Commodity Groups and Commodity Codes is a two-level hierarchy that is most often considered when developing the data for the Item Master application, the catalogue of items that are purchased or entered into an inventory storeroom. However, these codes are used across many applications in Maximo, and this document aims to reveal where they are…

You would no doubt have heard that Maximo has a multi-organization and multi-site data structure. You might have also learnt that an organization is used for data sharing and a site is used for data separation. If not, then try reading this article first http://maximosecrets.com/2016/11/27/organizations-and-sites/ A set is also used for data sharing. There are…

The item statuses are PENDING, PLANNING, ACTIVE, PENDOBS (Pending Obsolescence) and OBSOLETE. These statuses are used at the item level, at the item-organization level (ITEMORGINFO), and also on the storerooms where this item is held or referenced, the inventory level. When you change status at one level you have the option to roll this status…

There are three item categories: STK – Stocked items NS – Non-stocked items SP – Special Order items Stocked items are those which you would normally have a balance in hand in your storerooms. They are the ones in which you would normally run the reorder process. Non-stocked items are those where you would normally…

There are a few fields in the dialog for the action Tool/Organization Details in the Tools application that are different from what you see in the similar dialog in the Item Master application. You might have wondered what they are for. In this article we will discuss the Tool Rate, Outside Vendor and the GL…

Some items are subject to tax, others not. For example, items used in repairs are generally taxable. If the item is capitalized or it is used in a product that is sold, then it may be tax exempt. The rules can vary between countries or states and tax rules can change at any time.  There…

Maximo is set up to allow 5 tax types, which means in tables like PRLINE or POLINE there are 5 tax code fields and 5 tax amount fields for storing the calculated tax after applying the tax rate associated with the tax code. The tax types equate to which of the tax fields are being…

A rotating item is an inventory item with a current balance where the instances of the item are tracked individually as serialised assets – a rotating asset. The term “rotating” is used because you are tracking the serialised assets from the storeroom, to an operating location, then to a repair shop and back to a…

We probably know that an item can be classified, and the attributes of the classification create the item’s specification, found on the Specifications tab. This article is all about the relationship between rotating items and rotating assets with regard to the classification and its specification. In the Item Master application an item can have an…

Items can have a thumbnail image. It is very useful for end users to verify the item they are thinking of using or buying by looking at an image. Only one image can be added to a Maximo record. Additional images need to be added using the Attachments icon. The action Add/Modify Image is used…

On Item Master application there is a Meter Group and Meter field. These two fields perform completely different functions, they are not connected. The Meter Group field is only associated with rotating items, the Meter field is only associated with non-rotating items. I’ll discuss the use of a meter in a separate article. A Meter…

Item Assembly Structures are used for three purposes: For creating an asset assembly and/or spare parts of the asset For creating part of a location hierarchy – models For creating the set of items that make up a kit item This article considers item assembly structures when used with assets. An Item Assembly Structure (IAS)…

On Item Master application the “Add as Spare Part” field should be set for non-rotating items which are used as spare parts of assets. On the Assets application for rotating asset 2169 that belongs to rotating item AJE02, there is currently no sub-assemblies or spare parts. I have used the action Issue Items from Storeroom…

On the Item Master application there is a check box on the right-hand column called “Attach to Parent Asset on Issue?”. This is only available when the item is marked as a rotating item. We will show what happens if you issue the item to the asset, first with this field unchecked and then later…

In another article we had added a spare part, item 12853 to asset 2169 and the IssuedQty field was incremented. On the Item Master application for item 12853 I have added a value of 1 to the Maximum Quantity Issued field, left-hand column. On the Inventory application, if I go to issue item 12853 to…

On the Item Master application there is a Meter Group and Meter field. These two fields perform completely different functions, they are not connected. The Meter Group field is only associated with rotating items, the Meter field is only associated with non-rotating items. This article will discuss the Meter field, another has already been written…

When an item is received you may need to perform a special inspection or if it is an asset, install and configure it. A feature of Maximo was added some years ago particularly for installing and configuring IT assets when they are received, but you may find other uses for this in a physical asset…

This action was another that was introduced into Maximo specifically for software assets, but may have a wider use with physical assets, or those physical assets with onboard software. I’ve created a new item MS365 – Microsoft 365 in the Item Master application. I’ve marked the “Add as Spare Part” so that we can see…

A kit item is a collection of items that can be issued as a single item. The kit item is defined in the Item Master application and the components of the kit are assembled into a kit in the Inventory application. A kit can also be disassembled reducing the balance of the kit item and…

A lot item is one that has a shelf life, paints and chemicals often fall into this category. From an inventory point of view, you would want to track lotted items to ensure that the lots with the closest expiration date are issued before those that have just been purchased and have a much longer…

The use case for a condition enabled item is to be able to reference one item with multiple condition rates, rather than having multiple items to manage where the description and cost distinguish one item from another. For example, a new pump costs $250, the same pump but refurbished might be worth $200 or 80%…

On the Locations application there is a Rotating Item field. This field allows you to reference an item or tool that is marked as “Rotating?”. A location cannot exist in a storeroom, as can an asset, so the term “rotating” in this case means a reference to a rotating item, rather than rotating stock –…

The action to “Issue Items from Storeroom” was added to the Assets application because in some industries, particularly in the IT industry, activity is performed in the context of an asset, a PC, laptop or server. The IT technician who is installing software wants to be able to issue items from a software storeroom, while…

When an Item is classified the description of the item can be generated. The same item can have multiple secondary languages. The question arises, whether the description in the secondary languages is also generated and what is its format?  I have split the article into two, the first focuses on the description generation, the second…

In the Item Master application, we had recently created item AJE11 as part of showing how the item’s description is generated using the classification and the attribute values that form the item’s specification. As you can see, we never added the item to a storeroom, the Storerooms tab shows no records. The action “Add Items…