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Create A Technician Web

Creating a Technician on PFIM Web interface Creating a technician requires that you have first created your internal organisation as a customer or supplier, and associated technician as a contact. This is done via Customer – Master File (This process is documented separately.) Inside the Web Interface select Menu – Contacts – Contact Technician Now from the top bar select Create Contact Technician Type part of your organisation name into “Search Sites” and select search […]

PFIM Supplier Quote Requests

After Logging into PFIM The Main Menu is displayed as well as the Notification Panel with your list of Purchase Orders in various states. Click the Suppliers Master File button – the list of Suppliers is displayed.Double click on the Supplier that you would like to place a Quote Request on. The Supplier Master File is displayed. Click on the Quotations button (the button with the icon that looks like a booklet). The Select Suppliers […]

PFIM Web – Site Assets Grid

The grids displayed in the Site Assets screen display data from either the SiteAssets table or from data constrcuted from a combination of the BillOfMaterials, StockMast, StockMastDetails, SerialNumbers,  LastSerialNumberTransactions tables. Data will be used from the SiteAssets table if the system is configured to run in Simple Site Assets mode – by specifying ValueSetting = ‘1’ where SystemID=20033 in the SystemSettings table. In order to edit data in the grids in Simple Site Assets mode […]

PFIM Web – Site Assets – Edit BOM Based Assets

Site Assets The Site Assets module is an add on to PFIM which gives users the ability to view (view only at this stage) details about Assets at a location (Site). Architecture The user interface is web based which means that no client side installation is required. The server side relies on the PFIM database running on MySQL, a web server configured with PHP 5 and accessible to the clients. Method The Site Assets module […]

Export a report from PFIM to Excel format

Using the default options when exporting a report from PFIM to excel can result in a lot of extra columns and rows that often do not line up and make it difficult to work with the raw data. Following this process to export the basic information of the report into excel format can result in a cleaner data set. Select the Export button from the report preview screen. Under the Format drop down select Microsoft […]

PFIM Workgroup Security

This is only necessary when multiple users will be logging into PFIM simultaneously from the same PC in Access database environments – this is specifically designed for Terminal Servers where the PC name is the same for connecting clients and this causes issues with the locking file locking mechanism used by the Microsoft Jet database engine. This can also be enabled where additional security to the PFIM access database is required via the operating system. […]

HR Managing Salaries

If you are new to PFIM HR please view HR Overview first! Manage Categories Select Main –  here you will see Types for all Categories as well as Categories. Allowances Earnings Deductions Leave Days Manage Employee Data Select Staff Record – Employee Details. Double click on the employee to be edited if they are not showing select show all, you will see employees that are not set as currently employed also. Open the Category you […]

Scheduled Maintenance

A comprehensive Maintenance Management Solution. Complete service history per unit, location and site Schedules can be based on Monthly, Weekly and Route based systems Serial Numbers can be linked to a scheduled contract User definable service schedules Document or Grid based service schedules Control charge out rates and markup on per contract basis Scheduled maintenance – automates routine generation of Service Schedules and Job Cards Job Cards (Can directly convert to Invoice) Full Customer history […]

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