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View previous issues of the PMXpert Connection at http://www.pmxpert.com/newsletters/. |
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| Happy New Year! The Year 2008 saw a great deal of international expansion for PMXpert Software. In April, PMXpert’s parent company, Profit Systems Inc., opened a new branch in Australia. In October, another Profit Systems Inc. branch opened in the United Kingdom. Finally, PMXpert signed a new distributor in Singapore. These new developments will increase PMXpert’s presence in Australia, New Zealand, Europe and Asia, and will provide superior customer access all over the globe. |
But PMXpert’s changes in 2008 weren’t just limited to bricks and mortar; the software saw some exciting new changes, too, with the addition of a long list of great new features that you can view by clicking here. Also, we re-released our comprehensive user manual in two fantastic new formats – HTML (online) and CHM. In addition to the step-by-step instructions, screenshots and examples from the original manual, the new formats contain a search function and extensive index for even more convenience. |
Look forward to more great things from PMXpert in 2009! Keep posted with our newsletters, bulletins, website and blog. |
| Do you keep getting caught short on inventory? You shouldn’t! With the easy-to-use Inventory and Purchase Order features in PMXpert, you will always know what is in stock and how to return stock levels to maximum as soon as possible. |
| Do you want to increase efficiency and stay informed about important happenings around your facility? The Service Request and PMXAlerts Modules can help you do just that. Now is the time to put the benefits of these modules to work for your company: If you buy the Service Request Module or the PMXAlerts Module now, you will receive 50% off the regular prices (offer expires February 28th, 2009). |
To take advantage of this offer, contact our Sales Department today at (306) 975-3737 or Sales@PMXpert.com with this Promotion Code: PMXNL0902 (Must be quoted to receive discount offer). |
This promotion only applies to current clients who have already purchased the software. It cannot be applied retroactively to previous purchases. It does not have cash value and cannot be combined with any other promotion or discount offer. No substitutions or transfer rights will be given. |
PMXpert’s Address Book allows you to record all of your important contact information in one convenient area. You can enter Companies that belong to any or all of these categories: Suppliers, Locations or Departments. For example, you may need to enter external companies as Suppliers, and create other companies that represent your internal locations and departments. You can also record People in the Address Book as company contacts or individuals, whether they are internal staff or external contractors. People can be defined as an Operator, or Labor, or both. |
In addition to keeping your contact information easily accessible, the Address Book makes it easier to organize other areas of PMXpert. For example, when you enter Inventory into PMXpert, you can identify an item’s Suppliers by selecting a supplier from a list; this list is automatically generated from companies defined as Suppliers in your Address Book. When you create Purchase Orders, you can also select a supplier from this pre-recorded list. In another example, when you enter an Asset (piece of equipment) into PMXpert, you can select the default Supplier, Operator, Department, and Location, all from lists pre-defined in the Address Book. When asset services come due in the PM Schedule, you can choose to group generated Work Orders by Operator, Department, and Location, among other choices – PMXpert will look at the default operator, department and location you assigned to each asset. |
Instead of scrambling around for names and information, keep all of your contact records organized in one convenient place: your PMXpert Address Book. Keeping your contact information organized from the start will pay off in saved time later. To view the Address Book, go to the Setup menu in PMXpert and choose Address Book. For detailed instructions about setting up your Address Book, refer to the PMXpert User Manual, Chapter 2: Setting Up PMXpert, Step 9: Address Book. |
When you close a Work Order Service, you need to work your way through several screens in the Close Service Wizard: Asset Downtime, Service Details, Requests, and Service Notes. These screens are very handy if you want to record all of that information about the service. However, if you never keep track of these records, and are tired of clicking “Next” to get to the end of the wizard, you can now skip any or all of the screens. |
In your System Settings, go to the Work Orders tab. Under the heading “When Closing a Work Order Service, Show the Following Tabs”, unselect the checkboxes next to the screens you want to skip. Remember to click Save before you leave the System Settings screen. Now, when you close a work order service, you won’t see the unselected screens. |
You can find all sorts of useful, time-saving tips in our PMXpert User Manual and FAQs. For more information about System Settings, refer to Chapter 2: Setting Up PMXpert, Step 1: System Settings, in the PMXpert User Manual. For help managing your work orders, see Chapter 6: Work Orders. |
Did You Know… that you can now re-schedule maintenance tasks in the PM Schedule screen with a simple click of a button? Go to the PM Schedule screen and locate the service task you want to re-schedule. Remember that you may have to move ahead in the calendar or unselect the "Show Services Scheduled on This Date Only" option to see the service. Under the Scheduled Date column, click on the date and click the arrow to open the drop-down calendar. Select the new Scheduled Date. That’s all you need to do! The service is now re-scheduled. |
For more information about how to use the PM Schedule to keep asset servicing on track, consult the PMXpert User Manual under Chapter 5: Generate a Schedule. |
The ability to re-schedule services directly on the PM Schedule grid is one of the many enhancements added to PMXpert on a regular basis. Any time you want to see what is new in PMXpert, click on Help | What’s New in the program. Remember: Only clients with an annual Upgrade Protection Plan can access downloads that provide these great new features and enhancements. |
To download the newest Software Update, log in to the PMXpert Support Website. Click on the Downloads tab and click on the PMXpert Install V10.4 (10.4.1.314) link. |
| Software Updates are only available to customers with a current Upgrade Protection Plan. If your Upgrade Protection Plan has lapsed, contact our Sales Department at Sales@PMXpert.com or (306) 975-3737 (Press 1). They can provide you with information on how to reactivate your Upgrade Protection Plan so that you can continue to get the maximum advantage out of PMXpert Software. |
Do you want to know What’s New right now? Check for new updates or review previous updates at any time by selecting Help | What’s New in PMXpert. |