Maximo Basic- Planning Module

Planning Module.

The Maximo Planning Module is a comprehensive tool used to plan and manage maintenance work efficiently. Here are some important components and functionalities:

1) Job Plans:- Job plan is detailed descriptions of the work to be performed for a work order. They plan all the steps, resources, and materials needed for each type of job. In Job plan you can define the each task level duration to complete the task. Whether it’s preventive maintenance, corrective maintenance, or inspections, job plans ensure consistency and efficiency by breaking down the work into manageable steps.

Note:- Once Job plan applies to work order, it's consider as work plan. If you will do any changes in work plan it will not affect the job plan.

2) Routes:- In Routes application we define the lists of related assets or locations that need inspection or maintenance.It simplify the creation of hierarchies of work orders, making it easier to manage multiple tasks across different assets or locations. Here we can define how work order hierarchy will look based on route stop. 

Below is the option to create the work order based on route stop.

i)  Child work order.

ii)  work order task

iii)  Entries in work order's multi Asset, Location and CI table

3) Safety:-  This application helps inform workers of potential dangers in their work environment and provides information to protect them. You can define hazards, precautions, Lock out/Tag out, and procedures, and associate these records with assets, locations, preventive maintenance (PM), and work orders. With help of safety plan you can ensure work site is safe before the actual work start. 

4) Resource Levels Management: This application allows you to create threshold levels to calculate resources for dynamic job plans. It helps in managing and allocating resources effectively based on the requirements of different job plans.

Maximo Basic- Purchase Module

 Purchasing Module

Maximo's purchasing module provide a process of acquiring goods and services for the organization. It facilitates various tasks such as creating purchase requisitions, obtaining quotes from vendors, generating purchase orders, receiving ordered items, and managing invoices. With help of this module you can centralise and optimise your procurement activities, ensuring transparency and efficiency throughout the process.

The Purchasing module in Maximo is a collection of applications that work together to manage the entire procurement process, from requesting items to receiving and paying for them. Here's a breakdown of the key applications:

 i) Purchase Requisitions: Initiate the buying process by creating requisitions for needed items or services.

 ii) Requests for Quotation (RFQs): Obtain competitive quotes from vendors to compare pricing and terms to award the order to vendor, before creating purchase orders.

 iii) Purchase Orders: Generate purchase orders based on approved requisitions, specifying details like price, delivery, and payment terms.

 iv) Receiving: Manage the receipt of ordered materials and services, updating inventory levels.

 v) Invoices: Process invoices from vendors by matching them against purchase orders and receipts for accurate and timely payments.

 Note:- Companies: Maintain a central database of vendors, including contact information, pricing agreements, and performance history.

By leveraging Maximo's purchasing module, you can gain greater control over your procurement process, leading to cost savings, improved efficiency, and better vendor relationships.

Maximo Basic- Integration Module

Integration Module.

Maximo Integration Module (MIF) is a powerful framework in IBM's Maximo Asset Management system that allows us to do seamless integration with other systems, applications, and data sources. With the help of MIF we can share the data with other system and received the data from other system.

Below are the some key components and features to utilise MIF functionality:

   i) Object Structures:- OS use to defines the data structure to use in integrations, including the Maximo objects and fields related to object. You can add many object need to define structure.

   ii) Enterprise Services:- This application use for inbound integrations with external system  to receive the data in Maximo from external systems.

   iii) Publish Channels:- This application use for outbound integrations where data is sent from Maximo to external systems.

   iv) Invocation Channels:- This application use for invoking external web services from within Maximo.

   v) Integration Processing Rules:-  Allows customisation of data processing, including data validation and transformation.

Integration Methods

   i) File-Based Integration : Use for reading and writing files (XML, CSV, etc.) for data exchange.

   ii) Database Integration : Direct connection with database to read from or write to external databases.

   iii) Web Services: Uses SOAP or REST APIs for real-time data exchange with other systems.

   iv) Messaging Systems: Integrates using JMS (Java Message Service) for asynchronous message processing.

Middle ware Support

    Supports various/many middle ware platforms like IBM WebSphere, Oracle Fusion Middle ware, and others for reliable message delivery and transformation.

Adaptors and Connectors

   - Pre-built adapters for common systems (e.g., SAP, Oracle E-Business Suite) and connectors for various protocols (e.g., HTTP, FTP, JMS).

Security

   - Ensures secure data exchange through SSL/TLS encryption, authentication mechanisms, and role-based access control.

Data Mapping and Transformation

   - Utilise XSLT for transforming structure and data formats to meet the requirements of the target system.

Error Handling and Logging

   - Comprehensive error handling mechanisms, including retries, error queues, and detailed logging for troubleshooting.

User Interface

   - Maximo provides a web-based interface for configuring and managing integrations, monitoring data flow, and troubleshooting issues.

Maximo Basic- Inventory module

  Inventory Module

Below is the list of application comprise under inventory module.

1. Item Master :- Item master application use to create list of items that organization is going to store in storeroom. Use item set to define the group for item. While creating the item, some attribute is important to capture for record- item set, order unit, issue unit,commodity group, commodity code, item lot, rotating and condition enable.

Below is the list of important action you can perform in application.
    i. create or modify commodity code.
    ii. associate image for item.
    iii. assign item to storeroom.
    iv. assign item to multiple storeroom.
    Note:- If you define any item as rotating then can't consume it. A rotating item can be tracked as item in inventory and as asset in asset record. 

2. Service Item:- Service item are the item that your company using third parties to get their service. Service can be prorated with other items. It can be used on work order or job plan. 

3. Inventory:- This application use to store the current balance of the material item and all other aspects. In inventory you can use two types of reservation Hard reservation and Soft reservation. the difference between Hard reservation and Soft reservation is Hard reservation immediately affect the available balance but Soft reservation show the demands of the material.

4. Inventory Usage:- The use of this application is to issue and transfer the material. When you create new inventory usage record you choose usage type issue, transfer or mixed and the storeroom from which material will be issue or transfer. In the usage line you have to mention the quantity to issue or return in the storeroom.

5. Tools:-  Tool application use to manage the tools information. Tool is the equipment used to perform the work on-site. Tools are non-consumable item and can be charge hourly to utilise at the time of work.

below is the task can perform in tool application.

    i.  add the tools in the storeroom.

    ii. Issue, receive and transfer from the storeroom.

    iii. Specify the tool rate, add list of vendor, attach the specification etc. 

Note:- i. So many features are same as material item.

           ii.You can not associate condition code with tools

6. Stock Tools:- Stock tools application for tools management. In stock application you can see hard reservation and soft reservation, but don't have option to add or modify the reservation. This application is same as inventory application.Stock tools application have action to issue or return and transfer the tools from one storeroom to another. You can do the following activity in stock tools application.

    i. Add the new bins location.

    ii. Specify vendor for the tools.

    iii. View inventory transaction for the tools.

Note:- i. So many features are same as inventory application.

           ii.You can not associate condition code with tools

7.  Shipment Receiving:- This application use to receive the items or materials in the designated storeroom and to transfer the tools and item between storeroom. Using this item or tools can transfer within same site or different site of the organization.

Note:- you cannot create the new record in this application.

8. Condition Code:- This application use to create the condition code for items and later you can associate  with it. Condition code is common for the organization because it's get created or defined at item set level. This helps to determine the cost of item for the organization. It help to track the value of item in inventory.

9. Storerooms:- This application use to create the storeroom for the organization with related information to store the item. Once you create the storeroom then then you will use this application very rarely unless there are some changes in storeroom information or associated general ledger account.

Note:- Storeroom is defined on Site level.