What's New in Maximo 7

Overview

© 2011 IBM Corporation2 Draft 7

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– 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 reporting systemscustomer s reporting systems

Supported Application Servers– IBM WebSphere Server

O l W bL i S– Oracle WebLogic Server

Supported Database Platforms– DB2


– Oracle– SQL Server Back to Index

What’s New can be split into:

Usability Enhancementsy

Application Enhancements

System Admin and Interface Enhancements

© 2011 IBM Corporation4

In more detail:o e deta

Usability

User Interface Enhancements

Performance Improvements

yEnhancements Improvements

Planned Platform Updates

Reporting


Detailed Functional ImprovementsEnhancements Improvements

Migration Manager g gEnhancements

Scripting (new)

Web Service Interactions

System Admin and Interface

Enhancements


Usability Enhancements

Updated Look and Feel

Improved Table window refresh behavior

Improved List Page behavior

Enabled ‘heads down’ data entry (asynchronous validation) 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)



Asset Work Materials Purchasing Contract Service Management Management Management Purchasing

Locations• Repair FacilitiesAsset

Request for QuotationReceivingReceiving Inspections

Item MasterStoreroomsInventory

Job Plans• RevisioningRoutes

Management

Purchase ContractsMaster ContractsW t C t t

Management

Service GroupsSLA ManagementChange Management

Asset TemplatesFailure Codes Linear Assets• Visual ControlCondition Monitoring

g pShipment ReceivingPurchase Requisitions•Invoices• Invoice ReversalsPurchase Orders

•Inventory Usage•LIFO/FIFO Costing• Consignment• Transfer via Shipment

Service RequestsWork Order Tracking•Assignment Tab•Hard/Soft Reservations•Repair Facilities

Warranty ContractsLease/Rental ContractsLabor Rate Contracts•Premium Pay RatesPayment Schedules

g g•Incidents•Problems•Changes•Releases•Solutions

MetersMeter Groups

• Revisioning• Receipt ToleranceDesktop Requisitions

• Default CostingCondition CodesStocked ToolsService Items

SafetyQuick ReportingLabor/CraftsTools Preventive Maintenance

Solutions


• PM ForecastingMaster PMAssignment Manager

New or enhanced applications are shown in white text

System Admin and Interface EnhancementsEnhancements

Web Service Interactions – A Maximo User Interface to provide users with an easier way to communicate between different software applications Provided in addition to thedifferent software applications. Provided in addition to the Maximo Integration Framework.

Automation Scripting – An added ability to rapidly extend Maximo applicationsMaximo applications

Migration Manger - Improved usability of the Migration Manager application


Usability Enhancements


What’s New for Usability Enhancements?

Overview

What s New for Usability Enhancements?


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


Rich-text editor (can format text the way they want to see it)


c te t ed to (ca o at te t t e ay t ey a t to see t)

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What’s New? New skin and new logos!


Table Window

• Improved Table window refresh behaviorWhat’s New?

When I save, focus remains on the last table row that

was edited


List page

• Improved List Page window refresh behavior

What’s New?

When I save a record and go back to the List the result setback to the List, the result set is still in the state I left it until I hit refresh.

Records that have been touched are Italicized to indicate they have changed


‘Heads down data entry’ (Asynchronous Validation)

Enabled ‘heads down’ data entry (asynchronous validation)

What’s New?

I can enter data at my own pace and address errors and

Errors – requires a change


pace, and address errors and warnings when I want to

Warning – requires change or accept

Question – requires user feedback

Smartfill – requires user feedback

Browser Zoom Enabled

Users can zoom in (ctrl+) or zoom out (ctrl-) of application screens (or ctrl 0 to t t t d d i

What’s New?

return to standard view.


Faster Date Time Look Up


What’s New?



Rich-text editor.

• Rich-text editor (can format text the way they want to see it) in Long

What’s New?

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.


Rich-text editor - Displays in reports

Enabled Rich Text Formats to display in BIRT ReportsReports


Application Export/Import

What’s New?

Application Export/Import can be configured through the UI User can Application Export/Import can be configured through the UI. User can 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)


Application Export/Import – Screen Shot Example

Export/Import toolbar buttonsp p

•Added through Object structures

•Controlled through Security

•Imported data is validated through business logic

•Able to run in Preview mode


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 information


Search with highlighting


Maximo 7.5 Planned Platform Updatesa o 5 a ed a o Upda es

Operating Systems Operating Systems

Updated: Deprecated:Operating Systems

– AIX 7.1– RHEL 6

Database– DB2 9.7

Operating Systems– AIX 5.3– RHEL 3– RHEL 4– SLES 9– All Linux 32 bits flavors

– DB2 9.8

Application Servers– Websphere Server 7– Weblogic Server 10.3

Database– DB2 8.2– DB2 9.1

g

LDAP– Tivoli Directory Server 6.3– Windows Server AD 2008 R2

Application Servers– WebSphere 6.1


Maximo 7.5Maximo 7.5



What's New in Maximo Asset Management, Version 7.5

Assets People


Assets

Chart of Accounts

Database Configuration

People

Preventive Maintenance

Purchase Ordersg

Inventory

Inventory Usage (New)

Purchase Requisitions

Receiving

Invoices

Item Master

Job Plans

Request for Quotations

Shipping

Work Order Tracking Job Plans

Labour Rate Contracts

Organizations

Work Order Tracking

Linear Assets (Add-on Option)


What’s New in Assets?

Overview In Assets, you can view outstanding work and Ticket information on a separate y g ptab. Pressing the View Detail button gives more information.


What’s New in Inventory?

Overview

What s New in Inventory?

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 anenter consignment vendor details for inventory items and tools. You can also specify that an 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.


Inventory - Hard and Soft Reservationse o y a d a d So 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: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 i t ti th t it i d dissue at any time that it is needed.


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.

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)

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Inventory - Improvements to Consignment Functionality

In View/Edit Consignment Details, you can specify consignment items in inventory stock and

What’s New?

g , y p y g yenter consignment vendor details for inventory items and tools. You can also specify that an invoice is created when consignment items are consumed.

. Note: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 items are owned by external

vendors. •You can keep consignment items in your storeroom, and pay for those types of items when you use themwhen you use them.

This functionality allows you to create an invoice for the consignment items you have


g yconsumed

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


By Frequency Using a Cron task to generate the invoice

Manually - You generate an invoice manually.

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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.


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 applyvalue of your inventory stock based on actual receipt costs. The costing method that you apply 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 goodsas 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


inventory stock first. As profits are decreased, the company benefits from a lower rate of tax.

Inventory - LIFO and FIFO Inventory Costing Methods – Screen Shot Example


•Setting Cost Methods at Site Level

Inventory - LIFO and FIFO Inventory Costing Methods – Screen Shot Example

12

3

2

Each item in stock can be issued using a different costing method if required.


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.


Inventory Usage (New application) – Screen Shot Example

• Offers greater functionality – including Staging and Shipping


What’s New in Invoices?

OverviewY t i i ith h d it th t diff t f th it f

a s e o ces

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.

Consignment payment invoices can be generated, either manually or automatically, for g p y g , 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 informationinformation.

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 quotations, you can view these records. The View Related Records option


q q , y pprovides you with a comprehensive look at all of the data that is related to invoices.

39 Draft 7

Invoice lines from other Sites

You can create an invoice with purchase order sites that are different from the site from

What’s New?

which the invoice is generated. The invoice must be associated with the same organization as the purchase order sites.


Consignment Invoices

Consignment payment invoices can be generated either manually or automatically for

What’s New?

Consignment payment invoices can be generated, either manually or automatically, for financial transactions that occur when consignment items are consumed from a storeroom.


Reverse Invoices

Wh i i l i i t i h it t i t k l th

What’s New? 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.


Reverse Invoices – Screen Shot Example

Thi f ti t R l I i i th d t il f th i i l i i This function creates a new Reversal Invoice using the details from the original invoice



The new invoice is of type REVINVOICE and contains minus values in the Invoice Lines



Original Invoice references new Invoice and is set at a status of REVERSED


Viewing non invoiced lines option

Y i li f i it i d th t t i i d d i li th t

What’s New? 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.


Default Table Data

Th D f lt T bl D t i dd d t th I i Li t b

What’s New? The Default Table Data area is added to the Invoice Lines tab.


Viewing related records for Invoices

If you have records that are associated with invoices, such as purchase orders, contracts,

What’s New?

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.


What’s New in Item Master?

Overview

What s New in Item Master?

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 itemsand special order 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 inYou 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.


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.


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 Stock Category field had been removed from the Add Items to Storeroom screen and is now in the Item Organization Detail screen. Stock Type is therefore a true representation of stock category.

Making an Item part of a Consignment.

You can specify that selected items are part of the consignment inventory, and that they are paid for when they are consumed

What’s New?

they are consumed.


• When Adding Items to a Storeroom you can make the items part of a consignment and add consignment details

Receipt Tolerance You can specify the percentage of items that can be You can specify the percentage of items that can be

received over the amount ordered in the initial agreement.

What’s New?

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.


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,

PO Line Receipt Detail

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 amountaccept the upper tolerance quantity or cancel and return to enter the ordered amount.


Tax Exempt Items

You can specify items as tax-exempt.

What’s New?


Clicking this box will make the item tax exempt at Organization and Vendor Level.

What’s New in Job Plans?

Overview

You can track owner groups by specifying assigned owner groups in job plan recordsYou can track owner groups by specifying assigned owner groups in job plan records.

The person or person group who will be responsible for the work order created with this job plan


What’s New in Contracts?

Overview You can view and specify premium pay rate codes in labour rate contracts records.

a s e Co ac s

You can view and specify premium pay rate codes in labour rate contracts records.

© 2011 IBM Corporation58 Draft 7This new table shows the related pay codes

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 yperiod 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 h i O ti > I i O ti f i t t f i i if In 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.


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 settingavailability of storeroom materials and direct issues for work orders. You can apply this setting to organizations and to sites.


What’s New in People?

Overview

What s New in People?

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 and the storeroomsite, and the storeroom.


People

You can associate a person record with a commodity group, and you can edit commodity codes

What’s New?

codes.

You can specify details for a person-commodity association, such as the organization, the site, and the storeroom.


What’s New in Preventive Maintenance?

Overview You can generate forecasts for preventive maintenance records Forecasts are based on the

What s New in Preventive Maintenance?

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.

You can track owner groups by specifying assigned owner groups in preventive i t dmaintenance records. .


Preventative Maintenance – Forecasting

You can generate forecasts for preventive maintenance records. Forecasts are based on the

What’s New?

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.


Preventative Maintenance – Owner Groups

Y t k b if i i d i ti

What’s New?

You can track owner groups by specifying assigned owner groups in preventive maintenance records


The person or group who will be responsible for the work order generated from this PM.

What’s New in Purchase Orders?

Overview You can revise purchase orders. Each time that you create a purchase order, a revision number is

What s New in Purchase Orders?

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 You can then approve the purchase order You must have the appropriate security privileges tocontract. You can then approve the purchase order. You must have the 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.

You can specify the order in which tax codes are used to calculate the amount of tax that is due.

If h d th t i t d ith h d h i i t t d t 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 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


consignment item. If the check box is selected, the item cannot be included on an invoice.

66 Draft 7

Purchase Orders - Revisioning

Y i h d E h ti th t t h d i i

What’s New? 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.


Purchase Orders – Removal of Change Option

R d th C t Ch O d ti Th C t Ch O d ti

What’s New? Removed the Create Change Orders option. The Create Change Orders option was

replaced by the Revise PO option, available from the Select Action menu.


Purchase Orders – Allowing Receipts

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

What’s New?

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


APPR (Approved) status until the new revision of the purchase order is approved. If this check box 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.

Purchase Orders – Bypass the Validation of Revisions

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

What’s New?

associated contract. You can then approve the purchase order. You must have the 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.


Purchase Orders – Tax Codes

You can specify the order in which tax codes are used to calculate the amount of tax that is due

What’s New?

due.

The order in which tax codes are used to calculate the amount of tax that is due


Purchase Orders – View Related Records

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

What’s New?

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 are related to purchase orders


Purchase Orders – Consignment Items

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

What’s New?

item is a consignment item. If the check box is selected, the item cannot be included on an invoice.


Indicates whether the transaction was created for a consignment item

What’s New in Purchase Requisitions?

Overview You can view related records for purchase requisitions that are associated with records such

What s New in Purchase Requisitions?

p qas invoices, contracts, and requests for quotations.


What’s New in Receiving?

Overview

What s New in Receiving?

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.


Receiving – Void Receipts

You can void receipts for transactions that occurred in error.

What’s New?

p


Receiving – Return of Rotating Assetsece g e u o o a g sse s

You can return rotating assets and direct-issue items to vendors

What’s New?

You can return rotating assets and direct-issue items to vendors.


Receiving – Return Excess Materials and Services

You can choose to accept or to return materials or services that are received in excess of

What’s New?

the ordered quantity.


Receiving – Viewing Related Recordsece g e g e a ed eco ds

If you have records that are associated with receipts such as invoices contracts and

What’s New?

If you have records that are associated with receipts, such as invoices, contracts, and requests for quotations, you can view the related records.


What’s New in Request for Quotations?

Overview A quotation from a vendor shows in the currency of the vendor The cost of the quotation

What s New in Request for Quotations?

A quotation from a vendor shows in the currency of the vendor. The cost of the quotation 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.


What’s New in Shipment ?

Overview

What s New in Shipment ?

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 storeroomthe destination 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 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.


Shipment - A New ApplicationS p e e pp ca o

Shi t R i i (N ) Th Shi t R i i li ti i dd d t th I t

What’s New?

Shipment Receiving (New) The Shipment Receiving application is added to the Inventory 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 pupdate inventory balances at the destination storeroom..

Shipment - Creating a Shipment ReceiptS p e C ea g a S p e ece p

You can create shipment receipt records to log the receipt of transferred inventory items at

What’s New?

p p g p ythe destination storeroom.

Note: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.


Shipment - Creating a Shipment Record – Screen Example 1S p e C ea g a S p e eco d Sc ee a p e

Create a Shipment record in Inventory Usage and set status to Staged or ShippedCreate a Shipment record in Inventory Usage and set status to Staged or Shipped


Shipment – Shipment Receipt – Screen Example 2S p e S p e ece p Sc ee a p e

In Shipping Receiving – Receive the shipped items


Shipment – Receiving and adjusting balance of itemsS p e ece g a d adjus g ba a ce o e s

What’s New?

You can monitor the balance of items received and adjust the totals and status in inventory usage records.


Shipment -S p e

You can specify that an

What’s New?p y

inspection is required upon receipt of inventory items and give an inspection status to shipment item records. p


Shipment Receiving - Voiding a shipment receiptS p e ece g o d g a s p e ece p

What’s New?

You can void shipment receipt records.


What’s New Work Order Tracking ?

Overview

What s New Work Order Tracking ?

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.


What’s New in Work Order Tracking?

Overview

What s New in Work Order Tracking?

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.



Overview You can specify assigned owner groups.


Note: In previous versions, first an Owner Group is assigned a new record. Then, someone from that group assigns the owner or takes ownership. When either value is changed, the other value is set to empty (cleared). The work order (or ticket) history shows ticket ownership going from Owner to Owner Group or reverse. This was designed for queuing, where both the Owner and Owner Group together indicated the current ownership.

Because many customers have owners that belong to multiple owner groups, they want to clearly 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 GroupNote: A new attribute was added, Assigned Owner Group , that keeps track of the Owner 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 to


The behavior of the current Owner and Owner Group fields remain unchanged, they continue to be mutually exclusive.

Assigned Owner Group – Screenshot Example

Note: With the EAM installation, the Assigned Owner Group field is not exposed in the UI by default. However, when SRM or CCDMB is installed, then it is exposed to Ticket and WO-related applications



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


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.



Overview In Change Work Order Options, you can specify whether to ignore the availability of

storeroom materials and direct issues for work orders


storeroom materials and direct issues for work orders


Repair Facilities – Screen Shot Example

Site for the WorkSite for the Work Order and Asset

Site where the work is done


System Admin and Interface Enhancements


What’s New for System Admin and Interfacing?

Overview

What s New for System Admin and Interfacing?

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 applicationsAutomation Scripting An added ability to rapidly extend Maximo applications

Migration Manger - Improved usability of the Migration Manager application


Web Services

Web Service Interactions – A Maximo User Interface to provide users with an easier way to

What’s New?

p yto 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 services


Interactions application flow


What’s New in Web Services?

Points to Note about Web services Interactions and traditional MEA

What s New in Web Services?

Web service Interactions do not replace MEA-based integrations

Web service integrations are not used for data loading (such as batch or queue-b d) f f b lk d t ibased) or any form of bulk data processing

Web service Interactions are meant for UI-driven integrations

Web service Interactions are meant for scenarios where costly synchronization y ywith full MEA capabilities is not required


Automation Scripting

What’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 areasB i bj i– Business object extensions

– Field validations– Workflow / Escalation actions

Driven by customer and exploiter requirements– Maximo Advisory Council

IBM Service Management product family


– IBM Service Management product family

What is a script?

Short pieces of code

Simplified programming model

Usually used to glue or extend applications 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/2


Why scripting?

Java skills considered onerous

Java customizations increase IT costsJ /JEE d l– Java/JEE developers

– 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 feedbackEmbed scripting capability in Maximo– Embed scripting capability in Maximo

Tivoli Service Management driven requirements– Automation workflows and actions for provisioning, management, de-

provisioning


provisioning

Automation Scripts application

Go To->System Configuration->Platform Configuration->Automation Scriptsg p Security Group MAXADMIN granted

access to the application out of the box Standard power application with four tabsSta da d po e app cat o t ou tabs

– List– Automation Script

V i bl– Variables– Launch Points


TPAE definition and usage advice

Definition of TPAE

Tivoli's process automation engine is a component that provides the core p g p pfunctionality for IBM's Tivoli Integrated Service Management and Maximo products. It has a common installer and contains these capabilities:

User interface framework User interface framework

Business objects framework

Configuration toolingConfiguration 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%20Usage

TPAE definition and usage adviceUsage Use Tivoli's 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 product or component. p y p 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 Do not imply that the process automation engine is a 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

– TPAE – MBS – Base Services – base services

Tivoli 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 "Tivoli's PAE" or "PAE." However, avoid abbreviations unless


there is no other alternative.

Upgrading to Maximo 7.5


Supported upgrade scenarios


Industry solution and add-on product version prerequisites


Please note: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 pat our sole discretion.


Backup Slides


Reporting


What’s New in Reporting?

Overview

What s New in Reporting?

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 attachmentsEnable report emails to be sent via links instead of pdf, xls attachments(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)


Maximo Open Report Architecture

V7 Reporting

p p

Integration IntegrationIntegrationEmbedded ExternalizedIntegration

External Report

Integration

Open Database Platform

Business Objects XI Enterprise

BIRT

(free)

Tivoli Common

Reporting

Cognos Reporting 8

DB2(free)


Maximo 7.5Maximo 7.5



What’s New in Chart of Accounts?

Overview

a s e C a o ccou s

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 onlycan be used within a set period only.


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 BenefitT h i l t t f th P it b tt t l tTechnical content of the product is now in one information center and installed on the customer

Permits better access to a more complete library of information.

networkA single search for all products

All help for all Service Management products available in one place!


GL Account Structure – Screen Shot Example

• You can create general ledger account structures that are specific to porganizations in your enterprise.


Note: This replaces the GL Account Configuration function previously found in the Database Configuration Application

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.


What’s New in Database Configuration?

Overview

a s e a abase Co gu a o

You can now specify up to 27 different tax types


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 7.1


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.

Additional Tax Types – Screen Shot Example

This is the add/modify tax type option -


The number of Tax Types is changed here124 Draft 7

Additional Tax Type – Screen Shot ExampleAdditional 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.


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 attributestheir shipping or billing attributes.

New Table to allow multiple billing addresses


Organizations – Default Stock Type

You can specify the default stock category that applies to item records.

New DefaultNew Default field for stock type


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


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.


Organizations – Purchase Options – Tax Options

In Purchasing Options > Tax Options, you can specify the order in which tax codes are used.

The order in which tax codes


The order in which tax codes are used to calculate the amount of tax that is due

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.


Organizations – Purchase Options – Invoice Options - 2

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.


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.


Organizations – Inventory Options – Transfer Options - 1

In Inventory Options, Transfer Options are added. You can specify whether shipment records or purchase orders are required for transferring inventory items.

Indicates whetherIndicates whether a shipment record is required to transfer inventory it

Indicates whether a purchase order is required to transfer inventory items

items


inventory items

Organizations – Inventory Defaults – Usage Documents

In Inventory Defaults, you can choose to automatically create usage documents for new reservations

Need further explanation ???


Organizations – Inventory Options – LIFO and FIFO

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.


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

© 2010 IBM Corporation137 Draft 7Applies to Sites

What's New in Maximo 7

Documents

Transcript of What's New in Maximo 7