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 Duration 21 hours

Course Outline

Item Master Fundamentals

  • Creating and updating item records
  • Reviewing new features in Item Master (Tr)
  • Managing item attributes, synonyms, and classifications

MRO Inventory Optimization

  • Inventory (Tr) improvements and features
  • Stocking policies, reorder points, and economic order quantities
  • Practices for cycle counting and maintaining inventory accuracy

Procurement Lifecycle Management

  • Initiating and routing purchase requisitions
  • Handling and approving purchase orders
  • Monitoring order status and supplier performance

Contract Administration

  • Setting up service, blanket, and warranty contracts
  • Managing terms, expirations, and authorizations
  • Aligning contracts with procurement and inventory workflows

Asset–Material–Contract Integration

  • Connecting materials to asset records
  • Comprehending CM number relationships
  • Managing parts linked to multiple CM numbers

Receiving and Invoicing Processes

  • Performing material receiving transactions
  • Managing Receiving Inspection Work Orders
  • Rejecting, accepting, and reconciling supplier shipments

Daily Materials Management Operations

  • Monitoring item availability for maintenance tasks
  • Coordinating between maintenance, procurement, and warehousing teams
  • Addressing exceptions and resolving discrepancies

Applied Scenarios and Hands-On Practice

  • Processing BART-style procurement and receiving cases
  • Practical exercises involving linked assets, contracts, and materials
  • Simulating realistic end-to-end transactions across the supply chain

Summary and Next Steps

Requirements

  • A solid grasp of enterprise asset management concepts
  • Practical experience with basic procurement or inventory procedures
  • Awareness of work order-driven workflows

Target Audience

  • Materials expediters
  • Buyers
  • Warehouse supervisors

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