Inventory Management MAXIMO - AZ

Inventory Management MAXIMO

Training Guide

Version 3.1

MAXIMO | Inventory Managment

Table of Contents

About This Training Guide ..................................................................................................... 3 Training Guide Description.................................................................................................................... 3 Training Guide Objectives ..................................................................................................................... 3

1. Navigation Refresher ...................................................................................................... 4 1.1. Navigation Review: Item Master ................................................................................................ 4 1.2. Navigation Review: Inventory..................................................................................................... 7

2. Foundational Knowledge .............................................................................................. 11 2.1. Overview of Maximo Functionality........................................................................................... 11 2.2. Inventory Integration................................................................................................................ 16

3. Setup and Configuration ............................................................................................... 17 3.1. Inventory Setup ........................................................................................................................ 17 3.2. Create/Maintain Storerooms ................................................................................................... 26 3.3. Create/Maintain Item Master .................................................................................................. 31 3.4. Create/Maintain Inventory....................................................................................................... 42

4. Inventory Management ................................................................................................ 49 4.1. Issue/Transfer/Return Inventory.............................................................................................. 49 4.2. Order/Reorder Inventory.......................................................................................................... 57 4.3. Receiving Inventory Items ........................................................................................................ 64 4.4. Return Inventory to Vendor ..................................................................................................... 67 4.5. Inventory Cycle Count Procedure............................................................................................. 68

5. Self Service Requisitions ............................................................................................... 76 5.1. Create a Self-Service Requisition .............................................................................................. 76 5.2. Issue Inventory Item(s) to a Self-Service Requisition ............................................................... 80

6. Reporting ..................................................................................................................... 84 6.1. Standard Reports ...................................................................................................................... 84 6.2. Custom Reports ........................................................................................................................ 88

7. Asset Maintenance ....................................................................................................... 95 7.1. Create/Maintain Assets, Locations, Templates, Conditions, and Relationships ...................... 95 7.2. Create/Maintain Failure Codes and Meters ........................................................................... 101 7.3. Companies .............................................................................................................................. 105

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MAXIMO | Inventory Management 7.4. Create/Maintain Contracts and Warranties ........................................................................... 107 8. Work Orders ............................................................................................................... 110 8.1. Work Orders ........................................................................................................................... 110 8.2. Activities and Tasks................................................................................................................. 112 Appendix A........................................................................................................................ 114 Terminology ...................................................................................................................................... 114 List of Acronyms ................................................................................................................................ 115 Appendix B........................................................................................................................ 116 Integration Approach ........................................................................................................................ 116

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MAXIMO | Inventory Managment

About This Training Guide

TRAINING GUIDE DESCRIPTION

This training guide covers the use of IBM Maximo, a web-based Inventory Management application that simplifies the overall processes of tracking, managing and ordering of consumable inventory. The purpose of this training is: to help users collect, consolidate and analyze essential inventory information, to improve operations through better inventory availability, reliability and utilization, to unify processes for inventory management functions across multiple sites, and to reduce inventory costs and control spending.

TRAINING GUIDE OBJECTIVES

In this training guide, you will: Review the navigation features in Maximo Review some of the foundational concepts and functionality in Maximo Explore proper setup and configuration of the Inventory database Explore the tasks and processes involved in Inventory Management Explore proper setup and configuration of the Inventory purchasing Explore the tasks and processes involved in Inventory purchasing and receiving Review the standard and custom reporting tools available in Maximo Review the Asset Management features available Review the Work Order Tracking features available

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MAXIMO | Inventory Management

1. Navigation Refresher

Learning Objectives

In this lesson, you will: Review the Inventory ? Item Master application Review the Inventory ? Inventory application

Lesson Overview

The Maximo software application is a web-based package with a consistent look and feel that helps users be more productive. The Start Center is configurable, and applications that users work with often can be accessed easily from anywhere in the program. In this lesson, users will review some of the navigation paths and features that will be used every day.

1.1. Navigation Review: Item Master

One way to search or view the items in the database is by querying the Inventory ? Item Master application. As with most main areas of Maximo, the Item Master is available in the Go To menu located in the Top Menu at the top of the Start Center.

ACTIVITY 1.1 Review the Navigation Options on the Item Master Application

Scenario You want to review the navigation, options, and layout on the Item Master application. Setup

User is logged in to the Maximo Home Page, Start Center.

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