SYSTEM OVERVIEW
`
`lnthisoverview
`
`6.0 SOL SERVER EDITION
`
`Introduction
`
`Security
`
`Labor
`
`Uendorsand
`
`Manufacturers
`
`Inventory
`
`Equipment
`
`Purchasing
`
`Tasks
`
`Work Requests
`
`Schedufing
`
`Work Orders
`
`Statistical Predictive
`
`Maintenance (SPM)
`
`Reports and Graphs
`
`Utilities
`
`Barcode
`
`OSHA Regulations
`
`Pagerlink
`
`CiM EX. 1047 Page 1
`
`CiM Ex. 1047 Page 1
`
`

`
`Datastream Systems is the sole owner of this documentation and may change this documentation without issuing 11otice. No person or entity may reproduce or transmit any part
`of this documentation without written permission from Datastream Systems. Inc.
`
`©1999 Datastream Systems. Inc. All rights reserved.
`
`Datastream, e-MRO. MP2. Pocket IVIPZ. MP2 Messenger, MP2 PagerLink. MP2 RequestLink. MP2 WebLink. It/[P5, and Maintainlt are registered trademarks of Datastream
`Systems, Inc.
`
`Adobe and Acrobat a1'e trademarks of Adobe Systems, Inc.
`Agentry is a trademark of Syclo. LLC.
`ChartFX is a trademark of Software FX. Inc.
`
`Crystal Reports is a trademark of Seagate Software. Inc.
`DataLIB is a trademark of Everest Enterprises.
`dBest Barcodes is a. trademark of Hallogram Publishing.
`DynaZip is a trademark of Inner Media.
`Graphics Server is a trademark of Pinnacle Publishing, Inc.
`ImageMan is a registered trademark of Data Techniques, Inc.
`InstallShield is a trademark of Installshield Corporation.
`LaserJet is a trademark of Hewlett-Packard Company.
`Lotus Notes, cc:Mail._ Lotus 1-2-3. and Symphony are trademarks of Lotus Corporation.
`NetI-IASP is a trademark of Aladdin Knowledge Systems Ltd.
`Netscape Navigator is a trademark of Netscape, Inc.
`Newton and MessagePad are registered trademarks of Apple Computer, Inc.
`Novel] and Groupwise are registered trademarks of Novell. Inc.
`OpenExchange is a trademark of FirstPlace Software.
`ORACLE is a registered trademark of Oracle Corporation.
`PKZIP and PKUNZIP are registered trademarks of PKWARE. Inc.
`Platinum is a registered trademark of Advanced Business Microsystems. Inc.
`ProComm Plus is a trademark of Quarterdeck, Inc.
`QuattroP1'o and Paradox are registered trademarks of Corel Corporation.
`Sentinel Driver and Rainbow Port Driver are trademarks of Rainbow Technologies, Inc.
`Symbol is a trademark of Symbol Technologies, Inc.
`TRAKKER is a trademark of Intermec, Inc. l\{ai]X is a trademark of Terckland Software.
`UNIX is a registered trademark in the United States and other countries. licensed exclusively through XfOpe11 Company Limited.
`Windows NT. Windows 95. SQL Server. Internet Explorer, MS Exchange. Excel, Word. Project and Access are trademarks of Microsoft Corporation.
`WinFax is a trademark of Symantec. Inc.
`Wonderware is a registered trademark and NetDDE and Wondelware InTouch are trademarks of Wondeiware Corporation.
`
`All other brand names and product names mentioned in this document and in this software are trademarks, registered trademarks. or service marks of their respective owners.
`
`Datastream Systems. Inc.
`50 Datastream Plaza
`
`Greenville, SC 29605
`
`Printed in the United States of America.
`Inlay 1999
`MP2 Enjnrprise til} SQ]. Se.rvEr‘E.di1im1 System Overview
`
`CiM Ex. 1047 Page 2
`
`CiM Ex. 1047 Page 2
`
`

`
`INTRODUCTION
`
`BIP2 Enterprise is an enterprise asset nlanagement (EAIVI) software application that controls nraintenarrce operations. 1\/[P2
`.
`.
`.
`.
`.
`.
`.
`allows for long-term g:ro\x1I1 of any S126 operation. With MP2, either create work orders immediately or build the database
`completely before creating work orders, optimizing the prog:ra:m's work order generation and reporting capabilities.
`
`MP2 Enterprise is a critical corporate asset for many reasons.
`
`I
`
`Helps you to investigate equipment dovmtinre
`
`I Assists you in 1'oot cause failure analysis
`
`I
`
`I
`
`I
`
`I
`
`Identifies hot maintenance spots in the facility
`
`Provides justification for additional resources
`
`Produces precise plant-level reports
`
`Generates high-level coiporate roll-up reports
`
`MP2 Enterprise‘s features are powerful and comprehensive, and its graphical and irrtuitive user interface makes it one of the
`easiest EAM packages to learn and use.
`
`-
`
`I
`
`‘
`
`S
`
`t
`F
`I
`Y5 em 93 UTBS
`
`3elphi—designedinter1ace
`
`:ra:’::(§J’()2V;t:lNt’T"f?)SSi"9 0" Windows 9558
`
`-
`
`'
`
`I Microsoft SQL Serve! database
`-
`Jninstall function
`
`-
`
`Jsercleiined Quick Access bar
`
`_ Access to Datastreamss web page “Om
`MP2 help {Web browser, such as Internet
`Explorer or Netscape, required)
`
`-
`-
`
`Context—sensitive help tor fields and forms
`Tutorial database
`
`- Data Collection Fonns within MP2 help
`- Wizards for tasks, work orders, and
`requisitions
`Sort and filter for all forms
`
`-
`
`-
`
`-
`
`-
`
`Customizable fields
`
`Customizable reports and labels
`
`Capability to save form layouts
`
`+
`Create a Task
`
`"'
`Create a Fine...
`
`n‘-‘rentory
`Purchase Eli...
`
`
`
`Liisilioris
`
`MP2 Srsrrrir Ovziwiiziii
`
`1
`
`CiM Ex. 1047 Page 3
`
`CiM Ex. 1047 Page 3
`
`

`
`SECURITY
`
`Set up security by creating records for your facility's sites, purchasing centers. and warehoiises. Additionally. create user accounts
`for all l\/[P2 users and roles for each defined security group.
`
`-
`
`Security Setup
`
`Features
`
`Sites, Purchasing centers, Warehouses.
`Create records ‘Of -3” VOUT Taciiihfs Sites.
`purchasing centers, and warehouses. Most
`MP2 records are specific to the site,
`
`Egg
`_ lfl
`50'‘ BPi[Dafauii} *4 Filer {None}
`‘F
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`mg 5;,“
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`D
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`List View Flecarwiew I
`Sile'— teak Grove Plant
`_
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`Addiessi
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`
`Purchasing Cantu
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`Role Assignments
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`purchasing center, or warehouse. |_=or
`example, work order records are site-
`specific Durchase order records are
`purchasing center—sp-ecific, and inventory
`records are warehouse—specitic.
`- User Accounts/Passwords. Create user
`accounts and passwords. Users may
`.
`.
`access MP2 only with their user ID and
`password.
`.
`.
`Security Roles. Create security roles for
`the various groups at your facility and
`assign users to them.
`_
`_
`Flole Assignment Leiieis. Assign users to
`more than one Role Tvpe (Site, Purchasing
`Center, Warehouse). Within each role type,
`you may assign users to morethan one
`Rule Type ID. Zor example, you may
`assign e'“9'0!»'9€‘ 09310 Sites 1 and 2» and
`
`-
`
`-
`
`
`
` to warehouses A and B.
`
`MP2 Svsrciii Oiiziiiiiziii
`
`2
`
`CiM Ex. 1047 Page 4
`
`CiM Ex. 1047 Page 4
`
`

`
`Design the level of security necessary for your facility so that only authorized personnel can start MP2 and access data.
`Additionally, customize MP2 menu titles and field names so that they are site-specific.
`
`Security Design
`
`Design Security
`2
`Harlem-mes
`
`'
`'
`.
`._
`.
`.
`Dgslgngacumy
`
`Features
`
`-
`
`-
`
`-
`
`Field Security-. Define field security for
`each Security’ f0|e— MOW r0l9S fead-Wfile
`(edit) access or read-only access to fields.
`Additionally, you may hide fields altogether
`or specify that they are required.
`
`Form Security. Define fonn security for
`§§E2sieE,”iLini§'S;iiifiéiifiéi§§§i?§.ié,
`del
`t"
`.
`d
`t
`.
`TafiI;Og:C:rivl'!:.p[(j:l:': table security for
`
`each security role. Prohibit roles from
`'rl1',d|t'.ddti
`
`d"
`
`:;*:§a:n;i,:0i%,:::°r.:e'“
`- Menu Option Security. Restrict access to
`menu options at any level.
`
`-
`
`Purchasing Security. Further restrict
`purchasing security roles by pertrirttirig
`them readcnly, non-cost, or unrestricted
`access to MP2 purchase orders and
`requisitions. Specify whether these roles
`can receive items, insert new line items -into
`
`'
`
`, " 5“? leiaii-‘Ci 3t3CUliiEr'
`"M
`
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`_
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`_
`Reset Flee
`ischeauring
`E5 E "my F".ters' Dame Secunty ‘'”.‘*’S to
`_
`_
`_
`S talistical Pretcdicti-we Maintenance
`further restrict user access to certain
`I
`Heat An Fifi-res
`M k
`records, and then assign security filters to
`as 3
`user accounts.
`C
`R IE
`' Wflfk i5=FiI‘=‘ElUB3iS
`' 3¢W°"'* Dtdm ; - Menu and Field Customization. Modify
`.IJFt.l"
`'1'
`Barficccde
`menu titles andfor field names. MP2
`3.135H,ili
`changes the names of these fields on
`E.
`T langactim Egg Ueueg
`related forms and reports.
`Warehouse related security
`+ -- Purchasing center related security
`1
`
`Pfippm-PS
`"
`'
`_i-.'~m'i3h
`‘
`Help
`
`I
`|
`I
`
`;|
`
`E E
`
`MP2 Srsrtiii UtlER'JlEt|'
`
`3
`
`CiM Ex. 1047 Page 5
`
`CiM Ex. 1047 Page 5
`
`

`
`LABOR
`
`Create employee records for all inclividuals involved in the Inaintenance process at your facility. Enter personal infomtatioil. such
`as the address and phone number. as well as work-related infolmation. such as shift. craft. and hire date. Hide private or sensitive
`infomlatioil with MP2 ’s secluity filnctioll.
`
`E Employees
`
`'* I "" I "" I ' I
`"“ I " I
`Us-Mew nemdvlew IT,a-“ml wage, Halal
`Employee Code— Last Name IBrown
`-Addess“
`‘ -'- Employee Inlurrn-alian
`
`SW85’ |[D°fa"‘"]
`
`j
`
`_
`F'fl°F'|[N°”el
`
`First Name Iwilliam
`
`BE [3
`
`j
`
`"-
`
`site—E
`Adclressl
`Adams -2IT Coat Center 17000
`E
`E
`Address 3| Daparmant IF'roclucli-an
`Ely Elak Grove
`Hire Dalef E
`
`StateW
`Postal We if
`Tfi'eDh°m N°-
`
`Aazcwnulaled Sick Hours I
`Accwntlatad tulacatinn Hours I
`
`I
`I
`
`Raise Date
`Social Security No.T‘
`Shift [T
`Class fj
`0'5" II-"MGR
`.3El'|l'1"ll’
`5'5” I
`ski”-9\"5' I
`
`
`
`Features
`
`-
`
`Training. Enter lraining information, such
`as course descriptions, hours or CEUs
`eamed, whether tl1e employee earned a
`certificate andlor passed the course, and
`
`the cost of the course.
`- Wage Hates. Enter multiple wage rates per
`employee, it necessary.
`Timekfepirgg. Stfecity excreptions tofthe
`nomma wor Ing ours, suc as vaca Ion,
`sick 1ime_ etc_
`
`-
`
`MP2 SYSTEM OVERVIEW
`
`4
`
`CiM Ex. 1047 Page 6
`
`CiM Ex. 1047 Page 6
`
`

`
`VENDORS AND MANUFACTURERS
`
`Create vendor records for all the companies from which you purchase items and services. Create ruanufacturer records for the
`companies that produce the items a11d equipment located at your site. Enter basic information. such as address and contact
`informat:ion for each vendor and nlanufacturer. Additionally. enter payment, shipping. and fieight inforrnation.
`
`fiifitienrlors
`
`BEE!
`
`filter
`
`IN one]
`
`‘I
`5|3l”3.|'iEDefau|t]
`I-ll 1lb|I-l||II|—l
`ustvrew Recardvrerw | Items supplied | Blanket Pflsl Urderhg I use I Ftepreserut-alive! Attachments] Userdetned Fields |
`Var-is Brarr=h.—
`‘~’end°r'D_3
`Name i.-Mr Centers of South Carolina
`
`"Address"
`
`'
`
`Address ‘l
`
`ll-441' South Batesvile Flaad
`
`"'5r:rac:iic;ati|:I'1ar' —
`
`I
`,
`
`Vi
`
`T
`\-Vendor Type |‘3uppJieI
`‘class [T
`FecleraITa1-r ID No.
`|sas-ass21T i
`....
`-.
`
`'
`
`—A‘fifl:s
`
`Sort By ] [Default]
`
`--I
`
`Name tr’-‘Air Compressor Products, Inc
`"Specifications
`
`Fitter
`
`[N one]
`
`E
`Y
`
`m
`state
`Manufacturers
`Post.al[.‘ode|2*3B5D
`*“l*“l*l""l‘|'l'l
`‘WW9 i”5'“
`Lisrview Flecordriei-r I Nolesl
`Telephone No.
`I864-B43-SE
`'
`'
`'
`E!¢El'|‘S-DDT] I109
`— --
`Fax No.
`|3E=l—8=tB-8‘.
`Address 1 2352 Emerson Street
`E-mail |j
`Flarnresenlalirei Addms 3 ‘
`City[
`stare
`PoetallllodeW
`E3-\:I.4rItI}I [WT
`Tebpltane Nu | Errtensim Ij
`Fauna saj'
`Pager NI1f
`E-mail|
`Representativei
`Fraight Carrier I
`
`
`Trrrne imlj
`Ciass f‘
`Federal Tarr|D'Not |-T:
`lZustomerlD [T-
`
`Features
`
`Taxes. Enter multiple tax rates per tax code
`and assign a tax code to each vendor.
`Additionally, specify the tax type (Sales or
`Use} tor each vendor.
`
`Multiple Currency Support. Enter the
`currency sy mboi and conversion factor for
`all of your international vendors.
`
`Items Supplied. List all items supplied by
`each vendor. Entering items on a vendor’s
`record automatically enters the vendor on
`the item's record, reducing data entry.
`
`Blanket P05. It your vendors agree to sell
`items or services at a certain costs and
`designate a specific purchase order number
`for the items or services, set up blanket
`purchase orders for these vendors.
`
`Ordering. Specily the preterred ordering
`method for each vendor {Paper, Fax, EDI). It
`vendors prefer Electronic Data lntercr ange
`(EDl), enter the standard protocols.
`
`Notes. Enter information specific to each
`vendor or manufacturer. MP2 prints these
`notes on purchase orders.
`
`Flepresentativefcommenls. List the
`representatives for each vendor, including
`telephone number, tax number, and e—mail
`address. Enter additional comments
`concerning the vendor. MP2 does not print
`these comments on purchase orders.
`Attachments. Attach multimedia tiles, such
`as drawings or word processing documents,
`to vendor records.
`
`User-defined Fields. Enter additional
`
`intormation (up to ten fields) for each vendor,
`according to your needs.
`
`MP2 Srsrrrrr tlrrrzrtvrrzrrr
`
`5
`
`CiM Ex. 1047 Page 7
`
`CiM Ex. 1047 Page 7
`
`

`
`Features
`
`Substitute Items. List all items that
`employees may use as substitutes for the
`inventory item.
`
`Vendors. Specify all vendors that supply the
`inventory item. Entering vendors on an item’s
`record automatically enters the item on the
`vendor’s record, reducing data entry.
`
`Specificationsihlotes. List item
`specifications or additional infonnation
`concerning the inventory item.
`Attachments. Attach multimedia files, such
`as drawings or word processing documents,
`to inventory records.
`User-defined Fields. Enter additionat
`
`information (up to ten fields) for each
`inventory item, according to your needs.
`
`Multiple Warehouses. Record the quantities
`and reorder points of each -item for different
`stock rooms.
`
`Reordering. Enter the reorder quantity and
`specify whether to reorder items based on a
`reorder point or based on minimum and
`maximum values.
`
`Usage. For each warehouse, calculate and
`graph items used month to date and year to
`date.
`
`Transaction History. View all check out,
`return, adjust, move, and physical inventory
`transactions.
`
`Costs. Calculate costs for items according to
`the costing method you choose {F|FO, LIFO,
`Weighted Averaging).
`
`INVENTORY
`
`Create inventory records for all of your facility’s maintenance parts. Enter basic information about parts. such as item numbers,
`stock locations (sites). quantities on hand, and unit costs. W23 inventory reordering system reduces downtime resulting from
`emergency part ordering.
`
`I
`
`r_-,-
`
`Sort By [Default]
`
`1'
`
`Filer‘ It-tone]
`
`''
`
`List View Record Vbw ] Subrslitule lterrisl Vendors] speciicatiansmdresl Auachrneriisl User-defined Fields]
`Nemva_ lair iiiteieiement
`
`inventory Type iFi|t-A
`Elassl
`
`Weight I
`
`U.2|J
`
`Ipound
`
`Vohme I
`Unit of Measure IE-*1
`
`B
`
`Hand
`
`Mada IT ‘Al3E:CI..ll"ItcDElBS
`IBUCIEI
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`D
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`_
`acturer-I 0 are
`--
`Expense [2000
`Date Added Isnorss
`wiitaailruuo
`Date Last" Edited |5»*1IJr99 B
`
`!---|
`
`Cost Center |5nno
`
`
`
`5t°'3|"~ lflrderingl Usage] History] Costs I
`
`I H
`
`[}D.e<em_i~'a.
`
`MP2 Srsrrrr Dirriiviriri
`
`6
`
`CiM Ex. 1047 Page 8
`
`CiM Ex. 1047 Page 8
`
`

`
` Check Elut Items
`-
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`Additional Features
`
`-
`
`-
`
`-
`
`Inventory Management. Check out items,
`return items, adjust item quantities or prices,
`move inventory items within the same
`warehouse, or transfer items between
`warehouses.
`Physical Inventory. Enter physical inventory
`counts, and then MP2 updates inventory
`accordingly.
`Item Labels. Pnnt labels for each inventory
`item to guaxd against checking out incorrect
`'1
`_
`I ems
`- Reserved Items. View items reserved for
`maintenance wont.
`ABC and E00 Analysis. Determine the
`most etticient and cost—etfective quantities
`m,de,_
`
`-
`
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`MP2 Svsrm OVERVIEW
`
`7
`
`CiM Ex. 1047 Page 9
`
`CiM Ex. 1047 Page 9
`
`

`
`EQUIPMENT
`
`I11 MP2. eqmipiiierit refers to any object on which you track maintenance. Equipment may be production related (presses. injection
`niolders. etc.) or non-production related (air-handling units. Vehicles. etc.). Equipment may also be any of the sub-assemblies. or
`components. of larger equipment.
`_
`_
`A
`1
`_
`_
`_
`I
`I
`The equipment number is the focal pomt for most MP2 funct1o11s. Enter basic equipment lI]f0ITIlal10IL such as the equipment
`type. serial number, 111odel number. manufacturer. and purchase date. Also. specify the exact location of the equipment by
`
`entering the site. location. and sub-locations. Specify whether‘ equipment requires special handling. and MP2 notifies you when
`creating a work order for this equipment.
`
`E Equipmenl
`
`E
`
`1|
`Fitg[|[NDne]
`vl
`SorlB_I.I l[|jefaU|[]
`Hal 4 | b I H‘ + l _ I
`Listliiew HBEDFUWBW IFinanoia| Datal Spares] Saletyhlotesl Metersl Allachmentsl Eornponentsl History] User-delined Fields
`
`Equipment Na‘ IA” aammassa,
`
`- an
`
`I-0|3ai||35‘1S
`Equipmsm 1-We Iamcump
`. le site
`Senal ND"
`102-9033
`L
`E.
`I
`BM 1 PI
`Model No‘ | 5 oca Ion l
`9
`.
`Sub-lcicaticm 1
`lCompressor Floorn
`Manmaclwer iA"°°""p'p'°d
`.,'_.endm ID Al-‘Bantams:
`5|-lb‘i0|3aliDfl 2
`Sui:-I
`l"
`3
`Verrdoi Branch lfiieel
`ma lm
`Spare-parts Code
`Purchase Date
`Priority
`Slartup Date
`Person Responsible
`Warranty Expiration Date
`Uperating Status I?
`'7 in 55“*'l'33
`I_ Notily when creating work orders
`
`...
`
`3 ‘
`.
`.
`
`--
`3
`
`
`
`Features
`
`-
`
`.
`
`-
`
`Financial Data. Enter the general ledger
`number, department, and cost center
`assssiatsa Mm sash aauipmsm as we” as
`the original and replacement costs.
`
`spare; Enter the Spare partg associated
`with each equipment.
`Saiety Notes. Enter or copy and paste
`safety information.
`
`- Meters. Track meter readings by
`cumulative run time or usage cycles. Define
`the units of measure so that MP2 tracks the
`data that is most relevant to your operation.
`- Attachments. Attach multimedia files, such
`as drawings or word processing
`documents, to equipment records.
`- Components. View the hierarchical
`
`relationshittn-s between equipment andtheir
`°°'"”°"‘’“ 5-
`History’. View the work order history of
`-
`.
`each equipment.
`- User-defined Fields. Enter additional
`information (up to ten fields) for each
`equipment, acoording to your needs.
`
`MP2 SYSTEM UllER‘ll|Ell
`
`8
`
`CiM Ex. 1047 Page 10
`
`CiM Ex. 1047 Page 10
`
`

`
`types to help track changes to field values
`
`_
`
`_
`
`"
`
`"
`
`5-'3
`
`v
`
`7354
`
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`
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`
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`
`I-
`
`Additional Features
`
`-
`
`Service Contracts. Create service
`
`contract records for equipment under
`warranty. When equipment under warranty
`requires maintenance, MP2 notifies you
`that an extended seniice contract covers
`the equipment
`
`- Nameplates. Create nameplates to store
`additional intonnation about equipment
`types.
`- Variables. Create variables for equipment
`
`over tirne_
`
`
`
`
`E Ijt-‘«iTFlL
`
`-
`
`Failure Analysis. Record equipment tailure
`for each equipment type, including the
`reasons tor outage and solutions. Then,
`with this information, track equipment
`breakdown trends and troubleshoot
`problems.
`
`MP2 S‘l"STEll0‘H'ER'HtEl|t
`
`9
`
`CiM Ex. 1047 Page 11
`
`CiM Ex. 1047 Page 11
`
`

`
`PURCHASING
`
`Speciiy defautt quotation and requisition values for each site and default purchase order values for each purchasing center.
`Specify the next quotation. requisition. and purchase order numbers so that NFP2 automatically enters the next number when you
`create quotations. requisitions. and purchase orders. Additionally. specify whether to enforce this function.
`
`Purchasing Setup
`
`mi; H equisitinri Setup
`
`|.qI 4 I p I HI
`SortByI[DeEault]
`VI
`Filter
`[None]
`V
`Sites
`| Nwrberhg/Hoadingasl sinus Souoe Letter I Approvd Levels Generation Options |
`
`§
`
`."Detat.l Floquisition Vdues
`Dqwll Requls-‘ion “'3' I
`Emmi“ “'1 I
`
`Hemiflim gimp-fig
`I One for each vendor
`florrstock items
`IMltvt.ed with stock items
`
`V I
`
`7|
`
`
`E ir -
`N.EI_dUlfi‘&D.D.Ll.'W'\.|
`'
`ma
`Purchasing Setup
`9°"“"'“°"‘ I
`:l"'
`
`HI 4 I p I HI
`
`SDI! B}'lIDetault]
`
`7|
`
`Fitter ] [None]
`
`El!!!
`v|
`
`Purchasing Csrlterl Addresses HSGSW3 '3!-'1-‘i°|'!8 Ifienerationflptionsl EDI
`
`I
`
`Puqchashn Center Oak Er'otiie'-
`
`I7 Enjorce,i:|entityI of Drduwaretnree and Fleceive Waehouse
`17 Auto-ti! Qty to Fteoeive
`1'“ Include Ian
`I‘ Include §_hipping Charge
`I‘ include yjsoellaneous Gauge
`
`Ship Flate ix} 1
`Mjscellmeotrs Hate [Z] I
`
`2.00
`
`‘I
`EU Statusiflornpleted
`I7 élcrw receiving non-irrventory items to stock
`1' usefilnlmnetic Receiver No.
`17 F"'t“ "
`'
`:-.r
`
`
`
`Features
`
`Quotation and Requisition Setup
`
`.
`
`I
`
`Single Source Letter. Enter text to include
`on requisitions for your single source
`vendors.
`
`Approval Levels. Specify dollar amounts
`for tour approval levels, and assign each
`MP2 user the appropriate level.
`
`Generation Options. Specify either to
`generate a different requisition for each
`vendor, to generate one requisition for all
`vendors, or to use the default requisition.
`Select whether to separate non—stock items
`from stock items.
`
`Purchasing Setup
`
`'
`
`I
`
`-
`
`Addresses. Specify the default confirm—to,
`ship~to, and invoice addresses to print on
`purchase orders.
`
`Receive Options. Specify a variety of
`receiving options, including whether to
`automatically fill the quantity to receive with
`the quantity ordered, whether to include tax
`and shipping charges, and whether to allow
`receiving of non-inventory items to stock.
`
`Generation Options. Specify whether to
`separate stock items from non—stock items
`when generating purchase orders and
`whether to automatically select purchase
`orders for printing so that you may batch
`print all purchase orders generated.
`
`EDI (Electronic Data Interchange). Enter
`the fax and data communications program
`names.
`
`MP2 Svsrtur tlirrzitvrrrv
`
`10
`
`CiM Ex. 1047 Page 12
`
`CiM Ex. 1047 Page 12
`
`

`
`Features
`
`Quotations
`
`Quotation Generation. Automatically
`generate quotations for inventory items that
`have reached their reorder points.
`
`Items. Add to or modify the list of items for
`which you want quotes.
`
`Vendors. List all vendors from whom you
`want quotes.
`
`Attachments. Attach multimedia tiles, such
`as word processing documents, to
`quotation records.
`
`(notation Printing. Print one quotation,
`print selected quotation s, or print all
`quotations at one time.
`
`Requisition Generation (from
`Quotations). After receiving price quotes
`from vendors, choose a vendor, and then
`generate a requisition from the quotation.
`
`Requisitions
`
`Flequisition Generation. Automatically
`generate requisitions for inventory items
`that have reached their reorder points.
`Purchase Order Generation. Once
`approved, generate purchase orders from
`requisitions.
`
`ltemslservices. Requisition items andtor
`services.
`
`Requisition Approval Process. Allow pre-
`approval for users when you require
`approval by more than one person.
`Available Vendors. Select, from the list of
`available vendors, the vendor(s} to which to
`send requisitions.
`
`fieceiptstfleturns. View aH reoeipts andior
`retums for the items or services requested.
`Attachments. Attach multimedia tiles, such
`as word processing documents, to
`requisition records.
`
`Automatic Generation. Specify the date
`and time for MP2 to generate requisitions.
`
`Create quotations or requisitions for items that you must order. Create quotations to get availability and cost information from
`vendors. Then, choose a vendor, and create a requisition to get approval for the order.
`
`Quotations and Requisitions
`
`Quotations
`
`
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`fiffificquisitions
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`MP2 Srsrnlr Dvntvlnlr
`
`11
`
`CiM EX. 1047 Page 13
`
`CiM Ex. 1047 Page 13
`
`

`
`Purchase Orders
`
`Generate purchase orders from requisitions. or manually create purchase o1'ders for inventory items, 11on-inventoiyitems, andfor
`services and then se11d them to vendors for fulfillment. As vendors deliver iteinsfservices, receive them into MP2. After you
`receive all of the itemsfsewices, close the purchase order.
`
`MP2 maintains a complete history of purchase o1'der transactions, which you may View and edit. Create new purchase order
`history records for transactions that occu.rred before you purchased MP2 and include that data in reports and graphs.
`
`
`
`Miéurhase Orders
`Ill urlurirlil-I-‘I-I
`Stilt 89 I [D efault]
`VI
`Filer |[None]
`Listview Hfififildvlfit ILineltoms| Costs I Elrder Verdi.-Adclressl-Ship Toftonfim Tol Tani
`Purchasinafi-mt
`F"0'l~l.~1
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`
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`
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`7
`
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`
`I Fleeeiplsl Fleturnsl Altachrrrmlsl
`Flelease-N°- I
`Het'|Ue'Si.'StaU.J'$i
`
`venaano.|
`Laslliludilied By—
`U'andur-Branch
`vendor Name| oaremi Modified
`Bide-r.Date
`'
`-
`Pumas Ii
`Dale Last Printed ‘E
`_g,.,..,,
`I" |sB|anket.PE|
`.
`_
`lvsei H P''-‘
`Notesfwifiprinton put‘-d*'rae'eorders]
`an or may
`
`Features
`
`Costs. View the total amount paid, totai
`amount received, and the total cost of
`purchase orders.
`
`0rderinglEDl. Specify payment fenns and
`enter stripping information. Enter Electronic
`Data Interchange {EDI} information to
`electronically transmit purchase orders.
`
`Addresses. Modify the vendor, ship to, and
`confirm to addresses for each purchase
`order, if necessary.
`
`Taxes. Specify whether the tax is incurred
`when you purchase the iterrtiservice
`(Sales) or when you use the itemiservice
`(Use). Additionally, specify whether to use
`the vendors default tax rate or modify the
`rate for each line item.
`
`Fleceipts. Receive items to stock locations,
`work orders, equipment, cost centers, or
`employees. Receive services to work
`orders, equipment, cost centers, or
`employees. Additionally, you may order
`from one warehouse and receive to
`another.
`
`Returns. Return items from stock
`
`locations, work orders, equipment, cost
`centers, or employees. Fletum sen.-ices
`from work orders, equipment, cost centers,
`or employees.
`Attachments. Attach multimedia files, such
`as EDI files or word processing documents,
`to purchase order records.
`Item Status. View the status of all items
`listed on requisitions and purchase orders.
`
`Line item Status Audit History. Audit
`status changes to purchase order line
`items.
`
`Purchase Order Revisions. Track all
`
`revisions made to purchase orders.
`
`Automatic Generatiorrfciose. Specify the
`date and time for MP2 to generate or close
`purchase orders.
`
`
`
`MP2 Srsrtu Ovaurinl
`
`12
`
`CiM Ex. 1047 Page 14
`
`CiM Ex. 1047 Page 14
`
`

`
`TASKS
`
`Create task records for your site’s repetitive maintenance tasks. including the frequency with which you repeat each task.
`Schedule repetitive tasks by meter reading, date. or both. When equipment reaches the scheduled meter reading or when the
`current date equals the due date for the task. MP2 generates a work order.
`
`fl1~Tasks
`
`SortBy I[DefaI..rlt1
`
`-I
`
`Fitter
`
`[None]
`
`v
`
`uI -«I »I HI +I —I
`Listview 5E=l1|3ElUll'= IDetai|sI Parts
`
`I
`
`Site lJ"ak".l3tove--
`Task No.
`.—Tl’&s task is for equipment that i
`5'
`In Service [normal use]
`T" Dut of Sen-‘ice [extended shutdown]
`
`I
`
`
`‘Schedule To
`5' Flelease as separate work orders
`5'' Flelease together as single.'wor|<' oniler
`
`Compressor H oom
`
`Ll
`
`Features
`
`In Service!-Out of Service. Specify
`whether to pertonn the work when the
`equipment is in service or when it is out of
`service.
`
`Multiple Equipment Tasks. Specity
`whether to release multiple equipment
`tasks as separate work orders or as a
`single work order.
`
`Equipment or Location. Schedule
`maintenance work for equipment—related or
`locationaelated tasks.
`
`Scheduling. Schedule maintenance work
`by date {every 90 days), by meter (every
`3000 miles), or botl1 (whichever occurs
`first).
`Details. Enter cratt information and the
`
`individual responsible for the task.
`
`Parts. Enter the parts needed to complete
`the task, and specify whether the parts are
`required for the task.
`
`Shadowing. Avoid generating duplicate
`work orders by shadowing longer frequency
`tasks with shorter treque ncy tasks.
`Attachments. Attach multimedia tiles, such
`as drawings or word processing
`documents, to task records. Specify tor
`MP2 to print these files with work orders.
`Unlimited Task Instructions. Enter
`
`instructions, safety procedures. specialized
`maintenance information. repair
`procedures, etc., for each task. MP2 prints
`task instmctions on work orders.
`
`Sch-edulirlg by Date | Scheduling l:u_~,- Meter 1 Shadowing | Attachments |
`
`Perlom Every I
`
`3 I M onth[s]
`
`‘II
`
`Schedule Type I Floating
`
`Date Last Performed I3.’1 ‘U38
`
`E
`
`Neat Due Date I531 1 /'33
`
`"I
`
`E
`
`i7 Must" 313 DOWN
`
`Down Time I
`
`Task Duration I
`
`No. of Times Completed I
`
`3
`
`
`
`MP2 SYSTEM Ovsrtvrnir
`
`13
`
`CiM Ex. 1047 Page 15
`
`CiM Ex. 1047 Page 15
`
`

`
`WORK REQUESTS
`
`Work requests include two types of requests—call-in r'equests and on-site requests. Call-in requests reduce paperwork by
`enabling the property manager or rtlaintenance manager to enter tenant requests as tenants phone them in. On-site requests
`reduce paperwork by enabling employees to enter their own 1nai11tena11ce requests.
`
`Features
`
`Calf-in Requests
`
`Call-inFIeusts
`
`Ceittfi HWU391 |Scher:|uleI Status]
`tteeeeetee 39 IDA“
`Ste
`Tenant -l L“”‘"“""=[
`Fla.-cpested gems IAIHEDMP-FILT-ELEM-3M
`Fi‘*‘”e"'ei
`Description
`
`El
`
`l:l‘.‘l|"!'tl'l'lBH’$ |
`Un-site Hequests
`|_|
`l |
`Pfiurtylw
`H 4 r H +
`T uavrew aecudvrew|
`T
`N .
`'
`"'*'°"°"° °'
`same
`Flequest No -SEEI21-3
`
`Approve
`
`I
`
`Sort-B|Dl
`5!
`I elaull
`
`-[
`
`Filer I [None]
`
`Task No. [TE-|
`
`HE}!!!
`
`VI
`
`Requested By ]PittmanD
`Last Name Plthnarr
`
`Fire Name
`Telephone ND. T13-I155-[I36
`
`Farr Na. 1
`
`Hequeslflalia I-ll.-"'|.-"33
`Eqihmant andilor Location
`
`FIequa:tTirua i5I5U.'54 PM
`
`we Tr-De]
`
`AssignedTo
`
`El
`
`Pm. [1
`
`l‘ Babcrmppmve
`
`Erilerisiran I389
`
`Last Name— FiI8t Name_
`
`Start Date I
`Finish Date |
`
`Est. Dr:ation{da5Is] I
`
`
`
`Tenants. Create records for all tenants,
`including such basic information as
`addresses and telephone numbers as well
`as markup percentages for materials and
`labor.
`
`Quick-Entry and Work Order Creation.
`Quickly enter requests that tenants call in,
`and then immediately create work orders
`from the requests.
`
`Request Scheduling. Assign employees to
`ca|l—in requests, and schedule the start and
`finish date for the work requested.
`
`Work Order Printing {from Requests).
`MP2 prints work orders in long or short
`form, based on work order setup. MP2
`prints work orders after submitting
`requests.
`
`Status and History. View the status of all
`open requests, and View information for all
`requests closed to history.
`
`On-site Requests
`
`Equipment or Location Requests. Create
`requests for equipment—related andfor
`location—re|ated maintenance work.
`
`Request Approval. Approve requests as
`employees enter them or approve a group
`of requests at one time.
`
`Work Order Creation and Request
`History. MP2 creates work orders for all
`approved requests and saves the request
`information in history.
`
`MP2 Srsrru Drrsrwrrzrrr
`
`14
`
`CiM Ex. 1047 Page 16
`
`CiM Ex. 1047 Page 16
`
`

`
`Features
`
`-
`
`-
`
`-
`
`Site Scheduling. Speciiy the days that
`your site normally operates each week and
`the days it does not 0pe{ate_ MP2 does not
`generate work orders tor days that the
`facility does not operate; instead, MP2
`
`generates those work orders on the next
`working day.
`Employee Scheduling. Schedulethe daily
`available hours for each employee. MP2
`computes available labor hours for tasks
`with this information. Record employees‘
`extrawork hours or missed work hours.
`Speclty scheduling exceptions tor
`employees that span multiple days without
`entering the exception for each individual
`day.
`
`Production Scheduling. Ftecord
`equipment downtime information for
`reference when scheduling maintenance
`work.
`
`- Work Order Scheduling. View all due
`tasks and work orders for a certain day,
`week, or month. View all backlogged and
`
`“”S°“"“""*“‘”°’*‘a“"“l'
`unapproved on—slte requests. View work
`orders for a certain craft or employee.
`
`- Drag-and-Drop Scheduling. Fie—scl'1edule
`