What's New in Maximo 7 Workshop   Alex Estevam Sep 2012
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  • 1. Whats New in Maximo Asset Management,Version 7.5 © 2011 IBM Corporation
  • 2. Overview2 Draft 7 © 2011 IBM Corporation
  • 3. Maximo 7.5 Technical Platform Developed on current R7.1 Architecture:  J2EE based Enterprise Application – Web Application Interface for users to access Maximo applications via Browser – Fully configurable from presentation content to the business logic – Configurable Authentication (Database based or LDAP based) – Integration mechanisms via Web Services, JMS, HTTP, EJB, XML files, Flat files and Interface tables in database – Built-in reporting using BIRT/Cognos/TCR and support for integration with customer s customer’s reporting systems  Supported Application Servers – IBM WebSphere Server – O l WebLogic S Oracle W bL i Server  Supported Database Platforms – DB2 – Oracle Back to Index – SQL Server3 Draft 7 © 2011 IBM Corporation
  • 4. What’s New can be split into: Usability Enhancements y Application Enhancements System Admin and Interface Enhancements 4 © 2011 IBM Corporation
  • 5. In more deta o e detail:  User Interface Enhancements Usability y  Performance Improvements Enhancements  Planned Platform Updates  Reporting Application  Detailed Functional Improvements Enhancements  Migration Manager g g Enhancements System Admin and Interface  Scripting (new) Enhancements  Web Service Interactions5 © 2011 IBM Corporation
  • 6. Usability Enhancements Updated Look and Feel Improved Table window refresh behavior Improved List Page behavior Enabled ‘heads down’ data entry (asynchronous validation) Browser zoom enabled, users can zoom in (ctrl+) or zoom out (ctrl-) of application screens Faster date/time look up (new calendar control) Rich-text editor (can format text the way they want to see it) © 2011 IBM Corporation
  • 7. Application EnhancementsAsset Work Materials Contract Service PurchasingManagement Management Management Management ManagementLocations Job Plans Item Master Request for Quotation Service Groups• Repair Facilities Purchase Contracts • Revisioning Storerooms Receiving SLA ManagementAsset Master Contracts Routes Inventory Receiving Inspections g p Change Management g gAsset Templates Warranty Contracts W t C t t Service Requests •Inventory Usage Shipment Receiving •IncidentsFailure Codes Lease/Rental Contracts Work Order Tracking •LIFO/FIFO Costing Purchase Requisitions •ProblemsLinear Assets Labor Rate Contracts •Assignment Tab • Consignment •Invoices •Changes• Visual Control •Premium Pay Rates •Hard/Soft Reservations • Transfer via • Invoice Reversals •ReleasesCondition Monitoring Payment Schedules •Repair Facilities Shipment Purchase Orders Solutions •SolutionsMeters Safety • Default Costing • RevisioningMeter Groups Quick Reporting Condition Codes • Receipt Tolerance Labor/Crafts Stocked Tools Desktop Requisitions Tools Service Items Preventive Maintenance • PM Forecasting New or enhanced applications are Master PM shown in white text Assignment Manager7 © 2011 IBM Corporation
  • 8. System Admin and Interface Enhancements Web Service Interactions – A Maximo User Interface to provide users with an easier way to communicate between different software applications Provided in addition to the applications. Maximo Integration Framework. Automation Scripting – An added ability to rapidly extend Maximo applications Migration Manger - Improved usability of the Migration Manager application8 © 2011 IBM Corporation
  • 9. Usability Enhancements © 2011 IBM Corporation
  • 10. What s What’s New for Usability Enhancements?Overview Updated Look and Feel Improved Table window refresh behavior Improved List Page behavior Enabled ‘heads down’ data entry (asynchronous validation) y( y ) Browser zoom enabled, users can zoom in (ctrl+) or zoom out (ctrl-) of application screens Faster date/time look up (new calendar control) Rich-text editor (ca format te t t e way t ey want to see it) c te t ed to (can o at text the ay they a t t)10 Draft 7 © 2011 IBM Corporation
  • 11. Updated Look and Feel What’s New?  New skin and new logos!11 Draft 7 © 2011 IBM Corporation
  • 12. Table WindowWhat’s New? • Improved Table window refresh behavior When I save, focus remains on the last table row that was edited12 Draft 7 © 2010 IBM Corporation
  • 13. List page What’s New? • Improved List Page window refresh behavior When I save a record and go back to the List the result set List, is still in the state I left it until I hit refresh. Records that have been touched are Italicized to indicate they have changed13 Draft 7 © 2010 IBM Corporation
  • 14. ‘Heads down data entry’ (Asynchronous Validation) What’s New?  Enabled ‘heads down’ data entry (asynchronous validation) Errors – requires a change I can enter data at my own Warning – requires change or accept pace, pace and address errors and Question – requires user feedback warnings when I want to14 Smartfill – requires user feedback Draft 7 © 2010 IBM Corporation
  • 15. Browser Zoom Enabled What’s New?  Users can zoom in (ctrl+) or zoom out (ctrl-) of application screens (or ctrl 0 to return to standard view. t t t d d i15 Draft 7 © 2010 IBM Corporation
  • 16. Faster Date Time Look Up What’s New?  Faster date/time look up (new calendar control)16 Draft 7 © 2010 IBM Corporation
  • 17. Rich-text editor. What’s New? • Rich-text editor (can format text the way they want to see it) in Long Descriptions, Communication Templates and Displays in BIRT reports • Flexible Fonts • Bold, Italics, Underline, etc. • Character Sizes • Bullets • Colors and Highlighting • URL links • Supports copy/paste from Word, etc.17 Draft 7 © 2010 IBM Corporation
  • 18. Rich-text editor - Displays in reports Enabled Rich Text Formats to display in BIRT Reports18 Draft 7 © 2010 IBM Corporation
  • 19. Application Export/Import What’s New?  Application Export/Import can be configured through the UI User can UI. export a result set of records, make a series of quick changes within excel, xml, etc. and then import back to Maximo (bulk maintenance or loading small sets of new records)19 Draft 7 © 2010 IBM Corporation
  • 20. Application Export/Import – Screen Shot Example Export/Import toolbar buttons p p •Added through Object structures •Controlled through Security •Imported data is validated through business logic •Able to run in Preview mode20 Draft 7 © 2010 IBM Corporation
  • 21. Accomplish your work while you stay in the product Information content improvements made to complex areas of product Included links to relevant topics for more information21 Draft 7 © 2010 IBM Corporation
  • 22. Search with highlighting22 Draft 7 © 2010 IBM Corporation
  • 23. Maximo 7.5 Planned Platform Upda es a o 5 a ed a o Updates Updated: Deprecated: Operating Systems  Operating Systems – AIX 7.1 – AIX 5.3 – RHEL 6 – RHEL 3 – RHEL 4 – SLES 9 Database – All Linux 32 bits flavors – DB2 9.7 – DB2 9.8  Database – DB2 8.2 Application Servers – DB2 9.1 – Websphere Server 7 – Weblogic Server 10.3 g  Application Servers – WebSphere 6.1 LDAP – Tivoli Directory Server 6.3 – Windows Server AD 2008 R223 Draft 7 © 2010 IBM Corporation
  • 24. Maximo 7.5Application Enhancements © 2010 IBM Corporation
  • 25. Whats New in Maximo Asset Management, Version 7.5Application Enhancements Assets  People Chart of Accounts  Preventive Maintenance Database Configuration g  Purchase Orders Inventory  Purchase Requisitions Inventory Usage (New)  Receiving Invoices  Request for Quotations Item Master  Shipping Job Plans  Work Order Tracking Labour Rate Contracts  Linear Assets (Add-on Option) Organizations25 Draft 7 © 2010 IBM Corporation
  • 26. What’s New in Assets? Overview  In Assets, you can view outstanding work and Ticket information on a separate y g p tab. Pressing the View Detail button gives more information.26 Draft 7 © 2010 IBM Corporation
  • 27. What s What’s New in Inventory?Overview You can create hard reservations or soft reservations of inventory items and tools, based on the importance of the inventory requirement. In View/Edit Consignment Details, you can specify consignment items in inventory stock and enter consignment vendor details for inventory items and tools. You can also specify that an tools invoice is created when consignment items are consumed. You can apply last-in-first-out (LIFO) and first-in-first-out (FIFO) costing methods to inventory records.27 Draft 7 © 2011 IBM Corporation
  • 28. Inventory - Hard a d So Reservations e oy a d and Soft ese a o s What’s New? You can create hard reservations or soft reservations of inventory items and tools, based on the importance of the inventory requirement. Note: A hard reservation is a request for materials that is defined by the need for an item within a specific timeframe. Note: A soft reservation is a request for materials that is not subject to a timeframe. You can create a soft reservation to ensure that the item or tool is available for issue at any ti i t time th t it is needed. that i d d 28 Draft 7 © 2011 IBM Corporation
  • 29. Inventory - Hard and Soft Reservations – Screen Shot Example When creating a material reservation on a work order you can define it as HARD or SOFT or AUTOMATIC AUTOMATIC reservations will make the required date Mandatory. The Reservation created will be APHARD or APSOFT depending on the Date entered.29 Draft 7 © 2011 IBM Corporation
  • 30. Inventory - Hard and Soft Reservations - – Screen Shot Example  This item has two Hard Reservations (HARD) (one with and one without a required date. Where no date is specified, the required date defaults to the target start date of the work order)  This item has a Soft Reservation (APSOFT) create by an Automatic Reservation with a Required Date that is set one year ahead which moves it outside a preset timeframe)30 Draft 7 © 2011 IBM Corporation
  • 31. Inventory - Improvements to Consignment Functionality What’s New? In View/Edit Consignment Details, you can specify consignment items in inventory stock and g ,y p y g y enter consignment vendor details for inventory items and tools. You can also specify that an invoice is created when consignment items are consumed.. Note: •The consignment items are located in a local storeroom, and are considered part of the consignment inventory. •Consignment items are owned by external Consignment vendors. •You can keep consignment items in your storeroom, and pay for those types of items when you use them them.  This functionality allows you to create an invoice for the consignment items y have g you consumed31 Draft 7 © 2011 IBM Corporation
  • 32. Inventory - Consignment Details – Screen Shot Example Invoices for consignment items are generated in one of three ways:  By Consumption - Automatically when the item is consumed from the storeroom.  By Frequency – Using a Cron task to generate the invoice  Manually - You generate an invoice manually.32 Draft 7 © 2011 IBM Corporation
  • 33. Inventory - LIFO and FIFO Inventory Costing Methods What’s New? You can apply last-in-first-out (LIFO) and first-in-first-out (FIFO) costing methods to inventory records.33 Draft 7 © 2011 IBM Corporation
  • 34. Inventory - LIFO and FIFO Inventory Costing Methods Note: •LIFO and FIFO costing is more precise than other costing methods. You can monitor the value of your inventory stock based on actual receipt costs The costing method that you apply costs. is used whenever an inventory transaction occurs. •Last-in-first-out costing (LIFO) uses the receipt cost of items that are the newest in stock. •First-in-first-out costing (FIFO) uses the receipt cost of items that are the oldest in stock. Benefit Examples: Prices generally rise over time because of inflation. As a result, the older inventory items in stock can decrease in value. Under the FIFO costing method, as the older and cheaper goods are sold, the newer and more expensive goods remain as assets to the company. A company that uses the LIFO costing method sells the most expensive (newest) inventory stock first As profits are decreased, the company benefits from a lower first. decreased rate of tax.34 Draft 7 © 2011 IBM Corporation
  • 35. Inventory - LIFO and FIFO Inventory Costing Methods – Screen Shot Example •Setting Cost Methods at Site Level35 Draft 7 © 2011 IBM Corporation
  • 36. Inventory - LIFO and FIFO Inventory Costing Methods – Screen Shot Example 3 1 2 Each item in stock can be issued using a different costing method if required.36 Draft 7 © 2011 IBM Corporation
  • 37. Inventory - Inventory Usage (New application) What’s New?The Inventory Usage application replaces the Issues and Transfers application. You can create inventory usage records to track the issue, transfer, and return of inventory items within and across organizations. You can monitor the balances of inventory items and tools in storerooms and bins. You can transfer inventory items or tools between storerooms within an organization by creating shipment records.37 Draft 7 © 2011 IBM Corporation
  • 38. Inventory Usage (New application) – Screen Shot Example • Offers greater functionality – including Staging and Shipping38 Draft 7 © 2011 IBM Corporation
  • 39. What’s New in Invoices? a s e o cesOverview Y can create an invoice with purchase order sites th t are diff You t i i ith h d it that different from the site from tf th it f which the invoice is generated. The invoice must be associated with the same organization as the purchase order sites. Consignment p y g payment invoices can be ggenerated, either manually or automatically, for , y y, financial transactions that occur when consignment items are consumed from a storeroom. When an original invoice contains errors, such as unit cost mistakes, you can replace the original invoice by reversing it. The replacement for the original invoice contains the updated information. information You can view lines for services or items received that are not invoiced, and view lines that are invoiced. You can add lines to an invoice for services or items received that are not invoiced. The Default Table Data area is added to the Invoice Lines tab. If you have records that are associated with invoices, such as purchase orders, contracts, and requests for q q quotations, y can view these records. The View Related Records option , you p provides you with a comprehensive look at all of the data that is related to invoices.39 Draft 7 © 2011 IBM Corporation
  • 40. Invoice lines from other Sites What’s New? You can create an invoice with purchase order sites that are different from the site from which the invoice is generated. The invoice must be associated with the same organization as the purchase order sites.40 Draft 7 © 2011 IBM Corporation
  • 41. Consignment Invoices What’s New? Consignment payment invoices can be generated either manually or automatically for generated, automatically, financial transactions that occur when consignment items are consumed from a storeroom.41 Draft 7 © 2011 IBM Corporation
  • 42. Reverse Invoices What’s New? Wh an original i When i i l invoice contains errors, such as unit cost mistakes, you can replace th i t i h it t i t k l the original invoice by reversing it. The replacement for the original invoice contains the updated information.42 Draft 7 © 2011 IBM Corporation
  • 43. Reverse Invoices – Screen Shot Example Thi function creates a new Reversal I This f ti t R l Invoice using th d t il f i i the details from th original i the i i l invoice i43 Draft 7 © 2011 IBM Corporation
  • 44. Reverse Invoices – Screen Shot Example  The new invoice is of type REVINVOICE and contains minus values in the Invoice Lines44 Draft 7 © 2011 IBM Corporation
  • 45. Reverse Invoices – Screen Shot Example  Original Invoice references new Invoice and is set at a status of REVERSED45 Draft 7 © 2011 IBM Corporation
  • 46. Viewing non invoiced lines option What’s New? Y can view li You i lines f services or it for i items received th t are not i i d that t invoiced, and view li i d d i lines th t that are invoiced. You can add lines to an invoice for services or items received that are not invoiced.46 Draft 7 © 2011 IBM Corporation
  • 47. Default Table Data What’s New? Th D f lt T bl D t area i added t th I The Default Table Data is dd d to the Invoice Li i Lines t b tab.47 Draft 7 © 2011 IBM Corporation
  • 48. Viewing related records for Invoices What’s New? If you have records that are associated with invoices, such as purchase orders, contracts, and requests for quotations, you can view these records. The View Related Records option provides you with a comprehensive look at all of the data that is related to invoices.48 Draft 7 © 2011 IBM Corporation
  • 49. What s What’s New in Item Master? Overview You can specify the issue cost type that is associated with an item when you add items to a storeroom, such as LIFO and FIFO cost types. You can specify the stock category for an item, to identify stocked items, non-stocked items, and special order items items. You can specify that selected items are part of the consignment inventory, and that they are paid for when they are consumed. You can specify the percentage of items that can be received over the amount ordered in the initial agreement. You can specify items as tax-exempt.49 Draft 7 © 2011 IBM Corporation
  • 50. Adding Items and defining Cost Type as LIFO or FIFO What’s New? You can specify the issue cost type that is associated with an item when you add items to a storeroom, such as LIFO and FIFO cost types.50 Draft 7 © 2011 IBM Corporation
  • 51. Defining Stock Type when adding Items What’s New? You can specify the stock category for an item, to identify stocked items, non-stocked items, and special order items.Note: This functionality was part of adding an item to a storeroom in Maximo 7.1 The StockCategory field had been removed from the Add Items to Storeroom screen and is now in the ItemOrganization Detail screen. Stock Type is therefore a true representation of stock category.51 Draft 7 © 2011 IBM Corporation
  • 52. Making an Item part of a Consignment. What’s New? You can specify that selected items are part of the consignment inventory, and that they are paid for when they are consumed consumed. • When Adding Items to a Storeroom you can make the items part of a consignment and add consignment details52 Draft 7 © 2011 IBM Corporation
  • 53. Receipt Tolerance  You can specify the percentage of items that can be What’s New? received over the amount ordered in the initial agreement. A receipt tolerance sets a limit for the quantity or the amount that can be invoiced for a service line item or a standard service line item.53 Draft 7 © 2011 IBM Corporation
  • 54. Receipt Tolerance – Screen Shot Example  When creating a Purchase Order, the Receipts Tolerance is shown at the bottom of the PO Lines detail. The tolerance percentage is converted into a tolerance quantity and amount on the po line,54 PO Line Receipt Detail Draft 7 © 2011 IBM Corporation
  • 55. Receipt Tolerance – Screen Shot Example When Receiving an ordered item, if the quantity or the amount of the line item received exceeds the receipt tolerance set for that item, a warning is received instructing you to accept the upper tolerance quantity or cancel and return to enter the ordered amount amount.55 Draft 7 © 2011 IBM Corporation
  • 56. Tax Exempt Items What’s New? You can specify items as tax-exempt. Clicking this box will make the item tax exempt at Organization and Vendor Level.56 Draft 7 © 2011 IBM Corporation
  • 57. What’s New in Job Plans? Overview You can track owner groups by specifying assigned owner groups in job plan records records. The person or person group who will be responsible for the work order created with this job plan 57 Draft 7 © 2011 IBM Corporation
  • 58. What’s New in Co ac s a s e Contracts?Overview You can view and specify premium pay rate codes in labour rate contracts records. This new table shows the related pay codes58 Draft 7 © 2011 IBM Corporation
  • 59. What’s New in Organizations?Overview – part 1 Multiple Shipping Addresses Multiple Tax codes to a work order record to facilitate tax calculation. Specify the default stock category that applies to item records. The Allow Receipts and Invoices option is added to PO Options. The Allow Cost and Tax Adjustments option is added to PO Options. In Purchasing Options > Tax Options, you can specify the order in which tax codes are used. In Purchasing Options > Invoice Options, you can specify whether you want the financial g p p ,y p y y period validated each time that an invoice is saved. In Purchasing Options > Invoice Options, you can specify whether you want the G/L Posting Date field to be updated with the date in the Invoice Date field.I P In Purchasing Options > Invoice Options, f consignment types of invoices, you can specify h i O ti I i O ti for i tt fi i if the maximum number of lines that can be included on the invoice for a specific vendor.59 Draft 7 © 2011 IBM Corporation
  • 60. What’s New in Organizations?Overview – part 2 In Inventory Options, Transfer Options are added. You can specify whether shipment records or purchase orders are required for transferring inventory items. In Inventory Defaults, you can choose to automatically create usage documents for new reservations. In Inventory Options > Inventory Costs, the LIFO Cost and FIFO Cost options are added. You can now specify LIFO or FIFO as the issue cost type for inventory items. In Work Order Options > Other Organization Options, you can specify whether to ignore the availability of storeroom materials and direct issues for work orders You can apply this setting orders. to organizations and to sites.60 Draft 7 © 2011 IBM Corporation
  • 61. What sWhat’s New in People?Overview You can associate a person record with a commodity group, and you can edit commodity codes. You can specify details for a person-commodity association, such as the organization, the site, site and the storeroom storeroom.61 Draft 7 © 2011 IBM Corporation
  • 62. People What’s New? You can associate a person record with a commodity group, and you can edit commodity codes. codes You can specify details for a person-commodity association, such as the organization, the site, and the storeroom.62 Draft 7 © 2011 IBM Corporation
  • 63. What sWhat’s New in Preventive Maintenance?Overview You can generate forecasts for preventive maintenance records. Forecasts are based on the records frequency criteria specified on the Frequency tab, and seasonal information. The generated forecast can be viewed on the Forecast tab of the Preventive Maintenance application. You can track owner groups by specifying assigned owner groups in preventive maintenance records. . i t d63 Draft 7 © 2011 IBM Corporation
  • 64. Preventative Maintenance – Forecasting What’s New? You can generate forecasts for preventive maintenance records. Forecasts are based on the frequency criteria specified on the Frequency tab, and seasonal information. The generated forecast can be viewed on the Forecast tab of the Preventive Maintenance application.64 Draft 7 © 2011 IBM Corporation
  • 65. Preventative Maintenance – Owner Groups What’s New? Y can t k owner groups by specifying assigned owner groups i preventive You track b if i i d in ti maintenance records The person or group who will be responsible for the work order generated from this PM.65 Draft 7 © 2011 IBM Corporation
  • 66. What sWhat’s New in Purchase Orders?Overview You can revise purchase orders. Each time that you create a purchase order, a revision number is generated, starting with 0. When you revise a purchase order, the purchase order number does not change. Removed the Create Change Orders option. The Create Change Orders option was replaced by the Revise PO option, available from the Select Action menu. The Allow Receipts and Invoices option is added to the PO Revise window. The default for this option is that receipts and invoices are processed while the purchase order is being revised. While you are updating a purchase order, you can bypass the validation of revisions to the associated contract. contract You can then approve the purchase order. You must have the appropriate security privileges to order use this option. If you have been granted access, the Bypass Contract Revision on PO Approval check box shows on the PO tab. You can specify the order in which tax codes are used to calculate the amount of tax that is due. If you have records th t are associated with purchase orders, such as i h d that i t d ith h d h invoices, contracts, and requests i t t d t for quotations, you can view these records. The View Related Records option provides you with a comprehensive look at all of the data that are related to purchase orders. A read-only Consignment check box is added to the PO line record, to indicate whether the item is a consignment item. If the check box is selected, the item cannot be included on an invoice item selected invoice.66 Draft 7 © 2011 IBM Corporation
  • 67. Purchase Orders - Revisioning What’s New? Y can revise purchase orders. E h ti You i h d Each time th t you create a purchase order, a revision that t h d i i number is generated, starting with 0. When you revise a purchase order, the purchase order number does not change.67 Draft 7 © 2011 IBM Corporation
  • 68. Purchase Orders – Removal of Change Option What’s New?R Removed th Create Change O d d the C t Ch Orders option. Th C t Ch ti The Create Change O d Orders option was ti replaced by the Revise PO option, available from the Select Action menu.68 Draft 7 © 2011 IBM Corporation
  • 69. Purchase Orders – Allowing Receipts What’s New? The Allow Receipts and Invoices option is added to the PO Revise window. The default for this option is that receipts and invoices are processed while the purchase order is being revised. The default for this option is that receipts and invoices are processed against a purchase order while the purchase order is being revised. The previous revision of the purchase order stays in APPR (Approved) status until the new revision of the purchase order is approved If this check box approved. is cleared, receipts and invoices are not processed for purchase orders that are being revised. The previous revision of the purchase order goes into HOLD status until the new revision of the purchase order is approved.69 Draft 7 © 2011 IBM Corporation
  • 70. Purchase Orders – Bypass the Validation of Revisions What’s New? While you are updating a purchase order, you can bypass the validation of revisions to the associated contract You can then approve the purchase order You must have the contract. order. appropriate security privileges to use this option. If you have been granted access, the Bypass Contract Revision on PO Approval check box shows on the PO tab.70 Draft 7 © 2011 IBM Corporation
  • 71. Purchase Orders – Tax Codes What’s New? You can specify the order in which tax codes are used to calculate the amount of tax that is due. due The order in which tax codes are used to calculate the amount of tax that is due71 Draft 7 © 2011 IBM Corporation
  • 72. Purchase Orders – View Related Records What’s New? If you have records that are associated with purchase orders, such as invoices, contracts, and requests for quotations you can view these records The View Related Records option quotations, records. provides you with a comprehensive look at all of the data that are related to purchase orders72 Draft 7 © 2011 IBM Corporation
  • 73. Purchase Orders – Consignment Items What’s New? A read-only Consignment check box is added to the PO line record, to indicate whether the item is a consignment item If the check box is selected the item cannot be included on an item. selected, invoice. Indicates whether the transaction was created for a consignment item73 Draft 7 © 2011 IBM Corporation
  • 74. What sWhat’s New in Purchase Requisitions?Overview  You can view related records for purchase requisitions that are associated with records such p q as invoices, contracts, and requests for quotations.74 Draft 7 © 2011 IBM Corporation
  • 75. What sWhat’s New in Receiving?Overview  You can void receipts for transactions that occurred in error.  You can return rotating assets and direct-issue items to vendors.  You can choose to accept or to return materials or services that are received in excess of the ordered quantity.  If you have records that are associated with receipts, such as invoices, contracts, and requests for quotations, you can view the related records.75 Draft 7 © 2011 IBM Corporation
  • 76. Receiving – Void ReceiptsWhat’s New?  You can void receipts for transactions that occurred in error. p76 Draft 7 © 2011 IBM Corporation
  • 77. Receiving – Return o Rotating Assets ece g e u of o a g sse sWhat’s New?  You can return rotating assets and direct-issue items to vendors vendors.77 Draft 7 © 2011 IBM Corporation
  • 78. Receiving – Return Excess Materials and Services What’s New?  You can choose to accept or to return materials or services that are received in excess of the ordered quantity.78 Draft 7 © 2011 IBM Corporation
  • 79. Receiving – Viewing Related Records ece g e g e a ed eco ds What’s New?  If you have records that are associated with receipts such as invoices contracts and receipts, invoices, contracts, requests for quotations, you can view the related records.79 Draft 7 © 2011 IBM Corporation
  • 80. What sWhat’s New in Request for Quotations?Overview  A quotation from a vendor shows in the currency of the vendor The cost of the quotation vendor. line is converted to the base currency. You can then compare the cost of the item in the base currency from all vendors from whom you received quotations.80 Draft 7 © 2011 IBM Corporation
  • 81. What sWhat’s New in Shipment ?Overview  Shipment Receiving (New) The Shipment Receiving application is added to the Inventory module and the Purchasing module.  You can create shipment receipt records to log the receipt of transferred inventory items at the destination storeroom storeroom.  You can monitor the balance of items received and adjust the totals and status in inventory usage records.  You can specify that an inspection is required upon receipt of inventory items and give an inspection status to shipment item records.  You can void shipment receipt records.81 Draft 7 © 2011 IBM Corporation
  • 82. S p e Shipment - A New Application e pp ca o What’s New?  Shi Shipment Receiving (N ) Th Shi tR i i (New) The Shipment R t Receiving application i added t th I i i li ti is dd d to the Inventory t module and the Purchasing module. Note: In a large organization, you can transfer inventory items or tools between storerooms within the same site or across sites and organizations and track their delivery. You create shipment receipt records to acknowledge the receipt of transferred items and p p g p update inventory balances at the destination storeroom. .82 Draft 7 © 2011 IBM Corporation
  • 83. S p e Shipment - Creating a S p e Receipt C ea g Shipment ece p What’s New?  You can create shipment receipt records to log the receipt of transferred inventory items at p p g p y the destination storeroom. Note: You create shipment receipt records to log information such as the quantity of items that were received, the date the items were received, and the destination storeroom for the shipment.83 Draft 7 © 2011 IBM Corporation
  • 84. S p e Shipment - Creating a S p e Record – Screen Example 1 C ea g Shipment eco d Sc ee a pe Create a Shipment record in Inventory Usage and set status to Staged or Shipped84 Draft 7 © 2011 IBM Corporation
  • 85. S p e Shipment – Shipment Receipt – Screen Example 2 S p e ece p Sc ee a peIn Shipping Receiving – Receive the shipped items85 Draft 7 © 2011 IBM Corporation
  • 86. S p e Shipment – Receiving a d adjus g ba a ce o items ece g and adjusting balance of e s What’s New?  You can monitor the balance of items received and adjust the totals and status in inventory usage records.86 Draft 7 © 2011 IBM Corporation
  • 87. S p e Shipment - What’s New?  You can specify that an p y inspection is required upon receipt of inventory items and give an inspection status to shipment item records. p87 Draft 7 © 2011 IBM Corporation
  • 88. S p e Shipment Receiving - Voiding a s p e receipt ece g o d g shipment ece p What’s New?  You can void shipment receipt records.88 Draft 7 © 2011 IBM Corporation
  • 89. What sWhat’s New Work Order Tracking ?Overview  You can view more cost data for work orders and work packages. You can view internal and external labour costs and you can monitor whether actual costs exceed planned costs.  You can specify assigned owner groups.  You can view the current direct issue material status and the current storeroom material status for a work order. You can also view the material status for a work order package hierarchy and see when the status was last updated. You can use a new Update Material Status pushbutton to refresh the status update information and get an immediate result.  In Change Work Order Options, you can specify whether to ignore the availability of storeroom materials and direct issues for work orders.  You can allocate work to be carried out a repair facility.89 Draft 7 © 2011 IBM Corporation
  • 90. What sWhat’s New in Work Order Tracking?Overview  You can view more cost data for work orders and work packages. You can view internal and external labour costs and you can monitor whether actual costs exceed planned costs.90 Draft 7 © 2011 IBM Corporation
  • 91. What sWhat’s New in Work Order Tracking?Overview  You can specify assigned owner groups.Note: In previous versions, first an Owner Group is assigned a new record. Then, someone fromthat group assigns the owner or takes ownership. When either value is changed, the other valueis set to empty (cleared). The work order (or ticket) history shows ticket ownership going fromOwner to Owner Group or reverse. This was designed for queuing, where both the Owner andOwner Group together indicated the current ownership.Because many customers have owners that belong to multiple owner groups, they want toclearly represent the group ownership at all times, and to be able to track all ownership changes.Specifically, as the WO record (or ticket) changes owner, the owner group should be tracked.Note: A new attribute was added, “Assigned Owner Group”, that keeps track of the Owner Group Assigned Group ,value. It is updated with and keeps track of group information.The new “Assigned Owner Group” field is used to display the actual group ownership.The behavior of the current Owner and Owner Group fields remain unchanged, they continue tobe mutually exclusive.91 Draft 7 © 2011 IBM Corporation
  • 92. Assigned Owner Group – Screenshot ExampleNote: With the EAM installation, the Assigned Owner Group field is not exposed in the UI bydefault. However, when SRM or CCDMB is installed, then it is exposed to Ticket and WO-relatedapplications92 Draft 7 © 2011 IBM Corporation
  • 93. What sWhat’s New in Work Order Tracking?Overview  You can view the current direct issue material status and the current storeroom material status for a work order You can also view the material status for a work order package order. hierarchy and see when the status was last updated. You can use a new Update Material Status pushbutton to refresh the status update information and get an immediate result.93 Draft 7 © 2011 IBM Corporation
  • 94. What sWhat’s New in Work Order Tracking?Overview In Change Work Order Options, you can specify whether to ignore the availability of storeroom materials and direct issues for work orders94 Draft 7 © 2011 IBM Corporation
  • 95. Repair Facilities – Screen Shot Example Site for the Work Order and Asset Site where the work is done95 Draft 7 © 2011 IBM Corporation
  • 96. System Admin andInterface Enhancements © 2011 IBM Corporation
  • 97. What s What’s New for System Admin and Interfacing?Overview Web Service Interactions – A Maximo User Interface to provide users with an easier way to communicate between different software applications. Provided in addition to the Maximo Integration Framework. Automation Scripting – An added ability to rapidly extend Maximo applications Migration Manger - Improved usability of the Migration Manager application97 Draft 7 © 2011 IBM Corporation
  • 98. Web ServicesWhat’s New?  Web Service Interactions – A Maximo User Interface to provide users with an easier way to p y to communicate between different software applications. Provided in addition to the Maximo Integration Framework Added function in Tivoli’s Process Automation Engine fix pack 7116 Addresses gap in integration framework –Limited ability to consume web services in an application context Two new applications: –Create Interactions –Interactions Supports only WSDL 1.1 based Web services98 Draft 7 © 2011 IBM Corporation
  • 99. Interactions application flow99 Draft 7 © 2011 IBM Corporation
  • 100. What sWhat’s New in Web Services?Points to Note about Web services Interactions and traditional MEA Web service Interactions do not replace MEA-based integrations  Web service integrations are not used for data loading (such as batch or queue- based) or any f b d) form of b lk d t processing f bulk data i  Web service Interactions are meant for UI-driven integrations  Web service Interactions are meant for scenarios where costly synchronization y y with full MEA capabilities is not required100 Draft 7 © 2011 IBM Corporation
  • 101. Automation ScriptingWhat’s New? Ability to rapidly extend packaged applications Typical user challenges – Limited to no Java skills; avoid Java-based development ; p – Reduce system downtime across the product environments Primary customization areas –B i Business object extensions bj i – Field validations – Workflow / Escalation actions Driven by customer and exploiter requirements – Maximo Advisory Council – IBM Service Management product family101 Draft 7 © 2010 IBM Corporation
  • 102. What is a script? Short pieces of code Simplified programming model Usually used to glue or extend applications Usually interpreted (vs. compiled Java or C/C++) Example: if purchaseprice>=100.0: vendor_required=True else: vendor_required=False replacecost=purchaseprice/2102 Draft 7 © 2010 IBM Corporation
  • 103. Why scripting? Java skills considered onerous Java customizations increase IT costs –JJava/JEE developers /JEE d l – API knowledge/compatibility – Performance/functionality issues – Build process for WAR, EAR, JAR files – Server shutdown / re-starts Scripting promotes simplified programming model Scripting is completely dynamic (no server re-starts) Maximo Advisory Council feedback – Embed scripting capability in Maximo Tivoli Service Management driven requirements – Automation workflows and actions for provisioning, management, de- provisioning103 Draft 7 © 2010 IBM Corporation
  • 104. Automation Scripts application  Go To->System Configuration->Platform Configuration->Automation Scripts g p  Security Group MAXADMIN granted access to the application out of the box  Standard power application with four tabs Sta da d po e app cat o t ou – List – Automation Script – V i bl Variables – Launch Points104 Draft 7 © 2010 IBM Corporation
  • 105. TerminologyDraft105 7 © 2010 IBM Corporation
  • 106. TPAE definition and usage adviceDefinition of TPAE Tivolis process automation engine is a component that p p g p provides the core functionality for IBMs Tivoli Integrated Service Management and Maximo products. It has a common installer and contains these capabilities: User interface framework Business objects framework Configuration tooling A core set of applications that support administration, system configuration, integration, and work flow. Add-on technologies, such as Web Replay and Tivoli Integration Composer, that grow over time Source: https://w3.tap.ibm.com/w3ki/display/Tpae/Tpae%20Definition%20and%20Terminology%20Usage106 Draft 7 © 2010 IBM Corporation
  • 107. TPAE definition and usage adviceUsage Use Tivolis process automation engine in material that introduces the concept, such as marketing information, introductory topics, and the system info dialog. Note the use of possessive for Tivoli, which does not imply a branded p py product or component. p Do not use "Tivoli process automation engine". It is not approved by Tivoli Branding. Use process automation engine in all customer-facing information and product UIs (installer, messages, and so on.) instead of "Tivoli base services," which is not a valid term. Do not imply that the process automation engine is a product. product Use lowercase on process automation engine except in situations that normally call for initial capitals (such as a menu selection). Do not use any of these terms in current releases (past releases do not require changes): – Tpae – TPAE – MBS – Base Services – base services – Tivoli Base Services – Maximo Base Services – Tivoli process automation engine Never abbreviate Tivoli because it is a registered trademark of IBM. Where space is an issue, for example, in table columns, you may use "Tivolis PAE" or "PAE." However, avoid abbreviations unless there is no other alternative.107 Draft 7 © 2010 IBM Corporation
  • 108. Upgrading to Maximo 7.5 © 2010 IBM Corporation
  • 109. Supported upgrade scenarios109 Draft 7 © 2011 IBM Corporation
  • 110. Industry solution and add-on product version prerequisites110 Draft 7 © 2011 IBM Corporation
  • 111. Please note:  IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal at IBM’s sole discretion. Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a purchasing decision.  The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be incorporated into any contract. The development, release, and timing of any future features or functionality described for our products remains , g y y p at our sole discretion.111 Draft 7 © 2010 IBM Corporation
  • 112. Backup Slides © 2010 IBM Corporation
  • 113. Reporting © 2010 IBM Corporation
  • 114. What sWhat’s New in Reporting?Overview  BIRT Reporting and Cognos Support  Give the User the ability to copy an Ad Hoc Report and Edit it (add/delete fields) as needed.  Implement Report Schedule Limits by Security Group  Direct Print with Attachments property added in V6. Equivalent Property value added for BIRT in V7.  Enable localization of Report Object Structures (ROS) Values - Cognos Packages – as seen to the end user within Report Studio or Query Studio  Enable report emails to be sent via links instead of pdf xls attachments pdf, (new Report Viewer application)  Report Schedule Limits Report Administration Report  Enable Rich Text Formats to display in BIRT Reports  Enable direct launch to Cognos from applications  Additions/Deletions of Report Design files to provide continued value-add for clients (updated for 7.x application enhancements)114 Draft 7 © 2010 IBM Corporation
  • 115. Maximo Open Report Architecture p p V7 ReportingEmbedded Integration Integration Integration Integration Externalized BIRT Cognos Tivoli Business External Open Reporting 8 Common Objects XI Report Database (free) Integration Platform Reporting Enterprise (free) DB2115 Draft 7 © 2010 IBM Corporation
  • 116. Maximo 7.5Application Enhancements © 2010 IBM Corporation
  • 117. What’s New in C a o Accounts? a s e Chart of ccou sOverview You can create general ledger account structures that are specific to organizations in your enterprise. You can specify active dates and expiration dates for general ledger accounts, so that they can be used within a set period only only.117 Draft 7 © 2010 IBM Corporation
  • 118. Enhancements to Help What’s New?  The overall objective toward the enhancements to Help is to allow the user to accomplish their work while staying in the product Feature Benefit Technical T h i l content of the t t f th Permits better access to a more complete P it b tt t l t product is now in one library of information. information center and installed on the customer network A single search for all All help for all Service Management products products available in one place!118 Draft 7 © 2010 IBM Corporation
  • 119. GL Account Structure – Screen Shot Example • You can create general ledger account structures that are specific to p organizations in your enterprise. Note: This replaces the GL Account Configuration function previously found in the Database Configuration Application119 Draft 7 © 2010 IBM Corporation
  • 120. Chart of Accounts Expiration Dates – Screen Shot Example • You can specify active dates and expiration dates for general ledger accounts, so that they can be used within a set period only.120 Draft 7 © 2010 IBM Corporation
  • 121. What’s New in Database Co gu a o a s e a abase Configuration?Overview You can now specify up to 27 different tax types121 Draft 7 © 2010 IBM Corporation
  • 122. Database Configuration – Additional Tax Types Note: A tax type corresponds to a kind of tax, for example, to a city sales tax. Previously only 5 different tax types could be specified as shown in this view of Maximo 7.1122 Draft 7 © 2010 IBM Corporation
  • 123. Additional Tax Types – Screen Shot Example • Update Tax Data is used to create the configuration changes to the database • The Add Tax Options is used to add new tax types.123 Draft 7 © 2010 IBM Corporation
  • 124. Additional Tax Types – Screen Shot Example This is the add/modify tax type option -  The number of Tax Types is changed here124 Draft 7 © 2010 IBM Corporation
  • 125. Additional Tax Type – Screen Shot Example  After applying the configuration changes in DB Admin Mode, the Update Tax Data option, will update the database tables with the changes.  The new Tax Type will be added to the Tax Options screen in Organizations.125 Draft 7 © 2010 IBM Corporation
  • 126. Organizations - Multiple Shipping Addresses You can enter multiple shipping addresses and multiple billing addresses for sites in an organization, and specify which addresses are used by default for each site. During the purchasing and shipping processes, you can easily filter addresses by their shipping or billing attributes attributes. New Table to allow multiple billing addresses 126 Draft 7 © 2010 IBM Corporation
  • 127. Organizations – Default Stock Type You can specify the default stock category that applies to item records. New Default field for stock type 127 Draft 7 © 2010 IBM Corporation
  • 128. Organizations – Allow Receipts and Invoices option The Allow Receipts and Invoices option is added to PO Options. The default for this option is that the Allow Receipts and Invoices check box in the Revise PO window in the Purchase Orders application is selected. When selected, receipts and invoices are processed while the purchase order is being revised 128 Draft 7 © 2010 IBM Corporation
  • 129. Organizations – Allow Cost and Tax Adjustments The Allow Cost and Tax Adjustments option is added to PO Options. If you select this option, you can modify the unit cost, the line cost, and the tax cost for purchase order line items during PO revision. 129 Draft 7 © 2010 IBM Corporation
  • 130. Organizations – Purchase Options – Tax OptionsIn Purchasing Options > Tax Options, you can specify the order in which tax codes are used. The order in which tax codes are used to calculate the amount of tax that is due 130 Draft 7 © 2010 IBM Corporation
  • 131. Organizations – Purchase Options – Invoice Options - 1In Purchasing Options > Invoice Options, you can specify whether you want the financial period validated each time that an invoice is saved. Clear this option if you want the financial period validated when the invoice is approved. 131 Draft 7 © 2010 IBM Corporation
  • 132. Organizations – Purchase Options – Invoice Options - 2In Purchasing Options > Invoice Options, you can specify whether you want the G/L Posting Date field to be updated with the date in the Invoice Date field. 132 Draft 7 © 2010 IBM Corporation
  • 133. Organizations – Purchase Options – Invoice Options - 3In Purchasing Options > Invoice Options, for consignment types of invoices, you can specify the maximum number of lines that can be included on the invoice for a specific vendor. 133 Draft 7 © 2010 IBM Corporation
  • 134. Organizations – Inventory Options – Transfer Options - 1In Inventory Options, Transfer Options are added. You can specify whether shipment records or purchase orders are required for transferring inventory items. Indicates whether a shipment record is required to transfer inventory items it Indicates whether a purchase order is required to transfer inventory items 134 Draft 7 © 2010 IBM Corporation
  • 135. Organizations – Inventory Defaults – Usage DocumentsIn Inventory Defaults, you can choose to automatically create usage documents for new reservations Need further explanation ??? 135 Draft 7 © 2010 IBM Corporation
  • 136. Organizations – Inventory Options – LIFO and FIFOIn Inventory Options > Inventory Costs, the LIFO Cost and FIFO Cost options are added. You can now specify LIFO or FIFO as the issue cost type for inventory items. 136 Draft 7 © 2010 IBM Corporation
  • 137. Organizations – Work Order Options – Ignore Item AvailabilityIn Work Order Options > Other Organization Options, you can specify whether to ignore the availability of storeroom materials and direct issues for work orders. You can apply this setting to organizations and to sites. Applies to Organizations 137 Draft 7 Applies to Sites © 2010 IBM Corporation