What's New in Maximo Asset Management,
Version 7.5
© 2011 IBM Corporation
Overview
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© 2011 IBM Corporation
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
– Oracle
O l WebLogic
W bL i S
Server
 Supported Database Platforms
– DB2
– Oracle
– SQL Server
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Back to Index
© 2011 IBM Corporation
What’s New can be split into:
Usabilityy Enhancements
Application Enhancements
System Admin and Interface
Enhancements
4
© 2011 IBM Corporation
In more
o e deta
detail:
 User Interface
Enhancements
Usabilityy
Enhancements
 Performance
Improvements
 Planned Platform Updates
 Reporting
Application
Enhancements
System Admin and
Interface
Enhancements
5
 Detailed Functional
Improvements
 Migration
g
Manager
g
Enhancements
 Scripting (new)
 Web Service Interactions
© 2011 IBM Corporation
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
Application Enhancements
Asset
Management
Work
Management
Materials
Management
Purchasing
Locations
Job Plans
Item Master
Request for Quotation
• Repair Facilities
• Revisioning
Storerooms
Receiving
Asset
Routes
Inventory
g Inspections
p
Receiving
Asset Templates
Service Requests
•Inventory Usage
Shipment Receiving
Failure Codes
Work Order Tracking
Linear Assets
•Assignment Tab
• Visual Control
•Hard/Soft Reservations • Transfer via
Condition Monitoring
•Repair Facilities
Shipment
Purchase Orders
Meters
Safety
• Default Costing
• Revisioning
Meter Groups
Quick Reporting
Condition Codes
• Receipt Tolerance
Labor/Crafts
Stocked Tools
Desktop Requisitions
Tools
Service Items
•LIFO/FIFO Costing
• Consignment
Purchase Requisitions
•Invoices
• Invoice Reversals
Contract
Management
Purchase Contracts
Master Contracts
W
Warranty
t Contracts
C t t
Lease/Rental Contracts
Labor Rate Contracts
•Premium Pay Rates
Payment Schedules
Service
Management
Service Groups
SLA Management
g Management
g
Change
•Incidents
•Problems
•Changes
•Releases
Solutions
•Solutions
Preventive Maintenance
• PM Forecasting
Master PM
New or enhanced applications are
shown in white text
Assignment Manager
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© 2011 IBM Corporation
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
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 application
8
© 2011 IBM Corporation
Usability Enhancements
© 2011 IBM Corporation
What’ss New for Usability Enhancements?
What
Overview
 Updated Look and Feel
 Improved Table window refresh behavior
 Improved List Page behavior
 Enabled ‘heads down’ data entryy (asynchronous
( y
validation))
 Browser zoom enabled, users can zoom in (ctrl+) or zoom
out (ctrl-) of application screens
 Faster date/time look up (new calendar control)
c te t editor
ed to (ca
(can format
o at te
textt tthe
e way
ay tthey
ey want
a t to see it)
t)
 Rich-text
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© 2011 IBM Corporation
Updated Look and Feel
What’s New?
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 New skin and new logos!
© 2011 IBM Corporation
Table Window
What’s New?
• Improved Table window refresh behavior
When I save, focus remains
on the last table row that
was edited
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© 2010 IBM Corporation
List page
What’s New?
• Improved List Page window refresh behavior
When I save a record and go
back to the List
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
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© 2010 IBM Corporation
‘Heads down data entry’ (Asynchronous Validation)
What’s New?
 Enabled ‘heads down’ data entry (asynchronous validation)
Errors – requires a change
Warning – requires change or accept
Question – requires user feedback
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Smartfill
– requires user feedback
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I can enter data at my own
pace and address errors and
pace,
warnings when I want to
© 2010 IBM Corporation
Browser Zoom Enabled
What’s New?
 Users can zoom in (ctrl+) or zoom out (ctrl-) of application screens (or ctrl 0 to
return
t
to
t standard
t d d view.
i
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© 2010 IBM Corporation
Faster Date Time Look Up
What’s New?
 Faster date/time look up (new calendar control)
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© 2010 IBM Corporation
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.
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© 2010 IBM Corporation
Rich-text editor - Displays in reports
Enabled Rich Text
Formats to display in BIRT
Reports
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© 2010 IBM Corporation
Application Export/Import
What’s New?
 Application Export/Import can be configured through the UI
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)
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© 2010 IBM Corporation
Application Export/Import – Screen Shot Example
Export/Import
p
p toolbar buttons
•Added through Object structures
•Controlled through Security
•Imported data is validated through
business logic
•Able to run in Preview mode
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© 2010 IBM Corporation
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
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© 2010 IBM Corporation
Search with highlighting
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© 2010 IBM Corporation
Maximo
a
o 7.5
5 Planned
a ed Platform
a o Upda
Updates
es
Updated:
Deprecated:
 Operating Systems
– AIX 7.1
– RHEL 6
 Operating Systems
– AIX 5.3
– RHEL 3
– RHEL 4
– SLES 9
– All Linux 32 bits flavors
 Database
– DB2 9.7
– DB2 9.8
 Application Servers
– Websphere Server 7
– Weblogic
g Server 10.3
 LDAP
– Tivoli Directory Server 6.3
– Windows Server AD 2008 R2
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 Database
– DB2 8.2
– DB2 9.1
 Application Servers
– WebSphere 6.1
© 2010 IBM Corporation
Maximo 7.5
Application Enhancements
© 2010 IBM Corporation
What's New in Maximo Asset Management, Version 7.5
Application 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)
 Organizations
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© 2010 IBM Corporation
What’s New in Assets?
Overview
 In Assets, yyou can view outstanding
g work and Ticket information on a separate
p
tab. Pressing the View Detail button gives more information.
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© 2010 IBM Corporation
What’ss New in Inventory?
What
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.
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.
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© 2011 IBM Corporation
Inventory
e o y - Hard
ada
and
d So
Soft Reservations
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
i
issue
att any titime th
thatt it is
i needed.
d d
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© 2011 IBM Corporation
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.
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© 2011 IBM Corporation
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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© 2011 IBM Corporation
Inventory - Improvements to Consignment Functionality
What’s New?
 In View/Edit Consignment
g
Details,, you
y can specify
p
y consignment
g
items in inventory
y stock and
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
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 them
them.
 This functionality allows you to create an
g
items yyou have
invoice for the consignment
consumed
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© 2011 IBM Corporation
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.
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© 2011 IBM Corporation
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.
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© 2011 IBM Corporation
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
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 goods
remain as assets to the company.
A company that uses the LIFO costing method sells the most expensive (newest)
inventory stock first
first. As profits are decreased,
decreased the company benefits from a lower
rate of tax.
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© 2011 IBM Corporation
Inventory - LIFO and FIFO Inventory Costing Methods – Screen Shot Example
•Setting Cost Methods at Site Level
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© 2011 IBM Corporation
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.
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© 2011 IBM Corporation
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.
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© 2011 IBM Corporation
Inventory Usage (New application) – Screen Shot Example
• Offers greater functionality – including Staging and Shipping
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© 2011 IBM Corporation
What’s
a s New
e in Invoices?
o ces
Overview
Y
You can create
t an invoice
i
i with
ith purchase
h
order
d sites
it th
thatt are diff
differentt from
f
the
th site
it from
f
which the invoice is generated. The invoice must be associated with the same organization
as the purchase order sites.
g
p
payment
y
invoices can be g
generated,, either manually
y or automatically,
y, for
 Consignment
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,
q
for q
quotations,, yyou can view these records. The View Related Records option
p
and requests
provides you with a comprehensive look at all of the data that is related to invoices.
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© 2011 IBM Corporation
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.
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© 2011 IBM Corporation
Consignment Invoices
What’s New?
 Consignment payment invoices can be generated
generated, either manually or automatically
automatically, for
financial transactions that occur when consignment items are consumed from a storeroom.
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© 2011 IBM Corporation
Reverse Invoices
What’s New?
 Wh
When an original
i i l iinvoice
i contains
t i errors, such
h as unit
it costt mistakes,
i t k
you can replace
l
th
the
original invoice by reversing it. The replacement for the original invoice contains the updated
information.
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© 2011 IBM Corporation
Reverse Invoices – Screen Shot Example
 This
Thi function
f
ti creates
t a new Reversal
R
l IInvoice
i using
i th
the d
details
t il ffrom th
the original
i i l iinvoice
i
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© 2011 IBM Corporation
Reverse Invoices – Screen Shot Example
 The new invoice is of type REVINVOICE and contains minus values in the Invoice Lines
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© 2011 IBM Corporation
Reverse Invoices – Screen Shot Example
 Original Invoice references new Invoice and is set at a status of REVERSED
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© 2011 IBM Corporation
Viewing non invoiced lines option
What’s New?
Y
You can view
i
lilines ffor services
i
or ititems received
i d th
thatt are nott iinvoiced,
i d and
d view
i
lilines th
thatt
are invoiced. You can add lines to an invoice for services or items received that are not
invoiced.
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© 2011 IBM Corporation
Default Table Data
What’s New?
 The
Th D
Default
f lt T
Table
bl D
Data
t area iis added
dd d tto th
the IInvoice
i Li
Lines ttab.
b
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© 2011 IBM Corporation
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.
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© 2011 IBM Corporation
What’ss New in Item Master?
What
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.
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© 2011 IBM Corporation
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.
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© 2011 IBM Corporation
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.
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© 2011 IBM Corporation
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 details
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© 2011 IBM Corporation
Receipt Tolerance
What’s New?
 You can specify the percentage of items that can be
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.
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© 2011 IBM Corporation
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,
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PO
Line Receipt Detail
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© 2011 IBM Corporation
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.
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© 2011 IBM Corporation
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.
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© 2011 IBM Corporation
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
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© 2011 IBM Corporation
What’s
a s New
e in Co
Contracts?
ac s
Overview
 You can view and specify premium pay rate codes in labour rate contracts records.
This new table shows the related pay codes
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© 2011 IBM Corporation
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
g Options
p
> Invoice Options,
p
, you
y can specify
p
y whether you
y want the financial
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.
 IIn Purchasing
P
h i Options
O ti
> Invoice
I
i Options,
O ti
f consignment
for
i
t types
t
off invoices,
i
i
you can specify
if
the maximum number of lines that can be included on the invoice for a specific vendor.
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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
orders. You can apply this setting
to organizations and to sites.
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© 2011 IBM Corporation
What’ss New in People?
What
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 and the storeroom
site,
storeroom.
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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.
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© 2011 IBM Corporation
What’ss New in Preventive Maintenance?
What
Overview
 You can generate forecasts for preventive maintenance records.
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
maintenance
i t
records.
d .
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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.
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Preventative Maintenance – Owner Groups
What’s New?
Y
You can ttrackk owner groups by
b specifying
if i assigned
i
d owner groups iin preventive
ti
maintenance records
The person or group who will be responsible for the work order generated from this PM.
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What’ss New in Purchase Orders?
What
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 You can then approve the purchase order.
contract.
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 you have
h
records
d th
thatt are associated
i t d with
ith purchase
h
orders,
d
such
h as iinvoices,
i
contracts,
t t and
d requests
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.
item If the check box is selected,
selected the item cannot be included on an invoice
invoice.
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Purchase Orders - Revisioning
What’s New?
Y
You can revise
i purchase
h
orders.
d
E
Each
h titime th
thatt you create
t a purchase
h
order,
d a revision
i i
number is generated, starting with 0. When you revise a purchase order, the purchase order
number does not change.
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Purchase Orders – Removal of Change Option
What’s New?
R
Removed
d th
the Create
C t Change
Ch
O
Orders
d
option.
ti
Th
The C
Create
t Ch
Change O
Orders
d
option
ti was
replaced by the Revise PO option, available from the Select Action menu.
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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
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.
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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
contract. You can then approve the purchase order
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.
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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 due
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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
quotations, you can view these records
records. The View Related Records option
provides you with a comprehensive look at all of the data that are related to purchase orders
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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
item. If the check box is selected
selected, the item cannot be included on an
invoice.
Indicates whether the transaction was created for a consignment item
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What’ss New in Purchase Requisitions?
What
Overview
 You can view related records for p
purchase requisitions
q
that are associated with records such
as invoices, contracts, and requests for quotations.
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What’ss New in Receiving?
What
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.
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Receiving – Void Receipts
What’s New?
 You can void receipts
p for transactions that occurred in error.
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Receiving
ece
g – Return
eu o
of Rotating
o a g Assets
sse s
What’s New?
 You can return rotating assets and direct-issue items to vendors
vendors.
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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.
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Receiving
ece
g – Viewing
e
g Related
e a ed Records
eco ds
What’s New?
 If you have records that are associated with receipts
receipts, such as invoices
invoices, contracts
contracts, and
requests for quotations, you can view the related records.
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What’ss New in Request for Quotations?
What
Overview
 A quotation from a vendor shows in the currency of the vendor
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.
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What’ss New in Shipment ?
What
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.
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Shipment
S
p e - A New
e Application
pp ca o
What’s New?
 Shi
Shipmentt Receiving
R
i i (N
(New)) Th
The Shi
Shipmentt R
Receiving
i i application
li ti iis added
dd d tto th
the IInventory
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
p
receipt
p records to acknowledge
g the receipt
p of transferred items and
update inventory balances at the destination storeroom.
.
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Shipment
S
p e - C
Creating
ea g a S
Shipment
p e Receipt
ece p
What’s New?
 You can create shipment
p
receipt
p records to log
g the receipt
p of transferred inventory
y items at
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.
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Shipment
S
p e -C
Creating
ea g a S
Shipment
p e Record
eco d – Sc
Screen
ee Example
a pe1
Create a Shipment record in Inventory Usage and set status to Staged or Shipped
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Shipment
S
p e –S
Shipment
p e Receipt
ece p – Sc
Screen
ee Example
a pe2
In Shipping Receiving – Receive the shipped items
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Shipment
S
p e – Receiving
ece
ga
and
d adjus
adjusting
g ba
balance
a ce o
of items
e s
What’s New?
 You can monitor the balance of items received and adjust the totals and status in inventory
usage records.
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Shipment
S
p e What’s New?
 You can specify
p
y that an
inspection is required upon
receipt of inventory items and
give an inspection status to
shipment
p
item records.
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Shipment
S
p e Receiving
ece
g - Voiding
o d g a sshipment
p e receipt
ece p
What’s New?
 You can void shipment receipt records.
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What’ss New Work Order Tracking ?
What
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.
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What’ss New in Work Order Tracking?
What
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.
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What’ss New in Work Order Tracking?
What
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
Assigned Owner Group”,
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
be mutually exclusive.
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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
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What’ss New in Work Order Tracking?
What
Overview
 You can view the current direct issue material status and the current storeroom material
status for a work order
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.
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What’ss New in Work Order Tracking?
What
Overview
 In Change Work Order Options, you can specify whether to ignore the availability of
storeroom materials and direct issues for work orders
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Repair Facilities – Screen Shot Example
Site for the Work
Order and Asset
Site where the
work is done
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System Admin and
Interface Enhancements
© 2011 IBM Corporation
What’ss New for System Admin and Interfacing?
What
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 application
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Web Services
What’s New?
 Web Service Interactions – A Maximo User Interface to p
provide users with an easier way
y to
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 services
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Interactions application flow
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What’ss New in Web Services?
What
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 queueb
based)
d) or any fform off b
bulk
lk d
data
t processing
i
 Web service Interactions are meant for UI-driven integrations
y
 Web service Interactions are meant for scenarios where costlyy synchronization
with full MEA capabilities is not required
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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 areas
– Business
B i
object
bj
extensions
i
– Field validations
– Workflow / Escalation actions
 Driven by customer and exploiter requirements
– Maximo Advisory Council
– IBM Service Management product family
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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/2
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Why scripting?
 Java skills considered onerous
 Java customizations increase IT costs
– Java/JEE
J
/JEE developers
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, deprovisioning
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Automation Scripts application
 Go To->System Configuration->Platform
Configuration->Automation
g
Scripts
p
 Security Group MAXADMIN granted
access to the application out of the box
 Sta
Standard
da d power
po e application
app cat o with
t four
ou tabs
– List
– Automation Script
– Variables
V i bl
– Launch Points
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Terminology
Draft 7
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TPAE definition and usage advice
Definition of TPAE
 Tivoli's p
process automation engine
g
is a component
p
that p
provides the core
functionality for IBM's 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%20Usage
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TPAE definition and usage advice
Usage
 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
p y a branded p
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 "Tivoli's PAE" or "PAE." However, avoid abbreviations unless
there is no other alternative.
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Upgrading to Maximo 7.5
© 2010 IBM Corporation
Supported upgrade scenarios
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Industry solution and add-on product version prerequisites
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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
g of anyy future features or functionalityy described for our products
p
remains
at our sole discretion.
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Backup Slides
© 2010 IBM Corporation
Reporting
© 2010 IBM Corporation
What’ss New in Reporting?
What
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
pdf, xls attachments
 Enable report emails to be sent via links instead of 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)
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Maximo Open
p Report
p Architecture
V7 Reporting
Embedded
Integration
BIRT
Cognos
Reporting 8
(free)
Integration
Tivoli
Common
Reporting
Integration
Business
Objects XI
Enterprise
Integration
Externalized
External
Report
Integration
Open
Database
Platform
(free)
DB2
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Maximo 7.5
Application Enhancements
© 2010 IBM Corporation
What’s
a s New
e in C
Chart
a o
of Accounts?
ccou s
Overview
 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.
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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
118
Feature
Benefit
Technical
T
h i l content
t t off the
th
product is now in one
information center and
installed on the customer
network
Permits
P
it better
b tt access to
t a more complete
l t
library of information.
A single search for all
products
All help for all Service Management products
available in one place!
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GL Account Structure – Screen Shot Example
• You can create general
ledger account structures
p
to
that are specific
organizations in your
enterprise.
Note: This replaces the GL Account Configuration function previously found in the
Database Configuration Application
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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.
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What’s
a s New
e in Database
a abase Co
Configuration?
gu a o
Overview
 You can now specify up to 27 different tax types
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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
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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.
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Additional Tax Types – Screen Shot Example
This is the add/modify tax type option -
 The number of Tax Types is changed here
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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.
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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
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Organizations – Default Stock Type
 You can specify the default stock category that applies to item records.
New Default
field for stock
type
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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
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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.
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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
are used to calculate the
amount of tax that is due
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Organizations – Purchase Options – Invoice Options - 1
In 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.
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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.
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Organizations – Purchase Options – Invoice Options - 3
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.
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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 whether
a shipment record
is required to
transfer inventory
it
items
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Indicates whether
a purchase order is
required to transfer
inventory items
© 2010 IBM Corporation
Organizations – Inventory Defaults – Usage Documents
In Inventory Defaults, you can choose to automatically create usage documents for
new reservations
Need further
explanation ???
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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.
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Organizations – Work Order Options – Ignore Item Availability
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 to
organizations and to sites.
Applies to Organizations
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Applies to Sites
© 2010 IBM Corporation