IMPROVEMENTS V6.

DIMO Maint – Head office http://www.gmao.com DIMO Gestion - Paris

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1 Improvements V6.4
 Contents

1 WOs .................................................................................................................................................... 5
1.1 Apply the same date to a WO group (10 144) ............................................................................ 5
1.2 Uncancel a WO (10 135) ............................................................................................................. 5
1.3 Confirmation on WO closing (9086) ........................................................................................... 6
1.4 Info on which WO is linked to which WO (9765) ........................................................................ 7
2 WO List................................................................................................................................................ 7
2.1 Addition of a Priority level column to the list of WOs (10 052) .................................................. 7
2.2 Make 'Description' the default filter in the list of WOs (9223)................................................... 8
2.3 Display the trigger in the lists during PM to WO (10 050) .......................................................... 8
3 WR/WO/PM ........................................................................................................................................ 9
3.1 View an asset from the WR/WO/PM Asset tree (7704/10 100) ................................................. 9
3.2 Copy the asset comment to WR/WO (9766) ............................................................................ 10
3.3 Link between asset family and WR/WO title (8812) ................................................................ 10
4 Preventive Maintenance................................................................................................................... 10
4.1 Align Work type and PM code (9572) ....................................................................................... 10
4.2 In PM, addition of SLAs and retrieve PM to WO customer (10 850) ........................................ 11
4.3 Unable to trigger disabled PMs (9633) ..................................................................................... 11
5 Assets ................................................................................................................................................ 12
5.1 Addition of 'user-defined fields' and 'serial number' to required WU fields (9624/9456) ...... 12
5.2 Addition of room occupation status (Hotel) (7721).................................................................. 12
5.3 Display of meter when input (10 093) ...................................................................................... 13
5.4 Codification of manufacturer reference on an asset (9626) .................................................... 14
6 Invoicing ............................................................................................................................................ 15
6.1 Addition of a Supplier list to the Customer contract card (9509)............................................. 15
6.2 Possible to create a WO from the Customer contract card (8051) .......................................... 15
6.3 Customer card, Details tab, scroll bar for comment (10 880) .................................................. 15
6.4 Easily create an address (10 725) ............................................................................................. 16
6.5 Notion of invoice issuer (9547) ................................................................................................. 16

2 Improvements V6.4
7 Supplier ............................................................................................................................................. 17
7.1 Supplier attribute (Member/Partner/Subcontractor) (10 090) ................................................ 17
7.2 Maximize list of contacts (10 597) ............................................................................................ 18
7.3 Take into account the customer calendar during PM to WO (10 228) ..................................... 18
8 Purchase Order ................................................................................................................................. 18
8.1 Cheaper supplier purchase order pop-up takes discount into account (3516) ........................ 18
8.2 Addition of 'Customer' and 'Customer contract' fields in the purchase order card (9515) ..... 18
9 SLA Module ....................................................................................................................................... 19
9.1 Manage a customer calendar with SLA in WO/WR (4625/10 264) .......................................... 19
10 Import Module ............................................................................................................................. 19
10.1 Multi-selection to add fields (9744) .......................................................................................... 19
10.2 Importing the warranty period (10583) .................................................................................... 19
11 Action Scheduling ......................................................................................................................... 19
11.1 Escalation process (7832) ......................................................................................................... 19
12 User Card ...................................................................................................................................... 22
12.1 New tab in the user card (5628) ............................................................................................... 22
12.2 Confirmation message for deleting a site (10 101)................................................................... 22
12.3 Link a customer to a user (9951) .............................................................................................. 22
13 Site Management ......................................................................................................................... 23
13.1 Link a site to a user (10392) ...................................................................................................... 23
13.2 Authorise or prohibit all elements (9948) ................................................................................ 23
13.3 Authorise assets (3524)............................................................................................................. 25
13.4 Customer management (4638) ................................................................................................. 26
14 Other Modules (Mini/Maxi) ......................................................................................................... 26
14.1 Date contains filter on generic lists (7805) ............................................................................... 26
14.2 'Restock' column in the parts list (10 055) ................................................................................ 26
14.3 Warranty by part reference (10 127) ........................................................................................ 27
14.4 Show the customer's address on the WR (7839) ...................................................................... 27
14.5 Crystal report: Addition of authorisations to Technician card (10 579) ................................... 27
14.6 Technician according to availability (7279/9517) ..................................................................... 27
15 Purchasing Module Improvements .............................................................................................. 27
15.1 Quotation signatories and requestors can cancel the quotation (10 550) ............................... 27
15.2 Right-click on the list of PRs: Generate a single QR (10 540).................................................... 28

3 Improvements V6.4
 15.3 Quotation status cannot be changed if no line entered (10 335) ............................................ 28
15.4 See Cost Centre on Quotation and Purchase Order card (10 058) ........................................... 28
15.5 Addition of Filter on Cost Centre for Quotation lines list (10 059) ........................................... 28
15.6 Quotation pending signature: possible to change PO and Attachment (10 057) .................... 29
15.7 Default comment on print-out of purchase order (10 061) ..................................................... 29
15.8 Sorting on the list of batch signed Quotations (10 438) ........................................................... 29
15.9 Duplicate Quotation retrieves the supplier's new e-mail (10 442) .......................................... 29
15.10 Quotation line can be changed by the signatory with conditions (9791) ............................. 29
15.11 Change the e-mail address after sending a purchase order to the supplier (10 060) .......... 30
15.12 Quotation/Purchase order created from a supplier (9900) .................................................. 30
15.13 Send an e-mail with an inaccessible attachment (10 493) ................................................... 30
15.14 Batch sign from the list of Quotation lines (10 063) ............................................................. 31
16 Corrections: .................................................................................................................................. 31

4 Improvements V6.4
1 WOs

1.1 Apply the same date to a WO group (10 144)

Several WOs (with 'to do' and 'in progress' statuses) can be selected from the list of WOs. Right-click to
open the pop-up menu and change the date for these WOs.

1.2 Uncancel a WO (10 135)

It is now possible to uncancel a WO using the pop-up menu in the List of WOs.

The WO becomes available again but the lines of the WO are all reset with regard to quantity.

5 Improvements V6.4
 1.3 Confirmation on WO closing (9086)
A checkbox is now available in Company settings => PM WR WO settings => WO settings =>
'Confirmation on WO closing' to ask for confirmation when closing a WO:

6 Improvements V6.4
 1.4 Info on which WO is linked to which WO (9765)
There is a now a dedicated field for information on linked WOs:

2 WO List

2.1 Addition of a Priority level column to the list of WOs (10 052)
This new column sorts/filters according to the WO's 'Priority level'.

7 Improvements V6.4
 2.2 Make 'Description' the default filter in the list of WOs (9223)
The FILTRE_DESIGNATION_UI=1 parameter in MMaint.ini now makes it possible to put the default
filter on 'Description' rather than 'Asset code':

2.3 Display the trigger in the lists during PM to WO (10 050)

In the WO lists and in the Workload schedule, it is possible to view the trigger of the PM which created
the WO:

8 Improvements V6.4
3 WR/WO/PM

3.1 View an asset from the WR/WO/PM Asset tree (7704/10 100)
By adding a 'Show' button and double-clicking on an asset, it is possible to open an asset card from the
WR/WO/PM 'Asset tree' tab.

WR:

WO:

PM:

9 Improvements V6.4
 3.2 Copy the asset comment to WR/WO (9766)
The addition of two new checkboxes in the 'PM WR WO settings' tab of the company card has made it
possible to retrieve the comment already present in the asset and copy it into the newly created WR or
WO.

3.3 Link between asset family and WR/WO title (8812)

If the Asset Family/WR (or WO) Title Link option is checked, the + button to the right of the WR (or
WO) card title provides direct access to the Define titles per asset family card instead of the list of
titles.

4 Preventive Maintenance

4.1 Align Work type and PM code (9572)

On the PM card, the Work type and PM code fields have been aligned.

10 Improvements V6.4
 4.2 In PM, addition of SLAs and retrieve PM to WO customer (10 850)

During PM to WO and model PM to WO, Customer, Customer contract and SLA are retrieved.

4.3 Unable to trigger disabled PMs (9633)

When the 'Ignore disabled PMs when triggering PMs' option is enabled, it is now no longer possible to
reschedule them directly in the PM.

11 Improvements V6.4
The menus are greyed out:

5 Assets

5.1 Addition of 'user-defined fields' and 'serial number' to required WU fields

(9624/9456)
New required fields are available for assets. They are 'user-defined fields' and 'Serial number' which
will mainly be used for automatic asset coding.

5.2 Addition of room occupation status (Hotel) (7721)

On an asset and with the HOTEL mode activated, a room occupation status can be defined.

12 Improvements V6.4
 5.3 Display of meter when input (10 093)
PM triggers will now be displayed when a trigger is entered for this PM.

Asset meter:

13 Improvements V6.4
Addition of trigger in the PM:

5.4 Codification of manufacturer reference on an asset (9626)

The new tab in 'Company settings/Automatic codification of assets/Manufacturer reference' makes it
possible to configure the codification of the manufacturer reference on the asset:

14 Improvements V6.4
6 Invoicing

6.1 Addition of a Supplier list to the Customer contract card (9509)

The Supplier list tab has been added to the Customer contract card.

6.2 Possible to create a WO from the Customer contract card (8051)

It is now possible to create a WO from the 'Contract WOs' tab in the Customer contract card. The
created WO will contain the information from the customer contract.

6.3 Customer card, Details tab, scroll bar for comment (10 880)
Addition of a scroll bar for the Details tab comment.

15 Improvements V6.4
 6.4 Easily create an address (10 725)
In Settings/Invoicing/Customer addresses, it is possible to create Invoicing and Delivery addresses at
the same time by checking 'All' when creating.

6.5 Notion of invoice issuer (9547)

16 Improvements V6.4
7 Supplier

7.1 Supplier attribute (Member/Partner/Subcontractor) (10 090)

The new option in 'Company settings/General 5' called 'Manage supplier types' makes it possible to
enter the supplier's attributes: Member/Partner/Subcontractor.

These attributes can be used as a filter in the list of suppliers using the new tab:

17 Improvements V6.4
 7.2 Maximize list of contacts (10 597)
Now, when the supplier card/window is maximized (fully open), the list of contacts is also made bigger.

7.3 Take into account the customer calendar during PM to WO (10 228)
Now calculates the scheduled WO start date according to the trigger date and opening hours on the
customer calendar.

8 Purchase Order

8.1 Cheaper supplier purchase order pop-up takes discount into account (3516)
The pop-up which appears to tell us that a supplier is cheaper for a purchase order now takes into
account the discounted price rather than the unit price of the part.

8.2 Addition of 'Customer' and 'Customer contract' fields in the purchase order
card (9515)
If the Purchase order/Budget and Invoicing module is activated, there are two new fields in the
purchase order card: 'Customer' and 'Customer contract':

18 Improvements V6.4
9 SLA Module

9.1 Manage a customer calendar with SLA in WO/WR (4625/10 264)

It is possible to manage a customer calendar with SLAs. The SLA times affect the Scheduled end of the
WR and WO card.

10 Import Module

10.1 Multi-selection to add fields (9744)

In the import card, it is possible to select several lines from the list on the left to add them to the list
on the right at the same time.

10.2 Importing the warranty period (10583)

During a 'Part'-type import, it is possible to import the 'Warranty period' field.

11 Action Scheduling

11.1 Escalation process (7832)

ESCALATE-type actions can be created from Action scheduling. Actions can be created using a cascade
method and thus correspond to each level of escalation.

19 Improvements V6.4
The escalation process only concerns WRs and WOs. For each action, a request is executed and an
alert is sent according to the result. It is possible to set an SMS and/or e-mail alert (SMS and e-mail
messages must be correctly configured).

11.1.1 Setup

Query: Selection of records which will be processed by the action. It is a SQL query defined by the user.
Example of query which returns the list of WRs to transmit and created in 30 to 60 minutes:
SELECT DI.NUM_DI AS ID_OBJ, DI.TITRE_DI, DI.DATE_DI
FROM T_DI DI
WHERE DI.CLE_ETAT_DI = 1
AND 'NOW' >= DATEADD (minute, 30, DI.DATE_DI)
AND 'NOW' < DATEADD (minute, 60, DI.DATE_DI)
IMPORTANT: The alias 'ID_OBJ' must be included in the selection query which must refer to the
unique identifier of the record (e.g. WR number).

Object type: Defined if the action will involve WOs or WRs.

SMS alert: Indicates if an SMS alert needs to be sent.

SMS alert number: Used to enter the telephone numbers the alert needs to be sent to.

SMS body: Used to write the SMS to be sent. It is possible to use the variable :NB_LIGNES which
indicates the number of lines found by the query.

E-mail alert: Indicates if an e-mail alert needs to be sent (only works with SMTP e-mail).

Object: Defines the subject of the e-mail. It is possible to use the variable :NB_LIGNES which indicates
the number of lines found by the query.

E-mail body: Used to write the e-mail to be sent. It is possible to use the variable :NB_LIGNES which
indicates the number of lines found by the query.

Address for e-mail alerts: Used to enter the e-mail addresses the alert needs to be sent to.

Add attachment to the message: Indicates if the query results file is added to the e-mail as an
attachment.

File export path: Defines the folder where the query results files are saved.

Another setting is available in company settings, General 5 tab.

This setting stops the same alert for the same object being received several times.

20 Improvements V6.4
E.g.
An escalation action is created to occur every 60 minutes. WO 747 is concerned by this action and an
alert is sent by SMS and/or e-mail.
When the escalation action is next carried out, WO 747 has still not been processed so it is still
concerned by the escalation action and is therefore a potential alert.
With a temporary save, this alert will not be sent (to avoid overloading users with an alert they have
already received).
The next alert, for the WO, via this escalation action, will be sent when the temporary table is cleared.

Delete data from the temporary action table: Indicates if the query results files need to be deleted.

Number of purge days: Defines the period, in number of days, between each deletion.

21 Improvements V6.4
12 User Card

12.1 New tab in the user card (5628)

New tab in the user card providing the list of sites to which the user is linked in order to add or delete
a site.

12.2 Confirmation message for deleting a site (10 101)

In the site tab of the user card, there is now a confirmation message when deleting a site.

12.3 Link a customer to a user (9951)

When creating a user, it is possible to create a customer (if the invoicing module is activated) using the
'Create customer' checkbox from the user's name. This new customer is automatically linked to the
user.
It is also possible to link an existing customer to the user by checking the Link customer box and
selecting the customer from the pull-down list.

22 Improvements V6.4
13 Site Management

13.1 Link a site to a user (10392)

When creating a user, it is possible to create a linked site which will take the name of the user, or link
an existing site.
If a site is created, an asset can be defined which will be authorised in this new site.
The other info defined about the user (technician, requestor, supplier, customer) will also be added to
the new site.

13.2 Authorise or prohibit all elements (9948)

The default creation mode for a new site is configurable. It is possible to either authorise or prohibit all
the elements.
Setup is available in company settings, 'Data Access Management' tab.

23 Improvements V6.4
There is an 'Authorise all' checkbox in all the tabs where the site's accessible elements can be set.
When creating a site, this box will be checked or unchecked according to the settings in the company
card.
Once the site has been created, these checkboxes can be modified in each tab.
If the 'Authorise all' box is unchecked, it is possible to define the authorised list.
If the 'Authorise all' box is checked, it is no longer possible to define the authorised list. The buttons
are greyed out and even if the previously-defined list has not been deleted, it is not taken into account.

24 Improvements V6.4
 13.3 Authorise assets (3524)
In the Site card, Assets tab, it is possible to switch to a mode to authorise rather than prohibit assets.

If 'Prohibit' is checked, all assets are visible by default. The configured list is therefore 'List of assets
unauthorised for the site'.
The 'Add' button is used to select the hidden tree branches.

If 'Authorise' is checked, all assets are hidden by default. The configured list is therefore 'List of assets
authorised for the site'. Authorisation will only be possible on a defined level of the tree.
The 'Add' button is used to select the authorised tree branches.

If you select an asset at a different level from the one configured, a message will appear to inform the
user that there is an error concerning the selected level.

NB: If multi-tree is enabled, the configuration only applies to the main tree.

25 Improvements V6.4
 13.4 Customer management (4638)
If the Invoicing module is activated, it is possible to manage customers from site management.
This management relates to visibility of customers, of course, but also quotations, invoices, WOs, WRs,
PMs and customer contracts.

14 Other Modules (Mini/Maxi)

14.1 Date contains filter on generic lists (7805)

Contains-type filters for generic list dates (*/*/2014)

14.2 'Restock' column in the parts list (10 055)

When the Purchasing Management module is activated, there is now a 'Restock' column based on the
'Automatic replenishment' box in the part card:

26 Improvements V6.4
 14.3 Warranty by part reference (10 127)
The addition of a 'Warranty period' field in the part card makes it possible to save a warranty period
for the parts:

14.4 Show the customer's address on the WR (7839)

With the Invoicing module activated, the customer's address is now shown on the WR in the Invoicing
tab. Select a delivery or invoicing address (created previously) and hover the mouse over it for a few
seconds.

14.5 Crystal report: Addition of authorisations to Technician card (10 579)

The technician's authorisations can now be seen on the Crystal report of the Technician's card.

14.6 Technician according to availability (7279/9517)

Addition of a setting in the company card (WO setup tab):

A box appears in the list when a technician is selected for a WO. This filters the available technicians
according to their respective calendars.

15 Purchasing Module Improvements

15.1 Quotation signatories and requestors can cancel the quotation (10 550)
When a requestor creates a Quotation and puts it in 'Pending signature' status, it is now possible for
him/her, the signatory(ies) and delegations to cancel it. For all other users, the Quotation status is
greyed out.

27 Improvements V6.4
Statuses available for the Quotation requestor.

15.2 Right-click on the list of PRs: Generate a single QR (10 540)

On a transmitted PR made up of several lines (regardless of the pricing conditions on the parts or not)
it is possible to right-click on the PR in the list of PRs and Generate a single QR which will retrieve the
PR lines. If the pricing conditions are met, a Quotation is directly created with the PR lines.

On transmitted PR, Generate a single QR pull-down menu.

15.3 Quotation status cannot be changed if no line entered (10 335)

In a Quotation, it is not possible to change the status when no line is entered.

15.4 See Cost Centre on Quotation and Purchase Order card (10 058)
The Cost Centre has been added to the first 'General' tab of the Quotation and Purchase Order cards.

15.5 Addition of Filter on Cost Centre for Quotation lines list (10 059)
On the list of Quotation lines, it is now possible to filter on the Cost Centre. Sort and filter are available
in the same way as for the other columns.

28 Improvements V6.4
 15.6 Quotation pending signature: possible to change PO and Attachment (10
057)
When a Quotation has changed to 'Pending signature' status, it is now possible to add/delete an
associated file and change the comment.

15.7 Default comment on print-out of purchase order (10 061)

When a comment is entered onto the Quotation and this is changed into a Purchase order, the
comment is included on the purchase order and the 'Comment on print-out' box is now checked by
default.

In the purchase order, the box is checked by default.

15.8 Sorting on the list of batch signed Quotations (10 438)

Addition of automatic sorting of batch signed Quotations, which means that the lines of a Quotation
are in succession.

15.9 Duplicate Quotation retrieves the supplier's new e-mail (10 442)
When a Quotation is created with the supplier's e-mail address, and if, before duplicating the
Quotation, the supplier's e-mail address changes, the new e-mail address is correctly retrieved on the
Purchase Order resulting from the duplicate Quotation.

15.10 Quotation line can be changed by the signatory with conditions (9791)
A Quotation line in 'Pending signature' status can now be changed by the signatory according to
certain conditions:
- If generic item, the following can be changed: quantity, price and time limit
- If normal item, the following can be changed: quantity, time limit and price (if no procurement
condition for the part)

29 Improvements V6.4
Normal item: quantity and time limit

15.11 Change the e-mail address after sending a purchase order to the supplier
(10 060)
It is now possible to change a supplier's e-mail address after sending the purchase order to the
supplier. The e-mail field is no longer greyed out in this status.

15.12 Quotation/Purchase order created from a supplier (9900)

Creating a Quotation/Purchase order from a particular supplier now automatically completes the
supplier field of the Quotation/Purchase order card.

15.13 Send an e-mail with an inaccessible attachment (10 493)

When sending an e-mail with an attachment in the purchase orders, if it is inaccessible the e-mail is no
longer sent and the failure is logged. This happens if the attachment is inaccessible due to the
authorisations directly on the file or if the attachment has been deleted in the meantime.

30 Improvements V6.4
 15.14 Batch sign from the list of Quotation lines (10 063)
A checkbox appears next to the list of Quotation lines in order to sort the Quotations to sign for the
connected user. The user simply has to select the Quotations he/she wishes to sign and click the Sign
button which appears when the box is checked.

Checkbox: Batch sign and Sign button

16 Corrections:

 10 628: Minor display problem in stock card.

 10 627: The select button in the list of QRs is now hidden when not in Select QR.
 10 626: The quick inventory is now accessible all the time (whether or not the warehouse
manager module is activated) from the part card and in resources, in addition to the Action
menu.
 10 564: When creating an invoice from a WO (right-click), if the customer linked to a WO only
has one Delivery and Invoicing address, these are now initialised directly in the created invoice.
 10 073: Right-click is now available on the generic list of WOs to allow invoicing.
 10 050: To rename the 'Type of WR' description in the WR card: Modifiable in Settings >
Translation management > WR card > Type of WR
 10 049: To rename the 'Incoterms' description in the supplier card: Modifiable in Settings >
Translation management => in card select General
 9697: For parent and child WOs, it is now prohibited to cancel a parent WO if at least one of
the child WOs is no longer 'To do'.
 9612: The tree view is displayed in the WRs/WOs even as a progressive tree.

31 Improvements V6.4
 9607: Non-WO activities, in the Duration field, the full stop would not enter. It now changes to
a comma.
 8007: List of WOs: Addition of Copy, Create model, Move and Advanced search buttons.
 5850: The asset schedule now correctly takes into account the 'carry out work when asset is
off' option.
 5306: Correction of calculations on asset schedule.
 10 491: Customer calendar: the days did not retrieve the Monday time slot.
 10 644: The minimum restock quantity on purchase orders (Purchasing) is now retrieved
correctly.
 10 445: DAM copy of settings by typing the start of the user name, now selects correctly.
 10687: with site management when deleting a site, the associated configuration is deleted.

32 Improvements V6.4