Aeromec · precision machining

Aeromec is the management application for a precision machining shop serving aerospace and defence. It brings together in one place the full cycle of each part: the customer's request for quotation and the quote with quantity price breaks, the customer-approved manufacturing routing with its control plan and its cost breakdown, the work orders (WO) and their planning on each machine, the shop-floor terminal the operators work from, the maintenance of the machines, quality (inspections, first article, nonconformances and corrective actions), traceability by heat and serial number, MRP and purchasing, shipments with their certificate of conformity and, at the end, the invoice and the payment, with what comes after: bank reconciliation, accounting and tax (sending invoices to the Spanish Tax Agency, AEAT, VAT and Intrastat).

And around all of it, the aerospace quality system (ISO 9001 and EN 9100): the programmes (the aircraft, engine or system the parts are made for, with its production rate), each customer's requirements and the contract review before committing, the electronic signature of whatever is inspected, released or approved, controlled documentation, the management system (objectives, risks, audits and management review), each person's competence, drawing or process changes with their impact, and the standard, clause by clause, with where Aeromec covers it.

Everything is connected: the approved routing decides what can be made and from which material; its cost breakdown gives the cost per part from which prices are quoted; when a WO is released the heat is reserved, and the operator sees on the tablet their queue, the drawing, the CNC program and the control plan; whatever is measured stays linked to the gauge it was measured with; and for every part delivered you know which heat it came from, which machines it was made on, who made it, what it was measured with and who released it with their signature. And every invoice, receipt and payment is posted to the accounts automatically and recorded for the Tax Agency.

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   The sidebar takes you to each section, grouped by area: Overview, Sales, Engineering, Production, Quality, Quality system, Logistics, Supply, Resources and Finance.
2. 2
   The search box finds any WO, part, customer, quote, heat, serial number or invoice from any screen.
3. 3
   Create adds a quote, a WO, a customer, an NCR… without leaving where you are.
4. 4
   Your user: your profile, your language and theme, the connection with Claude, «About» and signing out. If you are an administrator, also Users and Settings.
5. 5
   The Help menu opens this manual —at the chapter for the screen you are on— and the interactive guides.

#The journey of a part

This is how an order travels through Aeromec, from the request for quotation to the last payment. Each step is a section of the application and a chapter of this manual (click any of them to go to it):

#Where to start, depending on your job

In Aeromec each person sees what their access profile allows (see Profiles and permissions). These are the chapters you will use most, depending on your job:

The external auditor row is for whoever comes to audit the shop (for certification or for a customer): they sign in with a read-only profile that expires on a set date (see Users and profiles).

If this is your first time in, read Signing in to Aeromec and The screen and common features first: they explain what works the same way in every section (searching, filtering, opening a record, filling in a form, signing).

#How to read this manual

• Annotated screenshots. Every screenshot is of the real application. The numbers 1 point to the parts explained below, in the legend. Hover over a mark or over its line in the legend and the area is highlighted on the screenshot; click the screenshot to see it full screen.
• On-screen labels. What you see written on a button, a tab or a field appears like this: Create, Save. Keys, like this: ⌘K.
• Steps. Tasks are explained step by step in numbered boxes, with what happens at the end.
• Coloured boxes. Tips are in green, important points in amber, standards (ISO 9001, EN 9100, EN 9102, EN 10204…) with a blue stripe on the left, how a figure is calculated in light blue, and what changes depending on your access profile with a padlock.
• Search. The search box on the left (or the / key) finds any word in the whole manual.
• Print. Print or save as PDF, at the bottom left, gives you the manual on paper or as a PDF, each chapter on its own page.

#How this manual is organised

After these first steps, each chapter matches a section of the application's sidebar, in the same order and with the same icon. At the end come the appendices: profiles and permissions, glossary and frequently asked questions.

Each person in the shop signs in to Aeromec with their own user: an email and a password. What they see afterwards depends on their access profile (management, engineering office, sales, planning, shop supervisor, operator, quality, maintenance, warehouse, purchasing, finance or external auditor): the sections in the sidebar, the figures they can look at and what they can create or change. Accounts are created by an administrator in Users; there is no open sign-up.

#The sign-in screen

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   Email: the address the administrator registered you with.
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   Password. The eye on the right shows or hides it while you type.
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   Sign in (or the Enter key in the password field) opens your workspace.
4. 4
   Demo accounts: in the demo, one click on a person signs you straight in with their account.
5. 5
   The presentation video: what Aeromec does, in under five minutes. Press ▶ to watch it (best with sound).
6. 6
   Explore the proposal: Aeromec's specification, presentation and PDF summary.
7. 7
   The application's language (Spanish or English), right from the sign-in screen.
8. 8
   Switches between light and dark mode.

On narrow screens (a phone or a small window) the presentation on the left disappears and only the form remains, with the logo at the top and, below the demo accounts, the video and the proposal documents. In both, clicking the Aeromec logo opens its presentation website.

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   Invalid email or password: check both fields (capital letters matter in the password). If the message is «Could not reach the server», the problem is the connection, not your details.

#The demo accounts

In the demo version, thirteen fictitious people from the sample shop («Aeromec Precisión») appear below the form. Each one has a different access profile, so you see the same application as each job would see it. They all use the password demo1234.

The chapter The screen and common features explains how the screen shows what a profile cannot see (a padlock instead of the figure), and Profiles and permissions what exactly each profile allows.

#The proposal video and documents

In the presentation panel on the left there is a video of under five minutes about what Aeromec does. Press ▶ to watch it, ideally with sound; the full-screen button enlarges it and, in the player's ⋮ menu, you can turn on subtitles.

Below it, the Explore the proposal block brings together three documents about Aeromec, meant for whoever is evaluating it:

• Specification — everything it does, section by section. Opens in a new tab.
• Presentation — the key processes, animated. Opens in a new tab.
• Proposal · PDF — a four-page summary that is downloaded to your computer.

If the browser blocks the new tab, Aeromec warns «Could not open the document»: allow pop-ups for the page and press again.

#If you forget your password

Aeromec does not send password-recovery emails: accounts are managed by an administrator. Ask them to go into Users (in their user menu), open your record and use Reset password: they will set a new one (at least 8 characters long), which they should pass on to you securely. The old one stops working immediately. The change is recorded in the access change history.

#Your user menu and «My profile»

At the top right is your user button: your initials, your name and your access (the name of your profile or «Administrator»). Clicking it opens your menu.

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   My profile: your details, the language and the theme.
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   Connect to Claude: work with Aeromec from a chat with Claude (see Connect to Claude).
3. 3
   Only administrators see Users and Settings here; the Audit log, whoever has its permission.
4. 4
   About Aeromec: the version that is running and the tests it passed (see The screen).
5. 5
   Sign out takes you back to the sign-in screen.

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   Everyone else has My profile, Connect to Claude, About Aeromec and Sign out.

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   Job title: your position in the company, as the administrator entered it.
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   Access: «Administrator» or your access profiles. If you have several, they are joined with «+».
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   Language: ES (Spanish) or EN (English). It switches the whole application instantly.
4. 4
   Theme: light, «System» (whatever your computer or phone uses) or dark.
5. 5
   Close the dialog: the changes are already applied.

#The shop-floor terminal

The shop tablets usually have a session open for a user with the Shop-floor operator profile (in the demo, Rafael Moreno). That profile only has the terminal, so Aeromec opens it full screen, with no sidebar: at the top, the brand, help, language and user; below, the machines and their queues. Each operator then identifies themselves on the terminal itself with their four-digit PIN, without closing the tablet's session. It is all explained in Shop-floor terminal.

If your profile has the terminal and other sections (the shop supervisor, for example), the terminal opens from the sidebar and, at the top right, Leave terminal takes you back to the rest of the application.

#Signing out

#If your user has no access profile

A user who is not an administrator needs at least one access profile to see anything. If an administrator creates your account without a profile (or removes all of them), when you sign in you will see the No access profile screen: «Your user has no access profile assigned yet, so nothing can be shown. Ask an administrator to assign one.», with your email and the Sign out button. When the administrator assigns you a profile, sign in again. The same screen appears when your access has reached its end date (see below).

#If your access has an end date

An administrator can give a user an access end date: it is the usual thing for an external auditor, a consultant or someone working in the shop for a few weeks. Until then, your user menu reminds you of it below your email.

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   Your access ends on …: the date set by the administrator, in amber.
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   Her profile, External auditor, is read only; it includes the change Audit log.

From the day after that date you can no longer see or do anything: when you sign in you get the No access profile screen with the notice «Your access to Aeromec ended on … If you need to continue, ask an administrator to extend it.» and the Sign out button. Your data and what you did are kept; only the door is closed. To extend the date or remove it, see Users and profiles.

#Signing in from a phone or tablet

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   The same form: email, password and Sign in.
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   The demo accounts, one below the other. Scroll down to see the rest, the video and the proposal documents.

Aeromec works the same way in the browser of a phone or a tablet. If you are going to use it often, add it to the home screen from the browser menu («Add to Home Screen»): it will open like any other app.

Every section of Aeromec shares the same structure and the same building blocks: the side bar to move around, the top bar with search and the button to create things, lists that are searched and filtered the same way, records that open on the right with their documents and their changes, and forms with the same buttons. What you learn here works on any screen.

The only exception is the shop-floor terminal: it opens full screen, without the side bar, to be used on a tablet next to the machine (see Shop-floor terminal).

#The parts of the screen

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   Side bar: the sections, grouped by area. The section you are in is highlighted.
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   Help menu, fixed at the foot: this manual and the interactive guides.
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   Top bar: the title of the section and the tools that work on any screen (details below).
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   The content of the section; it changes when you choose another one in the side bar.

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   The title of the section you are in.
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   The global search: click it or press ⌘K (Mac) / Ctrl+K (Windows).

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   Help for the screen you are on, with its animated guides (also with the F1 key).
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   Create: add a work order, a quote, a customer, an NCR… from any screen.
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   Language: Spanish or English.
4. 4
   Theme: the moon switches to dark mode; in dark mode, the sun goes back to light.
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   The notification bell, with the ones you have not read (see Your notifications).
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   Your user menu, with your name and your access profile underneath.

#Your notifications: the bell

The bell in the top bar brings you what concerns you: not everything that happens in the shop (that is on the Dashboard), but what you have to resolve, approve, read or keep an eye on according to your profile. The red number is the notifications you have not read yet; it refreshes by itself every few minutes. The bell is also on the shop-floor terminal.

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   How many you have unread.
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   Marcar todos como leídos at once.
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   Settings: which notifications you want and whether by email too.
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   A notification: what happened, the details and when. Click it to open its record (the work order, the NCR, the maintenance work order, the gauge…) and it is marked as read.
5. 5
   Whether email sending is active on this installation.

What the bell notifies and to whom (each person only gets the types that make sense for their profile):

In Preferencias de avisos (in the bell or in your user menu) you choose, type by type, whether you want it in the bell and also by email. Emails go to your user's address, in your language, with a link that opens the record.

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   Which address emails go to and whether sending is active on this installation.
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   Each type of notification you can get; the ⓘ explains when it arrives and to whom.
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   In the app: in the bell.
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   By email: an email as well.

#Your user menu

Clicking your name, at the top right, opens your user menu. What is in it depends on your profile: the administration options are only shown to whoever has them.

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   My profile: your job title and your access, and the language and theme you prefer.
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   Preferencias de avisos: which bell notifications you want and whether by email too.
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   Connect to Claude: work with Aeromec from a chat with Claude (see Connect to Claude).
4. 4
   Users and Settings (administrators only) and Audit log (with the «See the change audit log» permission).
5. 5
   About Aeromec: the version that is running and the tests it passed (see below).
6. 6
   Sign out: you leave Aeromec and go back to the sign-in screen.

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   No administration options: Marta goes straight from Connect to Claude to About Aeromec and Sign out.

If your user has an access end date (for example, an external auditor), the menu reminds you of it below your email: «Your access ends on …». After that date you can no longer see anything (see Signing in to Aeromec).

#About Aeromec

About Aeromec, in your user menu, tells you which version of Aeromec is running: when it was deployed, with which database changes and which automated tests it passed when it was installed. Anyone can open it.

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   The running version and when it was deployed.
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   The latest migration (the latest change to the database) and the code revision that was installed.
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   Tests passed at deployment: the smoke tests (the basics work) and the security tests, with how many passed and in how many files.
4. 4
   The standards Aeromec is designed to.
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   The ⓘ explains what this record is for in an audit.

Every time a new version is installed it is recorded with its result; earlier ones appear below, under Previous versions (in the demo, which is reloaded every day, there is only the development one). The full history and the verified backups are in Standard, in its validation view.

#The side bar

The sections are grouped by area, in the order the shop works: from the quote to the payment. You only see the ones your access profile allows: someone in Sales does not get, for example, Planning or Gauges, and the shop-floor operator only has the terminal.

The Quality system group brings together what does not belong to one part or one WO but to the whole shop: objectives, risks, audits and the management review; the system documentation; and the standard, with what each clause requires and where Aeromec covers it.

If the list does not fit, the bar scrolls; the Help menu always stays at the foot. When you change section, the screen you leave goes back to its initial state: if you had searched or filtered something, you will find it unfiltered when you come back.

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   Each icon is a section (hover over it to see its name); the areas are separated by a line.
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   The Help menu stays at the foot.
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   The search box narrows to make room for the title (and still opens with ⌘K / Ctrl+K).

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   Opens this manual at the chapter for the screen you are on (here, Work orders), in another tab.
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   Opens the full manual, from the cover page.
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   Opens the interactive guides for the screen (the same as the Help button at the top or F1).

#Help: interactive guides and this manual

There are two kinds of help inside Aeromec:

• This manual, which opens from the Help menu at the foot of the side bar, straight at the chapter for the screen you are on, in your language.
• The screen help with its interactive guides: the Help button in the top bar (or the F1 key) opens a panel on the right with what the section is and the tasks you can do in it. Each guide plays over real screenshots of the app: a pointer goes to the spot, highlights it and performs the action while each step is explained. On the shop-floor terminal, the button is in its header.

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   Where you are: what this section is and what it is for.
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   Link to this section's chapter in the manual.
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   What you can do here: one guide per task, with its goal and the number of steps. Click it to watch it.
4. 4
   Guides that work on any screen: searching, creating, understanding a figure, language and theme, documents, the manual and Claude.

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   The goal of the guide: what you are going to learn to do.
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   The animated screenshot: the element of each step is highlighted and the pointer performs the action (click, type, scroll).
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   The explanation of the current step.
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   Controls: previous step, pause / play (at the end, «watch again») and next step. The guide moves on by itself.
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   The list of steps: click any of them to jump straight to it.

#Finding anything

The global search in the top bar finds, from any screen, work orders, serial numbers, lots and heats, quotes, parts and items, suppliers, gauges, machines, people, routings, sales orders, integration messages, shipments, purchase orders, invoices, customers, maintenance equipment and work orders, programmes, changes, customer complaints, supplier SCARs, audits, risks, requirements, quality-system documents and the documents of each record (by their name or their note). It searches by name and also by number or code: «OF-2026-0158», «AMP-1015», a heat, a serial number, a CoC or the customer's order reference. It only shows what your profile can see.

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   Type at least two letters; results appear by themselves as you type.
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   Results are grouped by type, each with its icon.
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   Each result with the details that identify it (code, city, customer, status…). Click it to go to its section with the record open.
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   The same name finds the customer and also their orders, delivery notes, complaints and documents.

#Creating something new

The Create button in the top bar adds, without leaving where you are, any record your profile is allowed to create: it opens the same form as the «New…» button in its section. Once saved, Aeromec takes you to that section.

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   Production: a work order.
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   Sales: a programme, a quote, a sales order and importing a cXML order from the customer.
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   Logistics and supply: a delivery note and a purchase order.
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   A customer; below it, the invoice to a customer, recording a supplier's invoice and, in Accounting, a manual entry or a fixed asset.
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   Engineering: item, routing and change request; and a supplier.
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   Quality: NCR, customer complaint, inspection, gauge and gauge loan.
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   Quality system: an audit, a risk and a document; and a maintenance work order.
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   Resources: a machine or workstation, a person and a training session.

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   Only the options the profile allows appear: here programme, quote, order, cXML order, customer and item.

If you cancel the form, nothing is created and you stay where you were. If your profile cannot create anything, the button does not appear.

#Language and theme

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   The globe shows the current language (EN).
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   Choose Spanish or English: the whole application changes at once.

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   Your job title and your access (your profile, or Administrator).
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   The language.
3. 3
   The theme: light, system (follows your computer or phone) or dark.

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   In dark mode, the sun goes back to light mode.
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   Everything adapts: dark backgrounds, light text and the same colours for statuses and alerts. Designed for the office in low light and for screens on the shop floor.

The language and the theme are remembered in the browser you use. The PDFs Aeromec produces (routing sheets, delivery notes, CoCs, FAIs…) and the demo data stay in Spanish even if you change the language.

#Lists

Almost every section starts with a list: work orders, quotes, customers, purchase orders, lots, NCRs, invoices… They all work the same way. This is the Purchasing one.

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   Indicators for the section (here, open orders, late orders, open amount and awaiting inspection). Each with its ⓘ.
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   List search: filters instantly on the main columns (number, supplier, reference…).
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   Export CSV: downloads what you see into a file that opens in Excel (if your profile allows it).
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   The button to add a record in this section.
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   Quick filters, each with its count. Only one is active at a time; those that do not fit are seen by scrolling the row.
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   Sort: click a column header to sort from lowest to highest, again for highest to lowest and a third time to remove the sorting.
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   Each row is a record: click it to open its record. Those that need attention (here, late ones) have a coloured background.
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   The footer adds up the visible rows: how many there are, amounts and warnings.

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   What you type is searched in all the main columns; the ✕ on the right clears the search.
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   The active filter, highlighted. The search applies within the filter; the count of each filter does not change when you search.
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   Sorted by amount, highest first: the arrow shows the direction.
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   The footer adds up again only what is left in view.

The lists of work orders, sales orders, FAIs (Inspection & FAI), nonconformances, shipments and invoices also have, next to the search box, the Programme filter: choose the aircraft, engine or system (for example, the AR-90) and the list keeps only what belongs to it, on top of the quick filters and the search (see Programmes).

#Records

Clicking a record opens it in a panel that slides in from the right, without losing the list behind it. They all follow the same layout: a header with the name and the actions, and tabs with the information grouped.

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   The overline: the type and code of the record, with coloured tags showing its status (here, Production) and what you need to know about it (here, that it is a critical part).
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   The name and, underneath, its main details.
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   Record actions (here, edit). Hover over an icon to see what it does.
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   Close the record (also with Esc or by clicking outside the panel).
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   Tabs: each one groups part of the information and many show a count. Almost every record has Documents and Changes.
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   The strip with the key figures of the record.
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   Text in blue is a link: it opens the related record (here, the customer) on top of this one.
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   Cards with the details grouped (here, the material); many have their ⓘ next to the title.

If you change something in a record, the list behind it refreshes by itself when you close it. Records you open from another one (a customer from its part, an NCR from its work order) open on top and, when you close them, you go back to the previous one. On a phone, records take up the whole screen.

#The documents of each record

Almost every record has the Documents tab: drawings, 3D models, CNC programs, instructions, certificates (the 3.1 of a heat, the calibration of a gauge, a supplier's approval), reports and photos, kept next to what they document. The number on the tab says how many there are.

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   The Documents tab, with its count.
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   Upload documents picks one or more files from your computer.
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   Or drag them from your desktop onto the window.
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   Each document with its type, its revision, its size, who uploaded it, when, and its note.
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   View: PDFs and images open inside Aeromec; CNC programs, as text.
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   Download the file exactly as it was uploaded.
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   More actions: change its details (name, type, revision, note), mark it obsolete or delete it; for a CNC program on trial, also validate it.

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   The document, the record it belongs to, its type, its revision, its size, who uploaded it, when, and its note.
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   Open it in another browser tab or download it.
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   The image or the PDF (with the browser's viewer: pages, zoom, print), without leaving Aeromec.
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   Its SHA-256 fingerprint: it proves it is the same file that was uploaded.

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   Which routing and which operation it belongs to, its machine and its program number.
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   CNC programs are read with their line numbers, without needing any other software.

A drawing or a program that is no longer valid is not deleted: it is marked obsolete with its reason, it is kept and it no longer reaches the shop-floor terminal. A new CNC program starts on trial (the terminal shows it with a warning) until someone with the qualification validates it with their signature after making the first good part; once validated, it does not change. The documentation of the quality system itself (manual, procedures, instructions) has its own section: Documentation.

#The Changes tab

With the See the change audit log permission, records also have the Changes tab: who created or changed that record, when and which fields, newest first. Click a line to see each field before and after the change.

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   The Changes tab.
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   Each change: the fields that changed, when and who (and, if it was done at the shop-floor terminal or from Claude, it says so). Click it to see the detail.

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   What was done (created, changed or deleted), in which kind of record and which one.
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   When and who.
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   Each field before, struck through in red…
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   …and after, in green.

All the changes of all the records, together with sign-ins and sign-outs, are in Audit log.

#Forms

To create or change a record you use a form in a window. They are all filled in and saved the same way.

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   The title says what you are doing («Edit customer», «New WO»…) and, when editing, on which record.
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   Fields with an asterisk are required. Those with an arrow are chosen from a list.
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   A switch for yes-or-no options, with its explanation.
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   Long forms are split into blocks with a heading; scroll inside the window to see the rest.
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   Save the changes, or Cancel (or the ✕ at the top) to leave without saving.

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   Fields that point to another record (part, customer, supplier, machine…) open a selector with search: type a few letters to narrow the list.
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   Click the option to choose it; under each one, a detail that tells it apart (here, the customer).

#The electronic signature

Whatever inspects, releases, dispositions or approves something is not done with a simple button: it is signed. When you press the button (Ship, Approve, Close…) the electronic signature dialog opens: you type your password again and Aeromec stores your signature bound to the record, with what it means, the date and time, your inspection stamp and a fingerprint of what you signed. These are signed:

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   The meaning of the signature: here, Released. Other times it is performed, reviewed, approved, rejected, dispositioned (MRB), verified, closed, voided or corrected.
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   What you are signing: the record and what it involves (here, the delivery note, the customer and the parts leaving).
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   Who signs: your name, your job title and your inspection stamp with its scope. Releasing product needs a current stamp with that scope (here, CoC).
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   The statement you make by signing, depending on the meaning.
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   Your password, the one you sign in with. The database checks it and it is not stored.
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   What remains: the signature bound to the record with the date, the time, your stamp and the fingerprint of its content. It cannot be changed or deleted.
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   Sign becomes active once you type the password. Cancel saves nothing.

What the database checks before accepting your signature:

• The password. After 5 failed attempts signing is locked for 15 minutes («Too many failed attempts»); the dialog tells you how many attempts you have left. A signature is valid for a single action and expires after 3 minutes.
• The inspection stamp, when what you sign releases or dispositions product: receiving, in-process, final, FAI, MRB, CoC or calibration. Without a current stamp with that scope the dialog says so («You do not hold a current inspection stamp with … scope») and Sign stays disabled. Stamps are issued and withdrawn by Quality (see Stamps & signatures).
• Your qualification. If the qualification that entitles you to that signature has expired (or you do not hold it), you cannot sign with that scope until it is renewed (see Competence & training).

#The Signatures tab

The records of whatever is signed —inspections, FAIs, NCRs, CAPAs, calibrations, routing revisions, shipments and, in the quality-system sections, document revisions, audits, management reviews, supplier evaluations, contract reviews, changes…— have the Signatures tab: who signed, when, with which stamp and what each signature means, and whether what is there today is still exactly what was signed.

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   The Signatures tab.
2. 2
   The record's status, in one sentence: here, the content is exactly what was signed.
3. 3
   Intact, altered or being edited (see the table below).
4. 4
   Fingerprint chain: each signature keeps the fingerprint of what was signed, linked to that of the previous signature. «Correct» if none is missing or added.
5. 5
   Retain until: the date until which the record must be kept.
6. 6
   Each signature: its meaning, who, with which stamp, the date and time and the start of its SHA-256 fingerprint. The latest, at the bottom.
7. 7
   Verify again: recomputes the fingerprint with today's content.
8. 8
   Correct a value in a signed record, with a reason and a signature.

The SHA-256 fingerprint is like a fingerprint of the content: a code that changes completely if a single character changes. When signing, a copy of what was signed and its fingerprint are stored; Verify again recomputes it with today's content and compares them. To check every signed record at once, before an audit, Quality has Check integrity in Stamps & signatures.

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1. 1
   Which record you are correcting; the previous value will be kept on the Changes tab.
2. 2
   Only the fields that can be corrected for that type of record appear, with their current value. Here the quantity is corrected.
3. 3
   The reason, mandatory: it is kept in the correction's signature.
4. 4
   Save asks for your signature with the meaning Corrected (it was not pressed in the screenshot).

#The ⓘ help on figures and acronyms

Next to many indicators, charts, cards, acronyms (FAI, OTD, cXML…) and permissions there is a small ⓘ. Clicking it opens an explanation in three parts: what it shows, how it is calculated (with an example) and how to read it. It is the quickest way to find out where a figure comes from.

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1. 1
   What it shows.
2. 2
   How it is calculated, with its formula and an example.
3. 3
   How to read it: when it is a good or a bad sign and what to do. Click outside or press Esc to close it.

#What your profile does not let you see

Each access profile decides which sections you see, which data you can look at and what you can create or change. What is not for you shows up like this:

• Sections: those your profile does not allow are not in the side bar, nor are their results in the search.
• Figures: a cost, a price or a margin you cannot see does not appear (the column or the indicator disappears) or shows as a grey padlock (hovering over it: «Hidden by your access profile»).
• Contact details: emails and phone numbers of customers and suppliers, the same.
• Defence: defence or export-controlled parts, customers, quotes, orders, work orders and invoices are only seen with «Defence data»; for everyone else they do not exist. Whoever sees them recognises them by a purple shield.
• Buttons and tabs: the create, edit or delete buttons are not there if you do not have that permission, nor are the tabs of the sections you do not have.
• Export: the export to CSV button only appears if your profile allows it.

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1. 1
   Her side bar only has the sections for her work.
2. 2
   No edit pencil: she can look at customers but not change them.
3. 3
   No quotes, orders or invoices tabs (she does not have those sections), and no changes tab.
4. 4
   The backlog, in parts rather than euros; no outstanding receivables.
5. 5
   The contact details, with the padlock: her profile does not see them.

#Aeromec on a phone and a tablet

On a phone (or a narrow window) Aeromec rearranges the screen: the side bar hides in a drawer, indicators and filters scroll sideways, lists turn into cards (one per record, no columns) and records and forms take up the whole screen. On a tablet, the side bar shows icons only (see above).

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1. 1
   The menu (☰) opens the drawer with the sections.
2. 2
   The magnifying glass opens the global search.
3. 3
   Help for the screen.
4. 4
   Create (⊕).
5. 5
   Your user menu: language and theme are changed from «My profile».
6. 6
   Each record, on a card: tap it to open its record.

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1. 1
   The same areas and sections as on a computer; swipe to see them all.
2. 2
   On a phone, administrators have Users, Settings and Audit log here.
3. 3
   The Help menu, at the foot.

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1. 1
   The ✕ goes back to the list.
2. 2
   The tabs scroll sideways.

1

1. 1
   The same search, with the results grouped by type.

#Keyboard shortcuts

The ⌘K/Ctrl+K and F1 shortcuts work from the page; if you have a record or a window open, close it first.

#Direct links

You can bookmark a particular section or share a link that opens Aeromec in it, by adding to the end of the address:

They can be combined with &: for example ?seccion=planificacion&lang=en. In the demo, ?demo=carmen signs straight in with Carmen's account (also elena, javier, lucia, marta, pablo, antonio, rafael, jose, ines, tomas, sergio or teresa).

The Dashboard is the first screen you see when you open Aeromec. It brings together on a single page whatever needs attention in the shop today: late or stopped work orders (WOs), customer deliveries falling due, machine load, nonconformances, held material, gauges whose calibration is about to expire, how the programmes are going, the objectives and risks of the management system, qualifications that are expiring, machines that are down, open quotes, what has been invoiced and what is owed.

It is not a report to be read from top to bottom, but a board of alerts: every figure is a shortcut that opens the section with the filter already applied, and every row opens its record. That way you go from «there are 4 late WOs» to the actual WO in two clicks.

The dashboard refreshes itself every 2 minutes (and when you press the reload button). What you see depends on your profile: each block has its own permission, and the database only calculates the blocks you can see, without amounts if your profile cannot see prices or costs.

#Key figures

At the top, below the greeting with today's date, are the shop's key figures in large cards. Only those matching your profile's blocks appear; the administrator and management see all six.

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1. 1
   The dashboard reloads itself every 2 minutes; to its left, when it was last updated. This button reloads it straight away.
2. 2
   OTD 12 months: the percentage of customer deliveries shipped on time over the last year, against the company target.
3. 3
   WOs on the floor: released, in-progress or blocked work orders; below, how many have a machine running right now and how many are late.
4. 4
   Invoiced this month (excluding VAT) and, in the badge, the change against the same days of the previous month.
5. 5
   Open NCRs: nonconformances not yet closed and their average age in days.
6. 6
   Open quotes: their amount (or their number, if your profile cannot see prices), how many there are and the win rate.
7. 7
   Scrap · 30 days: the percentage of parts scrapped over the last month against the target.
8. 8
   Every card and every block has its ⓘ: what it shows, how it is calculated and how to read it.

The whole card is a shortcut:

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1. 1
   What it shows.
2. 2
   How it is calculated, with an example.
3. 3
   How to read it and what to do. Close it with Esc or by clicking outside.

#Work orders and customer deliveries

Below, the blocks in two columns. The first two answer the question of the day: which WOs need a push and which deliveries are in danger? Each block has its ⓘ and a View all button that opens the full section.

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1. 1
   On the floor: WOs released, in progress or blocked.
2. 2
   Late: their due date has passed.
3. 3
   At risk: the plan ends after the due date or there are operations that should already have finished.
4. 4
   Blocked: a nonconformance (NCR) has stopped them.
5. 5
   FAI pending: WOs whose first article inspection has not been released.
6. 6
   The most critical WOs (blocked, late and at risk), with their customer, the reason and their progress. Click one to open its record.

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1. 1
   This week: deliveries due in the next 7 days.
2. 2
   Late: their date has passed and they still have parts to ship.
3. 3
   At risk: the WO serving them finishes too late. Opens the delays and risks in Planning.
4. 4
   Each delivery: date, part and open parts; below, the order, the customer and the WO serving it; on the right, its value. Late ones in red, at-risk ones in amber.

In Work orders, each figure opens the work order list with its filter (Late, At risk, Blocked, FAI pending); the list below shows the six most critical. In Customer deliveries, This week and Late open the sales orders with that filter, and At risk takes you to the delays and risks in Planning. The rows are the deliveries due in the next 14 days plus the overdue ones, most urgent first.

#Shop load and on-time delivery

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1. 1
   Machines running right now, with a time record open in the terminal. Opens the Shop-floor monitor.
2. 2
   Stopped or in maintenance: machines with an open breakdown or in maintenance.
3. 3
   This week's bottleneck: the most loaded machine and its load percentage.
4. 4
   Hours per week for the whole shop: actual in past weeks (grey), planned in the coming ones (blue) and capacity (amber line). The current week is highlighted.

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1. 1
   How many deliveries have been evaluated in the last 12 months: those shipped complete and those already overdue and unshipped.
2. 2
   One bar per month with its OTD; the green line is the company target. The current month, highlighted, is not over yet.

Shop load adds up the hours of every machine per week: what was actually worked in past weeks and what is planned in the coming ones, against capacity (which drops in weeks with public holidays). If the blue bars go above the amber line, that week cannot fit what is planned; if three or four weeks ahead they are well below it, the order book is running short. The per-machine detail is in Planning.

On-time delivery by month is OTD month by month. It is the first thing aerospace customers look at when rating a supplier: if a month drops, the deliveries block and the sales orders show which deliveries explain it.

#Quality, material and calibrations

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1. 1
   No disposition: NCRs where it has not yet been decided what to do with the parts (rework, concession, scrap or return).
2. 2
   Waiting for customer: concessions requested from the customer with no answer yet.
3. 3
   Blocking a WO: they stop a work order until the disposition is decided.
4. 4
   Each NCR with its description, origin, part and disposition; on the right, the days it has been open (in red, more than 30).

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1. 1
   Pending proposals from the last run (date and time, below the title): purchases and production not yet generated.
2. 2
   To order today or late: their order date has arrived.
3. 3
   Expected stock-outs and late receipts of purchases.
4. 4
   The most urgent proposals: item, quantity, supplier (or in-house production) and the alert. Order now if the order date has passed.

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1. 1
   Lots in quarantine: raw material received and awaiting receiving inspection. It cannot be used until released.
2. 2
   Blocked lots: rejected at inspection, awaiting return.
3. 3
   Each lot with its material, its heat (the melt the material comes from, shown on its 3.1 certificate), the supplier and the quantity held. Click to open the lot.

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1. 1
   Overdue: they cannot be used to measure or be lent out in the terminal.
2. 2
   Due in 30 days: they need to go to the laboratory.
3. 3
   Out of service: withdrawn from use.
4. 4
   Each gauge with its status, the station where it is and when it fell due or will fall due.

• Nonconformances: the figures open Nonconformances. An NCR that blocks a WO is the first one to resolve: until it has a disposition, the work order is stopped.
• Material requirements (MRP): the result of the latest requirements run of the MRP (Material Requirements Planning): what has to be bought or made, how much and when.
• Quarantined and blocked material: what Quality has to inspect or return. If a WO needs a lot in quarantine, inspect it before it stops the shop.
• Gauge calibration: the measuring equipment to be checked (Gauges). The database rejects any measurement taken with an overdue gauge, so send them to the laboratory before they hold up an inspection.

#Scrap, quotes, invoicing and overdue payments

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1. 1
   Scrap for the current month (in red if above target) and for the previous month, with their parts.
2. 2
   What scrap has cost this month and over 12 months (only with permission to see costs) and the main cause over the last 90 days.

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1. 1
   Open: draft or sent.
2. 2
   Awaiting answer: sent to the customer.
3. 3
   Expiring this week: sent quotes whose validity ends within 7 days.
4. 4
   The open amount (with permission to see prices) and the win rate: won over decided in 12 months.

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1. 1
   What has been invoiced in the year to date (excluding VAT) and, if there is data, the comparison with the same period last year.
2. 2
   Monthly invoicing for the last 12 months; the current month, highlighted.

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1. 1
   Overdue receivables (customer invoices past due and unpaid), total outstanding receivables and overdue payables to suppliers.
2. 2
   Overdue customer invoices, the oldest first, with the days overdue and what is still to be collected. Click one to open it and record the payment.

The Quotes block takes you to Quotes; Sales and Overdue receivables and payables, to Invoices (with the overdue filter). Scrap opens the indicators in Nonconformances, where the cause Pareto shows where to act.

#Programmes and management system

Two blocks look beyond the day-to-day: how the programmes are going (the aircraft, engine or system the parts are made for) and the quality management system (objectives, risks, audits and actions).

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1. 1
   Active programmes and, of those, the ones with a planned rate increase.
2. 2
   Late milestones across all programmes (in red) and their open NCRs.
3. 3
   The programmes' backlog still to be delivered (only with «See prices»).
4. 4
   Each programme with its rate (aircraft per month and, after the arrow, the next one), its phase, the next milestone or the late ones, its NCRs and its 12-month OTD. Click to open its record.

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1. 1
   The quality objectives that are met and those not met or at risk.
2. 2
   Open risks at critical or high level.
3. 3
   Audit findings still open and overdue actions.
4. 4
   Customer satisfaction over 12 months (out of 5) and the date of the last approved management review.
5. 5
   The upcoming audits (internal, certification, customer or supplier audits), in red if they are late. Click one to open it.

• Programmes opens Programmes. A programme shows in red if it has late milestones and in amber if its OTD is below the company target. It is what you look at before each review with the customer.
• Management system opens Management system: each figure in its view (objectives, risks, audits or actions), with the filter applied. It is what management follows between one management review and the next.

#Competence and training, and maintenance

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1. 1
   Expired: qualifications past their date. They block what they enable (a machine, a signature).
2. 2
   Expiring in 30 days: they need renewing now.
3. 3
   Missing: competences someone's job requires and they do not hold.
4. 4
   The hours of training over the last 12 months.
5. 5
   Each person with the qualification that is expiring or missing (and the machine that requires it); below, the upcoming training sessions.

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1. 1
   Over the last 90 days: availability, MTBF, MTTR and the cost this month (with «See costs»).
2. 2
   Machines down (because of a breakdown or in maintenance) and unresolved urgent breakdowns.
3. 3
   Overdue plans and tools and spare parts to order.
4. 4
   The alerts: corrective actions past due, tools out of stock…
5. 5
   A new work order without leaving the dashboard.

Competence & training opens Competence & training on its expiry list or its matrix. An expired qualification is not just another alert: Aeromec will not let you sign with that stamp scope, validate programs, close internal audits or start a time record on the machine that requires it, so it is worth renewing it before it expires.

The Maintenance block sums up the state of the machines: how many are down, the urgent breakdowns, the overdue maintenance plans and the tools and spare parts that need ordering, with the availability, the MTBF (running hours between breakdowns) and the MTTR (mean time to repair) over the last 90 days. Each figure opens Maintenance with its filter.

#Getting to the problem from the dashboard

#What each profile sees

Each block has its own permission. With the demo's sample profiles, the dashboard looks like this:

The shop-floor operator has no dashboard: they only see the shop-floor terminal. Nor does the external auditor: they go straight into the first of their sections, read only.

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1. 1
   Only the key figures for her blocks: OTD and Open quotes, now in wider cards.
2. 2
   The amount of open quotes without the defence ones: her profile cannot see them, so they do not count in her figures.
3. 3
   Customer deliveries, also without the defence ones: that is why there may be fewer than on the management dashboard.
4. 4
   OTD by month, calculated only with the deliveries she can see.
5. 5
   The programmes, without the defence ones.
6. 6
   The Quotes block, with the open amount because her profile can see prices. She has no production, quality, material or finance blocks.

#Tips

Claude is Anthropic's artificial intelligence assistant. Aeromec comes with a connector for Claude: a secure connection through which Claude can work with your Aeromec data from a chat, on claude.ai (in the browser), in the desktop and mobile apps and in Claude Code. Instead of going screen by screen, you ask in your own words:

• «Which work orders are late or at risk, and why?»
• «How is the F5-01 queue going, and what comes next?»
• «Which parts and which customers have material from heat A10G6677?»
• «Quote Talleres Aeronáuticos del Ebro for AMP-1015 in 10, 25 and 50 pieces, with the suggested prices.»
• «Receive purchase order PC-2026-0176: everything has arrived, heat H45812 with its 3.1 certificate.»

Claude enters Aeromec as you: it sees what you see in the app and can only change what you can change.

#What you can ask it

• Look things up: search for anything (like the app's ⌘K search); open the full record of a work order, a part, a routing, a customer, a supplier, a quote, an order, a purchase order, a delivery note, an invoice, an NCR, a CAPA, a FAI, a lot, a machine, a piece of equipment, a maintenance work order, a person or a gauge, with everything hanging from it and its documents; pull any list with filters, sorting and totals; the Dashboard, the monthly indicators (OTD, PPM, scrap, OEE…) and the reports; the machine queues with their hour-by-hour forecast; the cost breakdown of a part (if you see costs), the traceability of a serial number, a work order, a heat or a lot and maintenance: breakdowns, work orders, plans that are due, tools and spare parts to order, KPIs (MTBF, MTTR) and the impact of a failed verification.
• Look up the quality system: a programme (the parts demand its rate calls for against what has been ordered, and «what if the rate goes to N?» with the load on each machine); the management system summary (objectives, risks, findings, actions, satisfaction) and the management review inputs for a period; the requirements that apply to a quote, an order, a part or a purchase order; a supplier's scope, evaluations and SCARs and why a purchase order cannot be sent; the EN 9131 data of an NCR and the affected shipped product; the impact of a change request and a part's configuration; competences and training; the signatures on a record and the inspection stamps; and how Aeromec covers each clause of ISO 9001 and EN 9100, with the backups and their verified restore.
• Make changes, if your profile allows it: add, change or delete customers and contacts, suppliers, items, quotes, orders and purchase orders with their lines, NCRs, CAPAs, supplier invoices, payments, collections and demand forecasts for the MRP; set the quantity price breaks of a quote (also the suggested ones), send it, make a new version or accept it (the order is created with its deliveries) if its contract review is signed; create, release, reschedule, close or cancel a work order; move an operation in a machine's queue; move a routing to internal review or record the customer's rejection; send, confirm and receive a purchase order (with its heat and its 3.1 certificate); prepare a delivery note; invoice; run the MRP and generate its proposals; resolve a shop-floor incident; in maintenance, generate the plan orders, schedule a stop in the best slot, start, record spare parts and close a work order, follow up a corrective action and order the tools and spare parts that are missing; and in the quality system, programmes with their milestones, reviews and MRP forecasts, requirements, risks, audit findings (and opening their CAPA), actions, customer ratings, training courses and competences, draft change requests, customer complaints, FOD inspections, customer property and suppliers' approved scope and customers' approved sources.

Claude fills in the same things as the app: document numbers, the validity of the quote, the customer's or supplier's terms, the purchase price or the due dates. A quote, an order or a purchase order is created with all its lines at once, and if anything fails nothing is created. You can name things the way you know them («the blocked AMP-1015 work order», «the Aceros Finos Vascos purchase order») or by their number (OF-…, OFE-…, PV-…, PC-…, NCR-…, OT-…, MC-…).

Aeromec also offers five ready-made prompts that Claude shows next to the connector: Resumen del día (summary of the day), Estado de una OF (status of a work order), Entregas en riesgo (deliveries at risk), Mantenimiento de la semana (this week's maintenance) and Preparar una oferta (prepare a quote).

#Why it is safe

• Claude enters as you, never with more permissions. The connector has no permissions of its own: every request from Claude carries your identity, and the Aeromec database applies your access profiles to it exactly as in the app: sections, sensitive data (costs, prices, margins, contacts), defence and export-controlled data, and actions. What your profile cannot see, Claude cannot see either.
• Never the terminal or administration. Time records and gauge loans of the shop-floor terminal are not recorded from Claude (they go with the person and their PIN, next to the machine), nor are users, profiles, permissions, keys or Settings managed: that is only done in the app.
• With a personal key you can revoke. Claude identifies itself with an access key of yours. Aeromec does not store the key, only a fingerprint to recognise it, so it is shown only once. It is revoked with a button and access is cut on the next request; it is also cut if it expires, if an administrator disables your user or if your profile loses the permission.
• Everything is recorded. Every time Claude looks something up or changes something it goes into the activity log: what it did, on what, and whether it was allowed. What it changes also goes into the Audit log and the Changes tab of each record, flagged «from Claude».
• Without the «Export CSV» permission, Claude gets at most 50 rows per query (500 with it).
• Your password is not stored in Claude. When you connect, you type your user and password on an Aeromec page, not in Claude; Claude only receives a key you can revoke.

The connector follows MCP (Model Context Protocol), the open standard for connecting AI assistants with applications.

#What Claude asks you first

Claude always asks you to confirm before:

• deleting anything (it cannot be undone; and what is in use, like a customer with orders, cannot be deleted: it suggests deactivating it);
• releasing a work order to the shop floor (it first tells you which materials there are, how much free stock, and which one Aeromec proposes);
• receiving a purchase order, preparing a delivery note or invoicing (the invoice is issued);
• accepting a quote (it creates the order with its deliveries);
• and creating or changing anything you have not explicitly asked for.

Afterwards it sums up what it did with the numbers (OF-…, OFE-…, PV-…, PC-…, NCR-…), so you can find it in the app.

#Claude never signs

Whatever inspects, releases, dispositions or approves is signed in the app with a person's electronic signature: their password and, if it releases product, their inspection stamp. A signature belongs to a person and states what it means; that is why Aeromec does not let Claude sign, not even with the key of someone who can. From a chat you cannot:

• record a product inspection (in-process, final or the receiving inspection of a lot), nor release or reject an FAI;
• disposition, grant a concession on, mutilate, close or void an NCR, notify an escape, close a CAPA, a SCAR or a complaint;
• record a calibration, send a routing to the customer or record its approval, nor verify a fixture;
• ship a delivery note with its CoC (Claude prepares it; whoever holds the CoC stamp ships it in the app);
• sign the contract review of a quote or an order, evaluate or approve a supplier, approve a change request or a document, close an audit or approve the management review.

What it does do is explain why something is stuck and what is missing: that a quote cannot be sent because its contract review is missing, that a purchase order cannot be sent because the supplier's Nadcap has expired, that a work order cannot be released because its fixture's verification has expired. And it can read the signatures of any record you can see, with their stamp and status.

#Where it is in Aeromec

Everything about the connector is in your user menu, at the top right: Connect to Claude. Everyone who works in the app has it, whatever their profile.

12

1. 1
   Click your name to open the menu.
2. 2
   Connect to Claude opens the connector panel.

1

1. 1
   On a phone too, from your initials, at the top right.

A panel opens with four parts: what Claude can do for you, how to connect it, your access keys and the recent activity.

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1. 1
   The ⓘ explains how the connector works and why it is safe.
2. 2
   What your profile lets you do from Claude: Look things up and, if it has it, Make changes (if not, it is greyed out, with the no-entry sign).
3. 3
   The sensitive data you see, and Claude with you. Marta sees prices and contacts, but not costs, margins or defence data.
4. 4
   Examples of what you can ask. Those that make changes only appear if your profile can make them.
5. 5
   Opens this chapter of the manual.
6. 6
   The steps to connect it and the connector address, with the copy button: this is what you paste into Claude.
7. 7
   For Claude Code, the command to add it with a key.

#What Claude can do depending on your profile

It is decided by two switches in your access profile, in the Assistant (Claude) group: Use from Claude (without it, none of your keys work) and Make changes from Claude (without it, Claude only looks things up, even if you can edit in the app). On top of that, Claude can only do what the other actions of your profile allow. This is how the demo profiles come set up:

If a profile should only look things up from Claude, an administrator turns off Make changes from Claude with a switch (see Profiles and permissions): Claude will still answer, but it will not be able to create or change anything, and your panel will say so.

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1. 1
   Make changes, greyed out: his profile does not have «Make changes from Claude».
2. 2
   And the panel says so: Claude cannot create or change anything. The examples are only queries.

#Connecting Claude: on the web, on the desktop and on a phone

Claude's custom connectors are available on all its plans: Free (with a single connector), Pro, Max, Team and Enterprise. Connect it once on claude.ai or in the desktop app: what you connect also appears in the other Claude apps with the same account, including the mobile one.

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1. 1
   What Claude will be able to do and where to revoke access.
2. 2
   With my user: your Aeromec email and password, the same as in the app.
3. 3
   Aeromec creates a «Claude» key valid for 90 days.
4. 4
   Allow access takes you back to Claude with the connector connected.

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1. 1
   With a key: if you prefer not to type your password here.
2. 2
   Paste the access key you created in Aeromec (it starts with «aeromec_»).

#Claude Code

Claude Code (Claude in the terminal, for people who program or automate) connects with a key created in Aeromec. When you create the key, Aeromec gives you the command ready to use; it is this one, with your key at the end:

claude mcp add --transport http aeromec https://aeromec.app/mcp --header "Authorization: Bearer aeromec_…"

You can also add it without the key (without --header) and, inside Claude Code, type /mcp → aeromec → Authenticate: the same Aeromec page opens in the browser. Any other program compatible with that open standard connects the same way, with the connector address and a key.

#Your access keys

An access key is what Claude uses to enter Aeromec as you. There are two ways to get one:

• When you connect Claude with your user and password (With my user tab), Aeromec creates a 90-day «Claude» key. You do not have to do anything else.
• By creating it yourself in Aeromec, to paste it on the With a key tab or for Claude Code.

Each person can have up to 20 active keys at a time.

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1. 1
   Name: where you are going to use it, so you can recognise it later in the list.
2. 2
   Expires: in 30 days, in 90 days (the one Aeromec suggests), in a year or never.
3. 3
   Create key creates it and shows it to you only once (it has not been clicked in the screenshot).

Further down the panel are your keys and what Claude has done with them:

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1. 1
   Each key, with its name and its status: Active, Expired or Revoked.
2. 2
   The start of the key (aeromec_…), how it was created, when it expires, when it was last used, how many calls it has made and how many changes in the last 7 days.
3. 3
   Revoke cuts that key's access on Claude's next request.
4. 4
   The activity: each call from Claude, newest first. Here, a change: Marta sent a quote from the chat.
5. 5
   Denied: Claude asked for something the profile does not allow (here, a part's cost breakdown, with its costs) and Aeromec did not give it.

Each line of the activity is one call from Claude: a lookup (magnifying glass) or a change (pencil), with what it looked up or changed and when. If it could not be done, it carries the Denied label (your profile does not allow it) or Error. Revoked and expired keys are hidden; Show revoked and expired shows them, with who revoked each one and when.

#What Claude changes is recorded

What Claude creates or changes goes into the Audit log as if you had done it, under your name, and also flagged from Claude. Whoever has the «See the change audit log» permission finds it with the From Claude filter in Audit log and in the Changes tab of each record.

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1. 1
   The From Claude filter: only what was done through the connector.
2. 2
   Who: the person who owns the key, with the from Claude flag.
3. 3
   What: the record that changed. Click the row to see each field before and after.
4. 4
   What was done with a key that was later revoked is also kept (here, the work order Pablo created).

12

1. 1
   The record's Changes tab.
2. 2
   The creation of the quote, with when, who and from Claude.

#For the administrator: Users → Claude

An administrator sees the keys of every user and everyone's activity in Users → Claude tab, and can revoke any of them. Creating and revoking keys is also recorded in the Users change log.

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1. 1
   The Claude tab in Users (administrators only).
2. 2
   Active keys, how many people use Claude, calls and changes in the last 7 days.
3. 3
   Each key, with whose it is.
4. 4
   The administrator can revoke anyone's key.

#Disconnecting Claude

To stop using Aeromec from Claude, do it on both sides:

1. In Claude: Settings → Connectors → Aeromec → Disconnect, or remove the connector.
2. In Aeromec: revoke the key it was using (in Connect to Claude → My access keys).

If you just want Claude not to use Aeromec in one conversation, turn Aeromec off in that conversation's + tools menu.

#If something does not work

• Claude says the key is not valid or that it cannot connect. The key has been revoked or has expired: check it in My access keys (it will show as Revoked or Expired). In Claude, disconnect Aeromec and connect it again with your user, or paste a new key.
• On the Aeromec page, the email or the password is not accepted. They are the same ones you use to sign in to the app. If your user is disabled, you will not be able to connect: talk to an administrator.
• The panel says «Your profile does not allow using Aeromec from Claude». Your profile does not have Use from Claude: ask an administrator to turn it on. In the meantime, none of your keys work.
• Claude looks things up but does not make changes. Your profile does not have Make changes from Claude, or it does not have the permission for that action in the app (for example, «Release work orders»).
• Claude says it cannot see some data (a cost, a price, a phone number, a defence part). Your profile does not see it, and neither does Claude: that is expected.
• Claude says something «is signed in the app». That is expected: inspecting, releasing, dispositioning, approving or shipping are signed by a person in Aeromec (see Claude never signs).
• Claude does not use Aeromec when you ask. Turn Aeromec on in the conversation's + tools menu and, when Claude asks for permission to use an Aeromec tool, allow it.
• I cannot add it on Claude's Free plan. That plan allows a single custom connector: remove the one you have or move to another plan.
• In the public demo, what Claude did has disappeared. The demo data goes back to its initial state every day at 08:00 (Spain time). Your active keys, on the other hand, are kept: there is no need to connect again.

Customers holds every company Aeromec makes parts for. There are four types:

• Integrator: the manufacturer of the aircraft or of the complete system, which buys from many suppliers.
• Tier 1: a first-tier supplier to the integrator (structures, engines, landing gear…) that orders parts.
• Defence: a defence contractor.
• MRO (Maintenance, Repair and Overhaul): maintenance shops that order spares.

The most important part of each record is the quality requirements: what that customer demands on every delivery. Aeromec applies them by itself in the other sections (it does not let you release a WO without an approved routing if the customer requires it, it does not ship without an approved FAI, it puts the CoC and the 3.1 certificates with every delivery note, it does not let you buy a treatment from a subcontractor the customer does not accept…), so it pays to get them right when the customer is created. In addition, the clauses of their quality manual are kept one by one as requirements, and the contract review of every quote and every order brings them along by itself.

A customer from the defence sector or flagged for export control (dual-use material) is protected: they and everything belonging to them (parts, quotes, orders, WOs, invoices) are only visible to those with the Defence data permission.

The customer's country decides how their invoices are issued: with VAT if they are in Spain, without VAT as an intra-Community supply if they are in another EU country (with their VAT number) and as an export if they are outside the EU.

#The customer list

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1. 1
   Active customers (inactive ones do not count).
2. 2
   Open backlog: what has been ordered and not yet shipped by all customers, in euros (or in parts if your profile cannot see prices).
3. 3
   OTD 12 months for all customers together: green if it meets the company target, amber if it is close and red if not.
4. 4
   Receivables: issued invoices not yet collected; in red if any is already overdue.
5. 5
   The search box finds by name, code, legal name, tax ID, VAT number, city, country or contact person.
6. 6
   The filters, with their counts (see the table below).
7. 7
   Export CSV downloads the list you are looking at.
8. 8
   New customer opens the form to add one.
9. 9
   The customer's requirements as acronyms: FAI, RUTA (routing approval), S/N (serial number) and 3.1. Hover over each to read it. The CoC is not shown here: nearly every customer requires it.

Each row shows the name with its code (CLI-…), type, city and, for customers outside Spain, their country code (FR, PT…); a purple shield if it is a defence customer; their requirements; how many of their parts Aeromec has on file; their backlog (open parts and the next delivery) and its value; their 12-month OTD and what they have receivable. Click a column header to sort by it and a row to open the record.

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1. 1
   The Routing approval required filter: the integrators, the defence customers and the engine Tier 1s.
2. 2
   Clicking the OTD 12 m header sorts by it, worst-served first.
3. 3
   Each customer's OTD, coloured against the target: here, one in red.
4. 4
   Receivable: in red if part of what they owe is already overdue, in amber if it is still within terms and a dash if they owe nothing.

#Quality requirements

Every requirement you tick on the customer record is then applied in the rest of Aeromec, without anyone having to remember it:

Below the six switches, Quality clauses & notes holds anything else the customer asks for (frozen process approval, source inspection, special packing…), which can be read on their record and their orders. For a clause to reach the contract review and, if needed, the suppliers, add it as a requirement (see Requirements and approved sources).

#Adding a customer

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1. 1
   Customer type (required): Integrator, Tier 1, Defence or MRO.
2. 2
   Name (required), as the customer is called day to day. Next to it, legal name and tax ID, for quotes, delivery notes and invoices.
3. 3
   Tax details: the country (required, from a list: it decides the VAT on their invoices) and the VAT number, with the country prefix, to invoice them without VAT if they are in another EU country.
4. 4
   Sector (Civil, Defence or Civil and defence) and export control (defence or dual-use material): the customer and everything belonging to them will only be visible to those with «Defence data».
5. 5
   The six quality requirements. The CoC and the 3.1 certificate come ticked by default.
6. 6
   Quality clauses & notes: anything else the customer asks for.
7. 7
   The company's contact details: email, phone, address, city, postcode and website.
8. 8
   Payment terms in days (60 by default; 0 = cash) and payment method: they set when their invoices fall due.
9. 9
   Active: inactive customers do not appear when choosing a customer in quotes and orders. At the end, internal notes.

#The customer record

Click a customer to open their record on the right. It has the tabs Summary, Contacts, Parts, Quotes, Orders, Invoices, Requirements, Approved sources, Complaints, Documents and Changes (each one only if your profile can see that section). If they do not all fit, the tab row scrolls.

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1. 1
   The customer's code and type; below, the name, legal name, city and sector. A defence customer shows its shield here and an inactive one, the «Inactive» label.
2. 2
   Edit opens the form with all their details.
3. 3
   The tabs: contacts, parts, quotes, orders, invoices, requirements, approved sources, complaints, attached documents and the record's change log.
4. 4
   Their figures: parts on file, backlog (ordered parts not yet shipped) and its value, 12-month OTD and receivables.
5. 5
   Their quality requirements: the ones they require in green (also whether they only accept subcontractors from their list). Below, their clauses and notes.
6. 6
   Details & terms: legal name, payment terms and method, website and the date of their last order.
7. 7
   Tax details: country, tax ID, VAT number and how their invoices are issued (here, domestic, with the company VAT rate).
8. 8
   Contact details: the main contact, email, phone and address.

#Tax details and VAT number

The Tax details card says how sales to the customer are invoiced, and their country decides it:

The VAT number (NIF-IVA) is the intra-EU VAT identification number: the national number with its country prefix in front (FR, PT, DE…; Greece uses EL). It is checked in VIES (VAT Information Exchange System), the EU register of intra-EU traders. Without a valid VAT number, the supply cannot be exempt.

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1. 1
   The warning: the VAT number is missing the country prefix (PT) and the tax agency accepts their invoices in the SII with errors.
2. 2
   Fix: PT509876543 fixes it in one click (with «Edit customers»): it saves the VAT number with its prefix.
3. 3
   The country, with the EU badge if it is another country of the Union.
4. 4
   The VAT number, in amber while it lacks the prefix.
5. 5
   Its invoices: intra-Community, exempt from VAT, and which returns they go into.

#Contacts

Contacts lists the customer's people you deal with: purchasing, quality, engineering… One of them is the main one (the star): it is the one shown in the record's summary. On one of the customer's quotes, when you edit its details, you choose which contact it is addressed to.

12

1. 1
   New contact opens the form.
2. 2
   Each person with their job title, email and phone. The main one has the star and its label. Click one to change it.

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1. 1
   Name (required) and job title.
2. 2
   Email and phone (only with permission to see contact details).
3. 3
   Main: the contact shown in the customer's summary.

#Parts, quotes, orders and invoices

The other tabs gather everything the customer has in Aeromec. Each row opens its record.

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1. 1
   Each part with its drawing and revision, the current routing with its status, and the WOs in progress.
2. 2
   The part's status: production, in development, FAI pending or superseded.
3. 3
   A new part: in development and with its routing sent to the customer for approval.

1

1. 1
   Each order with the customer reference (their purchase order number, PO), the date and how much has shipped; on the right, its status and value. Most recent first.

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1. 1
   Each invoice with its date, the delivery note it invoices, its payment status and the total including VAT.
2. 2
   Overdue: its due date has passed without being paid in full. Open it to record the payment.

The Quotes tab works the same way: each quote with its number, subject, date and the customer's request reference (RFQ), its status and its amount. All three show up to the 60 most recent documents; to look further back, use the corresponding section with its search box.

Documents holds the customer's files (their supplier quality manual, clauses, contracts…): upload them with Upload documents or by dragging them onto the window; PDFs and images can be viewed without leaving Aeromec. Changes shows who changed the record and what (with the audit permission).

#Requirements and approved sources

Every aerospace customer has its supplier quality manual (in the demo, Aerointegra Systems' QR-14, Aeroestructuras Bética's RQ-200, Halcón Defensa Sistemas' PQA-110 or Nordaero Composites' NC-Q-03). Its clauses are kept on the customer's Requirements tab, one per requirement (REQ-…), with what it requires, its reference (the clause: «QR-14 §3.2») and the document it comes from, which can be in Documentation as an external document.

From there they apply on their own:

• The contract review of every quote and order from the customer brings them in to be checked before committing (see The contract review).
• Those flowed down to suppliers go on every purchase order related to their parts (the material or the outside-processing operation), according to the purchase type, and appear on its PDF (see Purchasing).

A programme's requirements (for example, the rate agreed in the long-term agreement) are in its record, in Programmes, and a part's in its own; all of them together, with the company's, in Management system → Requirements.

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1. 1
   The Requirements tab (with the Management system section).
2. 2
   How many requirements the customer has; the ⓘ explains where they come from and where they go.
3. 3
   New requirement adds another clause (with «Edit requirements»).
4. 4
   Each requirement: its code and title and, below, what it requires. Click it to open its record.
5. 5
   Its category (FAI, traceability, special processes…) and the customer clause it comes from.

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1. 1
   The code, the category and whose it is: Customer. Below, the title and the customer.
2. 2
   Edit requirement (with «Edit requirements»).
3. 3
   What is required: the text of the clause.
4. 4
   The reference: the clause of their manual (QR-14 §6.4).
5. 5
   The document it comes from (the customer's manual, in Documentation).
6. 6
   To suppliers: which purchases it is flowed down to (here, outside processing). If it is not flowed down, it says so.

The Approved sources tab holds the subcontractors the customer accepts for each special process (anodising, passivation, heat treatment, non-destructive testing, shot peening…), with the reference of their list and its validity. If the customer only accepts those on its list (the switch in its quality requirements), a purchase of an outside-processing operation for their parts from a supplier not on it for that process cannot be sent.

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1. 1
   Whether the customer only accepts those on its list (or any approved supplier with the process in its scope will do). The ⓘ explains it.
2. 2
   Add approved source (with «Approve suppliers»). Click a row to change it.
3. 3
   Each source: the supplier, the process it is accepted for, the customer's list, its validity and the supplier's approval status in Aeromec.
4. 4
   In red, a source that cannot be used: the supplier's scope for that process is not in force (here, its shot-peening Nadcap has expired).

#Complaints and satisfaction

The Complaints tab gathers the customer's formal complaints (about quality, delivery or documentation), each with its number (RCL-…), the customer's reference, the date, what happened and its status. Click one to open it with its containment and response deadlines, its NCR and its CAPA; they are managed in Nonconformances.

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1. 1
   New complaint for this customer (with «Edit quality»).
2. 2
   Each complaint: number, type and the customer's reference; below, the date and what happened; on the right, its status.

What the customer thinks of Aeromec (their surveys, their scorecards —the rating the customer gives its suppliers, with their OTD and PPM— and meetings) is recorded in Management system → Satisfaction, against what our data says (OTD, PPM and customer NCRs over the last 12 months).

#Editing, deactivating or deleting a customer

With the Edit pencil on the record you can change any detail, the requirements included. To stop a customer appearing when creating quotes and orders without losing their history, switch off Active and save: you will find them under the Inactive filter.

Delete only appears on the form of a customer with no parts and no orders. As soon as there is history, deactivate them.

#What each profile sees

The database hides what your profile must not see: contact details, amounts and defence customers. This is how Lucía, from the engineering office, sees the same record as before:

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1. 1
   Only the tabs for the sections in her profile: Contacts, Parts, Requirements, Approved sources and Documents. She has no edit pencil either.
2. 2
   The band, without the backlog value or the receivables: her profile cannot see prices.
3. 3
   Contact details with a padlock: «Hidden by your access profile».

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1. 1
   Eight active customers: the two defence ones do not appear for her, neither in the list nor in the figures.
2. 2
   She does not have the Defence filter either.
3. 3
   She sees the backlog and receivables in euros because her profile can see prices.

#Tips

In aerospace you don't manufacture part by part but by programme: a customer's aircraft, engine or system (the AR-90, a 90-seat regional aircraft integrated by Aerointegra Systems; the TF-38, a turbofan from Propulsión Avanzada del Norte…). The customer announces the rate at which it will build (aircraft or engines per month) and reviews with each supplier how its programme is going: on-time deliveries, quality, risks and the upcoming milestones.

In Programmes each one brings together:

• its customers and the role of each: the integrator (who assembles the aircraft, the OEM) and the Tier 1s (who build the assemblies and buy the parts from you);
• its parts and how many each aircraft carries: the shipset. With the rate, it gives how many parts the customer will order each month, even before they have been ordered;
• the rate plan, the 12-month demand and the simulator that tells you whether the plant can cope with a rate increase;
• its orders, work orders, NCRs and FAIs, and its 12-month indicators (OTD, PPM, scrap, invoiced, margin);
• the milestones, the programme reviews with their actions and the long-term agreement (LTA) on prices.

Each order line from a customer of the programme is assigned to the programme automatically if the part belongs to it, and its work order inherits it: in Work orders, Sales orders, Nonconformances, FAI, shipments and invoices, the Programme button shows just one programme's records.

#The programme list

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1. 1
   Active programmes, those with a planned rate increase, the backlog (with «See prices»), the late milestones and the open actions.
2. 2
   Search by code, name, manufacturer or customer.
3. 3
   New programme (with «Edit programmes»).
4. 4
   Filters: active, in series, development and ramp-up, spares, with late milestones, defence and all.
5. 5
   Each programme with its type and customers. The shield marks the defence ones.
6. 6
   Today's rate and, below it, the next change («→ 5 aircraft/month from…»).
7. 7
   12-month OTD (in red, below the company target) and quality: PPM and open NCRs.
8. 8
   The next milestone and its date; the amber row has late milestones (TF-38).

The programme phase goes from development and industrialisation to ramp-up (rate increasing), series, spares (the aircraft is no longer built, but spare parts must still be supplied) and end of programme. The backlog is the order lines still to be delivered; the OTD (on-time delivery), the deliveries made on time; the PPM, the defective parts per million delivered.

#A programme record

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1. 1
   Code, type, phase and rate; below, its customers and the programme manager.
2. 2
   Edit the programme (with «Edit programmes»).
3. 3
   Rate, parts and value in the backlog, OTD, PPM and the amount invoiced over 12 months.
4. 4
   The warnings: an upcoming rate increase, late milestones, a long-term agreement about to expire or pending FAIs.
5. 5
   The 12-month indicators: OTD with its deliveries, PPM, scrap, open NCRs, pending FAIs, open work orders with their hours, invoiced and margin.
6. 6
   The programme's customers with their role (integrator, Tier 1) and their contact.
7. 7
   The upcoming milestones.

The tabs: Parts (the shipset), Rate & demand, Orders (pending lines and the latest delivered), Production (open work orders and the latest finished), Quality (NCRs and FAIs of its parts), Milestones, Reviews, Long-term agreement, Requirements (the programme's own, which the contract review checks and which, if they are flowed down, go to suppliers with every purchase) and Documents.

#Parts and shipset

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1. 1
   Add part to the programme with its shipset.
2. 2
   Each part: how many each aircraft carries (shipset) and how many the rate requires per month; its routing, its FAI, the backlog and the work orders in progress.
3. 3
   AMP-1015, the wing-to-fuselage fitting: 3 per aircraft, 12 a month at 4 aircraft.
4. 4
   Edit: the shipset, the customer and the status of the part in the programme (industrialisation, series, spares, obsolete).

#Rate and demand

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1. 1
   The rate plan: each row applies from the 1st of its month until the next change (the selected one is today's).
2. 2
   New rate: the month it applies from, the aircraft per month and why it changes.
3. 3
   The parts the rate requires over the next 6 months that have not yet been ordered.
4. 4
   Generate forecasts: passes them to MRP (they replace the programme's previous ones).
5. 5
   The demand for each month: what the rate requires (forecast) against what has already been ordered. From January, at 5 aircraft, it rises and there are no orders yet.

#The rate simulator: can the plant cope?

Before committing to a rate increase, the simulator tells you whether the plant can cope: choose a rate and you will see the load on each machine against its capacity, now and at that rate, and the highest rate the programme can reach with the machines you have.

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1. 1
   The rate you want to try (slide it).
2. 2
   The rate the programme can reach with current capacity and which machine is the bottleneck.
3. 3
   The hours per week the chosen rate adds and whether any machine goes over 100 %.
4. 4
   Each machine: today's steady-state hours + the hours added, over its weekly capacity, and the % now → at the chosen rate. The light bar is what is added.

#Milestones

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1. 1
   New milestone: FAI, qualification, first delivery, rate change, programme review, audit or other, with its owner.
2. 2
   Each milestone with its type, the planned date, the actual date and the owner; its status comes from the two dates.
3. 3
   A late milestone: the planned date has passed without it being met.

To meet a milestone, open it and enter its actual date.

#Programme reviews and their actions

The customer reviews its programme with each supplier (every quarter, in the demo): how deliveries and quality are going, the backlog and the rate, and what needs to be done. Reviews keeps the minutes of each one and its actions.

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1. 1
   New review: it comes with the programme status already written (OTD, quality, backlog, rate) for you to complete.
2. 2
   Date, type (with the customer or internal) and attendees.
3. 3
   The status and the agreements.
4. 4
   New action: a task with an owner and a deadline arising from the review.
5. 5
   Each action (ACC-…) with its owner, deadline, result and status: open, in progress, done or verified.

Programme actions are the same as those of the quality system: they also appear in Management system → Actions, together with those from risks, audits and the management review. An action still open after its deadline shows as overdue.

#The long-term agreement

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1. 1
   New agreement: reference, customer, validity and terms.
2. 2
   The reference, the customer and the validity; on the right, its status (current, expiring soon, expired).
3. 3
   The terms: price review, raw material, penalties…
4. 4
   Add price: part, year, agreed price and committed quantity.
5. 5
   Each part and year: agreed price, committed quantity, ordered quantity and the consumption (in amber, above the committed quantity).

The long-term agreement (LTA) sets with the customer the price of each part per year and the quantity it commits to order. Aeromec compares the committed quantity with what has been ordered (the consumption) and warns if orders come in at a price different from the agreed one (more than 2 % off). An agreement that expires within 60 days shows as expiring soon (TF-38's) and warns on the programme record so that you prepare its renewal.

#Setting up a programme

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1. 1
   Code (AR-90) and name of the programme.
2. 2
   The type (aircraft, engine, helicopter, UAV…) and the unit the rate counts: aircraft, engines, systems… per month.
3. 3
   The phase, the manufacturer and the programme manager.
4. 4
   Classification: a defence one makes all its parts defence ones (only with «Defence data»); and whether it is export-controlled.
5. 5
   The programme's own requirements (clauses, specifications), in addition to those in the Requirements tab.

When a customer wants to buy a part, they send a request for quotation or RFQ: which parts, in what quantities, by when and with what requirements. The answer is prepared in Quotes.

An Aeromec quote has one line per part and, on each line, several quantity breaks with their unit price: the more parts, the lower the price, because machine set-up and programming are spread over more units. The price for each break is suggested by the cost breakdown of the part's routing (its cost broken down into material, machine hours, outside processing and overheads) plus the company's target margin, so the salesperson can quote sensibly even if their profile cannot see costs or margins.

Before you commit to the customer, the quote goes through the contract review: with its requirements in front of you, you check that what the customer asks for can be delivered (drawing, key characteristics, special processes, capacity, lead time, material, documentation…) and you sign it. Without it, the quote cannot be sent or won.

When the customer accepts, the quote becomes a sales order with its scheduled deliveries, without retyping anything.

#The quote list

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1. 1
   Open quotes: how many are in draft or sent, and their reference amount.
2. 2
   Win rate over the last 12 months: won over decided.
3. 3
   Average customer response: how many days they take to decide.
4. 4
   Expiring this week: sent quotes whose validity ends within 7 days or has already ended (in red if any has expired without being marked).
5. 5
   Quoted margin: the average margin of the open quotes (only with permission to see margins).
6. 6
   The filters, with their counts (see the table below). There are more to the right: Defence and All.
7. 7
   New quote opens the form to create one.
8. 8
   Each quote with its number, the subject and the New part label if it includes a part not yet in production; then the customer, the RFQ and the contact, the date and validity, the status, the lines, the amount and the margin.
9. 9
   The status: a sent quote shows how many days it has been awaiting an answer.

In the Date · validity column, a sent quote says when it expires («expires in 22 days»), a draft when the answer is due («answer before…») and a decided one, when it was decided. A sent quote whose validity has passed without an answer shows its row in red and the status Validity expired: call the customer or mark it as expired.

#The life cycle of a quote

#Preparing a quote

A quote starts with New quote (here or under Create in the top bar). First you fill in the request details; on saving, its record opens in draft so you can add the parts.

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1. 1
   Customer (required): only active ones are listed.
2. 2
   Subject (required): what is being quoted, as the customer will read it.
3. 3
   RFQ reference: the customer's request number, so they recognise it.
4. 4
   Quote date: today, unless you change it.
5. 5
   Answer before: the deadline set by the customer.
6. 6
   Validity in days from sending (the company's by default).
7. 7
   Lead time in weeks from the order; each part can have its own.
8. 8
   Terms and conditions printed on the PDF (the company's by default) and, below, internal notes the customer does not see.

Then, on the record, Add part adds each of the customer's parts in the RFQ (the picker only shows their parts) with an optional description for the quote (scope, treatments, paperwork…), its lead time and notes. When you save it, the quantity prices dialog opens straight away.

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1. 1
   Each break: a quantity of parts…
2. 2
   …and its unit price. Below, the suggested price for that quantity.
3. 3
   Removes a break.
4. 4
   A new break of 150 parts, added with Add break.
5. 5
   Suggest prices fills each break with the cost breakdown target price for that quantity. You can then adjust it by hand.
6. 6
   Save replaces the line's breaks.

The first time it opens on a line without prices, Aeromec proposes four breaks around the part's standard batch (half, one, two and four batches) and fills them with the suggested price. With permission to see margins, each break also shows, live, the margin of the price you type (amber or red if it falls below target).

#The quote record

Click a quote to open its record. It has the tabs Lines and prices, Summary, Contract review, Versions, Documents and Changes.

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1. 1
   The number, the status (sent N days ago) and the Contract reviewed label (or Contract not reviewed); below, the subject, the customer, the RFQ and the contact.
2. 2
   Opens the customer record.
3. 3
   The main action for the status: Send to customer in draft, Win → order once sent, View order if it was won.
4. 4
   More options (⋮): PDF, mark as lost or expired, back to draft, new version…
5. 5
   Warning: a part without an approved routing; its cost is an estimate.
6. 6
   The part (opens its record) with the New part label; below, drawing and revision, lead time and the status of its routing (opens the routing).
7. 7
   Cost breakdown: the breakdown of the part's cost (only with permission to see costs).
8. 8
   The breaks: quantity, unit price, amount and, with the right permissions, the unit cost and the margin of each one.

In draft, each line also has the Quantity prices and Edit line icons, and at the top the Add part button. A line without breaks warns «No prices: add at least one quantity break», and the quote cannot be sent until every part has a price.

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1. 1
   The figures: lines, amount of the first break, cost and margin (depending on your permissions) and lead time.
2. 2
   Quote details: customer, RFQ, contact, owner, date, deadline, validity and valid until.
3. 3
   Follow-up: when it was prepared and by whom, when it was sent and to whom, and the customer's decision (or when it expires).
4. 4
   The terms and conditions printed on the PDF.

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1. 1
   Quote PDF: the document for the customer.
2. 2
   Mark as lost, with the reason.
3. 3
   Mark as expired: its validity passed without an answer.
4. 4
   Back to draft to change it.
5. 5
   New version: a copy as a draft.

The quote PDF carries the company and customer details, the subject, the RFQ and the lead time, a section per part with its drawing and revision and the table of breaks (quantity, unit price and amount), the terms and the validity footer. While the quote is a draft, the PDF carries the «DRAFT» watermark. It can only be generated with permission to see prices.

#The contract review

Before you commit to the customer (sending them the quote or accepting their order) you have to check that what they ask for can be delivered. This is the contract review, and it is done on the quote's Contract review tab: with the applicable requirements in front of you, you answer a checklist, decide the outcome and sign it with your password.

The requirements come on their own: the customer's (the clauses of their quality manual, such as Nordaero Composites' NC-Q-03 or Aerointegra Systems' QR-14; they are kept in the customer record, see Customers), those of the programmes of its parts (see Programmes), those of each part and the company's, which apply to all.

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1. 1
   In the header, Contract not reviewed (in amber). Once the review is signed it says Contract reviewed.
2. 2
   The warning: without the signed and accepted review, the quote cannot be sent or won.
3. 3
   Review the contract opens the review (with the «Review contracts» permission).
4. 4
   Applicable requirements: how many there are today and, in order, the customer's, its programmes', its parts' and the company's.
5. 5
   A customer requirement: its code and title, whose it is and what it requires. Click it to open its record.
6. 6
   Its category (changes, delivery, quality…) and the clause it comes from: NC-Q-03 §3.5.
7. 7
   The company ones: quality system, right of access, record retention, counterfeit parts… They apply to every quote.

If you click Send to customer or Win → order on a draft quote without a signed review, Aeromec does not send it: it warns you and offers to do the review there and then. If your profile does not have «Review contracts», it only tells you it is missing.

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1. 1
   What is missing: reviewing the applicable requirements, capacity, lead time and risks.
2. 2
   Review the contract opens the review; once it is signed with an accepted outcome, the quote can be sent.

The review opens in a dialog with three parts:

1. The applicable requirements today, with their clause. When you sign, they are kept with the review as they stood: if they change later, it is reviewed again and the history is kept.
2. The checks (table below): answer each one Yes, No or N/A. Mark the rest as «yes» answers all the remaining ones at once.
3. The outcome, the identified risks (tight lead time, hard-to-source material, new process…) and the conditions or remarks.

Sign the review asks for your password (see Electronic signature).

On a sales order there is one more check: Differences from the quote (see Sales orders).

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1. 1
   Contract reviewed: in green if it was accepted, in amber with conditions.
2. 2
   The outcome, how many checks were answered «no» and who signed it and when.
3. 3
   The conditions: what was agreed with the customer to accept it.
4. 4
   The checks, each with its answer: ✓ yes, ✗ no, ⊖ not applicable.
5. 5
   The one answered no: the requested lead time was not achievable and another one was agreed.
6. 6
   The requirements that applied when it was signed, with their clause: they stay with the review even if they change later.

If the requirements or the quote change after it is signed (another quantity, another lead time), click Review again: a new review is signed and the previous ones stay below, under Previous reviews. A signed review cannot be changed or deleted.

#Sending the quote

With the contract review signed, Send to customer asks for confirmation: the quote becomes Sent with today's date and its validity starts counting. You send the email to the customer, with the PDF attached, yourself.

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1. 1
   The reason (required): price, lead time, the customer makes it in-house… It helps to analyse why quotes are lost.

If the customer says no, mark it as lost with the reason: More options (⋮) → Mark as lost. If they do not answer and it expires, expired. If they ask for a change (another price, quantity or lead time), do not edit it: make a new version (and review its contract before sending it).

#Winning the quote and creating the order

When the customer's purchase order arrives, open the quote and click Win → order. The dialog proposes one delivery per part, with the first break quantity and today's date plus its lead time; adjust it to what the customer's order says.

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1. 1
   The customer's PO number: it appears on the delivery note, the CoC and the invoice.
2. 2
   Each part of the quote…
3. 3
   …with the applied price: that of the break matching the part's total quantity (here 30, adding up both deliveries).
4. 4
   Each scheduled delivery: quantity and date (click the date to change it).
5. 5
   Add delivery splits the part into another delivery, four weeks after the previous one.
6. 6
   The order total (excluding VAT).
7. 7
   Create order creates it and opens it.

#Versions of a quote

If the customer asks for changes after it has been sent, More options → New version copies the quote, with its parts and prices, into a new draft with the same number and a version suffix (…-V2). The previous one becomes Superseded: it is not lost and does not count as lost in the win rate. The new version needs its own contract review before it is sent.

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1. 1
   The number carries the version.
2. 2
   Version 1, superseded, with the reason for the change. Click to open it.
3. 3
   The current version (the one you have open), with its status and amount.

#What each profile sees

The salesperson quotes with the suggested price without seeing costs or margins: the database works out the target price and returns only the price. This is how Marta sees the draft quote from before:

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1. 1
   In draft, the main action is Send to customer.
2. 2
   Add part: only in draft.
3. 3
   Quantity prices and Edit line. She has no cost breakdown button.
4. 4
   The breaks with quantity, price and amount only: no unit cost or margin.

#Tips

A sales order (PV-…) is the commitment to deliver some parts on some dates. In Aeromec each order line is a scheduled delivery: one part, one quantity and the required date set by the customer. The same part can have several deliveries (for example, 150 parts in two deliveries of 75, a month apart), as in the scheduled blanket orders common in aerospace.

The required date is what OTD (On-Time Delivery) is measured against, the first thing customers look at when rating a supplier. That is why the section puts what matters each day in plain sight: which deliveries are already late, which are at risk because their work order (WO) finishes too close to the date, and which do not have a WO yet.

Almost every order is born when a quote is won or when a cXML order is imported from a customer who buys through SAP Business Network; orders can also be created by hand. Before manufacturing, each order needs its signed contract review (its own or that of the quote it comes from): without it, its WOs cannot be released.

#The order list

The list opens with the open orders that still have something to ship, sorted by their next delivery: the most urgent at the top.

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1. 1
   Open orders with parts to ship.
2. 2
   Open backlog: what has been ordered and not yet shipped, in euros (in parts if your profile cannot see prices).
3. 3
   Late deliveries: their date has passed and parts are still missing (green if there are none).
4. 4
   OTD 12 months and how many deliveries have been evaluated.
5. 5
   The search box finds by number, customer PO, customer or part code.
6. 6
   The filters (see the table below).
7. 7
   New order to create one by hand. To its left, Programme shows only the orders of one programme (AR-90, TF-38…).
8. 8
   Next delivery still open: in red with the deliveries that are late, in amber if it is within the next 7 days.
9. 9
   Shipped: pending, partial or shipped, the parts shipped out of those ordered and the progress bar.
10. 10
    WOs: how many of the order's work orders are in progress.

Each row shows the order number with the customer PO (their purchase order number); the customer with its code, the programme of its parts (see Programmes) and the quote it comes from; the order date; the next delivery; what has shipped; the WOs; and the value with what is still open. Rows of orders with late deliveries are shaded in red.

The Programme button leaves in the list only the orders of one programme, and the figures at the top (backlog, late deliveries, OTD) become those of that programme. Go back to All programmes to clear it.

#Finding the delays

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1. 1
   The Late filter.
2. 2
   The date of the late delivery and how many of the order's deliveries are late.
3. 3
   How much of the order has already shipped.
4. 4
   The WOs serving it: check whether any is still in progress or whether the part is already in the warehouse.

#The order record

Click an order to open its record. It has the tabs Summary, Lines & deliveries, Shipments, WOs, Contract review, Documents and Changes.

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1. 1
   The number and the customer PO; next to them, the status (open, closed or cancelled) and how much has shipped (pending, partial or shipped). Below, the customer, the date and the quote it comes from.
2. 2
   New shipment: prepares the delivery note for what is open (with permission to ship). If everything has shipped, the button is Close order.
3. 3
   More options (⋮): add a delivery, edit, create a missing WO, close or cancel the order.
4. 4
   The figures: deliveries, parts, shipped, order OTD and value.
5. 5
   The warnings: late deliveries (red), deliveries at risk (amber) or without a WO; and, once everything has shipped, that it can be closed.
6. 6
   Order details: customer, PO, date, quote (click to open it), status and when it was recorded.
7. 7
   Service & OTD: how many deliveries arrived on time, late or have not been evaluated yet, against the target.
8. 8
   Upcoming deliveries: what is left to ship, with its date, how long to go and the WO serving it with its status. Those at risk in amber.
9. 9
   Order backlog: open parts and value, next and last delivery and WOs in progress.
10. 10
    Terms & requirements: the customer's quality requirements (FAI, CoC, 3.1…) and the terms agreed for this order.

#Lines & deliveries

The Lines & deliveries tab groups the deliveries by part. This is where you see, delivery by delivery, what has shipped, what is missing, with which WO and whether it arrived on time.

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1. 1
   Add delivery: a new line (part, quantity and required date).
2. 2
   The part (opens its record), with its programme (AR-90…), its drawing and revision, the finished goods available in the warehouse and what is in production. If the customer requires FAI and the part does not have it approved, it carries the FAI pending label.
3. 3
   Parts shipped out of those ordered across all its deliveries.
4. 4
   Each delivery: required date (or when it shipped), quantity, shipped and open.
5. 5
   The status (pending, partial or shipped, with the days late or At risk) and On time: Yes, No or a dash if not evaluated yet.
6. 6
   The serving WO with its status and planned end (in amber if it finishes after the required date). Click to open it; if there is none, Create WO.
7. 7
   The value and unit price; the pencil changes the delivery.

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1. 1
   New shipment for what is open.
2. 2
   Each delivery note with its date, parts, certificate of conformity (CoC), invoice and carrier, its status and value.

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1. 1
   Each WO of the order: part and quantity, the operation it is at and where, its planned end against the required date, days late or the risk, and open NCRs.
2. 2
   Its status and progress: percentage and operations completed.

#The order's contract review

Before manufacturing you must have checked that what the customer asks for can be delivered: that is the contract review (EN 9100 8.2.3), with the applicable requirements, the checklist and the outcome, signed. An order is covered by either of two:

• Its quote's: if the order was born by winning a quote whose review was signed and accepted, it is already reviewed.
• Its own: that of an order created by hand or imported via cXML (they do not come from a quote), or of one that changes something from its quote (another quantity, another lead time, another drawing revision). It has one more check: Differences from the quote.

While it has neither, the order carries the Contract not reviewed label and its WOs cannot be released to the shop floor (see Work orders). How the review is done, what is checked and what outcome it has is explained in The contract review under Quotes: on an order it is the same.

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1. 1
   In the header, Contract not reviewed (only while the order is open).
2. 2
   The summary's warning: without the order's review (nor its quote's), its WOs cannot be released.
3. 3
   Review the contract does it from here (with the «Review contracts» permission).

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1. 1
   Reviewed on its quote: the order is covered by the signed review of the quote it comes from.
2. 2
   Review the contract: if the order changes something from the quote, the order itself is reviewed (and then its own review prevails).
3. 3
   The outcome of the review and who signed it and when.
4. 4
   The checks with their answer: ✓ yes, ✗ no, ⊖ not applicable.
5. 5
   The requirements that applied, each with its clause: the customer's (its QR-14), the programme's (the rate in the AR-90 long-term agreement), its parts' if any and the company's.

#Creating an order by hand

If the order does not come from a quote or through cXML, click New order. The header is created first; when you save it, the record opens on Lines & deliveries so you can add each delivery.

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1. 1
   Customer (required).
2. 2
   Customer PO: their purchase order number. It appears on the delivery note, the CoC and the invoice.
3. 3
   Order date.
4. 4
   Terms agreed for this order: Incoterm, packing, paperwork, late-delivery penalties…

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1. 1
   Part: only the customer's.
2. 2
   Quantity for this delivery.
3. 3
   Required date set by the customer: OTD is measured against it.
4. 4
   Unit price: if you leave it blank, the part's selling price.

A delivery that has partly shipped cannot go below what has shipped, and one with a WO or with something shipped cannot be deleted.

Create WO: when a delivery has no WO and the part is not served from stock, the summary warns about it («deliveries with no WO serving them and not enough stock») with the Create WO button, which creates a planned WO for that delivery. It is also on the line itself and under More options. It needs permission to edit work orders (see Work orders).

#Closing, cancelling or reopening an order

When every part has shipped, the summary says «All parts have shipped: you can close the order» and the main button becomes Close order. Shipped orders not yet closed are gathered under the Shipped, not closed filter.

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1. 1
   The main button is Close order.
2. 2
   The warning, with its button to close it.