One small topic, 10 questions on Item/Organization Details (ITEMORGINFO):
Q1 – How are the records created in the object/table that supports the action Item/Organization Details?
A – By using the New Row button
B – By entering a new item
C – By entering a new item or by using the New Row button
D – By entering a new item or by entering a new organization
Answer – D
There is no New Row or Delete Row button in the Item/Organization Details dialog, so not A or C. Maximo creates the set of ITEMORGINFO records when either you create a new item (any type) or a new organization.
Q2 – Does a Special Order Item create a record in the Item/Organization Details?
A – No item is created in the Item Master application, a special order item only exists in Purchasing documents
B – No, a special order item only exists at the Item Set level
C – No, but you create one if you need to store the record in a storeroom using the New Row button
D – Yes, Maximo handles this automatically
Answer – D
Special Order Items use the item autokey and exists in the Item Master, Item/Organization Details and even in inventory if you charge to a Storeroom.
Q3 – Which of the three item types allow you to enter a Hazard?
Answer – Only the Item type, not a Service Item or a Tool Item
Q4 – In which Maximo application would you see the benefit of entering a Hazard for an item?
Answer – Work Order Tracking. When you enter planned materials, if the item has a hazard then the hazard is added to the Safety Plans tab, this would also add any precautions associated with the hazard, but also the hazardous material information.
- There are no plans on Quick Reporting application
- There is no Safety Plan on Activities and Tasks application
Q5 – Which item type will allow you to record an outside vendor at the level of an item-organization?
Answer – Tool Item.
The Vendor field is used when the tool is marked as Outside. The tool is owned by an outside vendor and available for use internally. You may have a Lease/Rental contract if it is a rotating tool and therefore has an asset record.
Q6 – What field on the Tool/Organization Details is used by Job Plan and Work Order Tracking applications?
Answer – Tool Rate
The tool rate is used on the Job Plan Tools tab and the Work Order Tracking Plan-Tools tab. It is the rate per hour that will be charged for the use of the tool.
Q7 – Where will the Tax Exempt check box be found on the Item Master application?
A – There is no Tax Exempt check box in Item Master application it is on the Inventory application
B – On Item main tab only
C – On Item main tab and Item/Organization Details only
D – On Item/Organization Details and Vendors tab only
E – On Item main tab, Item/Organization Details, and Vendors tab
Answer – E
The Item Tax Exempt check box is a default for the check box on Item/Organization Details which is a default for the check box for the vendors you add on the Vendors tab for the item.
Q8 – What is the connection between the Tax Exempt Code found on the Company Master and Companies applications and any of the Tax Exempt check boxes found on Item Master application?
Answer – None. The Tax Exempt Code and Tax Exempt Number on Companies application are not even displayed on the Vendors tab of an Item. There may be a relationship in business terms, but not in the Maximo system.
Q9 – A three-part question:
- How many Tax Codes are displayed in Item/Organization Details in Item Master application?
- How many Tax Codes exist in the ITEMORGINFO table without database configuration?
- How many Tax Codes could the ITEMORGINFO table support with the Database Configuration action Add/Modify Tax Types?
Answer – 1, 5 and 27 respectively.
Q10 – Another three-part question:
- What is the purpose of the Tax Code Hierarchy?
- What are the four sources in the Tax Code Hierarchy?
- Where does Item/Organization normally rank in the Tax Code Hierarchy?
- The Tax Code Hierarchy determines the order of the data sources which Maximo uses to search for a tax code to apply.
- The data sources are normally defined as (1) Ship To Address, (2) Item/Vendor, (3) Company, (4) Item/Organization
- 4th – The Tax Code Hierarchy is used when deriving a tax code on a PR line, PO line or Invoice line. For example, on a PR it first searches for a tax code on the ship to address on the PR header, if no tax code can be derived it uses the vendor on the PR and looks up the tax code on the Item/Vendor record, then if not found on the Vendor record, and last if still one has not be found it moves on to the Item/Organization Details. It does this for each line on the PR when an item is entered and for each tax code.