Latest Articles

  • Quiz Answers – Item Statuses

    One small topic, 10 questions on Item Statuses: Q1 – Can you delete an item? Answer – No.  There are no actions for Delete Item or Duplicate Item across the Item Master, Service Items or Tools applications. You make an item invisible to users by changing status to Obsolete. Q2 – Which item status(es) is incorrect, PENDING,…

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  • Tax Code Defaulting

    Tax Code Defaulting

    Contents 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…

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  • Tax Exempt Items

    Tax Exempt Items

    Contents 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. …

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  • Tool/Organization Details

    Tool/Organization Details

    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…

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  • Hazards in Item/Organization Details

    Hazards in Item/Organization Details

    There are a few fields in the dialog for the action Item/Organization Details in Item Master application that you might have wondered what they are for. In this article we will discuss the Hazard field. Some items that you procure or stock in inventory are hazardous materials. The main aim then is to associate a…

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  • Stock Category and Special Order

    Stock Category and Special Order

    Contents There are three item categories: 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 not have a balance in hand in your storeroom. They are items…

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  • Item Statuses

    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…

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  • Item Sets and Organizations

    Item Sets and Organizations

    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…

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  • Service Groups

    Service Groups

    The Service Groups application appeared in Maximo 6 (MXES) when Service Management and a help desk were introduced to Maximo in 2005. It was created to allow a service provider to define the high-level services being offered as well as view any service level agreements, assets, locations and configuration items and the tickets and work…

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  • Commodity Groups and Commodity Codes

    Commodity Groups and Commodity Codes

    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…

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  • A summary of the financial processes in Inventory Usage

    A summary of the financial processes in Inventory Usage

    Contents Financial processes exist in the tables which end with the characters TRANS and which have attributes for GL debit and credit accounts (GLDEBITACCT and GLCREDITACCT) and a financial period (FINANCIALPERIOD). From a financial point of view, you can split the use of the Inventory Usage application into two distinct areas: That seems a very…

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  • Create Remaining Usage Lines in Inventory Usage

    Create Remaining Usage Lines in Inventory Usage

    This action was added as part of the 7.6.0.1 fix pack. You can now issue a partial quantity of an inventory usage document and create another usage document for the remaining quantity. It works when there has been a reservation. I’ve created a work order 1346, and when this is approved it will create the…

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  • Split Usage Quantity dialog in Inventory Usage

    Split Usage Quantity dialog in Inventory Usage

    You might have noticed at the end of an inventory usage line the check box called “Split”. This will be set by Maximo under two circumstances when the Split Usage Quantity dialog has opened: The specified bin or lot does not have enough quantity to satisfy the request. A quantity of a rotating item is…

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  • Change Status to Shipped in Inventory Usage

    Change Status to Shipped in Inventory Usage

    When an inventory usage record at ENTERED status has been saved then the next status can be to COMPLETE, STAGED or SHIPPED. You can go direct from ENTERED to SHIPPED, although I think most clients would go ENTERED, STAGED, SHIPPED. I have already discussed staging so we will use inventory usage record 1106 to go…

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  • Change Status to Staged in Inventory Usage

    Change Status to Staged in Inventory Usage

    When an inventory usage record at ENTERED status has been saved then, the next status can be to COMPLETE, STAGED or SHIPPED. We’ll start by taking inventory usage record 1105, an issue of item 11453, through STAGED and then COMPLETE statuses. I’ve navigated from the inventory usage record to the inventory record for item 11453…

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