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© 2014 IBM Corporation
IBM Maximo Asset Management TrainingInventory Management
Bruno Portaluri
Maximo Technical Solution Architect
Last Update: 2014-11-12
© 2014 IBM Corporation2
Maximo terms and definitions
• An Asset is any equipment, machinery, or technology that your company owns or leases that you will be managing and maintaining using Maximo
• Examples:• Production - motors, pumps, winches, presses
• Facilities - plumbing, lighting, fire extinguishers
• Fleet - forklifts, trucks, buses, trains, aircraft
• Technology - computers, routers, hubs, servers
• Assets application let you build an asset hierarchy, which is an arrangement of assets, subassemblies, and spare parts that make up the asset.
© 2014 IBM Corporation3
Maximo terms and definitions
• Item: A type of asset, instrument, equipment or spare part.
• Tools: Specific types of Items that are used to maintain Assets. Tools are typically non-consumable items for which you charge an hourly rate for their use.
• Rotating Item/Tool: An Item/Tool that needs to be tracked individually.
© 2014 IBM Corporation4
Rotating and non-rotating assets
• Rotating assets are assets that are interchangeable, such as motors, pumps, fire extinguishers, or PC monitors.• Rotating assets have both a unique asset number and an
inventory item number. The item number lets you track assets as a group as they are moved in and out of inventory and other types of locations, while the asset number is useful to track individual instances of the asset as it is moved from one location to another and from one site to another.
• Non-rotating assets do not move in and out of storerooms.• A non-rotating asset has a unique asset number, but does not
have an item number because it is not tracked in inventory.
© 2014 IBM Corporation5
Inventory Management modules
• Inventory module allows to manage your inventory of spare parts
• Item Master
• Service Items
• Tools
• Stocked Tools
• Inventory
• Inventory Usage
• Shipment Receiving
• Condition Codes
• Storerooms
© 2014 IBM Corporation6
Manage Items and Inventory
Create Item Records
Inventory applications
Item Master
Storerooms
Service Items Tools
Inventory
Stocked ToolsInventory Usage
Issues and Transfers
© 2014 IBM Corporation7
Item Master application
When you create an item record, define the main attributes of the item (commodity code, order and issue units, rotating characteristic, meters, etc.).
You can also specify any alternate items that you can use in its place.
Item Master application allows to define items and rotating items that are stocked in your storerooms.
© 2014 IBM Corporation8
Inventory application
You can:
• monitor the storeroom balance of inventory items and tools
• track the condition of items and the cost of inventory stock
• reorder items when stock must be replenished
Inventory application allows to store information about all aspects of inventory materials
© 2014 IBM Corporation9
Storerooms application
You can• associate the general ledger accounts with each storeroom• define the lead time calculation for items in a storeroom• flag the storeroom to function as an internal supplier to other storerooms
Storerooms application allows to add and maintain information about storeroom locations
© 2014 IBM Corporation10
Inventory Usage application
Inventory usage records types are:• Issue of inventory items or tools by assigning them to a work order, to an asset, to an operating
location.• Transfer of inventory items or tools from one storeroom to another storeroom.
Inventory Usage application allows to create inventory usage records that track the issue, transfer, and return of inventory items from/to storerooms
© 2014 IBM Corporation11
Issues and Transfers Usage application
It has been replaced by ‘Inventory Usage’ application in Maximo 7.5
Issues and Transfers application allows to issue, transfer, and return inventory items from/to storerooms
© 2014 IBM Corporation12
Exercises – Create item
• Create an Item
• Go To > Item Master
• Item: DN6
• Description: Stainless Steel Valve DN6
• Rotating: Yes
• Issue Unit: EACH
• Change status to ‘ACTIVE’
© 2014 IBM Corporation13
Exercises – Add item to storeroom
• Enable item ‘DN6’ in organization ‘EAGLENA’
• Select Action > Item/Organization Details
• Click on the change status icon and set to ‘ACTIVE’
• Add item to storeroom ‘
• Select Action > Add Items to Storeroom
• Site: BEDFORD
• Storeroom: CENTRAL
• Open ‘Storeroom’tab
© 2014 IBM Corporation14
Exercises – Create rotating asset in the storeroom
• Open ‘Assets’ application and create a new asset
• Asset: DN6-1
• Rotating Item: DN6 (description is filled automatically)
• Location: CENTRAL
• Open ‘Inventory’ application
• Open ‘Rotating Assets’ tab
• Select Action > View Item Availability
© 2014 IBM Corporation15
Exercises – Issue Asset from storeroom
• Open ‘Inventory Usage’ application (or ‘Issues and Transfers’)• Create new record• Select ‘CENTRAL’ storeroom• Click on ‘New Row’
• Usage Type: Issue
• Line Type: Item
• Item: DN6 (Rotating Asset is now mandatory)
• Asset: DN6-1
• Location: W540
• GL Debit Account: 6290-300-SAF
• Issued To: JACOBY
• Save
• Open ‘Assets’ application search asset ‘DN6-1’• Select Action > Asset Move History
© 2014 IBM Corporation16
Exercises – Additional exercises
© 2014 IBM Corporation17 © 2014 IBM Corporation17
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