The fourth article in the series reviewing the Invoices – Allocate Services action. The focus of this article is on allocating a standard service against other services, manually modifying prorated costs and removing a previous allocation of costs.

The third part in the series on the Allocate Services action in the Invoices application returns to the dialog and shows how multiple Standard Services can be allocated across different invoice lines and that you can manually change the Prorated Cost.

The second part of a series reviewing the Allocate Services action in the Invoices application, except in this part we will show that Maximo automatically allocates Standard Services to material lines during invoice approval without using the Allocate Services action.

The first of five parts reviewing the Allocate Services action in the Invoices application, most commonly used for handling freight costs or other standard service costs which you wish to distribute across other PO lines.

Learn how to create lease and rental contracts including the setting up of payment schedules.

I was asked the other day what the process would be if I wanted to return a purchased item that was still under warranty. My answer was it depends on how long ago you made the receipt and whether it had been invoiced, but the actual process of return should be the same. Later I…

Somebody asked me the other day how to handle the day hire of rental tools in Maximo. You have Lease/Rental Contracts but that would be too much set-up for a one-off rental of a tool, this is after all a purchase, besides Lease/Rental Contracts work with rotating items, and hence would require the creation of…

The Terms and Conditions application will be found in both the Purchasing and Contracts modules. It is used to create a library of terms that are used in purchasing documents; Purchase Requisitions, Purchase Orders, Requests for Quotations, Contracts and Invoices. Terms and Conditions are also used if you have Maximo for Service Providers installed, in…

Learn about the applications in the Contracts module

Learn about the applications in the Purchasing module