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Course Outline

Item Master Fundamentals

  • Creating and adjusting item records
  • Exploring new features in the Item Master module
  • Managing item attributes, synonyms, and classifications

MRO Inventory Optimization

  • Enhancements and capabilities in the Inventory module
  • Stocking strategies, reorder thresholds, and economic order quantities
  • Implementing cycle counting and ensuring inventory accuracy

Procurement Lifecycle Management

  • Generating and routing purchase requisitions
  • Processing and approving purchase orders
  • Monitoring order statuses and evaluating supplier performance

Contract Administration

  • Setting up service, blanket, and warranty agreements
  • Managing contract terms, expiration dates, and authorizations
  • Aligning contracts with procurement and inventory workflows

Asset, Material, and Contract Integration

  • Associating materials with specific asset records
  • Understanding the relationship between CM numbers
  • Managing parts linked to multiple CM numbers

Receiving and Invoicing Processes

  • Performing material receiving transactions
  • Processing Receiving Inspection Work Orders
  • Handling acceptance, rejection, and reconciliation of supplier deliveries

Daily Materials Management Operations

  • Monitoring item availability for maintenance tasks
  • Collaborating with maintenance, procurement, and warehouse teams
  • Addressing exceptions and resolving discrepancies

Applied Scenarios and Practical Exercises

  • Managing BART-style procurement and receiving cases
  • Hands-on practice involving linked assets, contracts, and materials
  • Simulating realistic end-to-end supply chain transactions

Wrap-up and Future Pathways

Requirements

  • A solid grasp of enterprise asset management principles
  • Practical experience with foundational procurement or inventory processes
  • Acquaintance with workflows driven by work orders

Target Audience

  • Material expeditors
  • Procurement buyers
  • Warehouse supervisors
 21 Hours

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