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View previous issues of the PMXpert Connection at http://www.pmxpert.com/newsletters/. |
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It’s no secret that PMXpert strives to be the best preventive maintenance software on the market. As a result, we’ve proudly established numerable long term clients who have helped us evolve PMXpert over the years and provide a better solution for all of our clients. To say thank you and show our gratitude, we’re offering a limited-time discount on our Upgrade Protection Plan (UPP) Extended Contracts (prepaid contracts of 2-5 years). |
The Upgrade Protection Plan allows you to maximize the benefits of your software investment by providing access to: new features, enhancements, fixes, unlimited live technical support and 24-hour access to the support website for bug reporting, file uploading and more! |
Don’t miss out on the savings – you can save up to 20% (on a 5 year term) by purchasing an extended contract today. Not only will you save significantly, but by purchasing extended multi-year UPP contracts, you’ll be protected from future rate increases as your rates are frozen at today’s prices. But hurry, this is a limited-time offer and it expires June 30th, 2010. |
To take advantage of this offer, call (306) 975-3737 (Press 1) or email Sales@PMXpert.com today with Promotion Code: PMXNL1006 (must be quoted to receive a discount offer). A Sales Representative will be happy to discuss this opportunity and fill you in with any additional details. |
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. |
Is your inventory disorganized and out of control? Do you have way too many of one item, but are always scrambling to buy another at the last minute? You should be keeping track of your inventory – it is an extremely important part of running a good business. By recording suppliers’ past prices, you can purchase more efficiently and avoid excess price increases. Your inventory items will always be current, and won’t go to waste. If you need help organizing your inventory, PMXpert has the tools you need. |
First, ensure that all of your inventory items are entered in the Inventory screen, and if they are not, add them now. You don’t need to add a quantity or cost just yet. When all the items are recorded, print the “Inventory Worksheet” report, a handy chart listing all of your inventory items with blank spaces for Stock and Cost. Now, head out to the shelves and count up your inventory, recording the last cost for each. NOTE: You should either do a stock count on a day when no one will be accessing the inventory, or only do a small batch of items at a time when they won’t be used. Otherwise, you risk having your count becoming inaccurate before you have a chance to enter it in PMXpert. |
When you’re done, return to the Inventory screen and click on the Adjustments tab. If this is the first time you have ever created your inventory, you will create an Initial Adjustment. If this is not the first adjustment, you will create a Stock and/or Cost Adjustment. Retrieve the inventory you want to adjust, and enter the correct numbers. After you post the numbers, your inventory for the selected parts/fluids will be set. For more detailed instructions about adjusting your inventory, carefully review Chapter 4: Inventory in the PMXpert User Manual. |
Inventory control is just one of the many great features in PMXpert that will increase efficiency and save money at your facility. If you would like to maximize your knowledge of PMXpert and take advantage of all PMXpert has to offer, remember that we offer online and onsite training. An hour of training with one of our expert PMXpert trainers can pay off in hours of saved time! Click HERE to visit our website or contact our Sales Department for more information. |
Keeping your Asset Meters up-to-date is an important part of effective preventive maintenance. Accurate meter readings will help you determine the usage of the asset, and will also ensure that services are scheduled correctly. |
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PMXpert records asset meters in several ways. First, when you close a Work Order Service, you will typically enter the date and meter of the asset when the service was performed. Second, when you enter a Cost Record, you will also enter the date and meter at the time the cost is incurred. In these situations, PMXpert will automatically update the asset’s meter as you record service performance and cost entries. |
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However, if you want to keep track of meter readings between servicing and costing occurrences, to ensure an even more accurate record of asset usage, you can manually enter the meter readings in the Assets or Meter Update screen. In the Assets screen, you can update the meter for the one asset you are viewing. Under the History tab in the lower section of the Assets screen, click on the Meter sub-tab and click the New button to the right. In the Meter Update screen, you can update a meter reading for one asset or update a batch of meter readings for several assets at once. You simply enter the numbers directly into the grid and post the new readings. |
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For more information about updating meters, refer to the PMXpert User Manual at Chapter 3: Assets, Asset History: Meter, and Chapter 7: Meter Update, Update One Meter Reading or Update a Batch of Meter Readings. |
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Did You Know… that you can now re-assign the people responsible for completing maintenance tasks in the PM Schedule screen? All it takes is a simple click of the mouse. |
Go to the PM Schedule screen and locate the service task you want to re-assign. 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. Click on the field under the Responsible or Second Responsible column to open a drop-down list of contacts that are categorized as “Labor” in your Address Book. Select the new Responsible person or Second Responsible person. That’s all you need to do. The service is now re-assigned. |
If you are not already using the PM Schedule to keep your asset servicing on track, you are missing out on a great feature in PMXpert. Studies show that regularly maintained equipment saves a minimum of 5% of an annual repair and maintenance budget. PMXpert’s PM Schedule is specifically designed to make it easy to keep your assets properly maintained. To learn how to set up and use the PM Schedule, refer to the PMXpert User Manual under Chapter 5: Generate a Schedule, How the PM Schedule Works and PM Schedule Overview. You may want to consider purchasing some Online Training to get you started. An hour of training with one of our expert PMXpert trainers can pay off in hours of saved time! |
To download the newest Software Update, log in to the PMXpert Support Website. Click on the Downloads tab and click on the PMXpert Install V10.7 (10.7.0.360) 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. |