Purchasing Using Maximo 6

days: 2     cost: $1100

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Course Description

Get comprehensive instruction in all the IBM Maximo purchasing functions. Gain detailed working knowledge of the purchasing process in IBM Maximo 6 ranging from basic purchase requisitions through price agreements and currency conversion. Get extensive practice through intensive use of hands-on exercises using a fully populated IBM Maximo 6 installation. This course and the Maximo Enterprise Suite (MXES) Inventory Management using IBM Maximo 6 course constitute a full materials management curriculum.

Who Will Benefit From This Course

This is an intermediate course for purchasing agents, buyers, accounts payable individuals, and receiving individuals who need to build competency in the complete set of purchasing functions in IBM Maximo 6.

Prerequisites

You should complete:

• Navigation and Querying in IBM Maximo 6
• or demonstrable working experience with IBM MAXIMO 5.x or greater

Skills Taught

After completing this course, you should be able to:

• Locate and enter information about vendors, manufacturers, and couriers
• Define how contracts are used in Maximo 6
• Create a term and use terms and conditions
• Formulate and process purchase requisitions
• Make and process purchase orders
• Determine reorder points
• Design and submit a request for quotation
• Receive materials and services
• Create and process invoices

Course Outline

• Overview of the relationship of purchasing to asset management in Maximo 6
• Using the Company Master application and the Companies application
• Defining how terms and conditions are used in Maximo 6
• Reordering items from internal and external vendors; clearing reorder locks
• Creating a Purchase Request (PR), changing the PR status, approving a PR
• Creating an Request for Quote (RFQ); methods for creating RFQs; quotation lines; changing the RFQ status; recording and awarding vendor quotations
• Creating a Purchase Order (PO) using the purchase orders application; approving a PO
• Receiving materials and services; approving receipts; transferring materials for receipt against an internal PO; recording the PO; closing the PO
• Entering an invoice; copying line items from material receipts, service receipts, or purchase orders; approving invoices

Purchasing Using Maximo 6

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