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Proteus MMX Training Manual - Providers

 [NOTE: To view Table of Contents and Module Exercise, see the File Attachments section.]

Contractors 

1. Overview

The Contractorpage in the ProvidersFunctional Area is used to record and continually maintain all information relevant to contractors and sub-contractors used by the company. Contractors provide labor and a service that can be essential to the daily production of the company. 

When combined with the functions of the Purchasingarea, contractor records can analyze, plan, and manage the equipment maintenance and inventory operations.

Every contractor is identified by a unique Contractor Code.

If there is not an existing Contractor database that can be converted to a Proteus MMX database, each Contractor must be manually entered into Contractorsor imported via the import template.

The fields listed in the Record Navigator are:

  • Contractor Code
  • Contractor Name
  • Primary Contact
  • Address 1
  • Address 2
  • City 
  • State
  • Postal Code
  • Region
  • Country
  • Contact Phone
  • Contact Email
  • Web Page
  • Requester Contact Information
  • REFM#/ Reference #
  • Resolution
  • Building & Location
  • User Fields 3-9

2. E-Mail a Contractor

To Send an E-Mail to a Contractor:

  1. Open Contractor from the ProvidersFunctional Area.
  2. Select a Contractor.
  3. Select the E-Mailicon.
  4. Enter message
  5. Select Sendicon when completed.

3. Details 

The DetailsTab consists of basic contractor fields and information about the specific contractor. These fields are:

  • Contractor Code
  • Contractor Name
  • Address 1
  • Address 2
  • City
  • State
  • Country
  • Zip Code
  • Lead Time
  • Web Page
  • Contact Phone
  • Contact Email
  • Alternate Contact Phone
  • Alternate Contact Email
  • Region

Note: The required fields are Contractor Code and Contractor Name. All other fields are optional. We recommend using the same Contractor Code that is used by the Purchasing Department.

Note (II): Leaving information fields blank will decrease Proteus MMX's effectiveness in building complete maintenance history records. Make sure all available information has been gathered prior to recording. 

4. Labor Crafts

The Labor Craftstab contains a list of all labor craft codes and used to record and continually maintain classifications rates or maintenance. There may be up to five (5) different labor rates for each employee.

the fields listed in the Labor Craft tab are:

  • Negotiated Labor Craft Rate 1
  • Negotiated Labor Craft Rate 2
  • Negotiated Labor Craft Rate 3
  • Negotiated Labor Craft Rate 4
  • Negotiated Labor Craft Rate 5

5. Work Order

The Work Ordertab contains a list of all Work Orders that have been or can be assigned to this Contractor. This data is read-only and is used for reference purposes only. 

6. Attachments 

To Add Attachments to a Contractor:

1. Under the Attachment Tab, select Add

2. Select the Choose Filebutton

3. Upload your selection by selecting the folder icon

To Remove Attachments from a Contractor

1. Open Contractorsfrom the ProvidersFunctional Area. 

2. Under the Contractortab, select a Contractor from the grid

3. Select the Editicon

4. Under the Attachmenttab, select the attachment you want to remove.

5. Select the Removeicon.

7. Entering Data

To enter a new Contractor into the database, follow these steps:

1. From the Contractors Record Navigator,select the Newicon

2. Enter the Contractor Code, Contractor Name,and any other relevant information

Note: Each Contractor Codemust be unique

Note (II): You can select the Contractoricon on the Details screen if the contractor is also a contractor that services any of your assets. When you select this icon, the contractor will also be added to the Contractors module automatically.

3. Select the Saveicon on the top-top right of the screen. (You can also select the Save and Continue icon on the top-right of the screen if you wish to add another new Asset now.)

Vendors

1. Overview

The Vendorpage in the ProvidersFunctional Area is used to record and continually maintain all information relevant to the suppliers of assets, tools, parts, contracted services, or any other purchase commodity. Vendors supply goods that are vital to daily operations. 

When combined with the functions of the Purchasingarea, vendor records can analyze, plan, and manage the equipment maintenance and inventory operations.

Every vendor is identified by a unique Vendor Code.

If there is not an existing vendor database that can be converted to a Proteus MMX database, each vendor must be manually entered into Vendorsor imported via the import template.

The fields listed in the Record Navigator are:

  • Vendor Code
  • Vendor Name
  • Address 1
  • Address 2
  • City 
  • State
  • Zip Code
  • Region
  • Country
  • Contact Phone
  • Contact Email
  • Web Page

2. E-Mail a Vendor

To Send an E-Mail to a Vendor:

  1. Open Vendorsfrom the ProvidersFunctional Area
  2. Select a vendor
  3. Select the E-mailicon
  4. Enter message
  5. Select Sendicon when completed

3. Details

The Detailstab consists of basic vendor fields and information about the specific vendor. These fields are: 

  • Vendor Code
  • Vendor Name
  • Address 1
  • Address 2
  • City
  • State
  • Country
  • Zip Code
  • Lead Time
  • Web Page
  • Contact Phone
  • Contact Email
  • Alternate Contact Phone
  • Alternate Contact Email
  • Region

Note (I): The required fields are Vendor Code and Vendor Name.  All other fields are optional.  We recommend using the same Vendor Code that is used by the Purchasing Department.

Note (II): Leaving information fields blank will decrease Proteus MMX’s effectiveness in building complete maintenance history records.  Make sure all available information has been gathered prior to recording.

4. Parts

The Parts tab contains a list of all parts that have been or can be purchased from this Vendor.  The association of a part to a vendor is made in Stockrooms.  This data is read-only and is used for references purposes only.

5. Assets

The Assets tab contains a list of all assets that have been or can be purchased from this Vendor.  The association of an asset to a vendor is made in Assets.  This data is read-only and is used for references purposes only.

6. Entering Data

To Enter a New Vendor into the Database, Follow These Steps:

1. From the Vendors Record Navigator,select the Newicon

2. Enter the Vendor Code, Vendor Name, and any other relevant information.

Note (I): Each Vendor Code must be unique

Note (II): You can select the 'Is Contractor'icon on the Details screen if the vendor is also a contractor that services any of your assets. When you select this icon, the vendor will also be added to the Contractors module automatically. 

3. Select the Saveicon on the top-right of the screen. (You can also select the Save and Continueicon on the top-right of the screen if you wish to add another new Asset now.)

7. Image Upload Icon (Contractors & Vendors)

This feature gives you the ability to upload a picture of a contractor or vendor, directly from the Details page.

To utilize this feature, you must: 

  1. Go to the Providersdrop-down module
  2. Click on Contractorsor Vendors
  3. Select a contractor or vendor record
  4. Click the Editicon
  5. Scroll to the right-side of the screen to locate the Imageicon. 

When you click the icon, you will have the option to select a photo saved on your device. 

Select the image and click Open.Then, the image you've selected will populate, in place of the old icon.