7/21/2019 User Guide for Material Managment in MAXIMO.docx

http://slidepdf.com/reader/full/user-guide-for-material-managment-in-maximodocx 1/15

Maximo - User

Guide

7/21/2019 User Guide for Material Managment in MAXIMO.docx

http://slidepdf.com/reader/full/user-guide-for-material-managment-in-maximodocx 2/15

Purchase Requisitions Application

You use the Purchase Requisitions application to create purchase requisitions for items, supplies, and

services. A purchase requisition (PR) is a written request issued internally to a purchasing department to

order items or services.

The Purchase Requisitions application contains the following tas!

List! to search the dataase using any comination of availale fields gives the list of open PR"s in

#A$%#&.

PR! to enter, view, or modify purchase requisitions.

PR Lines! to enter, view, or modify line items for a purchase requisition. A line can e an item from

inventory, a material not from inventory, or a service.

#a'imo allows you to create two types of PRs!

Line Type Required Fields

Item  Item (BW Material Code)

  ote! %f an item is not associated with a unit price,

you must enter a uantity, !nit Cost, and either a

"toreroom or Wor# $rder , %L &e'it Account.

  %f PR raised with wor order then the item is directlyissue upon receiving in #A$%#&.(%nventory will not

e updated)

"erice 

&escription

 

uantity and !nit Cost or Line Cost

  Wor# $rder Location Asset or %L &e'it

Account

To create a purchase requisition*

 *. %n the Purchase Requisitions applications, on the #a'imo toolar, clic ew Purchase Requisition

.

#a'imo creates a new purchase requisition. +nter a description in the PR &escription field. To

enter or view additional information, clic ong -escription  .

. /ill in the remaining required fields. 

7/21/2019 User Guide for Material Managment in MAXIMO.docx

http://slidepdf.com/reader/full/user-guide-for-material-managment-in-maximodocx 3/15

. 0lic the PR ines ta.

.  Add lines to the PR. 0lic 1ave Purchase Requisition .

Wor#+lo, o+ a PR

2hen you create a purchase requisition, the status of the PR is set to waiting for approval (2APPR). You

can change the status of the PR y starting the worflow.pre3determined worflow matri' is set in PR

worflow.

To chan-e the status o+ a PR*

%n the Purchase Requisitions application, display the PR record you want to change the status of.

• 1tart the worflow y clicing the Route worflow icon.

•

The PR will e send to respective superintendent #A$%#& ino' for review.

• 1uperintendent will review the PR 4 send for &%#"s final approval. (1uperintendent also has the

authori5ation of cancelling the PR efore sending to &%#)

• You can view the history of these transactions y selecting .ie, /istory from the 1elect Action

menu.

PR "tatuses

 A PR can have four possile statuses!

Waitin- +or Approal (WAPPR) is the status that a purchase requisition is assigned when it is created.

1ome default fields are read3only.

Approed (APPR) status is availale only if your usiness rules require approvals. The default #a'imoconfiguration does not require approvals for PRs and PR line items that your transfer to P&s.

Closed (CL$"0) status indicates that all the PR6s line items have een assigned to one or more

purchase orders. All fields are read only, and the record can no longer e modified.

%f you try to close a PR and a line item has not yet een assigned, #a'imo displays a message. Your 

system administrator can set #a'imo to automatically close PRs once you transfer all the line items to

P&s, R/7s, or contracts.

Canceled (CA1) status is availale if the current PR status is Approved (APPR) and if none of its line

items have een assigned to a purchase order. All fields are read only, and a record can no longer e

modified.

7/21/2019 User Guide for Material Managment in MAXIMO.docx

http://slidepdf.com/reader/full/user-guide-for-material-managment-in-maximodocx 4/15

To search +or a record in PR*

*. &pen the PR application in #a'imo.

. /rom the ist ta, clic Advanced 1earch. #a'imo displays the Advanced 1earch menu.

8. 0lic More "earch Fields. #a'imo displays the #ore 1earch /ields dialog o'.

9. +nter or select a value for the fields you want to use in the search.

1ote* /ields on the #ore 1earch /ields dialog o' that are represented y chec o'es in the

application require you to enter a 2 (selected chec o') or 1 (cleared chec o') value.

Tip* To narrow the numer of search returns, enter values in multiple fields.

:. 0lic one of the following uttons!

• 0lic Find to perform the search. #a'imo displays the search results in the ist ta tale window.

• 0lic Clear  to clear all the fields in the #ore 1earch /ields dialog o' with the e'ception of the

default $r-ani3ation field or "ite field value.

• 0lic Cancel to return to the ist ta without performing a search.

7/21/2019 User Guide for Material Managment in MAXIMO.docx

http://slidepdf.com/reader/full/user-guide-for-material-managment-in-maximodocx 5/15

Purchase $rders Application

 According to ;2 usiness flow P&<s are created in %/1 4 interfaced to #A$%#& automatically. A

purchase order (P&) is an authori5ed order from a purchasing department to an e'ternal vendor=supplier.

The Purchase &rders application contains the following tas!

List* 1earch the dataase using any comination of availale fields.

P$* to enter, view, or modify P&s.

P$ Lines* to enter, view, or modify line items on the P&. Also to view summary information from the

#aterial Receipts and 1ervice Receipts tas in the Receiving application.

7/21/2019 User Guide for Material Managment in MAXIMO.docx

http://slidepdf.com/reader/full/user-guide-for-material-managment-in-maximodocx 6/15

 

Receiin- Application

#aterial 0oordinator uses the Receiving application to receive materials and services from purchase

orders. You can search for and receive e'isting P& line items from the 1elect &rdered %tems and the

1elect &rdered 1ervices dialog o'es, accessile from the #aterial Receipts and 1ervice Receipts tas,

or manually enter received items on the Receipts tas.

The Receiving application contains the following tas!

List! to search for receipt records in #a'imo. >se more fields for a specific search and fewer fields for a

general search.

Material Receipts! to add, view, or modify materials received on a P&.

Refers to data associated with items used for wor order on site y your company6s employees. 2hen

inventory items are received against a purchase order, the quantities in %nventory are updated, and an

inventory transaction is generated.

You can also receive materials not traced in %nventory, ut which require a purchase order.

"erice Receipts! to add, view, or modify services received on a P&.

refers to data associated with any service provided y a vendor or contractor, such as repairs to assets.

The service may e performed on or off site. You specify service purchases either in terms of a quantity

and a unit cost, or as a single lump sum amount. 2hichever terms you use on the service P& must e the

same on the corresponding receipt transaction, which you record on the 1ervice Receipts ta.

7/21/2019 User Guide for Material Managment in MAXIMO.docx

http://slidepdf.com/reader/full/user-guide-for-material-managment-in-maximodocx 7/15

 

Inentory Application

The %nventory application enales you to eep trac of items in 1toc and indicates when stoc

falls elow a specified reorder point so that you now when to reorder. You can trac item alances, and

vendors who supply an item, down to the in and lot level for each storeroom.

The %nventory application also allows you trac the movement of items into and out of inventory with the

%ssues and Transfers application, the 2or &rder Tracing application in the 2or &rder module, and theReceiving application in the Purchasing module.

%f an item is stored in more than one storeroom location you can select .ie, Item Aaila'ility from the

1elect Action menu to view alances for all storeroom locations on one screen.

To set up your inentory*

*. -efine your storerooms and define items you want stoced there using the 1torerooms and %tem

#aster applications.

. 0reate a master list of items you want stoced in each storeroom using the %tem #aster

application.

The %nventory application contains the following tas!

List! to search the dataase using any comination of availale fields.

Inentory! to enter, view, or modify item alances, costs, alances, ins and lots, and to view storeroom

locations where the item is stoced.

A?0?*:?????

7/21/2019 User Guide for Material Managment in MAXIMO.docx

http://slidepdf.com/reader/full/user-guide-for-material-managment-in-maximodocx 8/15

Reorder &etails! to enter, view, or modify reorder details, such as the reorder point, lead time, and issue

units of an item. %n addition, you can enter or view information aout one or more vendors for an item, as

well as information aout multiple manufacturers or models for each vendor.

Rotatin- Assets! to identify and trac rotating assets associated with a rotating item.

Where !sed! to list all pieces of equipment on which an item is listed as a suassemly or spare part.

Issue Current Item

>se the %ssue 0urrent %tem dialog o' to issue the current item directly to a wor order or @ account.

To issue current item**. /rom the ist ta of the %nventory application, display the item you want to issue. The item record

opens in the %nventory ta.

. /rom the 1elect Action menu, select Issue Current Item. The %ssue 0urrent %tem dialog o'

opens.

8. +nter a value for the in from which you want to issue the item in the Bin field, or clic 1elect

alue  and select a in.

9. +nter the numer of items you want to issue in the uantity field.

:. -efault %11>+ will e there in Transaction Type field, or clic 1elect alue and select it.

B. +nter a values in the Wor# $rder  or  clic -etail #enu  C 1elect alue to select the values. After you mae your selections, #a'imo fills in the other fields with the appropriate values.

D. +nter a value in the Requisition field or clic 1elect alue and select a material requisition.

E. +nter a value in the "toreroom field, or clic -etail #enu C 1elect alue to select a

storeroom.

F. +nter a value in the W$ Tas# field to allocate the charge for the item to a specific tas.

7/21/2019 User Guide for Material Managment in MAXIMO.docx

http://slidepdf.com/reader/full/user-guide-for-material-managment-in-maximodocx 9/15

*?. +nter a value for the Issue To field, or clic -etail #enu C 1elect alue to select a person

%-.

**. +nter a value for the %L &e'it Account field, or clic 1elect alue and select one.

*. 0lic $4. #a'imo saves your changes.

 

Trans+er Current Item

You can only transfer non3rotating items. To transfer rotating items, use the %ssues and Transfers

application.

This application is use to Transfer items to another storeroom location or in.

To trans+er the current item to another storeroom or 'in*

*. &pen the ist ta of the %nventory application.

. 1elect the item you want to transfer.

8. /rom the 1elect Action menu, select Trans+er Current Item. The Transfer 0urrent %tem dialog

o' opens.

9. +nter a value in the To "toreroom field, or clic -etail #enu  C 1elect alue  and select a

storeroom.

:. +nter the numer of items you want to transfer in the uantity field.

B. +nter a value in the %L &e'it Account field, or clic 1elect alue and select a @ -eit =0redit

 Account.

D. 0hoose $45 #a'imo records the transaction.

7/21/2019 User Guide for Material Managment in MAXIMO.docx

http://slidepdf.com/reader/full/user-guide-for-material-managment-in-maximodocx 10/15

"torerooms Application

You use the 1torerooms application to add and maintain information aout storeroom locations, as well as

view the items stoced within a storeroom.

1ote! To add an item to a storeroom, use the %tem #aster application.

The 1torerooms application contains the following tas!List* to search #a'imo for storeroom records.

"toreroom* to add, view, or modify storeroom locations and provide @ account information.

Items* to view a read3only list of items associated with a storeroom.

A?-?*?????

7/21/2019 User Guide for Material Managment in MAXIMO.docx

http://slidepdf.com/reader/full/user-guide-for-material-managment-in-maximodocx 11/15

Issues and Trans+ers Application

You use the %ssues and Transfers application to perform three functions! issues, returns, and transfers.

Issuin- and Returnin- Items

You can issue items directly to a wor order or against a general ledger account.

You can also use the %ssues and Transfers application to return an item.

You can also issue or return an item from the %nventory application using the Issue Current Item action.

Trans+errin- Items

You can use the %ssues and Transfers application to transfer items from one storeroom to another. 2hen

you transfer items from one storeroom to another #a'imo adGusts alances accordingly.

You can also transfer an item from the %nventory application using the Trans+er Current Item action

Application Ta's

The %ssues and Transfers application contains the following tas!

List! to search #a'imo for storeroom records.

Issue* to issue items or tools directly to a wor order, asset, or location, or against a general ledger

account. Also used for returning items to a storeroom.

Trans+er $ut! to transfer items or tools out of your storeroom to another storeroom, courier, or laor

location.

Trans+er In! to transfer items or tools from another storeroom, courier, or laor location into your

storeroom. You can also transfer in misplaced items or tools to a storeroom

7/21/2019 User Guide for Material Managment in MAXIMO.docx

http://slidepdf.com/reader/full/user-guide-for-material-managment-in-maximodocx 12/15

Wor# $rder Trac#in- Application

You use the 2or &rder Tracing application to plan, review, and approve wor orders for assets and

locations. 2hen you create a wor order in #a'imo, you initiate the maintenance process and create a

historical record of wor eing performed. You can create wor orders in several #a'imo applications.

1ee 0reating 2or &rders for more information.The 2or &rder Tracing application contains the following tas!

List! to search #a'imo for wor orders.

Wor# $rder ! to create, view, and modify wor ordersH view P# and scheduling informationH see which Go

plan and safety plan are appliedH view the originating wor order for a follow3up wor orderH identify the

failure hierarchy for the asset or location. 

Plans! to enter, view, and modify Go tass and laor, material, services, and tool requirements for the

wor plan.

Related Records! to view, add and delete related wor orders and ticetsH to view follow3up records for

the current record.

Actuals! to enter, view and modify actual wor order start and finish times, laor hours and costs,material quantities, locations, costs, and tool quantities, hours and costs. 

"a+ety Plan! to enter, view, and modify safety information on the wor order.  

Failure Reportin-! to report asset and location failures to help identify readown patterns or trends.

Lo-! to view and create wor log and communication entries aout the current record

. 

7/21/2019 User Guide for Material Managment in MAXIMO.docx

http://slidepdf.com/reader/full/user-guide-for-material-managment-in-maximodocx 13/15

6o' Plans Application

You use the Io Plans application to create, modify, or delete Go plan records. A Go plan is a detailed

description of wor to e performed for a wor order. You can copy Go plans to P# records, routes, and

directly to wor orders. After a Go plan ecomes a wor plan on a wor order, you can modify the wor

plan without affecting the Go plan.

Io plans generally contain tass (procedures), along with lists of estimated laor, laor hours, materials,

services, and tools required for the wor. To ensure that wor on an asset is performed in a safe manner,

you can add wor assets and associate safety plans that can e used when wor is performed.

You can specify which organi5ations or organi5ations and sites can use the information on the plan and=or 

its tass. %f you do not specify this information, the Go plan can e used in any site of any organi5ation.

1ote* You also can create a Go plan from a wor plan that you use frequently. You might need security

authori5ation to create a Go plan from a wor plan. /or more information, see the 2or &rder

Tracing Jelp.

The Io Plans application contains the following tas!

List! to use any comination of fields to find records that match the data in those fields. >se more fields

for a specific search and fewer fields for a general search.

6o' Plan! to create, modify, or delete a Go plan record, specify the Go plan tass, and specify laor,

materials, services, and tools.

Wor# Assets! to add wor assets and their corresponding safety plans to a Go plan .

7/21/2019 User Guide for Material Managment in MAXIMO.docx

http://slidepdf.com/reader/full/user-guide-for-material-managment-in-maximodocx 14/15

Preentie Maintenance Application

You use the Preventive #aintenance application to create, modify, and view preventive maintenance

plans for wor assets and locations. P# records are templates for wor orders.

&n a P# record, you schedule Go plans to e performed for preventive maintenance wor. #a'imo then

generates wor orders from the P#.

You can also group P#s into hierarchies that model your asset hierarchies and generate sequenced wor

order hierarchies.

The Preventive #aintenance application contains the following tas!

List* to search for P# records in #a'imo. >se more fields for a specific search and fewer fields for a

general search.

PM* to create P# records and associate them with assets, locations, routes, or @ accounts. 1pecify the

wor to e performed.

Frequency! to enter, view, or modify scheduling criteria for the generation of wor orders.

"easonal &ates* to specify a P#6s active days, months, or seasons

6o' Plan "equence* to add, view, modify, and sequence a progression of Go plans for P# wor.

PM /ierarchy* to uild P# hierarchies to generate scheduled wor order hierarchies.

A?0?*:?????

7/21/2019 User Guide for Material Managment in MAXIMO.docx

http://slidepdf.com/reader/full/user-guide-for-material-managment-in-maximodocx 15/15