Procedure

The „Technical Component Journals“ allow the following actions to edit the „History” of a Technical Component:

In order to enable the editing of the “Technical Component Journal” additionally in relation e.g. to the Editor or Trade, several “Technical Component Journal Batches” can be set up within a “Technical Component Journal Template”.

By searching for „Technical Component Journal Templates“ these Templates can be opened and by clicking on „new” additional  Technical Component Journal Templates can be created.

If several templates exist, a list view appears when searching for "Technical Component Journals", from which the Template and, if necessary, the desired “Batch Name” must be selected, in which the entry is to be recorded. After selection, an empty Journal line is displayed.

Recording of a Technical Component Journal Line – Connecting (Installation)

• The acquisition of the lines takes place from left to right.
• „Entry Type“ needs to be changed to “Connect”.
• „Document No.“ is optional and can be entered manually, if no document number is suggested when opening the template, because no “No. Series” has been setup.

(See „No. Series“ in Figure 1: List view Technical Component Journal Templates)

• By clicking „Post“ the entered connection will be booked and the content of the line is deleted.

As shown below, the following connections are possible for a Technical  Component:

• with a Mounting Position,
• with another Technical Component,
• with another Technical Component, that has Component Places,
• with a Vehicle.

Connecting a Technical Component with a Mounting Position:

Connecting a Technical Component with another Technical Component:

Connecting a Technical Component with another Technical Component with Component Place:

Connecting a Technical Component with a Vehicle:

Recording of a Technical Component Journal Line – Disconnecting (Deinstallation)

• The acquisition of the lines takes place from left to right.
• „Entry Type“ needs to be changed to “Disconnect”.
• „Document No.“ is optional and can be entered manually, if no document number is suggested when opening the template, because no “No. Series” has been setup.

(See „No. Series“ in Figure 1: List view Technical Component Journal Templates)

• By clicking „Post“ the entered disconnection will be booked and the content of the line is deleted.

Disconnecting a Technical Component, e.g. from a Mounting Position:

Recording of a Technical Component Journal Line – Reconnect (Movement)

• The acquisition of the lines takes place from left to right.
• „Entry Type“ needs to be changed to “Reconnect”.
• „Document No.“ is optional and can be entered manually, if no document number is suggested when opening the template, because no “No. Series” has been setup.

(See „No. Series“ in Figure 1: List view Technical Component Journal Templates)

• The Journal Line shows the present connection. Desired changes must be entered.
• By clicking „Post“ the entered reconnection will be booked and the content of the line is deleted.

Technical Component still connected to Mounting Position P01-M01-MP2-PU:

Technical Component Connection changed to new Mounting Position before booking:

Import of Technical Components Function

The Technical Component Journal provides an Import Function, that is used generally after Setup of the Equipment Structure and before active work with maintool begins, in order to

• connect all Technical Components according to the Equipment Structure and thus
• automatically start the “curriculum vitae” recording of all Technical Components.

Following Figures show the settings for connecting all Technical Components that are not yet connected, which automatically starts the “curriculum vitae” recording.

To select the Technical Components that are not yet connected, they can be filtered out as follows:

• „Default Entry Type“ needs to be changed to “Connect”.

Add a Filter at “Filter: Technical Component”

• Select „Assignment“ from the available Options
• In the Drill-Down-Menu, “Installation” must be selected

By confirming with „OK“ the Technical Component Journal Lines will be filled accordingly:

• By clicking on „Post“ the shown connections will be booked and the content of the lines is deleted.

Concluding Notes to this manual

• The „Import of Technical Components“ function explained is excellently suited for the mass start of technical components. The filter options allow a targeted selection of the desired objects.
• If error messages regarding posting date are displayed, it may be because the posting date for the posting to be made is outside the currently valid accounting periods.
• In a posting, a Technical Component cannot be disconnected in one line and reconnected in another line. If this is to be mapped, either a posting with Entry Type “Reconnect“ must be used or 2 different postings are required, one with Entry Type “Disconnect” and one with Entry Type “Connect”.
• If a work order is to be referenced when booking, the corresponding column can be displayed, and the work order selected.
• If the Technical Component is linked to an Item with serial no. (see maintool Tab of the Item card), no item posting is generated, i.e. no stock change occurs. If this is to be mapped, the desired stock change must be posted separately.
• The „Technical Component Ledger Entries“ resulting from the explained Postings can be viewed both at the Technical Component and the Mounting Position, see „Technical Component Ledger Entry “ in the “Navigate” Menu of both card page views.