Maximo Secrets

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

Most Popular – All Time

This page shows the most popular posts and pages since Maximo Secrets started. Many of the items here were written several years ago, but they still remain popular. It only includes items that will not be found elsewhere in the top menu. Figures in brackets are the number of views. Last updated 4th September 2022.

  1. Maximo Work Centers (13,259)
  2. Routes (9,247)
  3. Organizations and Sites (8,505)
  4. Person Groups (8,149)
  5. Responsibilities on Job Plans, PMs and Work Orders (7,134)
  6. Order Units and Issue Units (5,629)
  7. Ticket and Work Order Ownership (4,961)
  8. Maximo Languages and Language Tables (4,627)
  9. General Ledger (GL) Configuration (4,598)
  10. Inventory Reservations (4,526)
  11. Rotating Items (4,505)
  12. Work Centers, a Functional Footprint (7.6.1.1) (4,327)
  13. Job Plan Revisions (4,309)
  14. Item Statuses (4,064)
  15. Labor (3,552)
  16. Repair Facilities (3,369)
  17. Receipt Tolerances (3,263)
  18. Work Order Tracking – Assignments Overview (3,193)
  19. Issues and returns in Inventory Usage (2,860)
  20. Service Address (2,712)

Routes

Last Updated on August 7, 2017 by maximosecrets Routes are most often used with inspections. They consist of a set of locations or assets with a sequence that defines the order in which the inspection will take place, each record in the set is known as a Route Stop. Routes can be applied directly to […]

Organizations and Sites

Last Updated on December 30, 2016 by maximosecrets The definition of Maximo Organizations and Sites will be one of the most important design decisions you will make during a Maximo implementation. To make a good decision you need to consider your future use of Maximo. For example, if you have a multi-phase project with an […]

Person Groups

Last Updated on August 7, 2017 by maximosecrets A Person Group is a collection of people and is used in various places throughout Maximo but was originally created to support Workflow.

Responsibilities on Job Plans, PMs and Work Orders

Last Updated on August 7, 2017 by maximosecrets The responsibility fields exist on job plans, PMs and work orders but when a job plan or a PM is applied to a work order what are the defaulting rules on the work order?

Order Units and Issue Units

In the Item Master application there are two fields with a lookup to units of measure. The Order Unit is the unit of measure in which you purchase the item. For example, you may only be able to buy an item in a packet of 25, or you may only be able to buy specialist […]

Ticket and Work Order Ownership

Last Updated on August 7, 2017 by maximosecrets The responsibility for a ticket or work orders can be assigned or a Maximo user can take ownership. The owner performs an administrative function to ensure that the ticket is reviewed or investigated and the work order is executed successfully. The owner need not be the person […]

General Ledger (GL) Configuration

Maximo supports the referencing of General Ledger (GL) codes throughout Maximo in order to be able to provide integration with a finance system. This document will focus on the GL configuration aspects of Maximo. Database Configuration – GL Account Configuration The Database Configuration application has an action – GL Account Configuration where you define the […]

Inventory Reservations

An inventory reservation is made when a work order or internal purchase order is approved or when a material requisition is submitted. The reservations can be viewed and modified from two applications, Inventory and Inventory Usage, the Add/Modify Reservations action. For individual items and tools, you may see outstanding reservations through the action View Item Availability or View Tool Availability. […]

Rotating Items

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 […]

Work Centers, a Functional Footprint (7.6.1.1)

Last Updated on May 28, 2021 by maximosecrets Introduction This document provides the current functional footprint of the main Maximo work centers, and the tools and tasks. No detail is currently provided for Map, Maximo Management Interface, and the integration elements of the Administration work center. I have compared the work centers in the latest […]

Job Plan Revisions

Last Updated on August 7, 2017 by maximosecrets Job Plan revisions became available with the release of Maximo 7.5 and with it the extension of the number of statuses. The initial revision number is zero. The action Revise Job Plan opens a dialogue box with the next revision number completed. A Revision Description is a […]

Item Statuses

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 […]

Labor

A Labor record must reference a Person record but we will see later that you can create a Person record from the Labor application. But why do we have both in Maximo? A Labor record is used with work order assignments, a labor may be assigned to a crew position, so a Labor record performs […]

Repair Facilities

What is a Repair Facility? Repair Facilities will most often be used when there are mobile assets that move between locations, for example trains, trucks and buses, boats and aeroplanes. The assets that belong to one site may be repaired at a location in another. In Maximo the work order is raised for the same […]

Receipt Tolerances

Last Updated on August 7, 2017 by maximosecrets A receipt tolerance is applied to a PO line and during receiving if the quantity or amount exceeds the PO line quantity or amount plus the tolerance then an error message will be received. Prior to Maximo 7.5 when this function was added a warning was received […]

Work Order Tracking – Assignments Overview

There is more to Work Assignments than you may think and naturally many Maximo practitioners look at Assignments as being a product of planning work or applying a Job Plan, which of course they are. But you can plan work in the Assignments tab of the Work Order Tracking application without using Job Plans or […]

Issues and returns in Inventory Usage

This section will take a deeper dive into the Inventory Usage record and its lines.  Issue items The inventory usage record is created based on the user’s default insert site and the From Storeroom may also be defaulted from the user’s profile. The From Storeroom is the storeroom in which you will issue or return, […]

Service Address

Last Updated on August 7, 2017 by maximosecrets A Service Address is used to represent a physical location where labor or crews are sent to perform work. The ship to, bill to, or other types of address used in the Supply Chain applications are not service addresses, these are addresses defined in the Organizations application.

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