Purchasing Using Maximo 6

Course Overview

Purchasing Using IBM Maximo 6 provides comprehensive instruction in all of the IBM Maximo purchasing functions. This course and the MXES InventoryInventory Management Using IBM Maximo 6 (for EAM) course (MED0139) constitute a full materials management curriculum. In this course, students will gain a detailed working knowledge of the purchasing process in IBM Maximo 6, ranging from basic purchase requisitions through price agreements and currency conversion. Intensive use of hands-on exercises using a fully populated IBM Maximo 6 installation provides students with extensive practice.

Audience

The goal of the course is to provide competency in the complete set of purchasing functions in IBM Maximo 6.

Target Audience includes:

• Purchasing agents and/or buyers
• Accounts payable personnel
• Receiving personnel

Skills Gained

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 usrms and conditions;
• create and process purchase requisitions;
• create and process purchase orders;
• determine reorder points;
• create and submit a request for quotation;
• receive materials and services; and
• create and process invoices.

Prerequisites

Working knowledge of the Microsoft Windows operating system

Course Outline

This course contains the following topics:

• An 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 PR, changing the PR status, approving a PR
• Creating an RFQ; methods for creating RFQs; Quotation Lines; changing the RFQ status; recording and awarding vendor quotations
• Creating a 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