THE QUE GROUP WOULD LIKE TO THANK THE

THE QUE GROUP WOULD LIKE TO THANK THE 2013 SPONSORS

Ametek’s use of Event Manager Stewart Douglas and Alan Ahlberg

q Stewart Douglas – VP Information Technology for Ametek Aerospace and Defense q. Alan Ahlberg – IT Director Ametek MRO

q In This Session we will – Give a high level overview of Event Manager (from a user’s perspective) – Describe how it is used in our environment – Show Event Manager can be customized for unique purposes. – Our goal is to give you an idea of how you might use EM in your own environments.

q What is Event Manager: – Schedules tasks to automatically run within the Quantum software. – Event Manager is a combination of “Task Scheduler” for Windows and “Macros” for Excel. – A powerful tool to help automate your repetitive tasks within Quantum.

q. Event Manager Features (taken from CC website): Uses the standard Oracle Scheduler Drag and Drop user interface Schedule reports to print at any time, any day-24/7 Indicate the recurrence frequency of the event Text to be include in the email notifications can be easily scripted by your organization – Custom Scripts easily developed by Component Control to meet your specific requirements. – Any data stored in any module in Quantum can be captured in a custom script. – – –

q. Categories within Event Manager: • Reports (currently 72 reports) • Email Alerts (currently 45 alerts) • Scripts (current 14 script options, either CC standard or completely custom)

q Categories within Event Manager: – Reporting: • Quantum has 130 standard reports as of (9. 5. 14) so EM automatically covers a little more than half of these (at 72 reports). • Users may have necessary working reports delivered when needed to help schedule their days.

q Categories within Event Manager: – Email Alerts • Designed for alerting situations within the system – Status changes – Document creations – Thresholds met • External alerts to customers available – Work Received for a repair – Shipments made – Invoice sent

q. Categories within Event Manager: – Scripts • Run code stored to perform a task • Custom usages to –Update data –Fix problems –Handle Unique Situations

q. Extra Features of Event Manager: – Calendar – History – Logs

q. Extra Features of Event Manager: – Logs

q How have we used Event Manager – The Ametek environment – live in v 9. 5. 14. 1, testing V 10 – It’s a complex setup • 9 locations, 4 countries (US, UK, France and Singapore) • 5 legal entities in production • 2 locations being implemented • 6 locations more in the US to add in the next year or so – Most modules in use • Most activity is MRO Repair with a very limited amount of parts sales – Approx 750 users registered – typical usage is 250 -300 concurrent

q. What are we using event manager for – Sending emails to customers, vendors and internal staff based on business events occurring - e. g. WO status changes, Customer statements – Automating routine, repeatable tasks – e. g. Automated WO invoice calculation; automated GL batch posting – Update data due to design issues in Quantum – Provide new capability that is not in the product

q. Component Control Supplied EM Scripts – Email using standard Event Manager Scripts • WO Status, Shipments, AR Statements, multiple financial reports – Functional updates using CC built EM scripts • Automatic posting of GL batches • Automated creation, calculation, printing and posting of WO invoices based on a shipping the customer unit

q. Ametek Built Event Manger Scripts – Correcting a design oversight • Updating WO Quote Exchange rate to ensure that WO Invoices are calculated at the rate on invoice date and that is then printed on the WO Invoice. (Statutory requirement in France and Singapore)

q. Ametek Built Event Manger Scripts – Creating new functionality One. Aero automated interface Inventory ABC classifier Physical Inventory low item value count eliminator User account unlock Fetch size reset Reset WO status back to correct status if erroneously changed • Quantum health check • Stock Market advertising automation (help chooses what to advertise) • Change of shipping order status based on location. Users do not see the order until it is changed into their location. • • •

q. How do you create a script – Tools needed: • PL/SQL knowledge • PL/SQL editor • Knowledge of Quantum Data • Some functions from Component Control – Create emails – Print reports • A nerd

q. How do you create a script – Example Script create or replace PROCEDURE AEM_SHIPWHSE_SM_UPD IS CSys QC_UTL_PKG. CURSOR_TYPE; V_PWD SYS_USERS. PWD%TYPE; V_WQH NUMBER; V_SETTINGS T_EMGR_SETTING_LIST; V_WOS_ERROR WO_STATUS. WOS_AUTO_KEY%TYPE; BEGIN SELECT PWD INTO V_PWD FROM SYS_USERS WHERE USER_NAME = 'SYSDBA'; CSys : = QC_SC_PKG. validate_password('SYSDBA', V_pwd); CLOSE CSys; UPDATE SM_HEADER SMH SET SMS_AUTO_KEY=(SELECT (CASE WHEN WHS 1. WAREHOUSE_CODE LIKE 'LUT%' THEN (SELECT SMS_AUTO_KEY FROM SM_STATUS WHERE STATUS_CODE='30: LUT' AND ROWNUM <=1) WHEN WHS 1. WAREHOUSE_CODE LIKE 'RAM%' THEN (SELECT SMS_AUTO_KEY FROM SM_STATUS WHERE STATUS_CODE='40: RAM' AND ROWNUM <=1) WHEN WHS 1. WAREHOUSE_CODE LIKE 'STA%' OR WHS 1. WAREHOUSE_CODE LIKE 'STN%' THEN (SELECT SMS_AUTO_KEY FROM SM_STATUS WHERE STATUS_CODE='20: STN' AND ROWNUM <=1) ELSE SMH. SMS_AUTO_KEY END) SMS_CHANGE FROM STOCK STM 1, SM_DETAIL SMD 1, WAREHOUSE WHS 1 WHERE SMD 1. SMH_AUTO_KEY=SMH. SMH_AUTO_KEY AND SMD 1. SMD_AUTO_KEY=STM 1. SMD_AUTO_KEY AND STM 1. WHS_AUTO_KEY=WHS 1. WHS_AUTO_KEY AND ROWNUM <= 1) WHERE SMS_AUTO_KEY=(SELECT SMS_AUTO_KEY FROM SM_STATUS WHERE STATUS_CODE='10: READY' AND ROWNUM <=1); commit; END AEM_SHIPWHSE_SM_UPD;

q How do you create a script q Choose “Execute Stored Procedure” and click “Add”

q How do you create a script – Enter timing information

q How do you create a script – Enter title of the script – Enter procedure name

– How do you create a script • Warning: – If you do not know what you are doing, this is dangerous. – If you do know what you are doing, this is even more dangerous! – Venturing into an area where tech support will not be able to help you. – Test, test, and test again.

q Where to Find More Information – As a QUE Group Member be sure to subscribe to forums or visit www. quegroup. org – As a Quantum User be sure to visit Component Control at www. componentcontrol. com

q Key Points to Take Home … – Scheduled tasks automatically run within the Quantum software. – Reports, Emails, even updates to Quantum performed on a regular basis – Automate your repetitive tasks within Quantum. – Open the door for new ways to use Quantum.

q Your Turn! ? Questions? How to contact me: Alan Ahlberg Alan. Ahlberg@ametek. com Please remember to complete your conference evaluation

q Disclaimer The Content provided is expected to be for the sole use of paying members and not to be disseminated outside of its intended audience, or sold without prior consent of both the QUE Group and the originator of the document or presentation. For Questions regarding the QUE Group, please visit www. quegroup. org