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 Duration 21 hours

Course Outline

Item Master Fundamentals

  • Creating and updating item records
  • Reviewing recent updates in the Item Master (Tr)
  • Managing item attributes, synonyms, and classifications

MRO Inventory Optimization

  • Exploring enhancements and features in Inventory (Tr)
  • Applying stocking policies, reorder points, and economic order quantities
  • Implementing cycle counting and inventory accuracy practices

Procurement Lifecycle Management

  • Generating and routing purchase requisitions
  • Processing and approving purchase orders
  • Monitoring order status and evaluating supplier performance

Contract Administration

  • Setting up service, blanket, and warranty contracts
  • Controlling terms, expiration dates, and authorizations
  • Linking contracts with procurement and inventory processes

Integration of Assets, Materials, and Contracts

  • Associating materials with asset records
  • Understanding the relationships between CM numbers
  • Managing parts linked to multiple CM numbers

Receiving and Invoicing Procedures

  • Performing material receiving transactions
  • Processing Receiving Inspection Work Orders
  • Handling supplier shipments through rejection, acceptance, and reconciliation

Routine Materials Management

  • Tracking item availability for maintenance tasks
  • Collaborating with maintenance, procurement, and warehousing teams
  • Addressing exceptions and resolving discrepancies

Practical Scenarios and Hands-On Exercises

  • Handling procurement and receiving cases similar to BART scenarios
  • Performing hands-on tasks involving linked assets, contracts, and materials
  • Executing realistic end-to-end transactions throughout the supply chain

Recap and Future Steps

Requirements

  • A solid grasp of enterprise asset management principles.
  • Practical experience with basic procurement or inventory procedures.
  • Familiarity with workflows driven by work orders.

Target Audience

  • Material expeditors
  • Buyers
  • Warehouse supervisors

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