSys := QC_SC_PKG.validate_password('SYSDBA',V_pwd); CLOSE CSys; CSys := QC_SC_PKG.validate_password('SYSDBA',V_pwd); CLOSE CSys; UPDATE SM_HEADER SMH SET SMS_AUTO_KEY=(SELECT (CASE WHEN WHS1.WAREHOUSE_CODE LIKE 'LUT%' THEN (SELECT SMS_AUTO_KEY FROM SM_STATUS WHERE STATUS_CODE='30:LUT' AND ROWNUM <=1) WHEN WHS1.WAREHOUSE_CODE LIKE 'RAM%' THEN (SELECT SMS_AUTO_KEY FROM SM_STATUS WHERE STATUS_CODE='40:RAM' AND ROWNUM <=1) WHEN WHS1.WAREHOUSE_CODE LIKE 'STA%' OR WHS1.WAREHOUSE_CODE LIKE 'STN%' THEN (SELECT SMS_AUTO_KEY FROM SM_STATUS WHERE STATUS_CODE='20:STN' AND ROWNUM <=1) ELSE SMH.SMS_AUTO_KEY END) SMS_CHANGE FROM STOCK STM1, SM_DETAIL SMD1, WAREHOUSE WHS1 WHERE SMD1.SMH_AUTO_KEY=SMH.SMH_AUTO_KEY AND SMD1.SMD_AUTO_KEY=STM1.SMD_AUTO_KEY AND STM1.WHS_AUTO_KEY=WHS1.WHS_AUTO_KEY AND ROWNUM <= 1) WHERE SMS_AUTO_KEY=(SELECT SMS_AUTO_KEY FROM SM_STATUS WHERE STATUS_CODE='10:READY' AND ROWNUM <=1); commit; END AEM_SHIPWHSE_SM_UPD;

 How do you create a script  Choose “Execute Stored Procedure” and click “Add”

 How do you create a script – Enter timing information

 How do you create a script – Enter title of the script – Enter procedure name

– How do you create a script Warning: – If you do not know what you are doing, this is dangerous. – If you do know what you are doing, this is even more dangerous! – Venturing into an area where tech support will not be able to help you. – Test, test, and test again.

 Where to Find More Information – As a QUE Group Member be sure to subscribe to forums or visit – As a Quantum User be sure to visit Component Control at

 Key Points to Take Home … – Scheduled tasks automatically run within the Quantum software. – Reports, s, even updates to Quantum performed on a regular basis – Automate your repetitive tasks within Quantum. – Open the door for new ways to use Quantum.

 Your Turn! ? Questions? How to contact me: Alan Ahlberg Please remember to complete your conference evaluation

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