FX EAM Object Relationships

The FX EAM module relies on a number of key objects:

Equipment items
Locations
Preventative Maintenance

Inventory Management
Transfers
Purchase Orders

Equipment items

Object Label Object Name Parent Description

Object Label	Object Name	Parent	Description
Equipment	`FX5__Equipment__c`	-	Piece of Equipment you need to maintain; Parent-child relationship allowed
Service Region	`FX5__ServiceRegion__c`	-	A means for grouping equipment for work assignments, such as in a geographic area
Asset Group	`FX5__AssetGroup__c`	-	Means of organizing Equipment, Model type Work Orders, Bills of Material, and Standard Work Tasks
Bill of Material	`FX5__BillOfMaterial__c`	-	List of Catalog Items accessible from a Work Order; serves as a list of repair parts for a piece of Equipment
Bill of Material Item	`FX5__BOMItem__c`	Bill of Material	A Catalog Item available for a specific Bill of Material

Equipment

FX5__Equipment__c

Piece of Equipment you need to maintain; Parent-child relationship allowed

Service Region

FX5__ServiceRegion__c

A means for grouping equipment for work assignments, such as in a geographic area

Asset Group

FX5__AssetGroup__c

Means of organizing Equipment, Model type Work Orders, Bills of Material, and Standard Work Tasks

Bill of Material

FX5__BillOfMaterial__c

List of Catalog Items accessible from a Work Order; serves as a list of repair parts for a piece of Equipment

Bill of Material Item

FX5__BOMItem__c

Bill of Material

A Catalog Item available for a specific Bill of Material

Flowchart of the objects related to Equipment

Figure 1. Objects Related to Equipment

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Locations

Object Label Object Name Parent Description

Object Label	Object Name	Parent	Description
Location	`FX5__Location__c`	Location	Where an equipment item can be found; parent-child hierarchy allowed
Equipment	`FX5__Equipment__c`	-	An item found at a Location

Location

FX5__Location__c

Location

Where an equipment item can be found; parent-child hierarchy allowed

Equipment

FX5__Equipment__c

An item found at a Location

Flowchart showing the relationship of objects to Location

Figure 2. Object Relationships to Location Flowchart

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Preventative Maintenance

Object Label Object Name Parent Description

Object Label	Object Name	Parent	Description
Equipment	`FX5__Equipment__c`	-	An asset or item that requires maintenance
PM Schedule	`FX5__PMSchedule__c`	-	A repeatable action that must be done to an Equipment item
Work Order	`FX5__WorkOrder__c`	-	Record of a specific occurrence of a PM Schedule; made up of one or more Work Tasks
Asset Group	`FX5__AssetGroup__c`	-	Means of organizing Model type Work Orders and Standard Work Tasks
Bill of Material	`FX5__BillOfMaterial__c`	-	List of Catalog Items accessible from a Work Order; serves as a list of repair parts for a piece of Equipment
Bill of Material Items	`FX5__BOMItem__c`	Bill of Material	A Catalog Item available for a specific Bill of Material
Standard Work Task	`FX5__StdWorkTask__c`	-	Predefined work tasks to apply to Work Orders
Standard Work Task Step	`FX5__StdWorkTaskStep__c`	Standard Work Task	Checklist items for Work Tasks
Work Task	`FX5__WorkTask__c`	Work Order	A specific maintenance item someone performs on an Equipment item as part of a PM Schedule. May contain one or more Work Task Steps.
Work Task Step	`FX5__WorkTaskStep__c`	Work Task	Individual components of a Work Task
Work Assignment	`FX5__WorkAssignment__c`	-	Tracks the User who completes a Work Task, including work hours and current assignment
Service Region	`FX5__ServiceRegion__c`	-	Used as a means to organize Work Orders for assignment
Meter	`FX5__Meter__c`	-	Measure used to track a PM Schedule, such as odometer or hours
Meter Reading	`FX5__MeterReading__c`	Meter	A specific reading of a Meter
Stock Item	`FX5__StockItem__c`	-	An item kept in a Warehouse used to complete a Work Task
Craft	`FX5__Craft__c`	-	Type of labor resource required for a Work Task and sets the labor rate

Equipment

FX5__Equipment__c

An asset or item that requires maintenance

PM Schedule

FX5__PMSchedule__c

A repeatable action that must be done to an Equipment item

Work Order

FX5__WorkOrder__c

Record of a specific occurrence of a PM Schedule; made up of one or more Work Tasks

Asset Group

FX5__AssetGroup__c

Means of organizing Model type Work Orders and Standard Work Tasks

Bill of Material

FX5__BillOfMaterial__c

List of Catalog Items accessible from a Work Order; serves as a list of repair parts for a piece of Equipment

Bill of Material Items

FX5__BOMItem__c

Bill of Material

A Catalog Item available for a specific Bill of Material

Standard Work Task

FX5__StdWorkTask__c

Predefined work tasks to apply to Work Orders

Standard Work Task Step

FX5__StdWorkTaskStep__c

Standard Work Task

Checklist items for Work Tasks

Work Task

FX5__WorkTask__c

Work Order

A specific maintenance item someone performs on an Equipment item as part of a PM Schedule. May contain one or more Work Task Steps.

Work Task Step

FX5__WorkTaskStep__c

Work Task

Individual components of a Work Task

Work Assignment

FX5__WorkAssignment__c

Tracks the User who completes a Work Task, including work hours and current assignment

Service Region

FX5__ServiceRegion__c

Used as a means to organize Work Orders for assignment

Meter

FX5__Meter__c

Measure used to track a PM Schedule, such as odometer or hours

Meter Reading

FX5__MeterReading__c

Meter

A specific reading of a Meter

Stock Item

FX5__StockItem__c

An item kept in a Warehouse used to complete a Work Task

Craft

FX5__Craft__c

Type of labor resource required for a Work Task and sets the labor rate

Flowchart showing the objects related to PM Schedules

Figure 3. Preventative Maintenance Process Flowchart

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PM Groups

These are Preventative Maintenance Groups

Object Label Object Name Parent Description

Object Label	Object Name	Parent	Description
PM Group Schedule	`FX5__PMGroupSchedule__c`	-	Organize and schedule a set of PM Schedules for a piece of Equipment
PM Group Detail	`FX5__PMGroupDetail__c`	PM Group Schedule	Record of frequencies to track which PM Schedule to run for a PM Group Schedule on a particular Equipment item
Equipment	`FX5__Equipment__c`	-	Piece of equipment you need to maintain
Work Order	`FX5__WorkOrder__c`	-	Record of work to be done for a particular PM Group Detail item

PM Group Schedule

FX5__PMGroupSchedule__c

Organize and schedule a set of PM Schedules for a piece of Equipment

PM Group Detail

FX5__PMGroupDetail__c

PM Group Schedule

Record of frequencies to track which PM Schedule to run for a PM Group Schedule on a particular Equipment item

Equipment

FX5__Equipment__c

Piece of equipment you need to maintain

Work Order

FX5__WorkOrder__c

Record of work to be done for a particular PM Group Detail item

Flowchart showing the relationship of PM Group objects

Figure 4. PM Groups Process Flowchart

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PM Routes

These are Preventative Maintenance Routes.

Object Label Object Name Parent Description

Object Label	Object Name	Parent	Description
PM Route	`FX5__PMRoute__c`	-	A group of maintenance activities completed in the same sequence
Route Stop	`FX5__RouteStop__c`	PM Route	A particular Equipment item to maintain in a PM Route sequence
Standard Work Task	`FX5__StdWorkTask__c`	-	Record of maintenance to be done on a particular Route Stop
Standard Work Task Step	`FX5__StdWorkTaskStep__c`	Standard Work Task	Checklist of items to complete as part of a Standard Work Task
Equipment	`FX5__Equipment__c`	-	Asset or item requiring maintenance at a Route Stop

PM Route

FX5__PMRoute__c

A group of maintenance activities completed in the same sequence

Route Stop

FX5__RouteStop__c

PM Route

A particular Equipment item to maintain in a PM Route sequence

Standard Work Task

FX5__StdWorkTask__c

Record of maintenance to be done on a particular Route Stop

Standard Work Task Step

FX5__StdWorkTaskStep__c

Standard Work Task

Checklist of items to complete as part of a Standard Work Task

Equipment

FX5__Equipment__c

Asset or item requiring maintenance at a Route Stop

Flowchart showing the relationship of PM Route objects

Figure 5. PM Routes Process Flowchart

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Inventory Management

Object Label Object Name Parent Description

Object Label	Object Name	Parent	Description
Catalog Item	`FX5__Catalog_Item__c`	-	A record of an item used in preventative maintenance
Warehouse	`FX5__Warehouse__c`	-	A location where Catalog Items are stores, a Catalog Item may be stored in more than one Warehouse
Stock Item	`FX5__Warehouse_Item__c`	Catalog Item; Warehouse	A Catalog Item found at a particular Warehouse
Inventory Location	`FX5__InventoryLocation__c`	Stock Item; Warehouse	Row-Section-Level-Bin where a Stock Item can be found. A Stock Item may have multiple Inventory Locations at the same Warehouse.
Planned Stock	`FX5__PlannedStock__c`	-	Stock Items committed for Work Orders that are in Ready to Schedule, Scheduled, or In Progress status
UNSPSC Segment	`FX5__UNSPSCSegment__c`	-	Top level of a four-level United Nations taxonomy for classifying products and services
UNSPSC Family	`FX5__UNSPSCFamily__c`	UNSPSC Segment	Second level of a four-level United Nations taxonomy for classifying products and services
UNSPSC Class	`FX5__UNSPSCClass__c`	UNSPSC Family	Top level of a four-level United Nations taxonomy for classifying products and services
UNSPSC Commodity	`FX5__UNSPSCCommodity__c`	UNSPSC Class	Fourth level of a four-level United Nations taxonomy for classifying products and services

Catalog Item

FX5__Catalog_Item__c

A record of an item used in preventative maintenance

Warehouse

FX5__Warehouse__c

A location where Catalog Items are stores, a Catalog Item may be stored in more than one Warehouse

Stock Item

FX5__Warehouse_Item__c

Catalog Item; Warehouse

A Catalog Item found at a particular Warehouse

Inventory Location

FX5__InventoryLocation__c

Stock Item; Warehouse

Row-Section-Level-Bin where a Stock Item can be found.
A Stock Item may have multiple Inventory Locations at the same Warehouse.

Planned Stock

FX5__PlannedStock__c

Stock Items committed for Work Orders that are in Ready to Schedule, Scheduled, or In Progress status

UNSPSC Segment

FX5__UNSPSCSegment__c

Top level of a four-level United Nations taxonomy for classifying products and services

UNSPSC Family

FX5__UNSPSCFamily__c

UNSPSC Segment

Second level of a four-level United Nations taxonomy for classifying products and services

UNSPSC Class

FX5__UNSPSCClass__c

UNSPSC Family

Top level of a four-level United Nations taxonomy for classifying products and services

UNSPSC Commodity

FX5__UNSPSCCommodity__c

UNSPSC Class

Fourth level of a four-level United Nations taxonomy for classifying products and services

Flowchart showing the relationship of Inventory objects

Figure 6. Inventory objects relationships flowchart

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Transfers

Object Label Object Name Parent Description

Object Label	Object Name	Parent	Description
Transfer Order	`FX5__TransferOrder__c`	-	A request for a shipment of Stock Items from one Warehouse to another Warehouse
Transfer Order Line	`FX5__TransferOrderLine__c`	Transfer Order	An individual Stock Item requested in a Transfer Order
Transfer Order Transaction	`FX5__TransferOrderTransaction__c`	Transfer Order Line	Tracks the receipt and G/L entry for a Transfer Order Line
Inventory Transaction	`FX5__Inventory Transaction__c`	-	Records of inventory receipts. Automatically generated by Transfer receipt.

Transfer Order

FX5__TransferOrder__c

A request for a shipment of Stock Items from one Warehouse to another Warehouse

Transfer Order Line

FX5__TransferOrderLine__c

Transfer Order

An individual Stock Item requested in a Transfer Order

Transfer Order Transaction

FX5__TransferOrderTransaction__c

Transfer Order Line

Tracks the receipt and G/L entry for a Transfer Order Line

Inventory Transaction

FX5__Inventory Transaction__c

Records of inventory receipts.
Automatically generated by Transfer receipt.

Flowchart showing the relationship of Transfer objects

Figure 7. Transfer object relationship flowchart

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Purchase Orders

Object Label Object Name Parent Description

Object Label	Object Name	Parent	Description
Purchase Order	`FX5__PurchaseOrder__c`	-	Set of items to purchase from a vendor for a particular Warehouse, called the header
PO Stock Item	`FX5__POStockItem__c`	Purchase Order	Lines on a Purchase Order for Stock Items
PO Stock Receipt	`FX5__POStockReceipt__c`	PO Stock Item	Receipt of purchases from vendors for Purchase Orders
PO Misc Cost	`FX5__POMiscCost__c`	Purchase Order	Lines on a purchase order that are not for Stock Items, such as labor done by a 3rd party vendor
PO Misc Cost Receipt	`FX5__POMiscCostReceipt__c`	PO Misc Cost	Receipt of a miscellaneous goods or services; reflected as Misc Cost to a linked Work Order
Inventory Transaction	`FX5__InventoryTransaction__c`	-	Record of inventory movements. Gain, Shrink, and Issue transactions can be manually entered. PO and Receipt transactions are automatically generated.

Purchase Order

FX5__PurchaseOrder__c

Set of items to purchase from a vendor for a particular Warehouse, called the header

PO Stock Item

FX5__POStockItem__c

Purchase Order

Lines on a Purchase Order for Stock Items

PO Stock Receipt

FX5__POStockReceipt__c

PO Stock Item

Receipt of purchases from vendors for Purchase Orders

PO Misc Cost

FX5__POMiscCost__c

Purchase Order

Lines on a purchase order that are not for Stock Items, such as labor done by a 3rd party vendor

PO Misc Cost Receipt

FX5__POMiscCostReceipt__c

PO Misc Cost

Receipt of a miscellaneous goods or services; reflected as Misc Cost to a linked Work Order

Inventory Transaction

FX5__InventoryTransaction__c

Record of inventory movements.
Gain, Shrink, and Issue transactions can be manually entered.
PO and Receipt transactions are automatically generated.

Flowchart showing the relationship of Purchase Order objects

Figure 8. Purchase Order objects relationship flowchart

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