FX EAM Object Relationships

Equipment items

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

Flowchart of the objects related to Equipment
Figure 1. Objects Related to Equipment

Locations

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

Flowchart showing the relationship of objects to Location
Figure 2. Object Relationships to Location Flowchart

Preventative Maintenance

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

Flowchart showing the objects related to PM Schedules
Figure 3. Preventative Maintenance Process Flowchart

PM Groups

These are Preventative Maintenance Groups

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

Flowchart showing the relationship of PM Group objects
Figure 4. PM Groups Process Flowchart

PM Routes

These are Preventative Maintenance Routes.

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

Flowchart showing the relationship of PM Route objects
Figure 5. PM Routes Process Flowchart

Inventory Management

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

Flowchart showing the relationship of Inventory objects
Figure 6. Inventory objects relationships flowchart

Transfers

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.

Flowchart showing the relationship of Transfer objects
Figure 7. Transfer object relationship flowchart

Purchase Orders

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.

Flowchart showing the relationship of Purchase Order objects
Figure 8. Purchase Order objects relationship flowchart