Purchase Order Management with PMXpert Software

PMXpert’s integrated, flexible Purchase Orders screen allows you to create purchase orders the way you need for the situation at hand - automatically generated for tracked inventory, or manually entered as the need arises.

To take advantage of PMXpert’s behind-the-scenes inventory monitoring, you can enter minimum and maximum amounts on inventory items. When you generate purchase orders, PMXpert will check those levels and automatically add inventory items in the quantity needed to get them back to their maximum levels. Since you can have multiple Suppliers set up on an inventory item, you decide whether the generated purchase orders will use current supplies or the suppliers with the lowest costs.

For more flexibility, you can create a Purchase Order by hand, adding whatever item you want, whether it’s an item recorded in your PMXpert Inventory, or a completely new item you type in on the spot.

You can monitor the progress of your purchase orders as they move from Authorized to Received. To ensure proper authorization, you can set maximum approval amounts on each PMXpert User.

Import

Import

Import information, including but not limited to, costing and meter readings from external sources.

Asset Management

Asset Management

Complete management of your assets including all details on your PM services, historical information and asset details.

Asset History

Asset History

Record all details of your assets. Easily retrieve work orders, services, parts, fluids, labor, downtime, meter readings, location history and warranty information.

Downtime Tracking

Downtime Tracking

Track when assets are not in use, whether planned or unplanned.

Customization

Customization

Set up the database specific to your terminology (service type and cycle definition, asset, inventory, etc.) and create custom fields to meet your needs.

Costing History

Costing History

A complete and filterable history of all expenses (parts, fluids, labor, etc.) incurred on assets.

Meter Update

Meter Update

Ability to update all asset meters quickly and easily.

Inventory Management

Inventory Management

Keep track of current, available and needed stock numbers on all tracked parts and fluids. Generate PO's based on available, min/max or back ordered stocks.

Service Calendar

Service Calendar

Color coding allows easy identification of the service status. View calendar by week, month or year, and show assets by category, location, department or responsibility.

Warranty Tracking

Warranty Tracking

Enter the warranty period of an asset or part, and the system will notify you if work is being done during the warranty period.

AlertAssistant Module

AlertAssistant Module

Receive emails based on milestones like overdue work orders, unscheduled PM services and low inventory.

Labor Tracking

Labor Tracking

Track labor (internal and external) hours and costs for all work orders and services.

and there's even more below...
Import

Import

Import information, including but not limited to, costing and meter readings from external sources.

Asset Management

Asset Management

Complete management of your assets including all details on your PM services, historical information and asset details.

Asset History

Asset History

Record all details of your assets. Easily retrieve work orders, services, parts, fluids, labor, downtime, meter readings, location history and warranty information.

Downtime Tracking

Downtime Tracking

Track when assets are not in use, whether planned or unplanned.

Customization

Customization

Set up the database specific to your terminology (service type and cycle definition, asset, inventory, etc.) and create custom fields to meet your needs.

Costing History

Costing History

A complete and filterable history of all expenses (parts, fluids, labor, etc.) incurred on assets.

Meter Update

Meter Update

Ability to update all asset meters quickly and easily.

Inventory Management

Inventory Management

Keep track of current, available and needed stock numbers on all tracked parts and fluids. Generate PO's based on available, min/max or back ordered stocks.

Service Calendar

Service Calendar

Color coding allows easy identification of the service status. View calendar by week, month or year, and show assets by category, location, department or responsibility.

Warranty Tracking

Warranty Tracking

Enter the warranty period of an asset or part, and the system will notify you if work is being done during the warranty period.

AlertAssistant Module

AlertAssistant Module

Receive emails based on milestones like overdue work orders, unscheduled PM services and low inventory.

Labor Tracking

Labor Tracking

Track labor (internal and external) hours and costs for all work orders and services.

Dumas Contracting Ltd.

"I find as a supervisor that PMXpert is a great tool - an all in one package. I can see pictures of my equipment, trace where my equipment was/is, and the cost of repairs. Sites are sharing info with us about maintenance and they can see the available gear we have ready to go. My suppliers info is in there, work orders and so much more - just a great tool overall. The greatest part is I'm not a computer guy and I can work PMXpert."

- Alan Dicaire,
Dumas Contracting Ltd.

"I find as a supervisor that PMXpert is a great tool - an all in one package. I can see pictures of my equipment, trace where my equipment was/is, and the cost of repairs. Sites are sharing info with us about maintenance and they can see the available gear we have ready to go. My suppliers info is in there, work orders and so much more - just a great tool overall. The greatest part is I'm not a computer guy and I can work PMXpert."

- Alan Dicaire,
Dumas Contracting Ltd.

Service Request Module

Service Request Module

Ability to email service requests that are then automatically pulled into PMXpert for completion.

PMXWeb Module

PMXWeb Module

Submit and check status of service requests or work orders through an online portal.

Automated Service Requests

Automated Service Requests

Receive in-application notifications on overdue work order services and overdue unscheduled PM services.

Powerful Reporting

Powerful Reporting

Get fast, accurate detailed information with professionally designed reports that can be customized for all your reporting needs.

Work Orders

Work Orders

Tracking of all PM and emergency repair services with all parts, labor, fluids, and procedures.

PM Scheduling

PM Scheduling

See upcoming PM services and generate WO's grouped by asset, service, responsible person, and location, as required.

Purchase Orders

Purchase Orders

Generate PO's based on low inventory and/or non-inventory parts with the ability to set uer authorization limits.

Assignable User Security

Assignable User Security

Provide different levels of access to the system on a per-user basis.

Asset Attachment

Asset Attachment

Attach external documents to assets, like manuals, images, service reports or safety reports.

Inventory Batch Module

Inventory Batch Module

Create batches of inventory items with set expiration dates. When a batch expires, the items become expired stock, which can then be exposed of.

Wizards

Wizards

Wizards make the system user-friendly, while saving time and ensuring that all necessary information is captured.

Asset Templates

Asset Templates

Set up a shell of an asset that includes all its basic details, PM services, parts lists, and more to make addition of new assets quick and easy.

Service Request Module

Service Request Module

Ability to email service requests that are then automatically pulled into PMXpert for completion.

PMXWeb Module

PMXWeb Module

Submit and check status of service requests or work orders through an online portal.

Automated Service Requests

Automated Service Requests

Receive in-application notifications on overdue work order services and overdue unscheduled PM services.

Powerful Reporting

Powerful Reporting

Get fast, accurate detailed information with professionally designed reports that can be customized for all your reporting needs.

Work Orders

Work Orders

Tracking of all PM and emergency repair services with all parts, labor, fluids, and procedures.

PM Scheduling

PM Scheduling

See upcoming PM services and generate WO's grouped by asset, service, responsible person, and location, as required.

Purchase Orders

Purchase Orders

Generate PO's based on low inventory and/or non-inventory parts with the ability to set uer authorization limits.

Assignable User Security

Assignable User Security

Provide different levels of access to the system on a per-user basis.

Asset Attachment

Asset Attachment

Attach external documents to assets, like manuals, images, service reports or safety reports.

Inventory Batch Module

Inventory Batch Module

Create batches of inventory items with set expiration dates. When a batch expires, the items become expired stock, which can then be exposed of.

Wizards

Wizards

Wizards make the system user-friendly, while saving time and ensuring that all necessary information is captured.

Asset Templates

Asset Templates

Set up a shell of an asset that includes all its basic details, PM services, parts lists, and more to make addition of new assets quick and easy.

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