• Introduction
• Functionality
• Vendor Summaries
• Compare Products
• Software Aspects
• General CMMS Vendor/Package Information
• Implementation
• Integration
• Multi-site Support
• Global Attributes
• Security and Data Integrity
• User Interface
• Look-ups and Searches
• Data Entry
• Help Features
• Workflow and Business Logic
• Analysis and Reporting
• Work Order Control
• Preventive and Condition-Based Maintenance
• Safety
• Priorities
• Planning and Scheduling
• Inventory Control and Purchasing
• Budgeting and Cost Reporting
• Equipment History
• Mobile Technology
• HR Management
• Fleet Maintenance
• Infrastructure Maintenance
• Service and Technology Asset Management
• Calibration
• Engineering Design to Maintenance
• Sustainability
• Other Specialized Modules

Inventory Control and Purchasing

164. Which of the following is available for the inventory module a. LIFO? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important b. FIFO? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important c. Average costing? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important d. Standard costing? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

165. Is EOQ calculated? Yes, multiple user-defined algorithms available Yes, multiple system-generated algorithms Yes, single system-generated algorithm No, static field only Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

166. Is ABC & XYZ analysis done? Yes, both are available Yes, but ABC only (i.e., categories for parts usage) Yes, but XYZ only (i.e., categories for parts value) No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

167. Does the reorder point have smoothing capability (i.e., to avoid spikes from heavy PM usage, projects, shutdowns, etc)? Yes, smoothing algorithm is user-defined for different warehouse locations Yes, smoothing algorithm is user-defined but not for different warehouse locations Yes, smoothing algorithm is system-defined No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

168. Are service levels analyzed by part and part category? Yes, for both Yes, but by part only Yes, but by part category only No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

169. Can you do 'what-if' analysis on service levels a. To determine resultant inventory values? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important b. To understand the relationship with reorder points and lead times? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

170. Is usage history automatically checked to suggest corrections to: a. Reorder points? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important b. Lead times? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important c. Maximum levels? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

171. Can the user toggle between a graphics parts book and the equipment/parts master, including drill down on graphic hot spots and corresponding drill down on the equipment and parts master hierarchy? Yes Some 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

172. Can the user determine all suitable locations where purchased items may be placed in inventory, based on attributes of the item recorded in the parts master (eg, weight, height, length, width), as well as the number of units to be inventoried? Yes Some Configurable 3rd Party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

173. Can individual parts or components be serialized, and entire repair history and associated costs tracked (i.e., move history from receipt to placement in equipment, to vendor repair, to receipt upon return, to inventory costed at actual repaired value or depreciated/appreciated value, to new parent equipment)? Yes, all of the above tracking is possible Yes, all of the above tracking but not costed as above Yes, individual items are serialized but cannot be tracked or costed as above No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

174. Can you track the complete hierarchical work order history and associated costs for the repair of assets/components, for all internal and external repair work orders, and then create third-party bill(s) for a given customer? (e.g., component repaired in-house using internal work order system, then sent out for refinishing)? Yes, all of the above tracking is possible Yes, all of the above tracking and costing is possible for internal and external work orders, but no third-party billing to customer Yes, internal and external component repair history tracking is possible, but no costing or billing No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

175. Can you set up a table and/or algorithm to estimate the replacement value (not depreciated value) of a given asset or asset group each year? Yes Some Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

176. Is there cross-referencing to manufacturer part numbers? Yes, unlimited Yes, multiple One only No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

177. Is there a conversion capability for multiple units of measure (e.g., issue units and order units)? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

178. Does the system handle fractional quantities and accommodate at least three decimal points for unit price? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

179. Does the system handle multi-warehouse sites? Yes, and information is consolidated Yes, but information is not consolidated No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

180. Does the CMMS handle lot management for spare parts? Comprehensive (i.e., option to manage a given spare part using lot control such as a tick box on the part inventory master; identification of lot number when lot item is received, entered into stores, transferred out of the storeroom or issued or received through stock checkout; can favour lots closest to expiration for stock issuance; status report available for a given part # showing all the lot id's, status, inventory quantity, activated by, and date created) Some lot management capability No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

181. Does the CMMS handle kitting for spare parts (i.e., set up at item master level defining parent-child list of items in a kit)? Comprehensive (i.e., manage assembly and disassembly of kits; manage transactions of kits including issues, receipts, and transfers) Some kitting capability No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

182. Can the user ensure that an inventory item is subject to receiving inspection? Comprehensive (i.e., on item master, select whether part is always inspected; status code on receipt transaction to acknowledge when receiving inspection completed, and to determine lead time; receipt not fully processed until receiving inspection completed satisfactorily; inventory items requiring inspection are received into a virtual and/or physical holding location to ensure not accounted for as 'received' prior to completing inspection; during inspection can accept or reject item with reason code; analysis and reporting on receiving inspection results and statistics) Some receiving inspection capability No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

183. Will the CMMS assist in ensuring regular preventive maintenance of spare parts including consumables (eg, lubrication of bearings in inventory, regular inspection of critical parts)? Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

184. For serialized or lot-managed parts/consumables, does the CMMS track expiration dates for: a. Spare parts? Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important b. Consumables? Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

185. Will the CMMS program assist in determining cycle counts? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

186. Can you build a hierarchy of parent/child relations between supplier companies, showing say, ABC Corporation owns XYZ Inc. and JKL Inc. (e.g., for improved leverage on blanket contracts)? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

187. Can you track supplier history? Comprehensive (i.e., including, total dollars shipped, number of over-shipments, number of under-shipments, number of times back-ordered, number of late shipments, number of times damaged goods shipped, cost of rejects, missing packing slip, missing PO number, poor documentation, poor packaging, wrong material, and user-defined fields) Some Using 3rd party reporting tool No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

188. Can you rate suppliers? Comprehensive (i.e., both table-driven 'qualitative' ratings such as on-schedule rating, quoted price to actual rating, ability to keep promises, ability to deliver per instructions, quality of packaging rating, invoice accuracy rating, product reliability rating, plus user-definable rating fields; and 'quantitative' ratings with system-calculated values tied to supplier history and qualitative ratings) Some (i.e., either qualitative or quantitative only) Using 3rd party reporting tool No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

189. Can the system handle e-procurement (e.g., internal e-catalogue, link to external e-catalogue, list of frequently purchased items, integrated shopping cart to build purchaser orders, quotations, and vendor invoices)? Comprehensive (i.e., fully integrated module with all of these advanced features) Some (i.e., much of the functionality above) Simple (i.e., simple functionality, or interface to third-party software) No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

190. Will the purchase order accommodate the following for each line item: a. Expected delivery dates? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important b. Multiple account codes? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important c. Status code? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important d. Multiple ship-to locations? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important e. Tax codes? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important f. Receipt acknowledgement? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important g. Under/over receipt % tolerance (e.g., close PO line item as received if within tolerance; overrides header level tolerances)? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

191. Can the system handle multiple tax codes including a. Federal Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important b. State/Provincial Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important c. Local Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

192. Other (please specify eg, HST, City, County) Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

193. Does the system handle consignments? Comprehensive (i.e., auto-creation of consignment request for payment thereby avoiding reconciliation between supplier and customer; handles price & supplier changes; consignment accounting) Simple No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

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