Counters on Assets

Work with Counters on the Asset Card

Introduction

You can mount a Counter and Register Counter Readings on the Asset Card.

Prerequisites

You have completed setup for Counters.

Audience
Maintenance Manager, Technician

Counters on Asset Card

Open an Asset list from your role center and select the Asset you want work on.

On the Asset Card, select Actions > Counter Registration to see the options for working with Counters.

Work with Counters on the Asset Card
Work with Counters on the Asset Card

Mount one or more Counters on an Asset

You can add one or more Counters to an Asset to register, for example, production hours or quantity produced. Note that if you add multiple Counters to the same Asset, you can only use a specific Counter Category once.

If the Asset has already been in use, and you want to register a counter value from a previous IT system, refer to the Off-Counter Usage article. An off-counter registration must be made before you mount a Counter.

  1. On the Asset Card, select Actions > Counter Registration > Mount Counter.
  2. Select the Counter in the Counter No. field. The Counter Category Code is automatically inserted.
  3. In the Posting Date field, select the button to see a list of Counter entries for the selected Counter.
  4. Select the Counter reading you want to use as the starting value for the Counter.
    1. If the selected counter has no counter readings, you see a message that allows you to create a first reading of '0'. Select "Yes" if you want to create a first reading with a '0' value.
  5. Select OK. The related Reading value is automatically inserted.
  6. Select Yes to save the Counter setup.
  7. Repeat steps 1-6 to add more Counters to an Asset.

Register a Counter Reading on an Asset

You can register a reading on a counter from an Asset Card or from the Counters list. A Counter reading is always added to all Assets that use the Counter.

On the Asset Card, select Process > Register Reading, or Actions > Counter Registration > Register Reading.

On the Counters list, select Counters > Counters > Register Reading.

  1. Select a Posting Date.
  2. Enter the counter value in the Reading Value field.
  3. Select Yes to save the registration.

Dismount a Counter on an Asset

You can remove a Counter from an Asset if the Counter is no longer required.

  1. On the Asset card, select Actions > Counter Registration > Dismount Counter.
  2. Select Yes to confirm removal.
  3. The Counter is removed, but information related to the counter is still shown on the Counter FastTab.

Off-Counter Usage

Before you mount a Counter on an Asset, it is possible to set a Counter value on the Asset, which is not related to a Counter in EAM-BC. This is useful if you want to add a Counter value registered in a previous IT system to an Asset, without affecting the readings on a Counter in EAM-BC.

An off-counter value must be registered before you mount a Counter on the Asset.

Example: You created a new Asset (machine) in EAM-BC, which has already run 4,000 hours. You want to register those production hours on the Asset before you mount a Counter.

  1. On the Asset card, select Actions > Counter Registration > Off-Counter Usage.
  2. Select the Counter Category Code, for example "Running Hours".
  3. Select the date for the registration in the Posting Date field.
  4. In the Additional Usage field, enter the value you want to add to the Asset.
  5. Select Yes to save the registration.

Asset Counter

Reset Asset Counter

Resetting Counter Readings may be needed in case of typos and asset-related issues. It is possible to cancel or reset the last Counter Reading. It's done by opening Asset Counter Entries, marking the latest and newest value, then pressing Cancel Entry. Only the last Counter Value can be cancelled.

Upon cancelling an entry, the user is asked what to cancel. It can either be the Asset Counter (when the counter reading is correct but is not needed on this Asset) or Counter Entry (when the counter reading is incorrect - this will impact all Assets using this counter).

Cancel Entry on Asset Counter Entries
Cancel Entry on Asset Counter Entries

Assets with Counter Report

You can create Assets with Counter Reports to get an overview of Assets and related Counter registrations.

Refer to the Test Case below for step-by-step instructions on how to create an Assets with Counter Report as an Excel file.

Refer to the article Consumption Report on Work Orders for descriptions about how to work with standard report setup, such as

  • selecting the Send to... button to create a specific output type, for example, PDF or Excel
  • what to use the "Schedule" output type for
  • how to delete a report schedule that is no longer required
  • a test case describing how to set up a report schedule

The screenshots below show the setup of a report and the Excel file generated from that setup. In the example, the report includes Assets with Counter registrations on a specific Counter.

Report dialog regarding Assets with Counter
Report dialog regarding Assets with Counter
Report generated from the report dialog, showing Assets with Counter registrations on a specific Counter
Report generated from the report dialog, showing Assets with Counter registrations on a specific Counter

Create an Assets with Counter Report - Excel File

Data Requirements

  1. At least one Asset has one or more Counter registrations.

Steps 5

  1. On your role center, select Reports > Assets > Assets with Counter, or search for and select Assets with Counter.

    The Assets with Counter dialog opens.

  2. Optional: If you want to generate a report for a specific Counter, select the Counter in the Counter No. field.

  3. Select the Send to... button.

  4. In the Choose file type pop-up, select "Microsoft Excel Document".

  5. Select OK. The Excel file is downloaded on your device.

Expected

The user can create a report showing Assets with Counter registrations.

Note: If required, you can use filters to generate reports for specific Asset Locations, Asset Categories, Counter Categories, Asset Warranties, and more.

Copyright Dynaway A/S