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Machine

MACHINE​

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To go back to the Search screen, click Machine next to Welcome at the top-right corner of the page.

1.1 Add Machine​

Add a Machine - Step-by-Step

Step 1: Reach the Machine Section

  • From the main side menu, click on "Purchase", then go to "Masters", and finally choose "Machine". This will open the Machine Search page.

Step 2: Adding a Machine

  • Located at the top-right corner of the Machine Search page, there is an “Add Machine” button. Simply click on this button to proceed.

Step 3: Fill in details

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All fields with a (*) are mandatory, so remember to fill them all.

  • The Add Machine page will open. Here, provide the following:
  • Machine Name:The "Machine Name" field is where you can input the name or identifier for the machine you're working with. It should be a unique name that helps you easily recognize and refer to the specific machine. This is a mandatory field.
  • Machine Type: The "Machine Type" is the Dropdown field where you can select the type or category that best describes the machine you're dealing with. Select the option that closely matches the characteristics and functionality of your machine. This is a mandatory field.
  • To modify values of dropdown, you can access the 'Master Category' page. This page provides the necessary interface to edit existing options within the dropdown list.
  • Status: This option allows you to specify whether the entry is currently active or inactive. It's useful for managing and tracking the status of various accounts or entities. This is a mandatory field.
  • Customer Code: Add a unique customer code. (This code will be utilized in generating reports.)
  • Machine Cost Per Hour: Enter the running cost of the machine per hour. This value is used wherever the machine's operating cost needs to be calculated. This is a mandatory field.
  • Machine Grouping: The "Machine Grouping" is a Dropdown field where you can optionally assign the machine to a group of related machines. To modify values of this dropdown, you can access the 'Master Category' page.
  • Machine Pallet Count: Specifies the number of pallets configured for the machine. This numeric field defaults to 1 and must be set to a value greater than 0.

Step 4: Save or Clear

  • Save: To retain the information, select "Submit." This action will include the customer with the provided details. After saving, the entry will be added and the screen will transition to the editing mode -> Refer 1.3(Edit customer)
  • To Start Over: Click the "Clear" button if you wish to erase all information and begin anew. Please note that once this button is clicked, the entered information will not be saved.

Step 5: Going Back

  • If you change your mind and don't want to add a machine, click "Cancel." This takes you back to the Customer Search page.

1.2 Search Machine​

Search a Machine - Step-by-Step

Step 1: Start Searching

On the Machine Search page, you can search in different ways:

  • By Machine Name : Type the machine name.
  • By Machine Type : Select the Machine Type from the dropdown.
  • For All: If you don't have a specific machine name or machine type, just click "Search" to see all machines.

Step 2: See the Results

After clicking "Search," you'll see results:

  • If you search by machine name or machine type, you'll find the matching machine.

1.3 Edit Machine​

Edit a Machine - Step-by-Step

Step 1: Find Machine Edit

Step 2: Start Editing

  • On the Machine Search, you can edit Machine.
  • Click Search: Press "Search" to find the Machine you want to edit.

Step 3: Edit Details

  • After searching, you'll see the Machine that you want to edit.
  • Click "View/Edit" next to that Machine Name to reach the Edit Machine page.

Step 4: Update Info

On the Edit Machine page, you'll see existing details.

  • You can make edits to your entry and then proceed to submit it.

Step 5: Save Changes

  • After editing, review your changes.
  • When you're ready, click "Submit" to save the updates.

1.4 Machine Maintenance​

Plan Machine Maintenance - Step-by-Step

Once a Machine has been added (or while editing an existing Machine), a "Maintenance" tab appears below the Machine form. This tab is used to plan and track maintenance activities for that specific machine.

Step 1: Open the Maintenance Tab

  • From the Edit Machine page, click the "Maintenance" tab to view and add maintenance plans for the machine.

Step 2: Fill in Maintenance Details

note

All fields with a (*) are mandatory, so remember to fill them all.

  • Maintenance Type: A Dropdown field where you select the type of maintenance being planned (for example, preventive or breakdown maintenance). Only the maintenance types currently allowed for the machine can be selected; the rest appear disabled. This is a mandatory field. To modify values of this dropdown, you can access the 'Master Category' page.
  • Planned Date: Select the date on which the maintenance is planned to be carried out. This is a mandatory field.
  • Financial Year: This field is automatically calculated and filled in based on the Planned Date you select, and cannot be edited directly. This is a mandatory field.

Step 3: Save or Clear

  • Save: Click "Submit" to add the maintenance plan to the list below.
  • To Start Over: Click the "Clear" button to erase the entered information.

Step 4: Clone a Maintenance Plan

  • Click the "Clone" button at the top-right of the Maintenance tab to create a copy of the current financial year's maintenance plan, so you don't have to re-enter similar maintenance records from scratch.

Step 5: View the List of Machine Maintenance

  • Every maintenance plan added for the machine appears in the "List of Machine Maintenance" table below the form, with columns for Maintenance Type, Financial Year and Planned Date.
  • The Maintenance Type and Financial Year columns can be filtered: click the filter icon on the column header to open a checklist of the values present in the table. Each checklist starts with its own Select All checkbox (Maintenance Type's checklist has a "Maintenance Type" Select All, Financial Year's checklist has a "Financial Year" Select All) which is ticked when every value in that column is currently selected, and can be clicked to quickly check or uncheck every value in that column at once.
  • You can remove a maintenance record only if it belongs to a future financial year; past or current financial year records cannot be removed, to preserve compliance and data integrity.

That's it! You've learned how to ADD, SEARCH, EDIT a customer using the DMeX app. If you need help, contact the support team.