Course Outline

Item Master Essentials

  • Creating and modifying item records
  • Understanding “what’s new” in Item Master (Tr)
  • Managing item attributes, synonyms, and classifications

MRO Inventory Optimization

  • Inventory (Tr) enhancements and capabilities
  • Stocking policies, reorder points, and economic order quantities
  • Cycle counting and inventory accuracy practices

Procurement Lifecycle Management

  • Creating and routing purchase requisitions
  • Processing and approving purchase orders
  • Tracking order status and supplier performance

Contract Administration

  • Configuring service, blanket, and warranty contracts
  • Managing terms, expirations, and authorizations
  • Integrating contracts with procurement and inventory workflows

Asset–Material–Contract Integration

  • Linking materials to asset records
  • Understanding CM number relationships
  • Managing parts associated with multiple CM numbers

Receiving and Invoicing Processes

  • Executing material receiving transactions
  • Handling Receiving Inspection Work Orders
  • Rejecting, accepting, and reconciling supplier shipments

Daily Materials Management Operations

  • Monitoring item availability for maintenance work
  • Coordinating with maintenance, procurement, and warehousing
  • Exception handling and discrepancy resolution

Applied Scenarios and Hands-On Practice

  • Processing BART-style procurement and receiving cases
  • Hands-on exercises with linked assets, contracts, and materials
  • Realistic end-to-end transactions across the supply chain

Summary and Next Steps

Requirements

  • An understanding of enterprise asset management concepts
  • Experience with basic procurement or inventory processes
  • Familiarity with work order–driven workflows

Audience

  • Material expeditors
  • Buyers
  • Warehouse supervisors
 21 Hours

Delivery Options

Private Group Training

Our identity is rooted in delivering exactly what our clients need.

  • Pre-course call with your trainer
  • Customisation of the learning experience to achieve your goals -
    • Bespoke outlines
    • Practical hands-on exercises containing data / scenarios recognisable to the learners
  • Training scheduled on a date of your choice
  • Delivered online, onsite/classroom or hybrid by experts sharing real world experience

Private Group Prices RRP from £5700 online delivery, based on a group of 2 delegates, £1800 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.

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