Maximo Secrets

A site dedicated to Maximo containing over 300 articles, podcast episodes and YouTube videos, updated weekly.

Category: Financial and Analytics

  • KPI Templates

    KPI Templates

    As the name suggests a KPI Template is a way of generating multiple KPIs linked to the KPI Template. The KPI Templates application will be found in the Administration module and KPI sub-module. In the MAXDEMO database there are a couple of good examples, we will look at Template 1001 – Schedule Compliance of Completed […]

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  • KPI Viewer, KPI Graph/List and Create KPI

    KPI Viewer, KPI Graph/List and Create KPI

    This is the second article on Key Performance Indicators (KPI) in Maximo and follows on from the KPI Manager article, which you can find here – http://maximosecrets.com/2022/01/11/kpi-manager/. This article reviews the KPI Viewer application, the Start Center’s KPI Graph and KPI List, the Create KPI action found in most applications and a Cron Task that will […]

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  • KPI Manager

    KPI Manager

    The KPI Manager application is used to create and maintain records that provide operational Key Performance Indicators (KPIs). I’ve deliberately described these as operational KPIs and not business KPIs. They will help to determine how Maximo is being used and the results can be tracked over time and displayed on a Start Center.  Each KPI […]

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  • Financial Processes in Inventory (7 of 8)

    Financial Processes in Inventory (7 of 8)

    This is the seventh in a series of pages that examine the financial processes in the applications of the Inventory module. They demonstrate, using examples and screenshots, how the debit and credit GL account fields are derived. A summary is provided at the end of each page. This series will include: Storerooms/Locations control accounts, GL […]

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  • Financial Processes in Inventory (5 of 8)

    Financial Processes in Inventory (5 of 8)

    This is the fifth in a series of pages that examine the financial processes in the applications of the Inventory module. They demonstrate, using examples and screenshots, how the debit and credit GL account fields are derived. A summary is provided at the end of each page. This series will include: Storerooms/Locations control accounts, GL […]

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  • Financial Processes in Inventory (4 of 8)

    Financial Processes in Inventory (4 of 8)

    This is the fourth in a series of pages that examine the financial processes in the applications of the Inventory module. They demonstrate, using examples and screenshots, how the debit and credit GL account fields are derived. A summary is provided at the end of each page. This series will include: Storerooms/Locations control accounts, GL […]

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  • Financial Processes in Inventory (3 of 8)

    Financial Processes in Inventory (3 of 8)

    This is the third in a series of pages that examine the financial processes in the applications of the Inventory module. They demonstrate, using examples and screenshots, how the debit and credit GL account fields are derived. A summary is provided at the end of each page. This series will include: Storerooms/Locations control accounts, GL […]

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  • Financial Processes in Inventory (2 of 8)

    Financial Processes in Inventory (2 of 8)

    This is the second in a series of pages that examine the financial processes in the applications of the Inventory module. They demonstrate, using examples and screenshots, how the debit and credit GL account fields are derived. A summary is provided at the end of each page. This series will include: Storerooms/Locations control accounts, GL […]

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  • Financial Processes in Inventory (1 of 8)

    Financial Processes in Inventory (1 of 8)

    Financial transaction records have attributes for both the debit and credit GL accounts, the fields GLDEBITACCT and GLCREDITACCT. In the Inventory module the main financial transactions occur as part of inventory adjustments (INVTRANS), issues and returns (MATUSETRANS), and transfers between storerooms (MATRECTRANS), but there are other events that write to these tables, for example changing […]

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  • Financial Processes on Work Orders (3 of 3)

    Financial Processes on Work Orders (3 of 3)

    This is the third and last in a series of pages that examines the financial processes for work orders and would be applicable to Work Order Tracking and Quick Reporting applications. This page focuses on Work Order Actual Tools, specifically the transactions that create TOOLTRANS records. This series has included: GL Defaulting on a Work […]

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