Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Aug
13

How to Merge Inventory in Calem


Inventory Merging is introduced in the coming release of Calem R21d in August 2021. The feature addresses the following use case: Business units are managing inventory in their own inventory stores. Some part numbers are duplicates across business units. For instance, both part number 21101 in Plant A, and 21401 in Pla...
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Clay Li
Aug
13

Inventory Checkout Slips Report


A new report of inventory checkout is available in the coming release of R21d of August 2021. It allows one to report where parts are issued. Menu path: Inventory | Report | Checkout SlipsA date range is required to run the reportThe report can be searched and exported to excel Resources How to Set up Generic Items in CalemInventory TrainingUs...
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Clay Li
Jun
06

What Part Repair Processes to Choose in Calem


Part repair processes allow organizations to manage inventory stock and track repair cost. Calem provides the following repair processes. Repair Process Note 1.  Asset Off-Site Repair Repairable parts are managed as assets.Repair processes are managed from warehouseAll repairs are done byoff-site vendors. 2. Non-AssetInternal and Off...
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Clay Li
Feb
10

How to Implement Inventory Kit in Calem


Inventory kit is introduced in the coming release of R21. It allows one to group parts together based on usage and increase productivity in inventory purchase and checkout. The steps to implement kit are covered below. Define a kit for a set of parts that are used together for a maintenance task.Use the kit in a requisition to purcha...
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Clay Li
Jan
23

A Revisit of Inventory Valuation


There are changes in inventory valuation in the coming release of Calem R2021. The new process allows you to report inventory valuation by the following menu items: 1. Get the current inventory valuation: Menu path: Inventory | Report | Site Inventory Valuation by Avg Price 2. Get a valuation report at a previous date: Menu...
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Clay Li
Dec
29

How to Generate Inventory Checkout Report


This blog describes the steps to run inventory checkout report for a given period. The first step is to select date range to run the report: Menu path: Inventory | Report | Transaction/Valuation Select Transaction in the dropdown and set the date range to reportLeave "Site" field blank to report on all sites accessible to the login userClick "...
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Clay Li
Oct
23

How to Freeze Inventory Transactions


​Freezing inventory transaction is available in release R20e of October 2020. This feature allows financial teams to prepare reports while placing inventory transactions on hold. Inventory transactions are not allowed, and error messages are shown when transactions matching a freezing rule are executed. Menu path: Admin | Data Design | Tr...
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Clay Li
Jun
12

Enhancements to Inventory Module in R20c


​Enhancements have been made in the inventory module for the coming release of R20c based on customer feedback. They enable better productivity for end-users. 1. History of Bins in Receiving Parts When receiving parts to stock Calem will display current bin used for the receiving item if there is stock. Otherwise, one has to use "Pick Oth...
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Clay Li
Mar
18

How to Barcode with Your Phone/Pad in Calem?


You can use barcode in Calem inventory, asset and work orders. You will need the following to get started with barcode: Your iPad/iPhone, or Android Phone or TabletsInstall Calem Touch to your pad or phonesHave a label printer or have existing barcode labels. 1. Barcode Setup The diagram below shows the steps to implement barcode in Calem. The hard...
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Clay Li
Feb
05

How to Set up Inventory Average Unit Price


This blog is deprecated - see this blog for more information. Calem inventory includes global items and site inventory.  Items have unit prices which are intended as unit prices in work order miscellaneous cost calculation when an item is used as a miscellaneous line item in work orders. Site Inventory has average unit...
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Clay Li
Feb
03

How to Set up Generic Items in Calem


Generic items are transitional items that are purchased, used, but not stocked in storerooms. Dedicated item numbers are not intended for these items. Instead, one or more generic items are reused for this purpose. Generic items have been supported since release R20 in February 2020. Step 1. Create Generic Items A generic item can be crea...
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Clay Li
Feb
03

How to Link Warehouses from Different Calem Services


Remote inventory is a feature to link warehouses from different Calem services. Here is the user story: A customer has independent business units A, B and C each with own Calem service. Each Calem service has own inventory and stock. The Remote Inventory feature allows users from one business unit to search parts in other business units, ...
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Clay Li
Jan
06

How to Set up Units and Conversion


Units, or Units of Measure (UOMs), are useful in managing inventory items. They allow items to be ordered and stocked in different units. For instance, washers are ordered from vendors by boxes (10 in a box), but checked out individually.  A site item may have a stock unit.It may have different order units when ordering fro...
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Clay Li
Jan
01

How to Report Asset Part Usage


The asset part usage report is available in the coming release R2020 of Calem Enterprise. The report is based on inventory checkout transactions: Checkout to work order assets Checkout to assets directly Parts returned from the checkout transactions are excluded The menu path is: Asset | Report | Asset Part Usage. If the menu does no...
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Clay Li
Oct
23

How to Receive Services in Calem


​Services are provided by vendors. For instance, the installation of a new HVAC system is a service. Services can be received like parts in the coming release of R2019d and issued to work orders. This blog walks through steps to receive and charge services in Calem. Step 1. Service Item The first step is to create a service item...
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Clay Li
Sep
17

How to Report Inventory Valuation in Calem


This blog has been revised by this blog. You may review this blog along the updated blog. An Inventory Valuation report has been added in release R2019c. The valuation is calculated by inventory transactions and an optional reference valuation from other sources (such as a financial system). Menu path: Inventory | Report | Transactions/Va...
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Clay Li
Sep
12

When to Use Price Lot in Calem


Price Lots are introduced in Calem Enterprise R2019c in September 2019. The feature addresses the following request: To track the usage of inventory items by their receiving prices. For instance, an item with different prices in inventory are tracked by their prices.Price lots are created per receiving prices. An item is tracked in s...
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Clay Li
Sep
05

How to Calculate Inventory Valuation Change


​Finding out the inventory valuation change for a period of time is a use case addressed by this blog. The inventory transaction summary report is available for this purpose in the coming R2019c release.  Menu path: Inventory | Report | TransactionsSelect summary by date range to see valuation changes.The following transactions ...
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Clay Li
Aug
09

How to Use Item Revision in Calem


Item revision is introduced in the coming release of R2019c. It is used to track the latest revision of an item. It is defined at global items and copied to site items. It is copied over to the lines of requisition and purchase ordersThe current revision number of an item is copied to inventory transaction. It is not tracked in inventory ...
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Clay Li
Aug
07

When to use Asset Item in Calem


An asset item represents a group of identical assets. It can be the manufacturer catalog number or part number for an equipment. In cases the catalog or part numbers are not available one may define it by the make and model of an equipment. The advantages of asset item include: The asset item number allows one to manage an asset as inventory.A...
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