At a glance
Course description
NOTE: This is a live, instructor-led online course. Do not make arrangements to travel. See the Requirements section for the equipment required to participate in the lectures and hands-on labs. After you are confirmed in the class you will receive further instructions to access audio, video and remote labs. Instructor-led Online US courses start at 9:00 am Central time unless specified otherwise. Please enroll at least five business days prior to class start date to ensure course materials can be shipped in time.
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 (for Event Aggregation Module (EAM)) course constitute a full materials management curriculum.
Objectives
After completing this course, students 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 baster 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
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.
Required skills/knowledge
Working knowledge of the Microsoft Windows operating system
Recommended Courses - Navigation & Querying in IBM Maximo 6 or demonstrable working experience with IBM MAXIMO 5.x or greater.
To participate in both the lectures and labs for this course, the student workstation must meet the following hardware requirements:
- Minimum of 256 MB of memory
- Windows 2000 or XP
- Internet Explorer 5.5 or higher.
- 128-bit encryption
- Versions of Internet Explorer prior to version 6.0 and Windows 2000 must have the High Encryption Packs installed
- Minimum 30Kbps dedicated Internet bandwidth
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