This document provides guidance on using the Material Requisition (MR) module in Maximo. It describes the key screens and functions for raising an MR, including entering item details, saving the record, and printing the MATREQ2 document. It also explains the toolbars, status bars, and how to contact the Maximo team for assistance.

1. Welcome
To Maximo
MATERIAL
REQUISITION
Maximo Release 6.2

2. Material RequisitionMaterial Requisition
Volume 1, Revision 4Volume 1, Revision 4
1  The Geography Of Material Request Screen
2  What Is A Materials Requisition ( MR )?
3  What Is Authorised Issue Documents ?
4  Signature Of Approval Authority ?
5  How Do I Raised Material Request MR?
6  How Do I Run Print a MATREQ 2 Document?
7  The Tool Bars Icon Description?
8 The Status Bars Icon Description?
8  How Do I Contact The Maximo Team ?
Inside This GuideInside This Guide
Maximo Release 6.2

3. Authorised Issue Documents ?
Title
Bar
Navigation
Bar
Tool
bar
Data
Area
Maximo
Tabs
Field
Details
Button
1. The Geography Of Material Request Screen
Maximo Release 6.2
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4. MR
WAPPR
MR
APPR
MR
WAPPR
MR
CLOSE
MR Module
MR Application
Available from
Own Store?
Available from
Own Store?
MR
Application
Available from
Other Store?
Available from
Other Store?
MR
Application
Issue & Transfer
Application
MR
Application
PR
Application
Y
Y
N
N
2. Business Process (Raising an MR)
Originator, Create MR & Status
Should Be APPRS
Available , Enter Own Site Store Room
Not Available, Check Other Site Store
Room
Available , Enter Own Site Store Room
Add Item To Own Site Store Room
( Warehouse Personnel To arrange for
Transfer )
Not Available > Raise PR
Not Available > Complete MR
( Negative Availablity )
( Refer To PR Procedure )
Section Head Review MR details &
Changes Status To APPR ..
Technician Print MR Hard Copy Take
Authorised Signature &Forward
Approved MR Hard Copy to Respective
Store in charge for Issuing the Required
Materials.
Warehouse Section Review MR details
& Change Status to CLOSE ..
Warehouse personnel have To Carryout
Transaction details
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5. Maximo Release 6.2
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4. What Is Authorised Issue Documents ?
Note:
The Only Source Documents To Authorize The Issue Of Materials Is System
Generated, Issue / Return Vouchers ( MATREQ For Work Orders ) &
( MATREQ2 For Materials Requisition )
 MR. ( MATREQ2 ) is raised to initiate the process of obtaining items from the
Store room for Non – Work Order Related Request Only.
3. What Is A Materials Requisition ( MR )?
The Issue Process Involves The Creation Of An Issue Documents By The User’s
And The Subsequent Issue Of Materials By The Stores.
5. Approval Authority
 Check all the items you requested in material request and take Specimen
 Signature and date of Authorised Person Below on Vouchers ( MATREQ2
 Or MATREQ )

6. 6. How Do I Raised Material Request MR?
 From Material Request Module Click Go To
Open Material Request Application Click On Insert Record with Auto
Number Toolbar Icon System generate A Material Request Number.
 Enter Description ( Always Enter Short Description of 50 Characters And For
Additional Details Click detail button to enter a long description if needed.
 Enter the MR Type, Click the details button to select a value.
 Enter the Lead Craft, Click the details button to select a value.
 Enter the Priority, Click the details button to select a value.
 Enter the Required Date, Click the button to select date & time.
 Enter the Work Order if MR Type is Maintenance.
 Enter GL Account Number If MR Type is “Others” or “Stationery”.
Note :
Click Save Icon to save the record.
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7.  Click On the MR Lines Tab and Click New Row sub tab to Enter
Material Items No ,Quantity Required.
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Note :
Click Save Icon to save the record.
 Use Another Methods To Choose Item No, Click on the Item field detail
menu to choose one or more parts from the select value list spare parts
dialog box.

8. From the Tool bar at the top of any MAXIMO application, Click Selection Menu
Bar and select the “Run Report” When the “Reports” dialog box appears, click the
MATREQ2 to proceed to another dialogue box.
7. How Do I Run Print a MATREQ 2 Document?
When the Request dialog box appears, Enter the parameters required to run the
report, then click on “Submit”
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9. To Print the report, select print icon
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 Check all the items you requested in material request and take Specimen
Signature and date of Authorised Person Below on Vouchers
( MATREQ2 )

10. 8. THE TOOL BAR
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Toolbar
Button
 Insert a new record (only if this is the default option).
 Insert a new record with an auto number (only if this is
the default option).
 Save the current record.
 Clear the screen. This allows you to enter database search
criteria.
 Print the current screen.
 Details Reports.



 Route: Routes record in Workflow.
Go to the previous record.
Go to the next record.
Change Status: Displays the Change Status manually.
 KPI: Key Performance Indicator.
The Tool Bar Descriptions

11. Guide lines
Type of Field Description
Detail Menu Displays a menu of actions available for the field. Specific
choices vary by field.
After a long description entry is created, the button
changes color to indicate more information is available.
Select Value
Select Date Displays the Select Date screen. Click a date to return the
value to the Date field.
Long
Description
Provides room for entering more data than can fit in
a field.
Displays a screen showing available values for the fields.
Select Value screens are often lists of records created in
other Applications.
9. THE STATUS BAR ICON

12. 10. How Do I Contact Maximo Team ?
Note:
Don’t Hesitate To Ask The Maximo Team.
 Send Your Queries To Maximo Team.
 Call Anytime To Solve Your Problem.
 Please Feel Free To Ask Any Doubt Or Any Of Your Maximo problem.
 Contact: 35434 Or 35320 and
 E.mail: OHE/PM Or OHE/PMA
See You Next Time………….
Prepared By Maximo Team
26/01-2010
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