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

Generating PM Work Orders based on Meter Readings

You can generate the PM Work Orders automatically on updating the meter readings instead of based on estimated dates. In order to achieve this you need to check following two check boxes in PM on Frequency tab:

• Generate WO Based on Meter Reading (Do Not Estimate)?
• Generate WO When Meter Frequency is Reached?

Courtesy: An old compilation from Infy Team

Addition of Invoice charges to Work Order actuals

If there is variance between PO & Invoice price, on approval of Invoice, the variance amount get added to the actuals to the Work Order. Even if the Work order has been closed, the variances get updated.

However, if extra services such as freight charges etc are received in a separate invoice and if WO has already been closed, they cannot be charged to WO.

Courtesy: An old compilation from Infy Team

Ordering Direct Issue Materials in maximo

If you cancel a PR which has WO reference (because of direct issue materials), the planned items on WO become available again for re-ordering. The PR cancellation process removes the PR reference from WO.

If you convert a PR, which has WO reference (because of direct issue materials), into a PO and then approve the PO, maximo closes the PR. If you cancel that PO, maximo re-opens the PR. No impact on WO, because you can again convert that PR into a new PO.

If you cancel a WO which has direct issue items, and a PO has been raised for those items, maximo gives you a warning that a PO exists for this WO but you can cancel it. If you go ahead with the WO Cancellation, you cannot receive the material against the PO. However, if you close the WO instead of cancel, you can receive the material against closed work order.

Courtesy: An old compilation from Infy Team

Working on Tools

You can store/reserve the tools in maximo. There are two applications to support tools functionality “Tools” & “Stocked Tools”. The Tools application is similar to Item Master application and Stocked Tool similar to Inventory.

All the features applicable to item/inventory functionality are available to tools with exception of reordering.

Courtesy: An old compilation from Infy Team