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How to connect my ERP to my CMMS?
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Connecting your ERP system to your Mobility Work CMMS is essential to the daily management of your maintenance work. This can have an impact on various departments, including accounts, production and new works. 

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Enriching your CMMS

Integrating the data from your ERP software with the information stored in your CMMS will allow you to centralise everything, making it much easier for you to find the information you need in one place: your Mobility Work application. ERP systems can provide a wealth of information but exploiting their data is often highly complex and searches can be laborious.

Improving your decision-making processes

Maintain or invest? Every site director and maintenance manager will have to address this question at one time or another, and in order to make the right decision they will need as much information as possible from the various systems available: ERP software, a CMMS, and an MES application, for example. The advantage of the Mobility Work CMMS is that you can cross-reference the data from all of these kinds of systems.

Optimising your cash flows

Many companies use their ERP system to manage their orders, purchase requisitions and stock levels. Linking it to a CMMS often prompts a number of questions as it involves a rather sensitive issue: which system will be the master? The CMMS or the ERP? How can duplication errors be managed? What data should be sent and what format should be used? The Mobility Work CMMS is designed to help you manage your cash flow in an optimal way in just a few simple steps, without having to rely on a complex system.

Managing your spare parts

Are you currently using your ERP software to manage your spare parts? Do you want to continue to do so, but to integrate your data into your Mobility Work CMMS? Rest assured – this can be done.

How do I link the spare parts in my Mobility Work CMMS with the parts in my ERP system?

Each spare part in your ERP software will have an ID or an item code. All you will need to do is add the same ID or item code to the beginning of the name of each piece of equipment. This will allow you to link the spare parts in your Mobility Work CMMS with those in your ERP system.

What information will be copied onto my Mobility Work spare part equipment forms?

The Mobility Work spare part forms contain the following fields:

  • Quantity
  • Location
  • Minimum stock
  • Maximum stock
  • Unit price

So you can import any of this information into the Mobility Work CMMS, as well as any other data from your ERP software by:

  • Creating a custom field and sending the data to this field
  • Sending any type of information to the "Description" field for the spare part

Do I need to remove spare parts from stock in my Mobility Work CMMS or in my ERP system?

You can choose either of these solutions. Thanks to the Mobility Work maintenance software's PLCs, you can send or receive data from any system. However, it is preferable to use your ERP software to remove spare parts from stock so that the movements can be duplicated in your Mobility Work CMMS. We recommend that you continue to manage your cash flows in your ERP system as, more often than not, this will be important for your company's cost accounting, but both options are available.

How can I remove spare parts from stock in my ERP system and link the information to my Mobility Work CMMS?

This is very easy to do. When a maintenance task is created, a job number will be automatically generated and assigned to it. All you will need to do is copy this number into an available field in your ERP software when you remove your spare part. An engineer can do this when a part is removed or, alternatively, your warehouse manager can simply transfer the number from the paper-based stores requisition to the ERP system, depending on your preferred procedure.

What information will be copied to the maintenance task in my Mobility Work CMMS?

Information on removed spare parts will be copied over to your CMMS software. This will include the name of the spare part, the quantity removed, the unit price, and the total price for all of the spare parts removed for the job. The spare parts will also appear automatically on your equipment forms, systematically generating a parts list for each item.

What types of data analysis are available?

The data copied from your ERP software to your Mobility Work CMMS will help you enrich your maintenance tasks in the analytics module. Cross-referencing your data will enable you to access dynamic indicators, including the following information:

  • Budget for the spare parts used
  • Number of parts removed
  • Costs of the removed spare parts by month
  • Costs of the removed spare parts by equipment
  • Costs of the removed spare parts by sub-assembly
  • Costs of the removed spare parts by tag (preventive, electrical, mechanical, scheduled shutdown, etc.)
  • Costs of the removed spare parts by cost centre
  • Costs of the removed spare parts by commodity group
  • Costs of the removed spare parts by item code
  • Frequency of the removal of spare parts by item code

Your analytics tool will allow you to filter this data from date to date or by keyword using the search function. For further information, please contact us to request a presentation.

Managing orders

Are you currently using your ERP software to manage your orders and purchase requisitions? Do you want to continue to do so, but to integrate this data into your Mobility Work CMMS? Rest assured – this can be done.

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How do I link orders in my Mobility Work CMMS with orders in my ERP system?

Each order will have an identifier in your ERP system. When you copy orders into your Mobility Work CMMS, this identifier will also be copied to your Mobility Work order, providing a unique number across both systems.

What information will be copied to my orders in my Mobility Work system?

Your orders will be copied to the order module in your CMMS software. This will contain the following information:

  • Order description
  • Order creation date
  • Company to which the order will be sent
  • Label
  • Expected delivery date
  • Order status
  • Associated task
  • Designation
  • Customer reference
  • Supplier reference
  • Quantity
  • Unit
  • Unit price ex. VAT

You can also add custom fields to your orders if you wish to copy other information from your ERP system.

Do I need to enter orders in my Mobility Work CMMS or in my ERP system?

You can choose either of these solutions. Thanks to the Mobility Work maintenance software's PLCs, you can send or receive data from any system. However, the best solution is to enter your orders into your ERP system and then copy them over to your Mobility Work CMMS. We recommend that you continue to manage your cash flows in your ERP system as, more often than not, this will be important for your company's cost accounting, but both options are available.

How can I enter orders in my ERP system and link the information to my Mobility Work CMMS?

This is very easy to do. When a maintenance task is created, a job number will be automatically generated and assigned to it. All you will need to do is copy this number into an available field in your ERP software when you create an order.

What types of data analysis are available?

The data copied from your ERP software to your Mobility Work CMMS will help you enrich your maintenance tasks in the analytics module. Cross-referencing your data will enable you to access dynamic indicators including the following information:

  • Budget for the orders placed
  • Number of orders
  • Costs of the orders by month
  • Costs of the orders by equipment
  • Costs of the orders by sub-assembly
  • Costs of the orders by tag (preventive, electrical, mechanical, scheduled shutdown, etc.)
  • Costs of the orders by cost centre
  • Costs of the orders by fixed asset
  • Costs of the orders by supplier
  • Costs of the orders by commodity group
  • Costs of the orders by creator
  • Costs of the orders by delivery status by month

Your analytics tool will allow you to filter this data from date to date or by keyword using the search function. For further information, please contact us to request a presentation.

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Integrating your production data

Mobility Work's PLCs will enable you to connect any system to your CMMS and send or receive any type of data. The possibilities are endless: for instance, you may wish to link up your production system and measure MTBF values, availability rates and equipment disposal rates. The only thing that might hold you back is your imagination.

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Secure data storage

How often will my spare parts data be copied?

The frequency is entirely up to you: data may be copied every day, every hour or every 10 minutes.

Where will the data copied from my ERP system be stored?

Two options are available: the data can be stored either on one of your own servers or on a Mobility Work server. For further information, please contact us.

Integrate your data in a few clicks

To find out more about the available options and to see a few examples, please contact us to request a Mobility Work CMMS presentation.