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ERP User Guide - Basic M3 Functions

This document provides guidance on basic functions in the M3 Enterprise Resource Planning (ERP) system used by Altus Intervention. It describes the M3 user interface layout and search functions for equipment, documentation, and purchase orders. Instructions are also given for program settings, favorites, and exporting data to Excel.

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0% found this document useful (0 votes)
44 views

ERP User Guide - Basic M3 Functions

This document provides guidance on basic functions in the M3 Enterprise Resource Planning (ERP) system used by Altus Intervention. It describes the M3 user interface layout and search functions for equipment, documentation, and purchase orders. Instructions are also given for program settings, favorites, and exporting data to Excel.

Uploaded by

v.radulovic
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Company/Group Function/Product Line Scope Document type Number

ALT-ENG-SCA-MAN-
Engineering (ENG)d2520f00-1400-4923-afe9-25d5ec1749fe
Altus Intervention (ALT)1699ada8-db56-4ee2-b566-b903d5f11d95
Scandinavia (SCA)a9e75cc0-7ee3-40e0-a1b1-b0b1e4fe80e1
Manuals (MAN)dd97a87e-5a0c-4717-99ec-b778132d71e2
2413

Version Issue date Created By Approved By

2.0 30/12/1899
Iversflaten, Eirik
Drag, Kjetil
D.

ERP User Guide - Basic M3 Functions

ALT-ENG-SCA-MAN-2413

ERP User Guide - Basic M3 Functions Page 0 ALT-ENG-SCA-MAN-2413


No part of this document or the information it contains may be reproduced or transmitted in any form or by any means without the
permission of Altus Intervention. This document is no longer controlled once downloaded.
Contents
1. Purpose & scope...........................................................................................................

2. Definitions & abbreviations..........................................................................................

3. M3 Installation...............................................................................................................
3.1. Installation.......................................................................................................................

4. General M3 functions....................................................................................................
4.1. M3 Layout.......................................................................................................................
4.2. Open program.................................................................................................................
4.2.1. Sorting Order and View settings........................................................................
4.2.2. Display/Change Line.........................................................................................
4.3. Edit Program Settings.....................................................................................................
4.4. Adding Favorites.............................................................................................................
4.5. Export Data to Excel........................................................................................................

5. Equipment Management...............................................................................................
5.1. Equipment Search...........................................................................................................
5.1.1. Mashup Equipment Search...............................................................................
5.1.2. Serial no. Search.............................................................................................
5.1.3. Item no. Search...............................................................................................
5.2. Equipment Documentation Search................................................................................
5.2.1. Documentation Search Using ItemSearch Mashup.........................................
5.2.2. Documentation Search Using Master Data Mashup........................................
5.2.3. Documentation Search Using EWD................................................................
5.2.4. Documentation Search Using MMS001..........................................................
5.3. Equipment Modification.................................................................................................
5.3.1. Engineering Order...........................................................................................
5.4. Equipment Bill of Material..............................................................................................
5.5. Equipment Maintenance................................................................................................
5.5.1. Maintenance Programs...................................................................................
5.5.2. Maintenance Planning.....................................................................................
5.5.3. Maintenance In-Progress................................................................................
5.5.4. Maintenance History........................................................................................

6. Acquisition...................................................................................................................
6.1. Display Purchase Order (PO)........................................................................................
6.1.1. Print PO...........................................................................................................

7. References...................................................................................................................

8. Changes.......................................................................................................................

9. Appendices..................................................................................................................
ERP User Guide - Basic M3 Functions Page 1 ALT-ENG-SCA-MAN-2413
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permission of Altus Intervention. This document is no longer controlled once downloaded.
1. Purpose & scope
The Basic M3 Functions ERP User Guide describes all the basic ERP system settings.

2. Definitions & abbreviations

Term Description

EWD Equipment and well details

EO Engineering Order

ERP Enterprice Resource Planning

ERP User Guide - Basic M3 Functions Page 2 ALT-ENG-SCA-MAN-2413


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permission of Altus Intervention. This document is no longer controlled once downloaded.
3. M3 Installation
3.1. Installation
Send installation request to servicedesk@qdom.global

ERP User Guide - Basic M3 Functions Page 3 ALT-ENG-SCA-MAN-2413


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permission of Altus Intervention. This document is no longer controlled once downloaded.
4. General M3 functions

4.1. M3 Layout

Search
Open Programs

Show
(Click on show to access
settings, appearance, etc)

Navigator

Widget
(Right click on desktop to
Program access widgets)

ERP User Guide - Basic M3 Functions Page 4 ALT-ENG-SCA-MAN-2413


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permission of Altus Intervention. This document is no longer controlled once downloaded.
4.2. Open program

Add program code in field


and press “Enter”

Click on «arrow» to
expand group. M3
programs are listed under
grouping.

ERP User Guide - Basic M3 Functions Page 5 ALT-ENG-SCA-MAN-2413


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permission of Altus Intervention. This document is no longer controlled once downloaded.
4.2.1. Sorting Order and View settings

Sorting order sets list


sorting a list can contain
multiple sorting options

View defines list


information and a list can
have multiple views

4.2.2. Display/Change Line

Right click on line and


select “Change” to edit
content or “Display” to
read information.

ERP User Guide - Basic M3 Functions Page 6 ALT-ENG-SCA-MAN-2413


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permission of Altus Intervention. This document is no longer controlled once downloaded.
4.3. Edit Program Settings
1) Click on “Actions” and
select “Setting”

2) Update information in
fields and click on “Next”

ERP User Guide - Basic M3 Functions Page 7 ALT-ENG-SCA-MAN-2413


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permission of Altus Intervention. This document is no longer controlled once downloaded.
4.4. Adding Favorites

1) Right click on Program, and


select “Add to Favourites”

2) Program will be listed in


“Favourites” tab.

4.5. Export Data to Excel


1) Click on Tools -> Export to
Excel -> Without template

2) Select export option and click


on “Export”.

ERP User Guide - Basic M3 Functions Page 8 ALT-ENG-SCA-MAN-2413


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permission of Altus Intervention. This document is no longer controlled once downloaded.
5. Equipment Management
5.1. Equipment Search

Equipment search is available in multiple M3 programs and search criteria’s varies between each
program. Mashups provides most search criteria’s and mashups are mostly defined for a specific
process which reflects available search options. Search specific for Item or Serial no. (ID) and the
most common Mashup, Item and Serial no. search is defined in this user guide.

5.1.1. Mashup Equipment Search

Item no. Search Using ItemSearch Mashup

2) Add search criteria in search fields and


click on “search”

1) Open “ItemSearch” in M3 Navigator

ERP User Guide - Basic M3 Functions Page 9 ALT-ENG-SCA-MAN-2413


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permission of Altus Intervention. This document is no longer controlled once downloaded.
Item no. Search Using Item Master Data Mashup

2) Add search criteria in search fields and


click on “search”

1) Open “Item Masterdata” in M3


Navigator

ERP User Guide - Basic M3 Functions Page 10 ALT-ENG-SCA-MAN-2413


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permission of Altus Intervention. This document is no longer controlled once downloaded.
5.1.2. Serial no. Search
Serial no. (ID) search can be performed in multiple programs, and the most common ones in M3
is described in this user guide.

Serial no. Search Using EWD


2) Add equipment ID 3) Click on “search”

1) Open “EWD”
in M3 Navigator

ERP User Guide - Basic M3 Functions Page 11 ALT-ENG-SCA-MAN-2413


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permission of Altus Intervention. This document is no longer controlled once downloaded.
5.1.3. Item no. Search
Item search can be performed in multiple programs, and the most common ones in M3 is
described in this user guide.

Item no. Search Using Item Open (MMS001)


Equipment item no. search:

2) Select “1-Item number”

3) Add equipment Item no,


and click on “ENTER”

1) Open “mms001”
in M3 Navigator

Equipment Group. Search:

2) Select “5-Item group”

3) Click on Item group field,


and press “F4” key.

6) Click on “Enter”,
The list will show item for selected group

1) Open “mms001” 5) Click on “Select”


in M3 Navigator

4) Click on line

ERP User Guide - Basic M3 Functions Page 12 ALT-ENG-SCA-MAN-2413


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permission of Altus Intervention. This document is no longer controlled once downloaded.
Equipment Description search:

2) Select “2-Name”

3) Add equipment description in “Name” field,


and click on “ENTER”

1) Open “mms001” Note: Use * for general search.


in M3 Navigator Example: *POWER*

Equipment Part no. (ALIAS) search:

2) Select “6-Alias number”

3) Add equipment alias no,


and click on “ENTER”

1) Open “mms001”
in M3 Navigator

Note: Use * for general search.


Example: *POWER*

ERP User Guide - Basic M3 Functions Page 13 ALT-ENG-SCA-MAN-2413


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permission of Altus Intervention. This document is no longer controlled once downloaded.
5.2. Equipment Documentation Search
Equipment documentation is archived in ProArc and linked to M3. Document links is added in M3
programs where information is relevant. This user guide covers the most common links.

5.2.1. Documentation Search Using ItemSearch Mashup

2) Add search criteria in search fields and


click on “search”

3) Click on link to ProArc

Note
Item no. link:
Search in ProArc web portal will list all
documents archived with Item no.

Serial (ID) no. link:


Search in ProArc web portal will list all
documents archived with Item no. and
Serial no.

1) Open
“ItemSearch” in
M3 Navigator

4) Availebul documentation is listed in


ProArc web portal

ERP User Guide - Basic M3 Functions Page 14 ALT-ENG-SCA-MAN-2413


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permission of Altus Intervention. This document is no longer controlled once downloaded.
5.2.2. Documentation Search Using Master Data Mashup

2) Add search criteria in search fields and


1) Open “Item Masterdata” click on “search”
in M3 Navigator

3) Click on link to ProArc

Note
Item no. link:
Search in ProArc web portal will list all
documents archived with Item no.

Serial (ID) no. link:


Search in ProArc web portal will list all
documents archived with Item no. and
Serial no.

4) Availebul documentation is listed in


ProArc web portal

ERP User Guide - Basic M3 Functions Page 15 ALT-ENG-SCA-MAN-2413


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permission of Altus Intervention. This document is no longer controlled once downloaded.
5.2.3. Documentation Search Using EWD

2) Add equipment ID

3) Click on “search”

5.2.4.
4) Click on “Equipment Doc” tab 5.2.4.
1) Open “EWD” 5.2.4.
in M3 Navigator
5) Click on file icon to open document

5.2.4. Documentation Search Using MMS001

Item no. Documentation

4) Click on
2) Add equipment Item no and “Equipment Doc.”
click on “ENTER”
3) Select Line

5) Click on file icon to open document

1) Open “mms001”
in M3 Navigator

ERP User Guide - Basic M3 Functions Page 16 ALT-ENG-SCA-MAN-2413


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permission of Altus Intervention. This document is no longer controlled once downloaded.
Serial no. Documentation

2) Add equipment Item no,


and click on “ENTER”

4) Click on
“Equipment Doc.”
3) Select ID

1) Open “mms001”
in M3 Navigator

5) Click on file icon to open document

ERP User Guide - Basic M3 Functions Page 17 ALT-ENG-SCA-MAN-2413


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permission of Altus Intervention. This document is no longer controlled once downloaded.
5.3. Equipment Modification
5.3.1. Engineering Order
Overview

Add EO no. to show


specific EO

Click on «soring order to change list


sorting information.

1) Open “mos200”
in M3 Navigator
EO status

Progress

2) Click on link

1) Open “mos200”
in M3 Navigator WO Status

Effected equipment

ERP User Guide - Basic M3 Functions Page 18 ALT-ENG-SCA-MAN-2413


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permission of Altus Intervention. This document is no longer controlled once downloaded.
5.4. Equipment Bill of Material

1) Open MMS001

2) Add item number

3) Click on Link

4) Right click on line and select


Related Options ->As-Built Structure

ERP User Guide - Basic M3 Functions Page 19 ALT-ENG-SCA-MAN-2413


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permission of Altus Intervention. This document is no longer controlled once downloaded.
List displays as-built
structure for selected
item and ID

5.5. Equipment Maintenance


5.5.1. Maintenance Programs

Search on Item number

1) Open MOS300

2) Select Sorting order “1-Product”


and view “-Blank”

3) Add Item number 4) Click on link to display


and click on “Enter” Operations connected to service

ERP User Guide - Basic M3 Functions Page 20 ALT-ENG-SCA-MAN-2413


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permission of Altus Intervention. This document is no longer controlled once downloaded.
Operations for
selected service

Search on Service Type

1) Open MOS300

2) Select Sorting order “1-Product”


and view “-Blank”

3) Add service type 4) Click on link to display


code and click on Operations connected to service
“Enter”

ERP User Guide - Basic M3 Functions Page 21 ALT-ENG-SCA-MAN-2413


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permission of Altus Intervention. This document is no longer controlled once downloaded.
5.5.2. Maintenance Planning

1) Open MOS170

2) Add Item and/or ID


and click on “Enter”

3) Click on link to display


Operations connected to service

5.5.3. Maintenance In-Progress

1) Open “MOS100”
2) Add Facility

List will display active


3) Add Item and/or ID and Work orders.
click on “Enter”

ERP User Guide - Basic M3 Functions Page 22 ALT-ENG-SCA-MAN-2413


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permission of Altus Intervention. This document is no longer controlled once downloaded.
5.5.4. Maintenance History

1) Open “MOS180”

ERP User Guide - Basic M3 Functions Page 23 ALT-ENG-SCA-MAN-2413


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permission of Altus Intervention. This document is no longer controlled once downloaded.
6. Acquisition
6.1. Display Purchase Order (PO)

1) Open PPS200

1) Add PO number in PO
field and click on “Enter”.

3) Right click on line and


select “Display”.

General purchase order


Details

Click on “Next”

ERP User Guide - Basic M3 Functions Page 24 ALT-ENG-SCA-MAN-2413


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permission of Altus Intervention. This document is no longer controlled once downloaded.
General purchase order
Details

Click on “Next”

Delivery purchase order


Details

Click on “Next”

ERP User Guide - Basic M3 Functions Page 25 ALT-ENG-SCA-MAN-2413


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permission of Altus Intervention. This document is no longer controlled once downloaded.
1) PO lines

2) Right click on line and


select “Display”.

Quantity, Date and Price


information for selected 1) Right click on “Display”.
PO line (Item)

Additional information

ERP User Guide - Basic M3 Functions Page 26 ALT-ENG-SCA-MAN-2413


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permission of Altus Intervention. This document is no longer controlled once downloaded.
6.1.1. Print PO

1) Open PPS600

2) Add PO number

3) Add status

4) Click on “Next”

4) Click on “Next”

ERP User Guide - Basic M3 Functions Page 27 ALT-ENG-SCA-MAN-2413


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permission of Altus Intervention. This document is no longer controlled once downloaded.
Document is generated and
sent in e-mail to recipient

ERP User Guide - Basic M3 Functions Page 28 ALT-ENG-SCA-MAN-2413


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permission of Altus Intervention. This document is no longer controlled once downloaded.
7. References

8. Changes

Version Description Date

A Latest JAM revision 06.12.2012

1 New iBMS issue 26.04.2016

Replaced Infosys ServiceNow portal with email to Eurodesk


2 for M3 installation. Added information regarding data export 19.10.2017
to Excel ref. chapter 4.5 and changed scope to Scandinavia

9. Appendices

ERP User Guide - Basic M3 Functions Page 29 ALT-ENG-SCA-MAN-2413


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permission of Altus Intervention. This document is no longer controlled once downloaded.

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