Work Order - Putting it to Actuals

There are separate applications in maximo to report actuals against a work order.

1. Quick Reporting [generally used by technician/supervisor or equivalent roles to report Labor, Material or Tool usage]

2. Labor Reporting [generally used by supervisor or equivalent roles to report Labor (only)]

This facilitates making minimal information visible to them by hiding planning and scheduling information, yet be able to put actuals entries.

Alternatively, this can also be done in Work Order Tracking application as well.

One can 

Use “Copy Planned Labor” button to copy labor.Use “Select Reserved Items” button to copy materialsUse “Select Planned Tools” button to copy tools.

This copies the plans (Task and Child WO) mentioned in the planned tab to Actual tab, after which the quantity, work start/finish time details can be supplied.

Courtesy: An old compilation from Infy Team

Automatic Lead-time Updation

There is a parameter in the Storeroom application called as

Recent Lead Time Weight in % = X% (in storeroom application)

This is used to update the Lead-time in Inventory application.

The Lead-time formula is:

New lead-time = old lead-time*(1-X%)  + Receipt Time*X%

Where receipt time is the difference in (receipt) Actual Date and Ordered Date. If actual date is earlier to order date the lead-time is not calculated.

Additional Note:

There is also an average delivery/lead-time by Vendor-Item in the Vendor Analysis (action item in inventory application). This calculation is a simple average of all the delivery/lead-times for that Item by that Vendor.

Courtesy: An old compilation from Infy Team

Receiving against a Purchase Order

When you have received all the ordered against an item on PO, the receipts are completed, and the receipt completed checkbox get checked. If you want to short-close a PO, then you can use “Complete Receipts” action item available in PO application. This action item will check receipt completed checkbox and will not allow further receipts against the PO.
However, if there is a successive return transaction, receipt completed checkbox gets unchecked and the PO again opens up for further receipt.

Courtesy: An old compilation from Infy Team

Creating specification for an asset

If you have a rotating asset defined (by associating a rotating item to it), then you cannot associate the specification to this asset. You can associate the specification to the item and during association of item to the asset, item’s specification will automatically get copied to the asset along with attribute and their values.

Courtesy: An old compilation from Infy Team

Contracts rates Vs rates on PRs/POs

If you have mentioned a direct issue item with rate (unit cost) & suggested vendor in a Work Order and approved it. If there exists a contract for the same item and also during reordering process, if Consider Contracts When Creating PRs/POs? checkbox is checked, MAXIMO’s reorder process will ignore the rate and vendor mentioned in Work Order, and will consider the rate and vendor from Contract.

Courtesy: An old compilation from Infy Team

Filtering records in maximo

You use List tab in an application to search a particular record based on search criteria mentioned in list tab or advanced search. Hence, you can search for all the approved Work Orders by mentioning status as "APPR" in search criteria, which internally works as SQL LIKE statement. 

If you want to search all the work Orders which are either waiting for approval or are approved, you can mention "WAPPR, APPR" in status field of search criteria, which internally works as SQL LIKE OR statement.

Similaly, you can mention "=WAPPR, =APPR"  or "%APPR%".

Courtesy: An old compilation from Infy Team

Duplicating a record in maximo

Maximo provide a functionality to duplicate an existing record (like Work Order, Assets, Location, etc). By using this, MAXIMO copies almost all the information from the existing record into the new record. Some of the fields which are very specific to the existing records are not being copied like Schedule, Target Dates in a WO.

If you have created some extra customized fields in an application, then new field information also get copied to the new record.

Courtesy: An old compilation from Infy Team