How to Hide Attributes And Sections In Maximo .

1. Click on Go To --> System Configuration --> Platform Configuration / Application Designer.

2. Select the application you want to hide fields i.e.

3. Next, once you open the application in application designer, Go to Select Action and select Add/Modify Signature Options.

4. At the bottom of the pop-up box click New Row.

5. In the option box, type a name like "ShowNever".

6. Uncheck the visible checkbox and then click OK.

7. Now, click on the section/field you want to hide.

8. Go to the properties of that field, go to the signature option and type the name of the option you just created in step 5.

9. Save the form and your field/section is now hidden.

10. Also, if you wish to show the field/section hide in above steps for some users then just go to the security groups and give grant access, for the corresponding application.

What are Reservation Type in Maximo?

In Maximo 7.5, planned material line on a work order allows the users to specify various inventory item reservations types: AUTOMATIC, HARD, SOFT

HARD Reservation is a time sensitive reservation. Hard reservation is based on a first in, first assigned basis. If a hard reservation comes in, the inventory then modified accordingly.

A soft reservation only ensures that items or tools are being reserved for the work order and this reservation type is not time sensitive.

Automatic processing type considers the required date specified on the work order

Below is a screen shot to show AUTOMATIC reservation type.

Note: Required Date has an asterisk which indicates a required field.

 

Back order is only done through automatic reservation type and where negative availability is not allowed. InvReservationResTypeUpdateCronTask Cron Task will try to update the the restype field on Inventory reservations from APSOFT to APHARD.

 

What is use of Update Database Option in Chart of Accounts?

In the Chart Of Accounts under the Select Action menu there is an Update Database option. This option is meant to be used after a modification has been made to a default GL Account or resource code.

 As an example say the Control Account of a storeroom was changed since this GL defaults into place as the credit or debit account one would have to use the Update Database options to push the changes through so the new GL can be used.

Here is an explanation of how the above 3 options work:

Overwrite Blank Accounts only?

Suppose you created an account code for the GL Account field of an existing item type. The GL Account field of the item is overwritten only where it is blank, but not where a GL account was entered.


Overwrite Accounts With Old Defaults?

Overwrites blank fields and GL account fields that have the previous GL account. Suppose an item type had a GL account code associated with it in Chart of Accounts. This code was inserted on item records that used the item type. On some records, the account code was changed.


Overwrite All Accounts:

Overwrites all relevant GL Account fields in Maximo records. Suppose an item type has a GL account code associated with it in Chart of Accounts. All blank GL Account fields for that item type and all existing GL Account fields for items of that type, including ones that were subsequently changed, are overwritten.

How to configure to display name in a PERSONID, USERID or LABORID field?

Example to have the Affected Person and Reported By fields displaying the PERSONID full name in the Create Service Request (CREATESR) application.

To have this configuration working, the administrator has to take the following steps:

Step1:
Log into Maximo as MAXADMIN
Go to - System Configuration - Platform Configuration - Database Configuration
Bring up the TICKET object
In the Relationship tab click New Row and add the following relationship:

Relationship à  REPORTEDBY
Where Clause à  personid=:reportedby
Child Object à  PERSON

Click New Row again and add the following relationship:

Relationship à AFFECTEDPERSON
Where Clause à personid=:affectedperson
Child Object à  PERSON

Save it.
Step2:
Go to - System Configuration - Platform Configuration - Application Designer
Access the CREATESR application

 2. 1 Click on the icon to add a textbox - drag and drop a textbox to the screen just below the Reported By field.
Highlight the newly added field;
Click on control properties - add the following:
Attribute -> REPORTEDBY.DISPLAYNAME

2.2 Click on the icon to add a textbox - drag and drop a textbox to the screen just below the Affected User field.
Highlight the newly added field

Click on control properties - add the following:
Attribute -> AFFECTEDPERSON.DISPLAYNAME
Save - sign out of Maximo - close browser - sign back into Maximo;
Open the Create Service Request app - Ensure that the changes display correctly.

How to Create Consignment Inventory

Before we move to how to create consignment inventory in maximo, one should Know

What is consignment Inventor

Consignment Inventory is inventory that is in the possession of the customer, but is still owned by

the supplier.

In other words, the supplier places some of his inventory in his customer’s possession (in their

store or warehouse) and allows them to sell or consume directly from his stock. The customer

purchases the inventory only after he has resold or consumed it.

* Consignment Inventory can be created for those items only which is marked as consignment items

in Inventory application

1. Navigate to Path goto

 Inventory  Inventory

2. Select the item for which you want to create “Consignment Inventory”. Example

3. Click on Select Action Menu and locate “View/Edit Consignment Details”.

Click on it

You will notice all filed are read-only accept Consignment, check the Consignment? 

Fill the Consignment Vendor and other details

Please note that the item must not be referenced on a PO / PR and have a reconciled current balance of zero in order to make this change.

Work order statuses

Work order statuses

The status of a work order indicates its position in the processing cycle. The status determines which actions can be performed on the work order. For example, if the work order is approved (APPR), then the tasks can start.

WAPPR

The work order is waiting for approval. WAPPR is the default status for records created in the Work Order Tracking, Changes, Releases, and Activities applications.

APPR

The work order is approved and the work can begin.

WSCH

The work order is waiting to be scheduled. WSCH is the default status for records created in the Preventive Maintenance application.

WMATL

Materials must arrive before the work can be performed.

WPCOND

The work can be performed only when the condition of the plant is suitable. For example, certain work might require the shutdown of the plant.

INPRG

The work is in progress. INPRG is the default status for work orders created in the Quick Reporting application.

COMP

The physical work is completed.

CLOSE

The work order is closed. Inventory reservations for items not used in the work order are removed and the work order is made into a history record.

CAN

The work is canceled. You cannot cancel a work order if the work has already been initiated or if actuals have already been reported.

Effects of changing work order statuses

Work orders can be controlled by a workflow or other process, which can lead to automatic status changes.

Child work orders can inherit status changes from their parent. Inheritance of status changes is controlled by the Inherit Status Changes check box.

The following table shows the effects of changing the status of a work order.

Status	Effects
APPR	The work plan items are reserved in the Inventory application and in cost and rate data. Rates can be changed in the Inventory application, the Labor application, or the Tools application. If the rates change, the work plan reflects the rates in effect when the work order was approved. You can no longer delete the work order.
CAN	·    Work orders that have not been initiated are canceled. Work orders that have no actuals reports are also canceled. Canceled work order become history records.
CLOSE	The work order is finalized. Inventory reservations for unused items on the work order are removed. The work order becomes a history record.
COMP	All physical work associated with a work order is finished. If you had planned to move or modify an asset on the work order, the move or modification occurs when the status is changed to COMP.
INPRG	Physical work on the work order is currently in progress.