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Proteus MMX QuickStart Training Manual

 Quick Start Reference 

1. Getting Started

Congratulations on your purchase of Proteus MMX. This QuickStart Guide contains information to help you along on your journey. The basics of the system will be discussed as well as the major functions that can be performed in each module and on each page. For further information, please refer to the Proteus MMX User Manual. 

a. Home Screen

The Home Screen is comprised of the following sections:

  • Quick Links
  • Performance Indicators (KPIs)
  • Message Board
  • My Work Order

Note: This information will only be shown if an employee is associated with the user.

  Quick Links

The Quick Linkssection of the Home Screenprovides an easy method to access some of the most common tasks in Proteus MMX.

The tasks that are available to the user are:

  • Create Work Order
  • Create Work Order Master
  • Create Requisition
  • View Planner
  • Create Asset
  • Create Employee
  • Create Part
  • Create Tool
  • Call Log
  • Reports
  • Settings

Note: These can be turned ON/OFFin the Settingsmodule.

 Performance Indicators

The Performance Indicatorssection of the Home Screenprovides for quick displays of the KPIs that are available in Proteus MMX.

The KPIs that are available to the user are:

  • Weekly Overview
  • Work Order Backlog
  • Unscheduled vs. Scheduled

They can be further filtered by either Employeeor Contractor.

Note: These can be turned ON/OFFin the Settingsmodule. 

Message Board

The Message Boardsection of the Home Screenprovides for a simple manner in which to deliver messages to the users of Proteus MMX. Messages can be sent to the individual user or the entire user base.

Note: The Message Boardis completely independent of your e-mail system and is completely contained in Proteus MMX.

To send a message:

  1. Select New
  2. Fill out desired information
  3. To send a message to everyone, leave the Employeefield blank
  4. Select Post

My Work Orders

The My Work Orderssection of the Home Screenprovides a quick reference guide to open work orders assigned to the currently logged in user. When a user logs into the system, all active work orders that are assigned to that employee (either by employee, contractor, or task) will be displayed. From here, the users can filter, open and edit their work orders.

2. Location Browser

a. Location Browser

The Location Browser, where applicable, is located on the left side of the screen and contains a tree structure of information relating to the current module. The purpose is to visually locate and display data on certain records. The Location Browser functions much like common file browsers, with facets such as expand and contract designated by "+"and "-" respectively. When a user selects a node in the Location Browser, the Icon List and the Gridwill refresh to display the correct data. 

The Location Browseris located on the following pages:

  • Assets > Assets
  • Assets > Asset Systems
  • Inventory > Stockrooms
  • Inventory > Tools
  • Personnel > Employees
  • Providers > Contractors
  • Providers > Vendors
  • Service Requests > Service Requests 
  • Work Orders > Work Orders 
  • Work Orders > Work Order Masters
  • Company > Cost Centers
  • Company > Locations 

The Location Browserprovides for seven (7) level of increasing granularity regarding your physical facilities.

The levels of the Location Browserare listed below:

  • Company Name
    • Facility 
      • Site
        • Building 
          • Floor 
            • Room 
              • Area 

The above structure follows the common parent-child relationship. The exception to the rule is the Arealocation. An Areais a wildcard that can be added as a child to any node (Site, Building, Floor, or Room). 

Note: An Areacannot be added to an Area.

b. Main Functions

The Location Browserprovides a method by which the user can filter the records in the grid. When the user selects a location, the corresponding grid will refresh to show all records at or below that specific node. For example, if the user were to select on 1st Floor Receiving Area in the previous graphic, all Assets in that area would be displayed in the grid. If the user were to select the topmost node in the tree, the grid would display all assets in the system. 

Also, the Location Browseris able to be filtered, in the case of the existence of many locations. The filter can be found at the bottom of the Location Browser. 

To use the filter:

  1. Select Facilityand select the desired object.

   2. Select Equalto select a condition.

   3. Enter text for your filter.

   4. Select the Filtericon to make it active.

   5. When done, select the broom icon to clear the filter. 

3. Grid

a. Grid

The Grid allows you to navigate through data displays. The Grid is generally comprised of two main sections:

  • A Location Browser
  • A Grid containing every record in the database with columns that are able to be sorted (ascending/descending) as well as positioned (horizontal column ordering). These preferences are saved on a per-user basis.

Note: The records displayed in the grid will be displayed based on the currently selected node in the tree. If the topmost node is selected, all records will be displayed. Otherwise, they will be filtered on the currently selected node.

Note: In some instances, there is no Location Browser. 

b. Selecting a record

To select a record the user will select on the row of the record. Likewise, you can use the standard methods of CTRL/SHIFTselection to provide for multiple record selection.

c. Sorting columns

Columns in the Grid can be sorted in either ascending or descending order. To sort a column, select the Sort Bythen Sort Orderheader and select the direction of the sort (ascending or descending).

d. Reordering columns

Columns in the Grid can be reordered and repositioned in any order. To reorder or reposition the columns, select the Column Settingicon. The Grid Column Setting will display allowing the user to select a column title and then the up or down arrows on the right to move the column. To add or remove columns from the display, select the column title and select the left and right arrows to add and/or remove. Select save icon to reflect changes.

e. Resizing columns

Columns in the Grid can be resized. To resize the columns, simply select on the Column Width Setting icon and select the 'plus' or 'minus' icons to adjust the widths for each column. 

f. Icon List

The Icon List, located above the Grid, contains all tasks and actions that are relevant to and can be performed on the current module. The tasks will refresh based on the currently selected record. For example, if there are no records on the screen, the only option displayed will be New.

The icons, from left to right:

    • New
    • Copy
    • Edit
    • View
    • Delete

Note: A description of the icons that are specific to each module/page can be found on that page.

g. Grid Specific Icons

Every Grid has an icon row that offers increased functionality. A description of these icons is listed below:

Creating, Copying, Modifying and Saving Records

1. Records

Records, stored in database fields, are the foundation of Proteus MMX. It is important to remain aware of the ASCII Sort Order when data is being entered and records are being created. This is especially important when using the various query methods such as the Type Search and Filter Row. It is also of the utmost importance that all information that is entered is standardized and accurate in nature. All data should be entered using a predetermined set of rules regarding characters, spaces, periods, dashes, etc. For example, two users may add the same equipment record with the same part number, but the system will not recognize that these are duplicates because one user entered AH 100, while the other user entered AH-100.

a. Creating Records

The creation of a new record is the first step to unlocking the features of Proteus MMX. Records may be created from scratch from within the following modules:

To create new records:

  1. Select a menu and open the module in which to add a new record.
  2. Select the Newicon in the Grid. The user will be brought to the Details screen. All tabs will be displayed and the user may enter data for the new record. When moving among fields during the data entry process, use the Tab key rather than the Enter key.
  3. Once all data is entered throughout the screen, the user may save the record in the database by selecting the Saveicon.
  4. The user will be returned to the Grid and the newly created record will be displayed in the grid according to the currently sorted column. 

b. Copying Records

A quick way to create a new record that is similar to an existing record is to use the Copy feature.

To copy records:

  1. Select a menu and open the module in which to copy a new record.
  2. Select a record that you wish to copy from the Grid and select the Copyicon.
  3. Modify the record data as needed, remaining aware of fields that are required or must be unique.
  4. Select the Saveicon.
  5. The modified record will be copied and displayed in the grid according to the currently sorted column.

Note: There are certain fields that are both required to be present and required to be unique. Please see the Referencesection of the selected module for further information.

c. Modifying Records

The modification of records in Proteus MMX can be done by modifying the record details.

To modify records:

  1. Select a menu and open the module in which to modify a record.
  2. Select a record that you wish to modify from the Grid.
  3. Select the Editicon.
  4. Modify the record data as needed, remaining aware of fields that are required or must be unique.
  5. Select the Saveicon.
  6. The record will be modified and displayed in the grid according to the currently sorted column.

d. Deleting Records

The deletion of records in Proteus MMX can be completed quickly through the Grid. Regarding incorrect or obsolete records, the user has the option to delete one record at a time as well as the option to delete multiple records at the same time.

To delete records:

  1. Select a menu and open the module in which to delete a record.
  2. Select a record from the Grid.
  3. Select the Deleteicon. 
  4. If an error message is displayed upon an attempt to delete a record, this means that the record cannot be deleted due to its current use elsewhere in Proteus MMX. For example, a part cannot be deleted from Parts Master if it is currently associated with a Work Order. [Please contact the System Administrator for more information.]

Using Lists

1. Lists

In Proteus MMX, lists can be thought of as a group of records grouped together for a specific purpose. Lists are usually listed as tabs in the Detailssection of a specific module.

For example, in Work Order Masterwe have lists for Assets, Tasks, Parts, Tools, etc.The user can compile a listing of all assets, tasks, and parts that are associated with that specific Work Order Master.

Note: Certain lists are read-only, and thus, the user does not have the ability to add or remove from them. 

a. Adding Items to a List

  1. Select the Add (+)icon.
  2. Select the record from the pop-up.
  3. Fill in all data/required fields.
  4. Confirm your selection.
  5. The record will now be added to the list. 

b. Removing Items from a List

  1. Select a record from the grid.
  2. Select the Remove (-)icon.
  3. Confirm your selection.
  4. The record will now be removed from the list. 

Querying Records (Filter Row)

1. Filtering Records

Databases can become extremely large due to file size and record population/complexity. The user can considerably cut down that time it takes to locate a record or records by utilizing the Filter Row that is a part of Proteus MMX. The Filter Row is always displayed in the grid, directly under the column headers. 

To filter records:

  1. Select a menu and open the module in which to utilize the Filter Row.
  2. Choose the section by which to filter and enter the search string.

Note: The filter process might take a moment depending on the complexity of the filter as well as the number of records in the database.

Note: to clear a filter, the user can delete the text in the Filter Row. 

a. Default Filter

Proteus MMX contains functionality to automatically open up the current module with a pre-set, default filter. Once a filter is placed on a filter row, the filter will remain in place until the user clears it. This can be extremely beneficial for users who continually filter/sort by predetermined criteria.

b. Filter Types

By default, the Filter Row utilizes the Begins Withmethod of filtering. Proteus MMX will display only those records which start with the requested criteria when this radio icon is selected.

Example:

The user want to view all assets that begin with: FAN

The other filter types are shown here:

Result:

Only assets in which the Asset Number begins with FAN will be shown.

Utilizing Drop-Down Lists and Pop-ups

1. Drop-Downs/Lookup Lists

Drop-downs, sometimes referred to as lookup/reference lists are selection panels containing a list of choices for the corresponding field. They are accessed by selecting the drop-down arrow on the right side of the field entry box. These lists are read-only and assist the user in selecting and adding a piece of data to the field.

Note: Drop-Down Lists are populated through the Settingsmodule. These will be system-wide. All population of drop-down lists will be done from this single area.

a. Drop-Downs

To add an item to a drop-down:

  1. Go to the Settingsmenu > AssetsCategories(for example).
  2. Select New
  3. Enter your selection
  4. Select Save
  5. Repeat as necessary

To remove an item from a drop-down:

  1. Go to the Settingsmenu.
  2. Select a module and a setting.
  3. Select your selection
  4. Select Delete
  5. Repeat as necessary 

To edit an item in a drop-down:

  1. Go to Settings
  2. Select a module and a setting.
  3. Select your selection
  4. Select Edit
  5. Edit your information
  6. Repeat as necessary

Note: If you edit an item in a drop-down, it will be changed system-wide. However, history records will not be changed, as they have already been closed.

To use a drop-down:

  1. Select the arrow to the right of a field providing a drop-down list.
  2. Select the record from the list.
  3. The piece of data you selected will be inserted into the field.

Note: Typing a letter or series of letters in the drop-down will filter the list to items beginning with that letter or series of letters. Items not matching the type-search characters will not be visible again until the field is cleared by deleting the text that was previously entered. 

b. Pop-ups

Pop-ups are very useful and they are found throughout Proteus MMX. Pop-ups can contain a combination of many items. Some of these items have been previously discussed (drop-downs and grids), while others are common-place (icons, radio icons, checkboxes, etc). A pop-up appears as a result of the user selecting a Task or icon. Some common uses for pop-ups are:

  • Creation of items
  • Addition to lists
  • Adjusting quantities
  • And many more

c. Currency Drop-Downs

The drop-down lists for currency values include three (3) fields:

  1. Amount
  2. Currency
  3. Exchange Rate

Depending on the type of currency needed for the record, you can select different Currency types. The Exchange Rate will fill in automatically based on the Currency, but you can also edit the exchange rate from the field.

Note: The Currency types and Exchange Rates are setups in Settings under Company > Currency.

Populating the Database

1. Overview of Entering Data

Before Proteus MMX can be used to issue work orders and print reports, certain data must first be entered into the system.  Please follow our recommended sequence of data entry to minimize data entry time and maximize efficiency.

Based on your desired results, below is a recommended sequence of data entry. Your trainer can guide you to adopt this data entry sequence for your specific needs. Please note that some of the data can be entered via the use of the Import Utility (requires data in Excel, text or COBie format.)

Note: This is an end-user process that assumes that initial administration tasks have been performed by the Proteus MMX System Administrator.

1. Gather Data

2. Enter Settings

  • Populate Drop-Down Lists
  • Set Company Non-Working Days

3. Enter Company Information

  • Update Company Name
  • Update Address Information

4. Enter Facilities 

5. Enter Locations

6. Enter Customer Records

  • Add Customer Locations

7. Enter Cost Center Records

  • Create Cost Centers
  • Create Budgets

8. Enter Vendor Records

9. Enter Labor Craft Records

  • Add Labor Rates

10. Enter Employee Records

  • Add Employee
  • Set Non-Working Days

11. Enter the Contractor Records

12. Enter Parts Records

13. Enter Stockroom Records

  • Enter Quantity-on-Hand
  • Attach Vendors

14. Enter Bill of Materials Records

  • Attach Parts

15. Enter Assets Records

  • Attach Bill of Materials
  • Associate Vendor

16. Enter Asset Systems

  • Attach Assets

17. Enter Task Records

  • Attach Labor Crafts

18. Enter Tools

19. Enter Work Order Master Records

  • Attach Assets, Tasks, and Parts as necessary
  • Schedule Work Orders as necessary

20. Enter Work Order Records

  • Attach Assets, Tasks, and Parts as necessary

21. Enter Purchasing Requisition Records

  • Assign Purchase Order Numbers
  • Attach Blanket Purchase Orders

Notes: Keep in mind that Eagle Technology offers data collection and data entry services to assist in the gathering and entering of data. Proteus MMX's Import Utility can also be used to populate most modules. 

Settings

1. Overview

The Settingsmodule houses most of the settings and customization involved in the set-up of Proteus MMX. For a listing of this module, please see below:

Company Information

1. Overview

The Company Informationmodule in the Company menu is used to store the basic company contact and address information. Proteus MMX will use this data in order to display the company's billing address on purchase orders. It is recommended to enter this information at the time of installation. However, this information can always be entered or revised later should any changes occur. 

Facilities 

1. Overview

The Facilitiesmodule in the Company menu is used to store the main facilities within your company. This could include your company headquarters as well as your manufacturing plant in another state. Proteus MMX will use this data in order to populate the Location Browsers. These facilities will be automatically populated into any tree listing in Proteus MMX. It is best to enter these locations at installation time.

Note: Most users will only use one (1) Facility. The advantage of multiple facilities allows for data segregation. Essentially, given 2 facilities, A and B, individuals from Facility A can only view their specific information. These 2 separate facilities can be stored in the same database but be independently accessible. 

Locations

1. Overview

The Locationsmodule in the Company menu is used to store the basic company location information. This could include locations like floors, rooms, production areas, garages, etc. Proteus MMX will use this data in order to populate the Location Browsers. These locations will be automatically populated into any tree listing Proteus MMX. The individual locations can also have specific data tied to it (Name, Address, Cost History, etc). It is best to enter these locations at installation time. However, this information can always be entered or revised later, should any changes occur.

A default location can be set so that you are taken directly to that location whenever you access the Location module. You can also issue work orders against a location from this module. 

a. Main Functions

A listing of all page-specific functions is presented below:

Customers

1. Overview

The Customersmodule in the Companymenu is used to record and continually maintain all customer information and locations. Each customer can have many locations. For example, a maintenance company may handle all the needs for a major department store. They would have the department store set up as a customer and all of the individual retail locations (Store #, City, etc.) set up as customer locations. 

Cost Centers

1. Overview

The Cost Centersmodule in the Companymenu is used to create, modify, and delete cost centers. The Cost Centers page is also used to set budgets for individual cost centers. Users must have the right to the Cost Centers module to use this feature.

The Cost Centers module allows authorized users to set a material budget and a labor budget amount for each month, per cost center. Labor costs are accumulated when a work order is closed. Material costs accumulate when a work order is closed, when a purchase order is closed, or when a transaction is performed.

a. Main Functions

A listing of all page-specific functions is presented below:

Vendors

1. Overview

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

When combined with the functions of the Purchasingmodule, vendor records are able to analyze, plan and manage the equipment maintenance and inventory operations. 

a. Main Functions

A listing of all page-specific functions is presented below:

Labor Crafts

1. Overview

The Labor Craftsmodule in the Personnelmenu is used to record an continually maintain all personal labor crafts. These labor crafts are used for identifying and classifying maintenance personnel by a specific craft, skill level, or function. Through this module, labor crafts are also associated with employees.

The Labor Craft designates a single craft or skill level. Implement a numbering scheme that best meets the needs of the departments. For example:

Employees

1. Overview

The Employeesmodule in the Personnelmenu is used to record and continually maintain all personal employee information. Each employee that is to use Proteus MMX should have their information entered in this section. This module is also used to associate existing labor crafts to employees. 

Contractors

1. Overview

The Contractorsmodule in the Providersmenu is used to record and continually maintain all information relevant to the 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.

a. Main Functions

A listing of all page-specific functions is presented below:

Parts

1. Overview

The Partsmodule in the Inventorymenu is used to record and continually maintain all parts of a company. The Parts is a complete spare parts and maintenance supplies management system, which is linked with many other modules in Proteus MMX.

Every part is identified by a unique Part Number. 

Stockrooms 

1. Overview

The Stockroomsmodule in the Inventorymenu is used to enter and display quantity details about a part. It is also used to conduct transactions (adjusting part quantities) and move tickets (moving parts between stockrooms).

The main screen of Stockrooms consists of two different areas:

  1. Location Browser
  2. Grid

The Location Browser displays all stockrooms by company location. Users can place stockrooms in certain physical locations. Users can then choose parts that exist in Parts Master and add them to one or many stockrooms. 

a. Main Functions

A listing of all page-specific functions is presented below:

Bill of Materials 

1. Overview

The Bill of Materialsmodule in the Inventorymenu is used to create a bill of materials. A Bill of Materials (BOM) is a list of parts that can be associated with a specific asset. This can be an entire breakdown of every part of the asset or it may be a list of the most commonly replaced or serviced parts. 

Assets 

1. Overview

The Assetsmodule in the Assetsmenu is used to record and continually maintain all assets within a company. Assets may include, but are not limited to the following:

  • Fans
  • Chillers
  • Presses
  • Forklifts
  • Building and Grounds
  • Fleet Vehicles
  • Renovation or Overhaul Projects

The user can update the current physical location and current operating status of the asset. Also, the user can associate a specific Bill of Materials to the asset.

a. Main Functions

A listing of all page-specific functions is presented below:

Asset Systems

1. Overview

The Asset Systemsmodule in the Assetsmenu is used to associate connected or related assets together. For example, an asset system could include sub-assemblies of a specific asset or machines that are part of the production line. The user can update the current operating status of the asset, as well as issue a work order against the entire asset system. 

a. Main Functions

A listing of all page-specific functions is presented below:

Tasks

1. Overview

The Tasksmodule in the Work Ordersmenu is used to create specific maintenance tasks that are used in the completion of work orders and performed at regular intervals. A task allows a description, labor craft and estimated time for completion (entered in hours) to be associated with it. Tasks can be generic, such as replace, inspect or calibrate. They can also be safety-related or machine-specific tasks.

Using a logical numbering scheme, tasks can be organized into groups by prefixes and suffixes like the following examples:

Tasks can also be assigned a labor craft, which will determine which employees can perform a task. Tasks can also be assigned a number designating the estimated hours to complete the task. This is used in scheduling labor on a work order.

Tools

1. Overview

The Toolsin the Inventorymenu is used to record and continually maintain all tools within a company. The Tools is a complete tool management system, which is linked with many other modules in Proteus MMX.

The main screen of Tools consists of two different areas:

  1. Location Browser
  2. Grid

The Location Browser displays all tool cribs by company location. Users can place tools cribs in certain physical locations. Users can then add or remove tools to/from the tool crib.

a. Main Functions

A listing of all page-specific functions is presented below:\

Work Order Masters

1. Overview

The Work Order Mastersmodule in the Work Ordermenu is used to create, delete, schedule or activate a work order master. The Work Order Masters module is used to define maintenance jobs and procedures that are routinely completed, but not currently scheduled. An example of this type of work order may be machine setup. It is a job which follows the same procedures every time but still falls under the category of demand maintenance because one cannot anticipate when the need will arise.

The Work Order Masters module is instrumental in the creation of Preventative and Demand Maintenance work orders. When a work order master is activated by a user, it becomes a demand maintenance work order and will be listed in the Work Orders module. When a work order master is used with a schedule, it becomes a preventative maintenance work order and will be listed in the Work Orders module. 

Note: A Work Order number is automatically assigned when a work order master is activated or a Work Order is created. The Work Order number will not be displayed in Work Order Masters. The Work Order number will be displayed in the Work Orders module.

a. Main Functions

A listing of all page-specific functions is presented below:

Work Order Master Multi-Cycle Scheduling 

1. Overview

A PM work order can be scheduled according to a date schedule or a runtime schedule. To schedule a work order according to a date schedule (every week, every second Tuesday, twice a year, etc.), select on the Plus (+)symbol next to a Work Order Master.

Any combination of cycles can be established for a single work order. When a work order reaches its activation date for a cycle (based on the Next Occurrence), it will become active. This is referred to as Multi-Cycle scheduling.

Parts, Labor, and Tasks can be assigned to a specific cycle or all cycles. Only the items assigned to a specific cycle will appear when the work order becomes active.

Work Orders

1. Overview

The Work Ordersmodule in the Work Ordersmenu is used to plan, create, and record maintenance jobs and procedures in response to maintenance service requests, emergency breakdowns, or other non-routine maintenance activities. Each work order contains a variety of information, such as who requested the job, the estimated downtime of the equipment, the reason or problem, and the date by which the job should be completed. 

Note: In addition to Work Orders created here, all activated Work Order Masters will also show up in the Active Work Order Grid. These Work Order Masters can either be force activated or activated by means of a schedule. Work Orders can be filtered by Demand Maintenance and Preventative Maintenance. 

a. Main Functions

A listing of all page-specific functions is presented below:

Time Card

1. Overview

The Time Cardmodule in the Work Ordersmenu is used to display all work orders to which an employee is assigned. When Work Orders are active and an employee has been assigned to labor in the work order, they will be listed here. The user can select an employee and update all hours worked and pertinent dates for the selected employee in one, simple location.

The Grid displays a listing of the employees and their assigned work orders. When a specific employee is expanded, a details grid appears on the screen and lists the work orders to which that employee is assigned. The fields listed in the Grid are:

  • Employee Name 
  • Employee Number

The fields listed in the Details Grid are:

  • Work Order Number
  • Job Number
  • Task Number
  • Hours at Rate 1
  • Hours at Rate 2
  • Hours at Rate 3
  • Hours at Rate 4
  • Hours at Rate 5
  • Start Date
  • Completion Date

Blanket Purchase Orders

1. Overview

The Blank Purchase Ordermodule in the Purchasingmenu is used to display all Blanket Purchase Orders. A Blanket Purchase Order is a standing order for a predetermined amount and/or predetermined time period with a vendor. Creating blanket purchase orders will reduce the amount of paperwork required to place an order since multiple purchase orders will not have to be written out every time an order is placed.

The fields listed in the Grid are:

  • Blanket Purchase Order
  • Blanket Purchase Order Name
  • Vendor Code
  • Vendor Name
  • Last Requisition Date
  • Agreement Amount
  • Expiration Date
  • Amount Remaining

Requisitions

1. Overview

The Requisitionsmodule in the Purchasingmenu is used to create, delete, or edit requisitions for parts and assets. Once a requisition is created, it can be issued a Purchase Order Number, thus making it a purchase order.

The Grid displays a listing of the current requisitions. The fields listed in the Grid are:

  • Requisition Number
  • Requisition Date
  • Promise Date
  • Vendor Code
  • Vendor Name
  • Cost Center
  • Account Number
  • Requester 
  • Buyer
  • Grand Total

a. Main Functions

A listing of all page-specific functions is presented below:

Purchase Orders

1. Overview

The Purchase Ordermodule is used for viewing purchase requisitions that have been given a Purchase Order Number, and are therefore ready to be sent to a Vendor and have the parts or assets received once they are shipped. Once all the parts or assets are received, you are able to close the purchase order out from here.

If any changes need to be made to an existing purchase order, you can also Amend the purchase order from the Purchase Ordermodule (if you have sufficient rights).

a. Main Functions

A listing of all page-specific functions is presented below:

Receiving Purchase Order

1. Overview

The Receiving Purchase Ordermenu is used to receive all parts and assets. When Purchase Orders are received, the quantities and part/asset data will be updated in its specific area.

The main fields listed in the Grid are:

  • Part
  • Quantity Received
  • Received Date
  • Receiver

a. Main Functions

A listing of all page-specific functions is presented below:

Reorder List

1. Overview

The Reorder Listmodule in the Purchasingmenu is used to display all Reorder List information. The parts displayed on this list have fallen below their Reorder Point (which is set in each stockroom, on each part). If the parts appear on this list, the user can create a requisition for the part(s). Multiple parts can be selected and issued on the same requisition assuming they are from the same vendor.

The field listed in the Grid are:

  • Vendor Code
  • Vendor Name
  • Stockroom
  • Part Number
  • Part Name
  • Category
  • Stock Class
  • Size
  • Measurement Units
  • Manufacturer 
  • Manufacturer Part Number

Rights (Users/Roles)

1. Overview of Rights

The Rightsmodule allows the database administrator to add users to the Proteus MMX database, modify user rights and change global program settings. The database administrator will apply the rights to a group and then add users to the group (or vice versa). The Rightsare divided into two modules, Users, and Roles. Together, these modules control access and account right over every facet of Proteus MMX.

2. Opening Rights

Only employees that have been given access to the Rightsmodule will be able to use the module. The database administrator controls all aspects of Proteus MMX and will provide all employees with the proper rights.

The Rightsare divided into two modules, Users, and RolesUsersallow the creation of new usernames, editing of passwords, approvals, and the ability to edit the roles to which a user belongs. Rolesare used to create roles as well as to configure the actual permissions and rights settings for all roles.

3. Users

The Users module allows the database administrator to oversee every account related facet of Proteus MMX. Users are able to be created and deleted from this view. Also, the database administrator will be able to edit a user's password as well as the role(s) to which he or she belongs.

The fields listed in the Grid are:

  • User Name
  • Employee Name
  • Approval Level
  • Last Login Date
  • Phone Number
  • Email Address

4. Users Details/Roles

The User Details screen consists of fields directly related to the user's account. These fields are:

  • User Name
  • Password
  • Confirm Password
  • Employee Name
  • Approval Level

The Users Details screen also has a role membership section that allows one or many roles to be associated with the current user account. Once a user role is associated with a user account, he/she will become a member of this role and inherit all right of the role.

Note: User that belong to no groups will have no access to the Proteus MMX software package.

5. Roles

The Roles module allows the database administrator to oversee every role-related facet of Proteus MMX. User roles are able to be created and deleted from this module. Also, the database administrator will be able to assign users to a role as well as set various access, function, and field rights.

The field listed in the Grid is:

  • Role Name
  • Description

6. Roles Details/Users

The roles module allows one or many users to be associated to the current role. Once a user account is associated with a role, he/she will become a member of this role and inherit all rights of the role.

7. Rights Tab

The Rights Tab consists of a Location Browser as well as a separate pane to control various access rights in Proteus MMX. The main types of rights that are controlled in this section are Access Rights, Function Rights, and Field Rights. 

The drop-down in the Location Browser controls the Module rights. At the highest parent node of each module, the user can either choose to assign:

  • View
  • Change
  • None

These rights will inherently be carried down throughout the module.

The user can filter through the modules to be more precise in assigning rights. Depending on which node is checked, field level and function rights will appear on the right side of the screen, the toolbar icons may appear if applicable. To toggle the rights of these icons, simply select on them.

The database administrator has three (3) choices regarding rights access to modules in Proteus MMX. The three level of rights present in Proteus MMX are:

  1. View - The users/groups have permission to only view existing records
  2. Modify - The group has permission to create new records as well as view and modify existing records
  3. None - The group is denied access to the specific module entirely

Function rights differ from module to module and can be selected in various combinations.

Note: If the access rights are set to VIEW or NONE, all functions will be disabled for that module.

Field rights differ from module to module and can be selected in various combinations. If the box is checked, the group will have access to the field.

Note: Field rights are controlled by the administrator only within the specific module that they exist. 

Reports

1. Overview

The Reports module is used to print any one of the many pre-formatted reports shipped with Proteus MMX. These reports contain helpful information such as equipment downtime, cost history, and labor costs. The information is obtained from the Proteus MMX database tables.

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  • 20-Jul-2018
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